BETA THETA HOUSE CORPORATION OF KAPPA KAPPA GAMMA FRATERNITY (EIN 730738019) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1922

Legal Domicile

Principal Officer

ANETTE SPARKS

Tax Period

2023-07-01 to 2024-06-30

BETA THETA HOUSE CORPORATION OF KAPPA KAPPA GAMMA FRATERNITY, founded in 1922, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2018. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $409K, a strong 28% operating margin.

Mission

PROVIDED MEALS AND HOUSING FOR MEMBERS OF AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $211,778

Program Service Revenue $1,583,769

Investment Income $73,200

Other Revenue $0

TOTAL REVENUE $1,868,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,707

Fundraising Expenses $7,300

Other Expenses $1,495,630

TOTAL EXPENSES $1,567,637

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,868,747	$1,871,895	0.0%
Expenses	$1,567,637	$1,417,051	+0.1%
Net Income	$301,110	$454,844	-0.3%

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
ASHLEY BURKE	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRYSTAL HARDBERGER	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRISTIE MCKEOWN	BOARD MEMBER	0.50	Director	$0	$0	$0
MINDA MOOR	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRISTY MORDY	BOARD MEMBER	5.00	Director	$0	$0	$0
CAROL NAIFEH	BOARD MEMBER	2.00	Director	$0	$0	$0
SHANNON ROWE	BOARD MEMBER	1.00	Director	$0	$0	$0
LEIGH THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY CHANDLER	SECRETARY	1.00	Officer	$0	$0	$0
JENNY EVERETT	PRESIDENT	5.00	Officer	$0	$0	$0
KATIE MILLER	VICE PRESIDE	0.50	Officer	$0	$0	$0
ANETTE SPARKS	TREASURER	5.00	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
2025	No data	No data	No data	No data
2024	$1,868,747	$1,567,637	$12,046,245	$301,110
2023	$1,871,895	$1,425,212	$11,977,121	$446,683
2022	$2,145,978	$1,409,064	$13,516,555	$736,914
2021	$2,430,978	$1,283,706	$13,093,632	$1,147,272
2020	$2,203,795	$633,155	$8,486,077	$1,570,640
2019	$1,465,835	$1,056,943	$4,459,677	$408,892

BETA THETA HOUSE CORPORATION OF KAPPA KAPPA GAMMA FRATERNITY