KAPPA TAU OF TKE BOARD OF ADVISORS (EIN 833379327) - 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

2019

Legal Domicile

Principal Officer

Robert M Newton

Phone

5202889669

Tax Period

2024-07-01 to 2025-06-30

KAPPA TAU OF TKE BOARD OF ADVISORS, founded in 2019, is a small nonprofit in the Education sector that reported $390K in total revenue in fiscal year 2024. Expenses of $468K exceeded revenue, resulting in a 20% operating deficit.

Mission

Provide guidance and organizational support to the Kappa Tau Chapter of Tau Kappa Epsilon, a fraternity at the University of Arizona in Tucson. KTBOA operates a leased house near the campus along with a meal service.

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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 $0

Program Service Revenue $389,382

Investment Income $186

Other Revenue $0

TOTAL REVENUE $389,568

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $467,925

TOTAL EXPENSES $467,925

Year-over-Year Comparison

	2024	2023	Change
Revenue	$389,568	$400,402	0.0%
Expenses	$467,925	$455,229	+0.0%
Net Income	$-78,357	$-54,827	+0.4%

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

N/A

Employees

N/A

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
James Benware	Director	2	Director	$0	$0	$0
Greg Ochser	Director	1	Director	$0	$0	$0
Trey Wanamaker	Director	1	Director	$0	$0	$0
Robert Newton	President	6	Officer	$0	$0	$0
William S Johnston	Treasurer	6	Officer	$0	$0	$0
Charlene P Johnston	Secretary	1	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	$389,568	$467,925	$76,827	$-78,357
2024	$206,798	$185,661	$135,538	$21,137
2023	$400,402	$455,229	$135,749	$-54,827
2022	$450,214	$559,028	$185,771	$-108,814
2021	$460,424	$502,107	$279,304	$-41,683
2020	$594,784	$455,268	$369,396	$139,516

KAPPA TAU OF TKE BOARD OF ADVISORS