BETA EPSILON ASSOCIATION THETA XI (EIN 946087478) - 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

1950

Principal Officer

JUSTIN SCHLAGETER

Phone

5304001168

Tax Period

2024-07-01 to 2025-06-30

BETA EPSILON ASSOCIATION THETA XI, founded in 1950, is a small nonprofit in the Education sector that reported $164K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $418K exceeded revenue, resulting in a 156% operating deficit.

Mission

SOCIAL CLUB (FRATERNAL ORGANIZATION ALUMNI ASSOCIATION)

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,794

Program Service Revenue $146,662

Investment Income $10,141

Other Revenue $0

TOTAL REVENUE $163,597

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $418,074

TOTAL EXPENSES $418,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,597	$125,407	+0.3%
Expenses	$418,074	$292,991	+0.4%
Net Income	$-254,477	$-167,584	+0.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS BETA	DIRECTOR	N/A	Officer	$0	$0	$0
JACK BETTENCOURT	VICE PRS & T	N/A	Officer	$0	$0	$0
JUSTIN FENSETH	UNDERGRAD TR	N/A	Officer	$0	$0	$0
STEPHEN JOHANSON	DIRECTOR	N/A	Officer	$0	$0	$0
STEPHEN MEZGER	SECRETARY	N/A	Officer	$0	$0	$0
JOHN OSBORN	DIRECTOR	N/A	Officer	$0	$0	$0
NOLAN PISORS	UNDERGRAD PR	N/A	Officer	$0	$0	$0
PHILLIP SANTUCCI	DIRECTOR	N/A	Officer	$0	$0	$0
JUSTIN SCHLAGETER	PRESIDENT	N/A	Officer	$0	$0	$0
ROBERT TESTA	DIRECTOR	N/A	Officer	$0	$0	$0
CRAIG WHITTEN	DIRECTOR	N/A	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	$163,597	$418,074	$5,425,115	$-254,477
2024	$125,407	$292,991	$5,734,247	$-167,584
2023	$1,236,653	$43,456	$4,411,662	$1,193,197
2023	$2,133,862	$43,456	$5,308,871	$2,090,406
2022	$468,067	$4,771	$5,036,149	$463,296
2021	$321,760	$260,699	$1,076,925	$61,061
2020	$281,608	$158,010	$968,723	$123,598

BETA EPSILON ASSOCIATION THETA XI