ALPHA OMICRON FACILITY CORPORATION OF KAPPA ALPHA THETA FRATERNITY A CORP (EIN 731089140) - 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

1950

Legal Domicile

Principal Officer

JENNIFER KEELING

Phone

4055503602

Tax Period

2023-08-01 to 2024-07-31

ALPHA OMICRON FACILITY CORPORATION OF KAPPA ALPHA THETA FRATERNITY A CORP, founded in 1950, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $623K, a strong 52% operating margin.

Mission

NOT APPLICABLE

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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 $294,531

Program Service Revenue $892,761

Investment Income $16,066

Other Revenue $0

TOTAL REVENUE $1,203,358

Expense Breakdown

Grants Paid $12,037

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $392,937

TOTAL EXPENSES $580,197

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,203,358	$931,902	+0.3%
Expenses	$580,197	$506,326	+0.1%
Net Income	$623,161	$425,576	+0.5%

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

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
JENNIFER KEELING	PRESIDENT	4.00	Officer Director	$0	$0	$0
CAROL JOULLIAN	TREASURER	4.00	Officer Director	$0	$0	$0
LEANN LIENHARD	VICE PRESIDENT/FINANCE CHAIR	4.00	Officer Director	$0	$0	$0
TRUDY WHEELER	SECRETARY	0.10	Officer Director	$0	$0	$0
SHANNON PAWLEY	GROUNDS CHAIR	4.00	Director	$0	$0	$0
HOLLY LEHMAN	FURNISHINGS CHAIR (THRU 5/24)	2.00	Director	$0	$0	$0
ERIN STAUSS	NOMINATING CHAIR	0.10	Director	$0	$0	$0
BETH PORTMAN	MAINTENANCE & REPAIR	2.00	Director	$0	$0	$0
MARY GILLESPIE	MEMBER-AT-LARGE	0.10	Director	$0	$0	$0
SHAY MOORE	MEMBER-AT-LARGE (THRU 11/23)	0.10	Director	$0	$0	$0
KARMA ROBINSON	MEMBER-AT-LARGE	0.10	Director	$0	$0	$0
LYNNE SCHONACHER	FACILITY MGT. ADVISOR, AO THRU 11/23	0.10	Director	$0	$0	$0
ALLIE WEAVER	FINANCE ADVISOR, AO (THRU 2/24)	0.10	Director	$0	$0	$0
EMILY POPPE	FACILITY MGT. ADVISOR, AO AS OF 2/24	0.10	Director	$0	$0	$0
CONNER MEACHAM	FINANCE ADVISOR, AO (AS OF 2/24)	0.10	Director	$0	$0	$0
CARLY WEEMS	CHAPTER PRESIDENT (THRU 12/23)	0.10	Director	$0	$0	$0
SYDNEY BUSH	CHAPTER PRESIDENT (THRU 5/24)	0.10	Director	$0	$0	$0
BROOKE GREEN	CHAPTER PRESIDENT (AS OF 6/24)	0.10	Director	$0	$0	$0
NATALIE SMITH	CHAPTER CFO (THRU 12/23)	0.10	Director	$0	$0	$0
FELICITY SEATON	CHAPTER CFO	0.10	Director	$0	$0	$0
LIZZIE LEES	CO-CHAPTER FACILITY MANAGER	0.10	Director	$0	$0	$0
CHLOE STOCKTON	CO-CHAPTER FACILITY MANAGER	0.10	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
2024	$1,203,358	$580,197	$5,681,874	$623,161
2023	$931,902	$506,326	$5,077,499	$425,576
2022	$788,847	$491,214	$4,670,011	$297,633
2021	$772,640	$304,795	$4,389,747	$467,845
2019	$841,576	$252,396	$3,099,041	$589,180
2018	$251,438	$3,181	$2,886,807	$248,257

ALPHA OMICRON FACILITY CORPORATION OF KAPPA ALPHA THETA FRATERNITY A CORP