KAPPA DELTA SORORITY INC - SIGMA ZETA

EIN: 301167854

ANN ARBOR, MI

Total Revenue
$204,813
Total Expenses
$196,774
Total Assets
$69,777
Net Assets
$68,977
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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
2018
Legal Domicile
MI
Principal Officer
KATIE BURGIN
Phone
8005361897
Tax Period
2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY INC - SIGMA ZETA, founded in 2018, is a small nonprofit that reported $205K in total revenue in fiscal year 2023. Expenses of $197K left a modest 4% 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $210,572
Investment Income $354
Other Revenue $-6,113
TOTAL REVENUE $204,813

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $196,774
Other Expenses $196,774
TOTAL EXPENSES $196,774

Year-over-Year Comparison

2023 2022 Change
Revenue $204,813 $192,759 +0.1%
Expenses $196,774 $198,435 0.0%
Net Income $8,039 $-5,676 -2.4%
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

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Governance

Voting Members
7
Independent Members
7
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
3
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATIE BURGIN PRESIDENT N/A
Officer Director
$0 $0 $0
SOPHIA HERMAN VP FINANCE N/A
Officer Director
$0 $0 $0
GRACE KELLERMAN VICE PRESIDE N/A
Officer Director
$0 $0 $0
ASHLEY LAWLESS VP RECRUITME N/A
Director
$0 $0 $0
ISABELLA MICHAELIS VP LEARNING N/A
Director
$0 $0 $0
ELENA PEIFFER VP EVENTS & N/A
Director
$0 $0 $0
ALISON WALSH VP INCLUSION N/A
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 $204,813 $196,774 $69,777 $8,039
2023 $192,759 $198,435 $61,737 $-5,676
2022 $193,550 $195,008 $66,613 $-1,458
2019 $242,560 $178,266 $64,294 $64,294
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