ETA KAPPA EDUCATION FUND (EIN 812848067) - 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

2016

Legal Domicile

Principal Officer

TROY BRANCH

Phone

9136388948

Tax Period

2024-01-01 to 2024-12-31

ETA KAPPA EDUCATION FUND, founded in 2016, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $384 in total revenue in fiscal year 2024. Expenses of $88K exceeded revenue, resulting in a 22737% operating deficit.

Mission

(ARTICLES - ARTICLE II)THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE TERMS CHARITABLE, SCIENTIFIC AND EDUCATIONAL SHALL HAVE THE SAME MEANINGS THAT THEY HAVE IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE COORESPONDING PROVISIONS OF ANY FUTURE FEDERAL INTERNAL REVENUE LAWS THEN IN EFFECT. THE PRIMARY PURPOSE OF THE CORPORATION IS TO FACILITATE THROUGH FUND RAISING, TECHNICAL SUPPORT AND GENERAL ASSISTANCE, THE ADVANCEMENT OF EDUCATION.

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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 $384

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $384

Expense Breakdown

Grants Paid $65,000

Salaries & Benefits $0

Fundraising Expenses $7,192

Program Expenses $68,650

Other Expenses $22,693

TOTAL EXPENSES $87,693

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384	N/A	N/A
Expenses	$87,693	$99,010	-0.1%
Net Income	$-87,309	$-99,010	-0.1%

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

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
TROY BRANCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
DENNIS DONNELLY	TREASURER	1.00	Officer Director	$0	$0	$0
BOB BENN	SECRETARY	1.00	Officer Director	$0	$0	$0
GREG PONTIOUS	DIRECTOR	1.00	Director	$0	$0	$0
PAUL BEEMAN	DIRECTOR	1.00	Director	$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	No data	No data	No data	No data
2024	$384	$87,693	$1,163,658	$-87,309
2023	No data	$99,010	$1,250,967	No data
2022	$245,784	$30,444	$1,395,427	$215,340
2021	$434,934	$129,704	$1,180,087	$305,230
2020	$292,319	$139,659	$625,857	$152,660
2019	$437,715	$124,459	$473,197	$313,256

ETA KAPPA EDUCATION FUND