KAPPA CHAPTER HOUSE CORPORATION OF PHI MU FRATERNITY (EIN 455296131) - 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

2012

Legal Domicile

Principal Officer

MARY BETH FITZPATRICK

Phone

8652079777

Tax Period

2024-07-01 to 2025-06-30

KAPPA CHAPTER HOUSE CORPORATION OF PHI MU FRATERNITY, founded in 2012, is a small nonprofit that reported $461K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

THIS ORGANIZATION PROVIDES HOUSING FOR MEMBERS OF THE SORORITY ATTENDING THE UNIVERSITY OF TENNESSEE, KNOXVILLE.

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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 $456,384

Program Service Revenue $0

Investment Income $4,640

Other Revenue $0

TOTAL REVENUE $461,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,312

Fundraising Expenses $0

Other Expenses $428,668

TOTAL EXPENSES $489,980

Year-over-Year Comparison

	2024	2023	Change
Revenue	$461,024	$334,082	+0.4%
Expenses	$489,980	$455,839	+0.1%
Net Income	$-28,956	$-121,757	-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

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
DANA ADKINS	MEMBER AT LA	N/A	Director	$0	$0	$0
DELICIA ARNOLD	MEMBER AT LA	N/A	Director	$0	$0	$0
REID CASITY	CHAPTER PRES	N/A	Officer Director	$0	$0	$0
LISA CHAMBERS	MEMBER AT LA	N/A	Director	$0	$0	$0
JONI DEBORD	SECRETARY	N/A	Officer Director	$0	$0	$0
MARY BETH FITZPATRICK	PRESIDENT	N/A	Officer Director	$0	$0	$0
ABBEY HARRIS	TREASURER	N/A	Officer Director	$0	$0	$0
MAGGIE HINTON	MEMBER AT LA	N/A	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	$461,024	$489,980	$582,980	$-28,956
2024	$334,082	$455,839	$602,456	$-121,757
2023	$370,380	$436,167	$776,095	$-65,787
2022	$223,794	$264,937	$730,187	$-41,143
2022	$223,794	$264,937	$730,187	$-41,143
2021	$409,054	$237,253	$813,767	$171,801
2021	$359,705	$237,253	$813,767	$122,452
2020	$265,700	$253,770	$641,966	$11,930
2019	$362,218	$252,924	$639,384	$109,294

KAPPA CHAPTER HOUSE CORPORATION OF PHI MU FRATERNITY