BETA PI HOUSE CORPORATION OF KAPPA ALPHA THETA FRATERNITY (EIN 386089294) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

MARGARET A WALKER

Phone

2488210457

Tax Period

2024-07-01 to 2025-06-30

BETA PI HOUSE CORPORATION OF KAPPA ALPHA THETA FRATERNITY, founded in 1965, is a small nonprofit that reported $265K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 24% operating margin.

Mission

PROVISION OF HOUSING FOR MICHIGAN STATE UNIVERSITY STUDENT SORORITY MEMBERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $90,275

Program Service Revenue $175,200

Investment Income $12

Other Revenue $0

TOTAL REVENUE $265,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $201,498

TOTAL EXPENSES $201,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,487	$217,000	+0.2%
Expenses	$201,498	$176,111	+0.1%
Net Income	$63,989	$40,889	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SHARON OTTO	CO-PRESIDENT	2.00	Director	$0	$0	$0
KAREN SIMPSON	CO-PRESIDENT	2.00	Director	$0	$0	$0
SHAWN LAUERMAN	VICE PRESIDENT	2.00	Director	$0	$0	$0
KRISTIN CARLSON	SECRETARY	2.00	Director	$0	$0	$0
MARGARET ANN WALKER	TREASURER	2.00	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	$265,487	$201,498	$965,288	$63,989
2024	No data	No data	No data	No data
2023	$207,162	$207,266	$860,410	$-104
2022	$200,373	$164,618	$860,514	$35,755
2021	$204,307	$151,998	$824,759	$52,309
2020	$197,175	$174,776	$772,450	$22,399
2019	$229,192	$140,843	$750,051	$88,349
2018	$209,201	$156,379	$661,702	$52,822

BETA PI HOUSE CORPORATION OF KAPPA ALPHA THETA FRATERNITY