BETA OMEGA ALUMNAE ASSOCIATION (EIN 936024925) - 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

1913

Legal Domicile

Principal Officer

BETH SHEEHAN

Phone

5414847394

Tax Period

2023-07-01 to 2024-06-30

BETA OMEGA ALUMNAE ASSOCIATION, founded in 1913, is a small nonprofit that reported $448K in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $515K exceeded revenue, resulting in a 15% operating deficit.

Mission

HOUSE RENTAL TO CHAPTER MEMBERS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $448,158

Investment Income $9

Other Revenue $0

TOTAL REVENUE $448,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,155

Fundraising Expenses $0

Program Expenses $502,890

Other Expenses $449,795

TOTAL EXPENSES $514,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$448,167	$697,421	-0.4%
Expenses	$514,950	$444,559	+0.2%
Net Income	$-66,783	$252,862	-1.3%

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

Governance

Voting Members

Independent Members

Employees

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH SHEEHAN	TREASURER	3.00	Officer	$0	$0	$0
MARY BROPHY	SECRETARY	1.00	Officer	$0	$0	$0
BETSY LAKE	OFFICER	1.00	Officer	$0	$0	$0
NANCY VISENBURG	OFFICER	1.00	Officer	$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	$448,167	$514,950	$637,355	$-66,783
2023	$697,421	$444,559	$743,437	$252,862
2022	$384,715	$363,045	$536,343	$21,670
2021	$176,435	$228,978	$551,167	$-52,543
2020	$243,844	$495,450	$621,429	$-251,606
2019	$686,744	$721,086	$904,145	$-34,342

BETA OMEGA ALUMNAE ASSOCIATION