KAPPA OMICRON NU (EIN 381245233) - 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

1990

Legal Domicile

Principal Officer

VIRGINIA PHILLIPS

Phone

7279402658

Tax Period

2024-07-01 to 2025-06-30

KAPPA OMICRON NU, founded in 1990, is a small nonprofit in the Education sector that reported $102K in total revenue in fiscal year 2024. Expenses of $158K exceeded revenue, resulting in a 55% operating deficit.

Mission

TO PROMOTE SCHOLARSHIP, LEADERSHIP AND RESEARCH IN THE HUMAN SCIENCES

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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 $21,785

Program Service Revenue $46,157

Investment Income $34,256

Other Revenue $0

TOTAL REVENUE $102,198

Expense Breakdown

Grants Paid $4,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,723

Other Expenses $153,533

TOTAL EXPENSES $158,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,198	$97,612	+0.0%
Expenses	$158,033	$147,460	+0.1%
Net Income	$-55,835	$-49,848	+0.1%

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
VIRGINIA PHILLIPS	EXECUTIVE DIRECTOR & CEO	20.00	Officer Director	$0	$0	$0
HOLLY LENTZ-SCHILLER	CHAIR	1.00	Officer	$0	$0	$0
VACANT	CHAIR-ELECT	N/A		$0	$0	$0
CLINT BROADBENT	TREASURER	1.00	Officer	$0	$0	$0
DEB KIMBERLIN	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIANNA FORTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANA GONZALES-PACHECO	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY PARKINSON	STUDENT BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELICA SABOL	STUDENT BOARD MEMBER	1.00	Director	$0	$0	$0
ERYNN LAMMI	STUDENT BOARD MEMBER	1.00	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	$102,198	$158,033	$682,568	$-55,835
2024	$97,612	$147,460	$699,932	$-49,848
2023	$163,772	$146,162	$701,125	$17,610
2022	$102,682	$142,817	$640,030	$-40,135
2021	$151,783	$146,318	$792,099	$5,465
2019	$177,171	$157,987	$793,775	$19,184
2018	$239,881	$213,224	$795,282	$26,657

KAPPA OMICRON NU