BETA ZETA ALUM CORP OF KAPPA ALPHA THETA (EIN 736097296) - 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

1919

Legal Domicile

Principal Officer

STACY A LEMING

Phone

4053722871

Tax Period

2024-09-01 to 2025-08-31

BETA ZETA ALUM CORP OF KAPPA ALPHA THETA, founded in 1919, is a small nonprofit that reported $640K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 16% operating margin.

Mission

TO PROVIDE HOUSING FOR A SORORITY (NOT FOR PROFIT ORGANIZATION)

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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 (2024)

Revenue Breakdown

Contributions & Grants $262,616

Program Service Revenue $365,050

Investment Income $12,642

Other Revenue $0

TOTAL REVENUE $640,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $299,432

Other Expenses $240,735

TOTAL EXPENSES $540,167

Year-over-Year Comparison

	2024	2023	Change
Revenue	$640,308	$506,842	+0.3%
Expenses	$540,167	$308,336	+0.8%
Net Income	$100,141	$198,506	-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
CAROL MCNERN	PRESIDENT	3.00	Officer	$0	$0	$0
CARRIE JOHNSON	VICE PRESIDENT	1.00	Officer	$0	$0	$0
STACY LEMING	TREASURER	2.00	Officer	$0	$0	$0
ANITA BERRY	SECRETARY	1.00	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	$640,308	$540,167	$2,006,023	$100,141
2024	$506,842	$308,336	$1,917,373	$198,506
2023	$358,959	$262,850	$1,860,951	$96,109
2022	$327,102	$223,542	$1,894,838	$103,560
2021	$362,977	$225,923	$1,927,024	$137,054
2020	$310,640	$192,226	$1,906,313	$118,414
2019	$335,562	$221,438	$1,834,466	$114,124
2018	$283,545	$197,749	$1,758,498	$85,796

BETA ZETA ALUM CORP OF KAPPA ALPHA THETA