Kappa Charge of the Theta Delta Chi Fraternity (EIN 046167828) - 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

1883

Legal Domicile

Phone

6175963944

Tax Period

2024-07-01 to 2025-06-30

Kappa Charge of the Theta Delta Chi Fraternity, founded in 1883, is a small nonprofit in the Education sector that reported $101K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $20K, a strong 20% operating margin.

Mission

Support the advancement of undergraduate college education. The support may include but is not limited to scholarships, seminars, educational guides and learning tools.

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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 $0

Investment Income $98,810

Other Revenue $1,895

TOTAL REVENUE $100,705

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,730

Other Expenses $30,730

TOTAL EXPENSES $80,730

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,705	$85,313	+0.2%
Expenses	$80,730	$80,956	0.0%
Net Income	$19,975	$4,357	+3.6%

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

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
Kenneth Nimblett	Director	2.00	Director	$0	$0	$0
Jeremy Zuniga	President	2.00	Officer Director	$0	$0	$0
Andrew Markus	Vice President	2.00	Officer Director	$0	$0	$0
Peter Colarusso	TreasurerClerk	2.00	Officer	$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	$100,705	$80,730	$1,992,265	$19,975
2024	No data	No data	No data	No data
2023	$-19,695	$26,247	$1,967,933	$-45,942
2022	$22,539	$11,659	$2,013,875	$10,880
2019	$1,846,455	$243,649	$2,304,898	$1,602,806
2018	$59,707	$180,176	$744,630	$-120,469

Kappa Charge of the Theta Delta Chi Fraternity