Beta Pi Association of Kappa Kappa Gamma (EIN 916062683) - 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

1905

Legal Domicile

Principal Officer

RHONDA NEBEN

Phone

4254433011

Tax Period

2024-07-01 to 2025-06-30

Beta Pi Association of Kappa Kappa Gamma, founded in 1905, is a small nonprofit that reported $977K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $2.6M represent 32 months of operating reserves.

Mission

TO ACQUIRE REAL, PERSONAL, AND MIXED USE PROPERTY FOR THE USE AND BENEFIT OF COLLEGIATE MEMBERS.

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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 $925,610

Investment Income $51,653

Other Revenue $0

TOTAL REVENUE $977,263

Expense Breakdown

Grants Paid $0

Salaries & Benefits $287,489

Fundraising Expenses $0

Program Expenses $960,862

Other Expenses $673,373

TOTAL EXPENSES $960,862

Year-over-Year Comparison

	2024	2023	Change
Revenue	$977,263	$881,891	+0.1%
Expenses	$960,862	$888,730	+0.1%
Net Income	$16,401	$-6,839	-3.4%

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

Employees

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
MARGARET ATWATER	PRESIDENT	4.00	Officer Director	$0	$0	$0
RUTHANNE PARKER	SECRETARY	1.00	Officer Director	$0	$0	$0
RHONDA NEBEN	TREASURER	3.00	Officer Director	$0	$0	$0
ASHLEY DOLAN	director	1.00	Director	$0	$0	$0
TIA CANTRELL	director	1.00	Director	$0	$0	$0
SUSAN SIMMONS	director	1.00	Director	$0	$0	$0
LIZA ROST	director	1.00	Director	$0	$0	$0
Andrea Early	Director	1.00	Director	$0	$0	$0
Megan Slade	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	$977,263	$960,862	$2,597,408	$16,401
2024	$881,891	$888,730	$2,448,742	$-6,839
2023	$930,195	$873,920	$2,455,581	$56,275
2022	$897,218	$796,989	$2,399,306	$100,229
2021	$582,357	$694,734	$2,392,999	$-112,377
2020	$789,413	$789,394	$2,505,376	$19

Beta Pi Association of Kappa Kappa Gamma