KAPPA SIGMA ENDOWMENT FUND (EIN 366018518) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1919

Legal Domicile

Principal Officer

THOMAS P BISHOP

Phone

4349795733

Tax Period

2024-06-01 to 2025-05-31

KAPPA SIGMA ENDOWMENT FUND, founded in 1919, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2017. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $655K, a strong 40% operating margin.

Mission

KAPPA SIGMA ENDOWMENT FUND (THE ENDOWMENT FUND) IS A NONPROFIT ORGANIZATION FORMED TO PRODUCE MEANS AVAILABLE FOR BENEFICENT AND CHARITABLE PURPOSES OF KAPPA SIGMA FRATERNITY (THE FRATERNITY). THE ENDOWMENT FUND PROVIDES SCHOLARSHIPS AND OTHER QUALIFIED EDUCATIONAL PROGRAMS FOR THE FRATERNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,716,633

Program Service Revenue $0

Investment Income $3,109,602

Other Revenue $47,263

TOTAL REVENUE $6,873,498

Expense Breakdown

Grants Paid $470,750

Salaries & Benefits $0

Fundraising Expenses $322,674

Program Expenses $666,671

Other Expenses $1,053,422

TOTAL EXPENSES $1,524,172

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,873,498	$3,820,254	+0.8%
Expenses	$1,524,172	$1,586,298	0.0%
Net Income	$5,349,326	$2,233,956	+1.4%

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
THOMAS P BISHOP	CHAIRMAN	1.00	Officer Director	$0	$0	$0
S CHRISTIAN NASCIMENTO	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
DONAL L MCCLAMROCH JR	TREASURER	1.00	Officer Director	$0	$0	$0
HUGH M ROBERT	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN S KAPLAN	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY S MCKENZIE	TRUSTEE	1.00	Director	$0	$0	$0
ADAM POE	TRUSTEE	1.00	Director	$0	$0	$0
CHAD GEBHARDT	EXEC VP & CA	10.00	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	$6,873,498	$1,524,172	$22,840,198	$5,349,326
2024	$3,820,254	$1,586,298	$19,564,643	$2,233,956
2023	$3,452,650	$1,638,913	$16,339,173	$1,813,737
2022	$3,653,643	$1,605,880	$17,499,104	$2,047,763
2021	$2,434,838	$928,932	$16,730,085	$1,505,906
2020	$2,436,772	$1,047,968	$14,340,154	$1,388,804
2019	$3,999,484	$892,202	$13,066,673	$3,107,282
2018	$1,646,716	$991,766	$10,612,557	$654,950

KAPPA SIGMA ENDOWMENT FUND