KAPPA SIGMA FRATERNITY TAU CHAPTER (EIN 741132044) - 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

Legal Domicile

Principal Officer

GRAYSON BALLOON

Phone

8002766342

Tax Period

2024-06-01 to 2025-05-31

KAPPA SIGMA FRATERNITY TAU CHAPTER is a community nonprofit in the Mutual Benefit sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 434% from the prior year, signaling strong growth momentum. Expenses of $1.3M left a modest 11% surplus.

Mission

THE MISSION OF KAPPA SIGMA IS TO COMPLEMENT AND ENHANCE THE EDUCATIONAL MISSION OF THE HOST INSTITUTION, PROMOTE THE IDEALS OF BROTHERHOOD AND ETHICAL BEHAVIOR, CONTRIBUTE TO THE GROWTH AND DEVELOPMENT OF ITS MEMBERS, AND ENCOURAGE SERVICE TO OTHERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,746,110

Investment Income $48

Other Revenue $0

TOTAL REVENUE $1,746,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $158,460

Fundraising Expenses $0

Other Expenses $1,558,829

TOTAL EXPENSES $1,717,289

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,746,158	$1,458,092	+0.2%
Expenses	$1,717,289	$1,295,322	+0.3%
Net Income	$28,869	$162,770	-0.8%

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

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
GRAYSON BALLOON	GRAND TREASU	10.00	Officer	$0	$0	$0
AVI DAFTARI	GRAND PROCUR	10.00	Officer	$0	$0	$0
WILLIAM FREEMAN	GRAND MASTER	15.00	Officer	$0	$0	$0
GEORGE LYKE	GRAND SCRIBE	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	$1,746,158	$1,717,289	$2,125,952	$28,869
2024	$1,458,092	$1,295,322	$988,425	$162,770

KAPPA SIGMA FRATERNITY TAU CHAPTER