ALPHA GAMMA CHAPTER HOUSE OF THE KAPPA ALPHA THETA FRATERNITY (EIN 316035485) - 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

1924

Legal Domicile

Principal Officer

GLORIA LOMBARDI

Phone

3178768593

Tax Period

2024-07-01 to 2025-06-30

ALPHA GAMMA CHAPTER HOUSE OF THE KAPPA ALPHA THETA FRATERNITY, founded in 1924, is a small nonprofit that reported $321K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $276K left a modest 14% surplus.

Mission

TO PROVIDE HOUSING

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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 $35,966

Program Service Revenue $283,313

Investment Income $1,471

Other Revenue $0

TOTAL REVENUE $320,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $275,972

TOTAL EXPENSES $275,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$320,750	$268,478	+0.2%
Expenses	$275,972	$203,783	+0.4%
Net Income	$44,778	$64,695	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE GRACE HELD	FACILITY MANAGEMENT DIRECTOR	10.00	Director	$0	$0	$0
MIRANDA ROSS	FACILITY MGMT ADVISOR	10.00	Director	$0	$0	$0
MARGARET RUTH MORRISON	FINANCE ADVISOR	10.00	Director	$0	$0	$0
KIMBERLY CLAIRE LIVINGSTON	FACILITY DIRECTOR	10.00	Director	$0	$0	$0
TERESA NICOLE SMITH	FACILITY CORPORATION CONSULTANT	10.00	Director	$0	$0	$0
ALLISON MARIE VAN HAUTE	FORMER FACILITY CORPORATION CONSULTANT	10.00	Director	$0	$0	$0
KATHARINE MARY WOOD	FORMER SECRETARY	10.00	Director	$0	$0	$0
OLIVIA ADAMS	FORMER CHAPTER PRESIDENT	10.00	Director	$0	$0	$0
GLORIA ANN LOMBARDI	PRESIDENT	10.00	Officer Director	$0	$0	$0
LEE MCCARTY FRUHLING	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
REBECCA C LIVINGSTON	SECRETARY	10.00	Officer Director	$0	$0	$0
CHERYL EVANS	TREASURER	10.00	Officer Director	$0	$0	$0
KERSTIN HEITZENRATER	CHAPTER PRESIDENT/VP FINANCE	10.00	Officer Director	$0	$0	$0
ABBIE COHEN	CHAPTER VICE PRESIDENT FINANCE	10.00	Officer Director	$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	$320,750	$275,972	$1,224,087	$44,778
2024	$268,478	$203,783	$1,179,309	$64,695
2023	$261,140	$229,880	$1,114,614	$31,260
2022	$251,531	$265,541	$1,083,354	$-14,010
2021	$234,261	$201,267	$1,108,944	$32,994
2020	$244,318	$192,249	$1,099,529	$52,069
2019	$255,763	$217,175	$1,079,164	$38,588

ALPHA GAMMA CHAPTER HOUSE OF THE KAPPA ALPHA THETA FRATERNITY