Kappa Sigma Building Association % John Wellford (EIN 396089111) - 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

1909

Legal Domicile

Principal Officer

Steven Propp

Phone

2076502024

Tax Period

2024-06-01 to 2025-05-31

Kappa Sigma Building Association % John Wellford, founded in 1909, is a small nonprofit that reported $501K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $431K left a modest 14% surplus.

Mission

Kappa Sigma Building Association provides room and board to the members of the Kappa Sigma Fraternity - Beta Epsilon chapter at the University of Wisconsin-Madison.

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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 $472,662

Investment Income $28,323

Other Revenue $0

TOTAL REVENUE $500,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $418,423

Other Expenses $430,730

TOTAL EXPENSES $430,730

Year-over-Year Comparison

	2024	2023	Change
Revenue	$500,985	$696,876	-0.3%
Expenses	$430,730	$376,995	+0.1%
Net Income	$70,255	$319,881	-0.8%

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
Mark Guerin	President	5.00	Officer Director	$0	$0	$0
Steven Propp	Treasurer	5.00	Officer Director	$0	$0	$0
Mike Kelch	Secretary	1.00	Officer Director	$0	$0	$0
John Birbaum	Member	1.00	Director	$0	$0	$0
John Wellford	Member	7.00	Director	$0	$0	$0
Brett Michael Eliasen	Member	1.00	Director	$0	$0	$0
John Powless	Member	4.00	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	$500,985	$430,730	$2,080,540	$70,255
2024	$696,876	$376,995	$2,086,161	$319,881
2023	$623,798	$363,975	$1,789,072	$259,823
2022	$534,224	$349,208	$1,715,209	$185,016
2021	$408,624	$323,855	$1,704,000	$84,769
2020	$354,045	$316,213	$1,684,700	$37,832
2019	$227,190	$284,500	$1,523,658	$-57,310

Kappa Sigma Building Association % John Wellford