KAPPA CHAPTER OF ZETA TAU ALPHA HOUSE CORPORATION (EIN 741493205) - 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

1927

Legal Domicile

Principal Officer

TRACY TOMSON

Phone

5124729470

Tax Period

2024-08-01 to 2025-07-31

KAPPA CHAPTER OF ZETA TAU ALPHA HOUSE CORPORATION, founded in 1927, is a small nonprofit that reported $309K in total revenue in fiscal year 2024. The organization ran a surplus of $117K, a strong 38% operating margin.

Mission

TO PROCURE, OWN, FINANCE, LEASE, MAINTAIN, AND MANAGE REAL ESTATE AND PERSONAL PROPERTY AND FURNISHINGS FOR THE USE OF THE KAPPA CHAPTER OF ZETA TAU ALPHA FRATERNITY, A NON-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER CODE SECTION 501(C)(7).

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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 $103,750

Program Service Revenue $0

Investment Income $6,106

Other Revenue $199,091

TOTAL REVENUE $308,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $95,103

TOTAL EXPENSES $192,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,947	$-40,778	-8.6%
Expenses	$192,211	$95,923	+1.0%
Net Income	$116,736	$-136,701	-1.9%

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

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
AMY BIEGEL	DIRECTOR	0.30	Director	$0	$0	$0
HOPE BRUSEVOLD	DIRECTOR	0.30	Director	$0	$0	$0
AVERY CARSWELL	DIRECTOR	0.30	Director	$0	$0	$0
BERGAN CASEY	DIRECTOR	0.30	Director	$0	$0	$0
VANESSA MCELWRATH	DIRECTOR	0.30	Director	$0	$0	$0
BROOKE ATKINSON	DIRECTOR	0.30	Director	$0	$0	$0
TRACY TOMSON	PRESIDENT	10.00	Officer	$0	$0	$0
KATHERINE TAYLOR	VICE-PRESIDENT	0.50	Officer	$0	$0	$0
JULIA SPELHAUG	TREASURER	2.00	Officer	$0	$0	$0
CAITLIN MAY	SECRETARY	0.50	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	$308,947	$192,211	$2,654,594	$116,736
2024	No data	No data	No data	No data
2023	$90,970	$90,774	$2,737,679	$196
2022	$165,112	$88,794	$2,737,483	$76,318
2021	$138,584	$87,645	$2,661,165	$50,939
2020	$220,806	$88,214	$2,610,226	$132,592
2019	$93,045	$84,835	$2,518,449	$8,210
2018	$191,841	$81,989	$2,543,968	$109,852

KAPPA CHAPTER OF ZETA TAU ALPHA HOUSE CORPORATION