KAPPA DELTA SORORITY INC - BETA THETA CHAPTER (EIN 256087444) - 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

1941

Legal Domicile

Principal Officer

SAMANTHA KENNY

Phone

2035548259

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY INC - BETA THETA CHAPTER, founded in 1941, is a small nonprofit that reported $188K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $167K left a modest 11% surplus.

Mission

COLLEGIATE SORORITY ACTIVITIES

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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 $3,139

Program Service Revenue $190,493

Investment Income $614

Other Revenue $-6,185

TOTAL REVENUE $188,061

Expense Breakdown

Grants Paid $13,686

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,746

Other Expenses $153,060

TOTAL EXPENSES $166,746

Year-over-Year Comparison

	2023	2022	Change
Revenue	$188,061	$212,522	-0.1%
Expenses	$166,746	$167,208	0.0%
Net Income	$21,315	$45,314	-0.5%

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
SARAH ADAMS	VP RECRUITME	1.00	Director	$0	$0	$0
JULIA DEMORAES	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
GABRIELLE DIEZ	VP LEARNING	1.00	Director	$0	$0	$0
RYAN GOLDSTEIN	VP FINANCE	1.00	Officer Director	$0	$0	$0
ALEXANDRA JAFFE	PANHELLENIC	1.00	Director	$0	$0	$0
SAMANTHA KENNY	PRESIDENT	1.00	Officer Director	$0	$0	$0
SOPHIE KREUGER	VP INCLUSION	1.00	Director	$0	$0	$0
MARGAUX VANDERVEER	VP EVENTS &	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	No data	No data	No data	No data
2024	$188,061	$166,746	$254,486	$21,315
2023	$212,522	$167,208	$233,172	$45,314
2022	$177,421	$141,145	$187,509	$36,276

KAPPA DELTA SORORITY INC - BETA THETA CHAPTER