LAMBDA DELTA PHI GAMMA CHAPTER

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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

1961

Legal Domicile

Principal Officer

MEGAN RATKA

Phone

6126245015

Tax Period

2023-07-01 to 2024-06-30

LAMBDA DELTA PHI GAMMA CHAPTER, founded in 1961, is a small nonprofit that reported $205K in total revenue in fiscal year 2023. Expenses of $195K left a modest 5% surplus.

Mission

PROVIDING COLLEGIATE SORORITY HOUSING, ACTIVITIES AND ENVIRONMENT

Program Service Accomplishments

Program 1

MEMBERSHIP CONSISTED OF 36 FEMALE UNDERGRADUATE STUDENTS ATTENDING THE UNIVERSITY OF MINNESOTA HOUSING IS MADE AVAILABLE FOR UP TO 25 OF THESE MEMBERS AND MEALS ARE PROVIDED FOR ALL MEMBERS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $203,587

Investment Income $55

Other Revenue $1,445

TOTAL REVENUE $205,087

Expense Breakdown

Grants Paid $1,001

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $193,723

TOTAL EXPENSES $194,724

Year-over-Year Comparison

	2023	2022	Change
Revenue	$205,087	$213,446	0.0%
Expenses	$194,724	$200,543	0.0%
Net Income	$10,363	$12,903	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN RATKA	PRESIDENT	8.00	Officer	$0	$0	$0
HOLLY JENSEN	1ST VICE-PRESIDENT	6.00	Officer	$0	$0	$0
ELLIE PENZENSTADLER	2ND VICE-PRESIDENT	6.00	Officer	$0	$0	$0
SADIE SULLIVAN	SECRETARY	4.00	Officer	$0	$0	$0
MIKAYLA OTTO	TREASURER	6.00	Officer	$0	$0	$0
SELENA CORONA	REP AT LARGE	5.00	Officer	$0	$0	$0
LAUREN COGLEY	SCHOLASTICS	5.00	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	No data	No data	No data	No data
2024	$205,087	$194,724	$119,033	$10,363
2023	$213,446	$200,543	$107,974	$12,903
2022	$222,833	$197,099	$93,727	$25,734