BETA CHAPTER OF CLOVIA FOUNDATION (EIN 923034521) - 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

2024

Legal Domicile

Principal Officer

Kathleen Michaelson

Phone

6518957598

Tax Period

2025-01-01 to 2025-12-31

BETA CHAPTER OF CLOVIA FOUNDATION, founded in 2024, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2025. Revenue surged 1046% from the prior year, signaling strong growth momentum. The organization ran a surplus of $974K, a strong 96% operating margin.

Mission

The foundation exists to support the educational goals for the Beta Chapter of Clovia Sorority at the University of Minnesota St. Paul Campus. The Foundation awards scholarship grants to members and may make grants to the Sorority for educational purposes.

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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 (2025)

Revenue Breakdown

Contributions & Grants $193,719

Program Service Revenue $0

Investment Income $14,083

Other Revenue $806,254

TOTAL REVENUE $1,014,056

Expense Breakdown

Grants Paid $14,362

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,362

Other Expenses $25,752

TOTAL EXPENSES $40,114

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,014,056	$88,501	+10.5%
Expenses	$40,114	$20,080	+1.0%
Net Income	$973,942	$68,421	+13.2%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Michaelson	President	1	Officer Director	$0	$0	$0
Tina Kukowski	Treasurer	1	Officer Director	$0	$0	$0
Becky Lieser	Secretary	0.5	Officer Director	$0	$0	$0
Janice Strand	Trustee	0.5	Director	$0	$0	$0
Margit Hauge	Trustee	0.5	Director	$0	$0	$0
Michaela King	Trustee	0.5	Director	$0	$0	$0
Michele Schroeder	Trustte	0.5	Director	$0	$0	$0
Hope Chappuis	Trustee	0.5	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	$1,014,056	$40,114	$1,106,906	$973,942

BETA CHAPTER OF CLOVIA FOUNDATION