KAPPA CHARITABLE TRUST FUND (EIN 562063057) - 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

1985

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

KAPPA CHARITABLE TRUST FUND, founded in 1985, is a small nonprofit in the Education sector that reported $211K in total revenue in fiscal year 2025. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 20% operating margin.

Mission

Scholarship, community engagement and services

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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 (2025)

Revenue Breakdown

Contributions & Grants $144,562

Program Service Revenue $66,097

Investment Income $394

Other Revenue $0

TOTAL REVENUE $211,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $120,211

Program Expenses $36,727

Other Expenses $168,708

TOTAL EXPENSES $168,708

Year-over-Year Comparison

	2025	2024	Change
Revenue	$211,053	$101,078	+1.1%
Expenses	$168,708	$89,301	+0.9%
Net Income	$42,345	$11,777	+2.6%

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
KENNETH WILLIAMS	TREASURER	1	Officer	$0	$0	$0
REGINALD WRIGHT	BOARD MEMEBER	1	Officer	$0	$0	$0
DAVID BYRD	FINANCIAL SECRETARY	1	Officer	$0	$0	$0
DONZELL NEWKIRK	VICE PRESIDENT	1	Officer	$0	$0	$0
LOUIS NEWSOME	PRESIDENT	1	Officer	$0	$0	$0
AARON THORTON	BOARD MEMBER	1	Officer	$0	$0	$0
MICHAEL BROWN	BOARD MEMBER	1	Officer	$0	$0	$0
JOHNNY TAYLOR	SECRETARY	1	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
2025	$211,053	$168,708	$461,629	$42,345
2024	$101,078	$89,301	$421,572	$11,777
2023	$113,159	$172,483	$564,598	$-59,324
2022	$151,136	$92,056	$381,108	$59,080
2021	$73,077	$100,224	$322,028	$-27,147
2020	$58,627	$64,056	$349,173	$-5,429

KAPPA CHARITABLE TRUST FUND