KAPPA ALPHA THETA FOUNDATION (EIN 366066531) - 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

1960

Legal Domicile

Principal Officer

TARA CONDON

Phone

3178761870

Tax Period

2023-07-01 to 2024-06-30

KAPPA ALPHA THETA FOUNDATION, founded in 1960, is a community nonprofit in the Education sector that reported $5.7M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $887K, a strong 16% operating margin.

Mission

TO STRENGTHEN AND EMPOWER MEMBERS THROUGH PHILANTHROPY AND EDUCATION.

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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 $3,567,290

Program Service Revenue $0

Investment Income $2,094,021

Other Revenue $0

TOTAL REVENUE $5,661,311

Expense Breakdown

Grants Paid $3,447,386

Salaries & Benefits $915,250

Fundraising Expenses $627,734

Program Expenses $3,637,057

Other Expenses $411,920

TOTAL EXPENSES $4,774,556

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,661,311	$4,162,102	+0.4%
Expenses	$4,774,556	$2,861,080	+0.7%
Net Income	$886,755	$1,301,022	-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

288

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

$198,711

Total Directors

$2,482

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER SCHMALTZ	SECRETARY	1.00	Officer Director	$0	$723	$2,482
AMY HAMILTON	TRUSTEE	1.50	Director	$0	$0	$0
KIM LOONEY	TRUSTEE	3.00	Director	$0	$0	$0
KAREN LEDBETTER	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL COULTER OCAMPO	TRUSTEE	0.00	Director	$0	$0	$0
ERICA D'ANGELO OCHS	TRUSTEE	0.00	Director	$0	$0	$0
CYNTHEA YESTAL	TRUSTEE	1.00	Director	$0	$0	$0
TARA CONDON	PRESIDENT	8.00	Officer Director	$0	$0	$0
NANCY FRICK	VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
LISA YOUNGERS	TREASURER	3.00	Officer Director	$0	$0	$0
KELLEY HURST	EXECUTIVE DIRECTOR	35.00	Officer	$0	$31,442	$196,229

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	$5,661,311	$4,774,556	$44,102,369	$886,755
2023	$4,162,102	$2,861,080	$42,187,004	$1,301,022
2022	$4,799,412	$2,350,444	$37,562,458	$2,448,968
2021	$5,327,679	$2,212,139	$42,994,563	$3,115,540
2020	$1,150,128	$2,845,171	$34,709,681	$-1,695,043
2019	$2,846,108	$2,500,459	$36,031,433	$345,649

KAPPA ALPHA THETA FOUNDATION