KAPPA DELTA SORORITY - THETA NU CHAPTER (EIN 301010604) - 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

1970

Legal Domicile

Principal Officer

EMMA HEYL

Phone

9017481897

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY - THETA NU CHAPTER, founded in 1970, is a small nonprofit that reported $181K in total revenue in fiscal year 2023.

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 $0

Program Service Revenue $174,425

Investment Income $1,488

Other Revenue $4,697

TOTAL REVENUE $180,610

Expense Breakdown

Grants Paid $2,541

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $175,926

Other Expenses $173,385

TOTAL EXPENSES $175,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$180,610	$171,029	+0.1%
Expenses	$175,926	$146,705	+0.2%
Net Income	$4,684	$24,324	-0.8%

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
HANNAH ACKERMAN	DIRECTOR PHI	1.00	Director	$0	$0	$0
ZOE BROWN	DIRECTOR HOU	1.00	Director	$0	$0	$0
ALEXANDRIA CARTER	VP FINANCE	1.00	Officer Director	$0	$0	$0
PAIGE ESPE	PANHELLENIC	1.00	Director	$0	$0	$0
KAYLEE GERTZ	DIRECTOR OF	1.00	Director	$0	$0	$0
EMMA HEYL	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENESIS MEDALEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ZOE MOORE	VP INCLUSION	1.00	Director	$0	$0	$0
ASHLEIGH MORRIS	VP EVENTS &	1.00	Director	$0	$0	$0
VYCTORIA PEEK	DIRECTOR SOC	1.00	Director	$0	$0	$0
JENNA RUSSO	DIRECTOR OF	1.00	Director	$0	$0	$0
MADISON STANLEY	VP LEARNING	1.00	Director	$0	$0	$0
LAUREN UNRUH	VP RECRUITME	1.00	Director	$0	$0	$0
ANNALISE WAKEFIELD	DIRECTOR EDU	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	$180,610	$175,926	$165,045	$4,684
2023	$171,029	$146,705	$160,361	$24,324
2022	$168,086	$134,372	$135,937	$33,714

KAPPA DELTA SORORITY - THETA NU CHAPTER