KAPPA DELTA PHI INC

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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

Principal Officer

Stephen Simo

Phone

5082696503

Tax Period

2024-09-01 to 2025-08-31

KAPPA DELTA PHI INC is a micro nonprofit that reported $37K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $58K exceeded revenue, resulting in a 55% operating deficit.

Mission

The purposes of this fraternity shall be to bring together males of good character who are studying in institutions of higher education and who manifest a keen interest in higher education, to promote the highest ideals and educational practices, to promote a spirit of good citizenship and to seek change in our institution only through duly constituted authority, to actively support the fight against discrimination on the basis of race, color, or creed and to strengthen and preserve the bonds of brotherhood which link men together working toward a common cause.

Program Service Accomplishments

Program 1

Regional Chapter Management Conference

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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 $37,442

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $37,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $58,206

TOTAL EXPENSES $58,206

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,446	$43,721	-0.1%
Expenses	$58,206	$47,356	+0.2%
Net Income	$-20,760	$-3,635	+4.7%

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

111

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
Matthew Panchuk	Treasurer	8.00	Director	$0	$0	$0
Stephen Simo	Executive Dir.	8.00	Director	$0	$0	$0
Dinesh Perera	Vice Chairman	1.00	Director	$0	$0	$0
Zachary Snier	Chairman	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	$37,446	$58,206	$68,645	$-20,760
2024	$43,721	$47,356	$89,405	$-3,635
2023	$39,521	$57,931	$93,040	$-18,410
2022	$41,920	$53,772	$111,450	$-11,852
2021	$46,252	$34,121	$123,302	$12,131
2020	$68,460	$42,136	$111,171	$26,324
2019	$81,715	$71,146	$84,847	$10,569
2018	$88,545	$75,269	$74,278	$13,276