BETA UPSILON SIGMA CHI CLUB (EIN 911275045) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Phone

5093343505

Tax Period

2022-07-01 to 2023-06-30

BETA UPSILON SIGMA CHI CLUB, founded in 1984, is a small nonprofit that reported $707K in total revenue in fiscal year 2022. Revenue surged 41% from the prior year, signaling strong growth momentum. Net assets of $1.8M represent 31 months of operating reserves.

Mission

TO PROVIDE, MAINTAIN AND REPLACE HOUSING FOR COLLEGE FRATERNITY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $23,500

Program Service Revenue $681,621

Investment Income $1,881

Other Revenue $0

TOTAL REVENUE $707,002

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $692,523

Other Expenses $741,072

TOTAL EXPENSES $741,072

Year-over-Year Comparison

	2022	2021	Change
Revenue	$707,002	$501,793	+0.4%
Expenses	$741,072	$649,801	+0.1%
Net Income	$-34,070	$-148,008	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Howard M Neill	President	Director	$0	$0	$0
Eric Bolstad	Director	Director	$0	$0	$0
Brad Fulton	Director	Director	$0	$0	$0
Bob Thompson	Director	Director	$0	$0	$0
Patrick Summit	Director	Director	$0	$0	$0
Joseph Winkler	Treasurer	Director	$0	$0	$0
John Hale	Director	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$707,002	$741,072	$4,775,287	$-34,070
2022	$501,793	$649,801	$4,838,682	$-148,008
2021	$546,404	$570,610	$4,811,528	$-24,206
2020	$748,779	$216,893	$4,161,529	$531,886
2019	$1,655,945	$264,611	$1,668,062	$1,391,334

BETA UPSILON SIGMA CHI CLUB