KAPPA KAPPA KAPPA INC GROUP RETURN (EIN 237014089) - 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

1901

Legal Domicile

Principal Officer

LAURIE BLOOM

Phone

3178767481

Tax Period

2023-07-01 to 2024-06-30

KAPPA KAPPA KAPPA INC GROUP RETURN, founded in 1901, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 12% surplus.

Mission

THE OBJECT OF THIS ORGANIZATION SHALL BE TO BRING WOMEN INTO CLOSE, UNSELFISH RELATIONSHIP FOR THE PROMOTION OF CHARITY, CULTURE, AND EDUCATION.

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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 $732,179

Program Service Revenue $0

Investment Income $51,144

Other Revenue $1,683,501

TOTAL REVENUE $2,466,824

Expense Breakdown

Grants Paid $1,673,637

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,970,880

Other Expenses $497,586

TOTAL EXPENSES $2,171,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,466,824	$2,222,383	+0.1%
Expenses	$2,171,223	$2,094,845	+0.0%
Net Income	$295,601	$127,538	+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

N/A

Volunteers

6725

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
LAURIE BLOOM	PRESIDENT	30.00	Officer	$0	$0	$0
ESTHER HARDY	TREASURER	20.00	Officer	$0	$0	$0
VALERIE MURPHY	VICE PRESIDE	20.00	Officer	$0	$0	$0
STEPHANIE OYLER	SECRETARY	10.00	Officer	$0	$0	$0
JANET PERRY	ADVISOR	10.00	Officer	$0	$0	$0
AVAILABLE UPON REQUEST	OTHER	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	No data	No data	No data	No data
2024	$2,466,824	$2,171,223	$2,874,245	$295,601
2023	$2,222,383	$2,094,845	$2,578,644	$127,538
2022	$2,212,651	$1,915,866	$2,451,106	$296,785
2021	$1,417,424	$1,408,716	$2,154,321	$8,708
2020	$1,768,596	$1,740,897	$2,145,613	$27,699
2019	$2,123,022	$2,073,616	$2,117,914	$49,406

KAPPA KAPPA KAPPA INC GROUP RETURN