KAPPA ALPHA ORDER- ALPHA UPSILON CH (EIN 646034464) - 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

1900

Legal Domicile

Principal Officer

MILLS MURPHY

Phone

6622361711

Tax Period

2023-07-01 to 2024-06-30

KAPPA ALPHA ORDER- ALPHA UPSILON CH, founded in 1900, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

TO TEACH MEN LEADERSHIP, GENTILITY, PHILANTHROPY, AND A DETERMINATION TO STRIVE FOR EXCELLENCE

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,213,294

Investment Income $1,269

Other Revenue $0

TOTAL REVENUE $2,214,563

Expense Breakdown

Grants Paid $0

Salaries & Benefits $296,859

Fundraising Expenses $85,258

Program Expenses $1,902,686

Other Expenses $2,087,823

TOTAL EXPENSES $2,384,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,214,563	$1,849,527	+0.2%
Expenses	$2,384,682	$1,627,648	+0.5%
Net Income	$-170,119	$221,879	-1.8%

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

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
ALEX CHILDERS	CORRESPONDIN	N/A	Officer	$0	$0	$0
OWEN COLLINS	HISTORIAN	N/A	Officer	$0	$0	$0
JORDAN FORTENBERRY	SERGEANT-AT-	N/A	Officer	$0	$0	$0
DOWNING KOESTLER	RECORDING SE	N/A	Officer	$0	$0	$0
EVAN LEWIS	VICE-PRESIDE	N/A	Officer	$0	$0	$0
LARSON LOONEY	MARSHALL	N/A	Officer	$0	$0	$0
MILLS MURPHY	PRESIDENT	N/A	Officer	$0	$0	$0
DAN SHELL	PARLIAMENTAR	N/A	Officer	$0	$0	$0
ELI WHITTINGTON	TREASURER	N/A	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	$2,214,563	$2,384,682	$778,192	$-170,119
2023	$1,849,527	$1,627,648	$984,641	$221,879
2022	$1,650,535	$1,524,487	$680,415	$126,048
2021	$1,356,252	$1,250,092	$521,098	$106,160
2020	$1,219,673	$1,173,913	$484,490	$45,760
2019	$1,237,299	$1,326,458	$461,693	$-89,159

KAPPA ALPHA ORDER- ALPHA UPSILON CH