KAPPA ALPHA THETA ALPHA MU ASSOCIATION (EIN 430830363) - 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

1917

Legal Domicile

Principal Officer

MARY RYCHNOVSKY

Phone

3178768593

Tax Period

2024-07-01 to 2025-06-30

KAPPA ALPHA THETA ALPHA MU ASSOCIATION, founded in 1917, is a small nonprofit that reported $569K in total revenue in fiscal year 2024. Expenses of $491K left a modest 14% surplus.

Mission

TO PROVIDE HOUSING

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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 $3,070

Program Service Revenue $565,221

Investment Income $656

Other Revenue $0

TOTAL REVENUE $568,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $484,807

TOTAL EXPENSES $491,081

Year-over-Year Comparison

	2024	2023	Change
Revenue	$568,947	$565,382	+0.0%
Expenses	$491,081	$783,442	-0.4%
Net Income	$77,866	$-218,060	-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
SARAH GILLESPIE BERGMAN	FINANCE ADVISOR	10.00	Director	$0	$0	$0
JANET GARDNER KAISER	FACILITY MANAGEMENT ADVISOR	10.00	Director	$0	$0	$0
ALEXIS MICHELLE COLEMAN	FACILITY MANAGEMENT DIRECTOR	10.00	Director	$0	$0	$0
TERESA NICOLE SMITH	FACILITY CORPORATION CONSULTANT	10.00	Director	$0	$0	$0
ALLISON MARIE VAN HAUTE	FORMER FACILITY CORP CONSULTANT	10.00	Director	$0	$0	$0
SKYLAR RIGGARD	FORMER FACILITY MANAGEMENT	10.00	Director	$0	$0	$0
ALLISON SYDNEY BIVER	FORMER CHAPTER PRESIDENT	10.00	Director	$0	$0	$0
EMMA JOSEPHINE HAM	FORMER CHAPTER VICE PRESIDENT FINANCE	10.00	Director	$0	$0	$0
MARY DIANE RYCHNOVSKY	FORMER PRESIDENT	10.00	Director	$0	$0	$0
AMY ROSEANNE BLUNT	PRESIDENT	10.00	Officer Director	$0	$0	$0
CORI LEONARD YOUNG	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
ASHLEIGH ANNE BOYD	SECRETARY	10.00	Officer Director	$0	$0	$0
SAMANTHA ROCHELLE THORTON	TREASURER	10.00	Officer Director	$0	$0	$0
ELIZABETH LINK MOOTS	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KAMRYN ISABELLE STEPHENS	CHAPTER VICE PRESIDENT FINANCE	10.00	Officer 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	$568,947	$491,081	$4,409,245	$77,866
2024	$565,382	$783,442	$4,464,077	$-218,060
2023	$663,875	$643,098	$4,944,816	$20,777
2022	$435,342	$597,633	$5,005,875	$-162,291
2021	$446,668	$621,279	$5,246,956	$-174,611
2020	$1,074,481	$590,281	$5,431,800	$484,200
2019	$448,472	$631,893	$6,161,151	$-183,421
2018	$499,529	$616,867	$6,465,505	$-117,338

KAPPA ALPHA THETA ALPHA MU ASSOCIATION