KAPPA ALPHA THETA PHI HOUSE CORP (EIN 946078694) - 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

1960

Legal Domicile

Principal Officer

LEAH HARTMAN

Phone

3178761870

Tax Period

2024-07-01 to 2025-06-30

KAPPA ALPHA THETA PHI HOUSE CORP, founded in 1960, is a small nonprofit that reported $209K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $264K exceeded revenue, resulting in a 26% 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $209,298

Investment Income $0

Other Revenue $0

TOTAL REVENUE $209,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,844

Fundraising Expenses $0

Other Expenses $210,562

TOTAL EXPENSES $264,406

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,298	$191,195	+0.1%
Expenses	$264,406	$237,127	+0.1%
Net Income	$-55,108	$-45,932	+0.2%

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

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

$1,076,218

Total Directors

$248,118

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNI SCHMALTZ	CEO/SECRETARY	1.00	Officer Director	$0	$23,211	$248,118
LEAH HARTMAN	PRESIDENT	0.10	Officer Director	$0	$0	$0
KELLIE DICKERSON	VICE PRESIDENT/TREASURER	0.10	Officer Director	$0	$0	$0
NICOLE FRANK	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
JEFFREY RISSER	CHIEF FINANCIAL OFFICER	0.30	Officer	$0	$20,956	$182,276
TERESA SMITH	EXECUTIVE DIRECTOR	1.00	Officer	$0	$22,398	$137,313
MINDY MARSHALL	CHIEF ADMINISTRATION OFFICER	0.10	Officer	$0	$17,476	$140,243
MELISSA SHAUB	DIRECTOR OF EDUCATION AND LEADERSHIP	0.10	Officer	$0	$16,514	$121,122
JULIANNE BUTLER	CHIEF MARKETING OFFICER	0.10	Officer	$0	$17,140	$135,937
HEATHER DARRING	CHIEF INFORMATION OFFICER	0.10	Officer	$0	$21,475	$111,209

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	$209,298	$264,406	$184,061	$-55,108
2024	$191,195	$237,127	$209,594	$-45,932
2023	$306,216	$389,299	$241,593	$-83,083
2022	$255,257	$331,583	$256,281	$-76,326
2021	No data	$94,448	$289,437	No data
2020	$176,580	$292,017	$339,144	$-115,437
2019	$85,819	$108,756	$363,478	$-22,937
2018	$93,986	$100,890	$392,088	$-6,904

KAPPA ALPHA THETA PHI HOUSE CORP