BETA BETA GAMMA FOUNDATION (EIN 990344170) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

WENDY ANN KUWAHARA

Phone

8082711619

Tax Period

2024-01-01 to 2024-12-31

BETA BETA GAMMA FOUNDATION, founded in 1999, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $79K in total revenue in fiscal year 2024. Revenue surged 144% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 53% operating margin.

Mission

TO RAISE FUNDS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC OR LITERARY PURPOSES

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $27,812

Program Service Revenue $0

Investment Income $34,218

Other Revenue $16,786

TOTAL REVENUE $78,816

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $425

Program Expenses $25,098

Other Expenses $11,775

TOTAL EXPENSES $36,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,816	$32,251	+1.4%
Expenses	$36,775	$45,996	-0.2%
Net Income	$42,041	$-13,745	-4.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

120

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
AILEEN SHIN	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL KAKAZU PARK	DIRECTOR	1.00	Director	$0	$0	$0
KALENE SHIM SAKAMOTO	DIRECTOR	1.00	Director	$0	$0	$0
KARA KUSUNOKI	DIRECTOR	1.00	Director	$0	$0	$0
KAREN KANEKO	DIRECTOR	1.00	Director	$0	$0	$0
TERI ANN YANAGI	DIRECTOR	1.00	Director	$0	$0	$0
VANNA NOVAK	DIRECTOR	1.00	Director	$0	$0	$0
REGINA KIM	DIRECTOR	1.00	Director	$0	$0	$0
DAWN NOLAN	DIRECTOR	1.00	Director	$0	$0	$0
KELLEY NIIDE	DIRECTOR	1.00	Director	$0	$0	$0
DIANA TUNG	DIRECTOR	1.00	Director	$0	$0	$0
HARUKO FROEB	DIRECTOR	1.00	Director	$0	$0	$0
JOY SOMA	DIRECTOR	1.00	Director	$0	$0	$0
WENDY ANN KUWAHARA	PRESIDENT	1.00	Officer	$0	$0	$0
JOANNE ALLAGONEZ	VICE-PRESIDENT	1.00	Officer	$0	$0	$0
LYNNE UNEMORI	TREASURER	1.00	Officer	$0	$0	$0
KARRI VILLANUEVA	SECRETARY	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
2024	$78,816	$36,775	$588,279	$42,041
2023	$32,251	$45,996	$522,566	$-13,745
2022	$46,022	$24,096	$480,311	$21,926
2021	$95,967	$48,964	$572,276	$47,003
2020	$25,964	$20,396	$516,709	$5,568

BETA BETA GAMMA FOUNDATION