KAPPA SIGMA INC BETA THETA (EIN 356007523) - 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

1957

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

KAPPA SIGMA INC BETA THETA, founded in 1957, is a small nonprofit that reported $468K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $100K, a strong 21% operating margin.

Mission

PROVIDED FURNISHED HOUSING TO ACTIVE CHAPTER MEMBERS ATTENDING INDIANA UNIVERSITY.

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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 $0

Program Service Revenue $477,210

Investment Income $-71,715

Other Revenue $62,856

TOTAL REVENUE $468,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,852

Fundraising Expenses $0

Program Expenses $0

Other Expenses $336,404

TOTAL EXPENSES $368,256

Year-over-Year Comparison

	2024	2023	Change
Revenue	$468,351	$549,567	-0.1%
Expenses	$368,256	$399,072	-0.1%
Net Income	$100,095	$150,495	-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

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
BRIAN LIVINGSTON	TREASURER	1.0	Officer Director	$0	$0	$0
GREG MONSEY	PRESIDENT	1.0	Officer Director	$0	$0	$0
AUSTIN STICKLEY	BOARD MEMBER	1.0	Director	$0	$0	$0
JOSH THOMPSON	BOARD MEMBER	1.0	Director	$0	$0	$0
RICHARD WENZLER	BOARD MEMBER	1.0	Director	$0	$0	$0
ROBERT ROTHKOPF	BOARD MEMBER	1.0	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	$468,351	$368,256	$5,988,959	$100,095
2024	$549,567	$399,072	$5,936,176	$150,495
2023	$482,444	$283,655	$5,882,047	$198,789
2022	$455,440	$216,151	$5,757,101	$239,289
2021	$450,470	$216,158	$5,605,259	$234,312
2020	$453,644	$288,384	$5,450,171	$165,260
2019	$150,265	$288,541	$5,591,940	$-138,276

KAPPA SIGMA INC BETA THETA