KAPPA ALPHA THETA UMD FACILITY COR… - Form 990 Financial Data

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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

2009

Legal Domicile

Principal Officer

MARY JANE BEACH

Phone

3178761870

Tax Period

2017-07-01 to 2018-06-30

KAPPA ALPHA THETA UMD FACILITY CORPORATION, founded in 2009, is a small nonprofit that reported $429K in total revenue in fiscal year 2017. The organization ran a surplus of $83K, a strong 19% operating margin.

Mission

TO PROVIDE HOUSING

Program Service Accomplishments

Program 1

TO PROVIDE HOUSING AND NECESSARY RELATED SERVICES TO THE COLLEGIATE MEMBERS OF THE GAMMA MU CHAPTER OF THE KAPPA ALPHA THETA FRATERNITY, AND TO ENGAGE IN VARIOUS ASPECTS OF THE SOCIAL GATHERINGS OF...

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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 (2017)

Revenue Breakdown

Contributions & Grants $17,714

Program Service Revenue $409,250

Investment Income $315

Other Revenue $1,515

TOTAL REVENUE $428,794

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $345,740

TOTAL EXPENSES $345,740

Year-over-Year Comparison

	2017	2016	Change
Revenue	$428,794	$412,481	+0.0%
Expenses	$345,740	$315,193	+0.1%
Net Income	$83,054	$97,288	-0.1%

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

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

$461,251

Total Directors

$234,536

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY JANE BEACH	PRESIDENT	0.30	Officer Director	$0	$0	$0
ELIZABETH CORRIDAN	VICE PRESIDENT/SECRETARY	0.30	Officer Director	$0	$39,350	$234,536
CATHERINE KELLIE DICKERSON	VICE PRESIDENT/TREASURER	0.30	Officer Director	$0	$0	$0
LEAH HARTMAN	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
JEFFREY RISSER	CHIEF FINANCIAL OFFICER	0.30	Officer	$0	$15,677	$149,309
TERESA SMITH	FHC EXECUTIVE DIRECTOR	1.00	Officer	$0	$12,873	$77,406

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
2018	$428,794	$345,740	No data	$83,054

KAPPA ALPHA THETA UMD FACILITY CORPORATION