KAPPA ALPHA ORDER (EIN 580310956) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1907

Legal Domicile

Principal Officer

LARRY S WIESE

Phone

5404631865

Tax Period

2023-07-01 to 2024-06-30

KAPPA ALPHA ORDER, founded in 1907, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2018.

Mission

COLLEGIATE SOCIAL FRATERNITY

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,419,440

Investment Income $4,809

Other Revenue $127,853

TOTAL REVENUE $5,552,102

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,909,685

Fundraising Expenses $0

Program Expenses $4,598,501

Other Expenses $3,565,760

TOTAL EXPENSES $5,475,445

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,552,102	$4,724,636	+0.2%
Expenses	$5,475,445	$4,818,996	+0.1%
Net Income	$76,657	$-94,360	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$400,691

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KING V AIKEN JR	KNIGHT COMMANDER	0.00	Officer Director	$0	$0	$0
JAMES M SCHMUCK	SENIOR COUNCILOR	0.00	Officer Director	$0	$0	$0
DERICK S CLOSE	COUNCILOR	0.00	Director	$0	$0	$0
L BLAIR BAILEY	COUNCILOR	0.00	Director	$0	$0	$0
MALCOLM H LILES	COUNCILOR	0.00	Director	$0	$0	$0
DAVID T MARTINEAU V	COUNCILOR	0.00	Director	$0	$0	$0
ROBERT H WALL	COUNCILOR	0.00	Director	$0	$0	$0
LARRY STANTON WIESE	EXECUTIVE DIRECTOR	40.00	Officer	$123,066	$23,000	$400,691

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	No data	No data	No data	No data
2024	$5,552,102	$5,475,445	$4,425,550	$76,657
2023	$4,724,636	$4,818,996	$4,568,222	$-94,360
2022	$5,326,752	$4,984,446	$4,493,264	$342,306
2021	$4,144,809	$3,888,962	$4,686,105	$255,847
2020	$4,507,646	$4,206,516	$2,874,624	$301,130
2019	$4,274,769	$4,260,067	$7,324,298	$14,702

KAPPA ALPHA ORDER