Kappa Delta Sorority-Delta Upsilon (EIN 237077236) - 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

1969

Legal Domicile

Principal Officer

ALEXIS ATHERTON

Phone

9317037702

Tax Period

2018-07-01 to 2019-06-30

Kappa Delta Sorority-Delta Upsilon, founded in 1969, is a small nonprofit that reported $127K in total revenue in fiscal year 2018. Expenses of $116K left a modest 9% surplus.

Mission

to further educational and social interest of the national social society

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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 (2018)

Revenue Breakdown

Contributions & Grants $109,496

Program Service Revenue $17,242

Investment Income $0

Other Revenue $0

TOTAL REVENUE $126,738

Expense Breakdown

Grants Paid $16,909

Salaries & Benefits $0

Fundraising Expenses $29,859

Program Expenses $22,796

Other Expenses $93,592

TOTAL EXPENSES $115,582

Year-over-Year Comparison

	2018	2017	Change
Revenue	$126,738	N/A	N/A
Expenses	$115,582	N/A	N/A
Net Income	$11,156	N/A	N/A

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

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
JORDAN BURTON	President	2.000	Officer	$0	$0	$0
MADDIE KIRBY	Secretary	2.000	Officer	$0	$0	$0
CAMERON MANISCALCO	VP Membership Educatio	2.000	Officer	$0	$0	$0
KATE SOMMERS	VP Membership	2.000	Officer	$0	$0	$0
BAYLEE DRAUGHON	VP Operations	2.000	Officer	$0	$0	$0
ANALEIGH COATS	VP Community Service	2.000	Officer	$0	$0	$0
KENDYL SEALS	VP Public Relations	2.000	Officer	$0	$0	$0
LAUREN BORST	VP Standards	2.000	Officer	$0	$0	$0
ALEXIS ATHERTON	VP Finance	2.000	Officer	$0	$0	$0
CAROLINE HUNTER	Panhellenic Delegate	2.000	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
2019	$126,738	$115,582	$111,348	$11,156

Kappa Delta Sorority-Delta Upsilon