BETA THETA OF SIGMA KAPPA INC

EIN: 314403496 Education

MARIETTA, OH

Total Revenue
$101,138
Total Expenses
$73,829
Total Assets
$388,245
Net Assets
$387,001
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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
1957
Legal Domicile
OH
Principal Officer
SHELLEY WYKLE
Phone
7403745546
Tax Period
2023-06-01 to 2024-05-31

BETA THETA OF SIGMA KAPPA INC, founded in 1957, is a small nonprofit in the Education sector that reported $101K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $27K, a strong 27% operating margin.

Mission

PROVIDES HOUSING FOR SORORITY MEMBERS

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $93,474
Investment Income $7,664
Other Revenue $0
TOTAL REVENUE $101,138

Expense Breakdown

Grants Paid $0
Salaries & Benefits $24,587
Fundraising Expenses $0
Program Expenses $66,272
Other Expenses $49,242
TOTAL EXPENSES $73,829

Year-over-Year Comparison

2023 2022 Change
Revenue $101,138 $88,392 +0.1%
Expenses $73,829 $106,631 -0.3%
Net Income $27,309 $-18,239 -2.5%
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

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Governance

Voting Members
4
Independent Members
4
Employees
1
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHELLEY WYKLE PRESIDENT 7.00
Officer
$0 $0 $0
GINGER O'CONNER VICE PRESIDENT 2.00
Officer
$0 $0 $0
KELSEY BURKHART SECRETARY 5.00
Officer
$0 $0 $0
CHELSEY SHRIVER 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
2025 No data No data No data No data
2024 $101,138 $73,829 $388,245 $27,309
2023 $88,392 $106,631 $343,607 $-18,239
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