THETA ALPHA KAPPA (EIN 132933987) - 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

1996

Legal Domicile

Principal Officer

MICHAEL BERGER

Tax Period

2024-07-01 to 2025-06-30

THETA ALPHA KAPPA, founded in 1996, is a micro nonprofit in the Education sector that reported $54K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $19K, a strong 36% operating margin.

Mission

Established for the purpose of recognizing the academic achievements of religion and theology students engaged in either undergraduate or graduate work.

🔒

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 $36,304

Program Service Revenue $0

Investment Income $17,575

Other Revenue $0

TOTAL REVENUE $53,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,040

Other Expenses $34,520

TOTAL EXPENSES $34,520

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,879	$69,926	-0.2%
Expenses	$34,520	$42,089	-0.2%
Net Income	$19,359	$27,837	-0.3%

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

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
DR TIM GABRIELLI	BOARD MEMBER	005.00	Director	$0	$0	$0
DR ANDREA STANTON	BOARD MEMBER	005.00	Director	$0	$0	$0
DR CARYN TAMBER-ROSENAU	BOARD MEMBER	005.00	Director	$0	$0	$0
DR ELIZABETH COODY	BOARD MEMBER	005.00	Director	$0	$0	$0
DR NAJEEB HADDAD	BOARD MEMBER	005.00	Director	$0	$0	$0
ERIC F MASON	PRESIDENT	005.00	Officer	$0	$0	$0
SR MARY KATE BRIDGE	VICE PRESIDENT	005.00	Officer	$0	$0	$0
MICHAEL BERGER	TREASURER	005.00	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	$53,879	$34,520	$542,111	$19,359
2024	$69,926	$42,089	$505,575	$27,837

THETA ALPHA KAPPA