Kappa Foundation of Georgia (EIN 582016621) - 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

1992

Legal Domicile

Principal Officer

James E Freeman

Phone

7702658622

Tax Period

2020-10-01 to 2021-09-30

Kappa Foundation of Georgia, founded in 1992, is a micro nonprofit in the Human Services sector that reported $57K in total revenue in fiscal year 2020. The organization ran a surplus of $50K, a strong 88% operating margin.

Mission

To assist the African American Community in its quest to move families away from dependency and move families toward self sufficiency

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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 (2020)

Revenue Breakdown

Contributions & Grants $4,492

Program Service Revenue $0

Investment Income $51,640

Other Revenue $1,012

TOTAL REVENUE $57,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,960

TOTAL EXPENSES $6,960

Year-over-Year Comparison

	2020	2019	Change
Revenue	$57,144	N/A	N/A
Expenses	$6,960	N/A	N/A
Net Income	$50,184	N/A	N/A

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

N/A

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
James Freeman	Chairman	004.00	Officer Director	$0	$0	$0
William K Jackson	Vice Chairman	002.00	Officer Director	$0	$0	$0
Melvin T Solomon	Secretary	003.00	Officer Director	$0	$0	$0
Charles Bell	Treasurer	003.00	Officer Director	$0	$0	$0
Stanley Pritchett	Board Member	001.00	Officer	$0	$0	$0
Myra Alexander	Board Member	001.00	Officer	$0	$0	$0
Cecil McKay	Board Member	001.00	Officer	$0	$0	$0
Charles Robinson	Board Member	001.00	Officer	$0	$0	$0
Samuel T Hobbs	Board Member	001.00	Officer	$0	$0	$0
Willam Brooks	Board Member	001.00	Officer	$0	$0	$0
Zeddie Perry	Board Member	002.00	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
2021	$57,144	$6,960	$225,873	$50,184

Kappa Foundation of Georgia