BETA TAU OF KAPPA ALPHA THETA FC (EIN 237316676) - 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

JANE WILKEN

Phone

7405877627

Tax Period

2019-07-01 to 2020-06-30

BETA TAU OF KAPPA ALPHA THETA FC, founded in 1901, is a micro nonprofit that reported $34K in total revenue in fiscal year 2019. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $33K left a modest 4% surplus.

Mission

OPERATING AND MAINTAINING A NON-RESIDENTIAL FACILITY FOR A LOCAL CHAPTER OF A NATIONAL SORORITY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $9,400

Program Service Revenue $0

Investment Income $10,869

Other Revenue $13,709

TOTAL REVENUE $33,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $32,756

TOTAL EXPENSES $32,756

Year-over-Year Comparison

	2019	2018	Change
Revenue	$33,978	$50,781	-0.3%
Expenses	$32,756	$33,124	0.0%
Net Income	$1,222	$17,657	-0.9%

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
FAITH BAZLEY	DIRECTOR	1.00	Director	$0	$0	$0
BROOKS FELTS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HENDRICKS	DIRECTOR	1.00	Director	$0	$0	$0
ANNE TAYLOR HEUTEL	DIRECTOR	1.00	Director	$0	$0	$0
FELICITY HILLMER	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIA LINNARTZ	DIRECTOR	1.00	Director	$0	$0	$0
ANNE ORMOND	DIRECTOR	1.00	Director	$0	$0	$0
PEYTON OVESK	DIRECTOR	1.00	Director	$0	$0	$0
EMMA RIORDAN	DIRECTOR	1.00	Director	$0	$0	$0
TECKIE SHACKELFORD	DIRECTOR	1.00	Director	$0	$0	$0
EMILY WILLSON	DIRECTOR	1.00	Director	$0	$0	$0
MEG WILSON	DIRECTOR	1.00	Director	$0	$0	$0
LAURYN BAYLIFF	PRESIDENT	2.00	Officer	$0	$0	$0
BECKY SKEEN	VICE PRESIDE	1.00	Officer	$0	$0	$0
JANE WILKEN	TREASURER	3.00	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
2020	$33,978	$32,756	$300,042	$1,222
2019	$50,781	$33,124	$294,753	$17,657

BETA TAU OF KAPPA ALPHA THETA FC