KAPPA ALPHA THETA ASSOCIATION (EIN 466016331) - 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

1968

Legal Domicile

Principal Officer

MARY JANE BEACH

Phone

3178768593

Tax Period

2021-04-01 to 2022-03-31

KAPPA ALPHA THETA ASSOCIATION, founded in 1968, is a small nonprofit that reported $103K in total revenue in fiscal year 2021. Revenue surged 155% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 33% operating margin.

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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $103,170

Investment Income $3

Other Revenue $0

TOTAL REVENUE $103,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $68,836

TOTAL EXPENSES $68,836

Year-over-Year Comparison

	2021	2020	Change
Revenue	$103,173	$40,425	+1.6%
Expenses	$68,836	$113,522	-0.4%
Net Income	$34,337	$-73,097	-1.5%

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
ELIZABETH CORRIDAN	VICE PRESIDENT/SECRETARY	1.00	Officer Director	$0	$0	$0
MARY JANE BEACH	PRESIDENT	1.00	Officer Director	$0	$0	$0
LEAH HARTMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CATHERINE KELLIE DICKERSON	VICE PRESIDENT/TREASURER	1.00	Officer Director	$0	$0	$0
ERICA OCHS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY RISSER	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$0	$0
TERESA SMITH	EXECUTIVE DIRECTOR	1.00	Officer	$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
2022	$103,173	$68,836	$155,523	$34,337
2022	No data	$1,437	No data	No data
2021	$40,425	$113,522	$647,095	$-73,097
2020	$94,389	$104,613	$720,192	$-10,224
2019	$83,459	$103,026	$730,416	$-19,567

KAPPA ALPHA THETA ASSOCIATION