LAMBDA KAPPA SIGMA EDUCATION TRUST (EIN 510156264) - 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

1975

Legal Domicile

Principal Officer

JESSICA CARDINALE

Phone

5619616266

Tax Period

2023-07-01 to 2024-06-30

LAMBDA KAPPA SIGMA EDUCATION TRUST, founded in 1975, is a micro nonprofit in the Education sector that reported $51K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $49K left a modest 4% surplus.

Mission

SCHOLARSHIP AND EDUCATIONAL PROGRAM

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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 (2023)

Revenue Breakdown

Contributions & Grants $28,623

Program Service Revenue $0

Investment Income $22,485

Other Revenue $0

TOTAL REVENUE $51,108

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $4,100

Fundraising Expenses $0

Program Expenses $49,201

Other Expenses $20,101

TOTAL EXPENSES $49,201

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,108	$68,805	-0.3%
Expenses	$49,201	$30,656	+0.6%
Net Income	$1,907	$38,149	-1.0%

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
N/A	TRUSTEE	N/A		$4,100	$0	$4,100
AFTON M WAGNER	MEMBER	N/A	Key Emp	$0	$0	$0
CREAQUE V CHARLES	MEMBER	N/A	Key Emp	$0	$0	$0
IVA L KEENE	MEMBER	N/A	Key Emp	$0	$0	$0
JEANNE H VANTYLE	CHAIR	N/A	Key Emp	$0	$0	$0
KIM E HANCOCK	SECRETARY	N/A	Key Emp	$0	$0	$0
NICOLE C LANDIS	MEMBER	N/A	Key Emp	$0	$0	$0
STARLIN HAYDON-GREATTING	MEMBER	N/A	Key Emp	$0	$0	$0
TIFFANY D VICARS	MEMBER	N/A	Key Emp	$0	$0	$0
MARY GREAR	MEMBER	N/A	Key Emp	$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
2024	$51,108	$49,201	$506,314	$1,907
2023	$68,805	$30,656	$504,351	$38,149
2022	$38,881	$32,106	$465,751	$6,775
2021	$49,461	$36,623	$459,048	$12,838

LAMBDA KAPPA SIGMA EDUCATION TRUST