KAPPA ALPHA THETA BETA CHAPTER HOUSE CORPORATION (EIN 237117266) - 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

1958

Legal Domicile

Principal Officer

ROBYN MOBERLY

Phone

3179028258

Tax Period

2023-09-01 to 2024-08-31

KAPPA ALPHA THETA BETA CHAPTER HOUSE CORPORATION, founded in 1958, is a small nonprofit that reported $427K in total revenue in fiscal year 2023. The organization ran a surplus of $185K, a strong 43% operating margin.

Mission

TO PROVIDE HOUSING AND EDUCATIONAL, SOCIAL, AND LEADERSHIP ACTIVITIES TO ACTIVE CHAPTER MEMBERS ATTENDING INDIANA UNIVERSITY.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $427,051

Investment Income $90

Other Revenue $0

TOTAL REVENUE $427,141

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $235,769

Other Expenses $242,349

TOTAL EXPENSES $242,349

Year-over-Year Comparison

	2023	2022	Change
Revenue	$427,141	$425,091	+0.0%
Expenses	$242,349	$249,621	0.0%
Net Income	$184,792	$175,470	+0.1%

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

N/A

Employees

N/A

Volunteers

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
CLAIRE OTTE BECKER	SECRETARY	1.00	Officer Director	$0	$0	$0
CRYSTA CALLOWAY	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA WILSON CAMBRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
DIANE COMBS	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON DREHER	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN MOBERLY	TREASURER	1.00	Officer Director	$0	$0	$0
ALLISON MONTGOMERY	DIRECTOR	1.00	Director	$0	$0	$0
JANET ROE NICHOLS	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAUREN POLIZZO	DIRECTOR	1.00	Director	$0	$0	$0
FRAN STEWART	DIRECTOR	1.00	Director	$0	$0	$0
ERIN GRIFFIN SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
HALLE WEAVER	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH THEOBALD YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIIA ZERR	VICE PRESIDE	1.00	Officer Director	$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	$427,141	$242,349	$2,643,470	$184,792
2023	$425,091	$249,621	$2,451,747	$175,470
2022	$301,888	$224,306	$2,269,840	$77,582
2021	$191,669	$210,706	$2,192,258	$-19,037
2020	$357,653	$251,304	$2,211,295	$106,349
2019	$330,166	$252,347	$2,104,946	$77,819
2018	$323,707	$318,257	$2,027,127	$5,450

KAPPA ALPHA THETA BETA CHAPTER HOUSE CORPORATION