KAPPA IOTA HSE CORP OF PHI MU FRATERNITY

EIN: 721049916

NATCHITOCHES, LA

Total Revenue
$46,424
Total Expenses
$34,276
Total Assets
$364,517
Net Assets
$301,303
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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
1985
Legal Domicile
LA
Principal Officer
JENNIFER KELLY
Phone
3183574300
Tax Period
2021-11-01 to 2022-10-31

KAPPA IOTA HSE CORP OF PHI MU FRATERNITY, founded in 1985, is a micro nonprofit that reported $46K in total revenue in fiscal year 2021. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 26% operating margin.

Mission

TO PROMOTE THE BEST INTERESTS OF KAPPA IOTA CHAPTER OF PHI MU FRATERNITY LOCATED AT NORTHWESTERN STATE UNIVERSITY OF LOUISIANA.

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $46,420
Investment Income $4
Other Revenue $0
TOTAL REVENUE $46,424

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $34,276
Other Expenses $34,276
TOTAL EXPENSES $34,276

Year-over-Year Comparison

2021 2020 Change
Revenue $46,424 $68,491 -0.3%
Expenses $34,276 $62,330 -0.5%
Net Income $12,148 $6,161 +1.0%
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

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Governance

Voting Members
5
Independent Members
5
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JENNIFER KELLY TREASURER N/A
Officer Director
$0 $0 $0
ANGELA LASYONE PRESIDENT N/A
Officer Director
$0 $0 $0
CATHY SEYMOUR VICE PRESIDE N/A
Officer Director
$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
2022 $46,424 $34,276 $364,517 $12,148
2021 $68,491 $62,330 $375,061 $6,161
2020 $58,035 $41,316 $390,556 $16,719
2019 $63,712 $36,830 $394,166 $26,882
2018 $72,259 $35,453 $339,371 $36,806
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