Beta Chi House Association of Kappa Kappa Gamma

Nonprofit profile at a glance

EIN
610242405
IRS 990 coverage
2012–2015
Forms available
Form 990 2015
Location
Lexington, KY, USA
Phone
8595529527
Rating confidence
Limited

Reported finances

Revenue
$495,249
Expenses
$412,742
Assets
$631,783
Liabilities
$16,800

Source: IRS Form 990. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • MEGAN HELSON (CHAPTER PRESIDENT)
  • LAURA SCHOETTMER (FORMER CHAPTER PRESIDENT)
  • LIBBY MESSER (PRESIDENT)
  • BETTY FLYNN (VICE PRESIDENT)

People named in this filing

  • JULIE CASHMEN (DIRECTOR)
  • TOWNLEY DALTON (DIRECTOR)
  • MEREDITH GUY (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide student housing, meals, educational support and a meeting place for members of kappa kappa gamma sorority, a part of the university of Kentucky housing program.

What it reported doing in 2015

Housing and meals for 42 students; meeting space for approximately 300 students. The program opens the house in early august and continues through mid may when school is out.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 90
  • Accountability: 76
  • Sustainability: 66
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 16.7%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 1.53; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 49; 49th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 73; 73rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 12% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: -0.8% per year; rating input score 0; 36th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 8 of 8 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 17 people listed
  • Consistency: 11 of 11 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2012 to 2015
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 49/100.