Beta Rho House Association of Kappa Kappa Gamma Fraternity Inc

EIN: 316034321

Cincinnati, OH

Total Revenue
$566,226
Total Expenses
$221,365
Total Assets
$2,301,794
Net Assets
$2,301,794
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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
OH
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.

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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 (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

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Governance

Voting Members
13
Independent Members
13
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
2
$0
Total Directors
11
$50,032
Key Employees
0
$0
Highest Compensated
0
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
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