BETA THETA PI-BETA OMEGA ASSOC

EIN: 916054663

SEATTLE, WA

Total Revenue
$394,751
Total Expenses
$198,662
Total Assets
$2,336,727
Net Assets
$2,211,727
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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
1992
Legal Domicile
WA
Principal Officer
KALEN HOPKINS
Phone
2065262427
Tax Period
2024-01-01 to 2024-12-31

BETA THETA PI-BETA OMEGA ASSOC, founded in 1992, is a small nonprofit that reported $395K in total revenue in fiscal year 2024. The organization ran a surplus of $196K, a strong 50% operating margin.

Mission

TITLE HOLDING COMPANY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $394,720
Investment Income $31
Other Revenue $0
TOTAL REVENUE $394,751

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $198,662
TOTAL EXPENSES $198,662

Year-over-Year Comparison

2024 2023 Change
Revenue $394,751 $377,286 +0.0%
Expenses $198,662 $400,823 -0.5%
Net Income $196,089 $-23,537 -9.3%
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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES CLACK ADVISOR N/A
Director
$0 $0 $0
CLAYTON FEDERSPIEL DIRECTOR N/A
Officer Director
$0 $0 $0
KALEN HOPKINS DIRECTOR N/A
Officer Director
$0 $0 $0
CHARLIE LECUYER DIRECTOR N/A
Officer 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
2024 $394,751 $198,662 $2,336,727 $196,089
2023 $377,286 $400,823 $2,143,638 $-23,537
2022 $340,448 $176,295 $2,042,175 $164,153
2021 $354,274 $303,067 $1,890,722 $51,207
2020 $292,348 $504,072 $1,839,515 $-211,724
2019 $339,495 $383,595 $2,104,635 $-44,100
2018 $484,219 $551,695 $2,158,331 $-67,476
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