Beta Rho House Association of Kapp… - 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

1937

Legal Domicile

Principal Officer

Kelly Berling

Phone

5133255865

Tax Period

2024-07-01 to 2025-06-30

Beta Rho House Association of Kappa Kappa Gamma Fraternity Inc, founded in 1937, is a small nonprofit that reported $566K in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $345K, a strong 61% operating margin.

Mission

Provide facilities and related services including student service programs and room and board for more than 30 sorority members living in the sorority house.

Program Service Accomplishments

Program 1

Expenses: $211,756 Revenue: $339,940

Provide residential facilities and related necessary services.

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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 (2024)

Revenue Breakdown

Contributions & Grants $205,523

Program Service Revenue $298,472

Investment Income $20,763

Other Revenue $41,468

TOTAL REVENUE $566,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,989

Fundraising Expenses $0

Program Expenses $211,756

Other Expenses $139,376

TOTAL EXPENSES $221,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$566,226	$353,017	+0.6%
Expenses	$221,365	$302,954	-0.3%
Net Income	$344,861	$50,063	+5.9%

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

$50,032

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maria Kathman	Director	40.00	Director	$50,032	$0	$50,032
Mattie Walsh	Trustee	2.00	Director	$0	$0	$0
Meghan McCourt	Trustee	2.00	Director	$0	$0	$0
Zoe Rassati	Trustee	2.00	Director	$0	$0	$0
Ella Kijewski	Trustee	2.00	Director	$0	$0	$0
Kiera Wright	Trustee	2.00	Director	$0	$0	$0
Marleigh LaVoie	Trustee	2.00	Director	$0	$0	$0
Ashley Marth	Trustee	2.00	Director	$0	$0	$0
Karin Burns	Trustee	2.00	Director	$0	$0	$0
Elizabeth DeGroth	Trustee	2.00	Director	$0	$0	$0
McKenzie Huber	trustee	2.00	Director	$0	$0	$0
Kelly Berling	President	5.00	Officer	$0	$0	$0
Mindy Moellering	Treasurer	4.00	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	$566,226	$221,365	$2,301,794	$344,861
2024	No data	No data	No data	No data
2023	$581,828	$226,713	$1,911,642	$355,115
2022	$316,608	$274,703	$1,552,369	$41,905
2021	$389,805	$232,406	$1,515,048	$157,399
2020	$412,746	$236,352	$1,353,160	$176,394
2019	$458,524	$320,442	$1,176,029	$138,082

Beta Rho House Association of Kappa Kappa Gamma Fraternity Inc