BETA EPSILON ALUMNI BUILDING ASSOCIATION OF KAPPA ALPHA THETA (EIN 936035532) - 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

1927

Legal Domicile

Principal Officer

MARY JANE BEACH

Phone

3178761870

Tax Period

2019-07-01 to 2020-06-30

BETA EPSILON ALUMNI BUILDING ASSOCIATION OF KAPPA ALPHA THETA, founded in 1927, is a small nonprofit that reported $106K in total revenue in fiscal year 2019. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $121K exceeded revenue, resulting in a 14% operating deficit.

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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $106,391

Investment Income $0

Other Revenue $0

TOTAL REVENUE $106,391

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,183

Fundraising Expenses $0

Other Expenses $119,175

TOTAL EXPENSES $121,358

Year-over-Year Comparison

	2019	2018	Change
Revenue	$106,391	$179,198	-0.4%
Expenses	$121,358	$208,553	-0.4%
Net Income	$-14,967	$-29,355	-0.5%

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

$525,490

Total Directors

$525,490

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
LEAH HARTMAN	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
ELIZABETH CORRIDAN	VICE PRESIDENT/SECRETARY	0.30	Officer Director	$0	$43,658	$254,325
TERESA SMITH	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$15,133	$102,211
JEFFREY RISSER	CHIEF FINANCIAL OFFICER	0.30	Officer Director	$0	$17,530	$168,954
CATHERINE KELLIE DICKERSON	VICE PRESIDENT/TREASURER	0.30	Officer 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
2020	$106,391	$121,358	No data	$-14,967
2019	$179,198	$208,553	$583,773	$-29,355

BETA EPSILON ALUMNI BUILDING ASSOCIATION OF KAPPA ALPHA THETA