KAPPA ALPHA THETA BUILDING ASSOCIATION (EIN 746063388) - 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

1925

Legal Domicile

Principal Officer

MARY JANE BEACH

Phone

3178768593

Tax Period

2020-07-01 to 2021-06-30

KAPPA ALPHA THETA BUILDING ASSOCIATION, founded in 1925, is a small nonprofit that reported $438K in total revenue in fiscal year 2020. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE HOUSING

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $373,290

Investment Income $-34,486

Other Revenue $99,152

TOTAL REVENUE $437,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $465,312

TOTAL EXPENSES $469,152

Year-over-Year Comparison

	2020	2019	Change
Revenue	$437,956	$355,645	+0.2%
Expenses	$469,152	$347,959	+0.3%
Net Income	$-31,196	$7,686	-5.1%

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

$527,889

Total Directors

$262,764

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY JANE BEACH	PRESIDENT	0.30	Officer Director	$0	$0	$0
ELIZABETH S CORRIDAN	VICE PRESIDENT/SECRETARY	0.30	Officer Director	$0	$44,100	$262,764
CATHERINE KELLIE DICKERSON	VICE PRESIDENT/TREASURER	0.30	Officer Director	$0	$0	$0
LEAH A HARTMAN	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
ERICA OCHS	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
TERESA SMITH	EXECUTIVE DIRECTOR	1.00	Officer	$0	$14,842	$101,477
JEFFREY RISSER	CHIEF FINANCIAL OFFICER	0.30	Officer	$0	$16,448	$163,648

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
2021	$437,956	$469,152	No data	$-31,196
2020	$355,645	$347,959	$854,213	$7,686
2019	$339,477	$389,913	$865,544	$-50,436

KAPPA ALPHA THETA BUILDING ASSOCIATION