KAPPA ALPHA ORDER BETA ZETA CHAPTER (EIN 590628020) - 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

1865

Legal Domicile

Principal Officer

JASON FERNANDEZ

Phone

2398517022

Tax Period

2024-07-01 to 2025-06-30

KAPPA ALPHA ORDER BETA ZETA CHAPTER, founded in 1865, is a small nonprofit that reported $600K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $568K left a modest 5% surplus.

Mission

COLLEGIATE SOCIAL FRATERNITY

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $600,258

Investment Income $0

Other Revenue $0

TOTAL REVENUE $600,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $568,243

TOTAL EXPENSES $568,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$600,258	$651,770	-0.1%
Expenses	$568,243	$671,202	-0.2%
Net Income	$32,015	$-19,432	-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	Role	Reportable Comp	Other Comp	Total
JASON FERNANDEZ	NUMBER I	Officer	$0	$0	$0
WILL SULLIVAN	NUMBER II	Officer	$0	$0	$0
BRYSON SOVIERO	NUMBER III	Officer	$0	$0	$0
THOMAS BELL	NUMBER IV	Officer	$0	$0	$0
WILLIAM PARNELL	NUMBER V	Officer	$0	$0	$0
JOSHUA MCMANIS	NUMBER VI	Officer	$0	$0	$0
TYLER KIRKNER	NUMBER VII	Officer	$0	$0	$0
JACKSON HARTLAND	NUMBER VIII	Officer	$0	$0	$0
KERRY WISE	NUMBER IX	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	$600,258	$568,243	$47,069	$32,015
2024	$651,770	$671,202	$15,054	$-19,432
2023	$802,447	$826,096	$34,486	$-23,649
2022	$548,674	$533,316	$58,135	$15,358
2021	$612,434	$590,126	$42,777	$22,308
2020	$472,889	$466,104	$20,469	$6,785
2019	$490,774	$488,073	$13,606	$2,701

KAPPA ALPHA ORDER BETA ZETA CHAPTER