BETA TAU OF KAPPA ALPHA THETA FC (EIN 316077958) - 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

1901

Legal Domicile

Principal Officer

ELIZABETH YASSENOFF

Phone

7405877627

Tax Period

2023-07-01 to 2024-06-30

BETA TAU OF KAPPA ALPHA THETA FC, founded in 1901, is a micro nonprofit that reported $31K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $97K exceeded revenue, resulting in a 209% operating deficit.

Mission

OPERATING AND MAINTAINING A NON-RESIDENTIAL FACILITY FOR A LOCAL CHAPTER OF A NATIONAL SORORITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $9,360

Program Service Revenue $0

Investment Income $11,930

Other Revenue $10,000

TOTAL REVENUE $31,290

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $96,770

TOTAL EXPENSES $96,770

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,290	$40,266	-0.2%
Expenses	$96,770	$33,730	+1.9%
Net Income	$-65,480	$6,536	-11.0%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONICA GACKA	PRESIDENT	2.00	Officer	$0	$0	$0
BROOKS FELTS	VICE PRESIDE	0.50	Officer	$0	$0	$0
LAURYN BAYLIFF	SECRETARY	1.00	Officer	$0	$0	$0
ELIZABETH YASSENOFF	TREASURER	2.00	Officer	$0	$0	$0
CARRIE EMERMAN	DIRECTOR	0.50	Director	$0	$0	$0
FAITH BAZLEY	DIRECTOR	0.50	Director	$0	$0	$0
FELICITY HILLMER	DIRECTOR	0.50	Director	$0	$0	$0
TECKIE SHACKELFORD	DIRECTOR	0.50	Director	$0	$0	$0
ANNE BLATT	DIRECTOR	0.50	Director	$0	$0	$0
AVERY SELLERS	DIRECTOR	0.50	Director	$0	$0	$0
JANE WILKEN	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET MORRISON	DIRECTOR	0.50	Director	$0	$0	$0
KATHLEEN BRANDIMARTE	DIRECTOR	0.50	Director	$0	$0	$0
KATI BEAR	DIRECTOR	0.50	Director	$0	$0	$0
ANDREA SMITH	DIRECTOR	0.50	Director	$0	$0	$0
EMMA PHOENIX	DIRECTOR	0.50	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	No data	No data	No data	No data
2024	$31,290	$96,770	$258,584	$-65,480
2023	$40,266	$33,730	$320,655	$6,536
2022	$38,009	$25,668	$303,484	$12,341
2021	$31,908	$25,781	$331,189	$6,127

BETA TAU OF KAPPA ALPHA THETA FC