KAPPA ALPHA ORDER BETA TAU CHAPTER (EIN 640120597) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

1865

Legal Domicile

Principal Officer

JACK EDWARDS

Phone

2564362469

Tax Period

2023-07-01 to 2024-06-30

KAPPA ALPHA ORDER BETA TAU CHAPTER, founded in 1865, is a small nonprofit that reported $771K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $730K left a modest 5% surplus.

Mission

COLLEGIATE SOCIAL FRATERNITY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,659

Program Service Revenue $769,075

Investment Income $0

Other Revenue $0

TOTAL REVENUE $770,734

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $729,825

TOTAL EXPENSES $729,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$770,734	$606,950	+0.3%
Expenses	$729,825	$591,652	+0.2%
Net Income	$40,909	$15,298	+1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JACK EDWARDS	NUMBER I	Officer	$0	$0	$0
FRANK LAHER	NUMBER II	Officer	$0	$0	$0
CADE MCCLENAGHAN	NUMBER III	Officer	$0	$0	$0
JAX HENDERSON	NUMBER IV	Officer	$0	$0	$0
AIDEN HARBARGE	NUMBER V	Officer	$0	$0	$0
BRANTLEY CRAWFORD	NUMBER VI	Officer	$0	$0	$0
PIERCE COVIN	NUMBER VII	Officer	$0	$0	$0
WALKER MCCULLEY	NUMBER VIII	Officer	$0	$0	$0
DAVID THOMPSON	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	No data	No data	No data	No data
2024	$770,734	$729,825	$64,407	$40,909
2023	$606,950	$591,652	$23,498	$15,298
2022	$549,402	$549,825	$8,200	$-423
2021	$444,765	$479,459	$8,623	$-34,694
2020	$592,167	$559,156	$43,317	$33,011
2019	$604,388	$635,280	$10,306	$-30,892

KAPPA ALPHA ORDER BETA TAU CHAPTER