KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION (EIN 751783690) - 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

Formation Year

1982

Legal Domicile

Principal Officer

LARRY S WIESE

Phone

5404631865

Tax Period

2024-07-01 to 2025-06-30

KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION, founded in 1982, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2018. Revenue decreased 7% compared to the prior year. Net assets of $9.5M represent 69 months of operating reserves.

Mission

EDUCATIONAL PROGRAM SUPPORT FOR KAPPA ALPHA ORDER

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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 $3,823,688

Program Service Revenue $44,858

Investment Income $1,146,023

Other Revenue $172,071

TOTAL REVENUE $5,186,640

Expense Breakdown

Grants Paid $1,430,451

Salaries & Benefits $769,137

Fundraising Expenses $568,117

Program Expenses $2,145,233

Other Expenses $972,161

TOTAL EXPENSES $3,171,749

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,186,640	$2,573,708	+1.0%
Expenses	$3,171,749	$2,320,657	+0.4%
Net Income	$2,014,891	$253,051	+7.0%

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

$468,191

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
R SCOTT HEALTH	CHAIRMAN	0.00	Officer Director	$0	$0	$0
DARREN S KAY	VICE CHAIRMAN	0.00	Officer Director	$0	$0	$0
JAMES M SCHMUCK	KNIGHT COMMANDER	0.00	Officer Director	$0	$0	$0
DAVID M WARREN	TREASURER	0.00	Officer Director	$0	$0	$0
J MICHAEL DUNCAN	LIFE TRUSTEE	0.00	Director	$0	$0	$0
IDRIS R TRAYLOR	LIFE TRUSTEE	0.00	Director	$0	$0	$0
TIMOTHY K ADAMS	LIFE TRUSTEE	0.00	Director	$0	$0	$0
DAN H AKIN	TRUSTEE	0.00	Director	$0	$0	$0
C DOUGLAS SIMMONS III	TRUSTEE	0.00	Director	$0	$0	$0
ERIC J DOYLE	TRUSTEE	0.00	Director	$0	$0	$0
ROBERT N MADDOX	TRUSTEE	0.00	Director	$0	$0	$0
WALTER M DERISO JR	SECRETARY	0.00	Officer Director	$0	$0	$0
WILLIAM E DREYER	TRUSTEE	0.00	Director	$0	$0	$0
STEVE C KNIGHT	TRUSTEE	0.00	Director	$0	$0	$0
JAMES R ESTES	TRUSTEE	0.00	Director	$0	$0	$0
H LYNN GREER	LIFE TRUSTEE	0.00	Director	$0	$0	$0
RAYMOND MCLEOD WARREN III	TRUSTEE	0.00	Director	$0	$0	$0
DR RUSSELL J SALOOM	TRUSTEE	0.00	Director	$0	$0	$0
ROBERT W HAGAN	TRUSTEE	0.00	Director	$0	$0	$0
ROCK N HOUSTOUN	TRUSTEE	0.00	Director	$0	$0	$0
MICHAEL V PAULIN	TRUSTEE	0.00	Director	$0	$0	$0
LARRY S WIESE	PRESIDENT	20.00	Officer	$217,325	$31,000	$468,191

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	$5,186,640	$3,171,749	$16,534,262	$2,014,891
2024	$2,573,708	$2,320,657	$14,511,321	$253,051
2023	$2,130,916	$2,074,421	$13,365,043	$56,495
2022	$2,862,476	$1,992,101	$12,310,245	$870,375
2021	$4,116,886	$1,786,873	$13,471,837	$2,330,013
2020	$1,786,365	$1,635,536	$10,123,297	$150,829
2019	$1,638,517	$1,614,163	$9,964,295	$24,354

KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION