KAPPA DELTA - BETA PSI CHAPTER (EIN 320510012) - 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

2016

Legal Domicile

Principal Officer

JOSEPHINE REID

Phone

9017481897

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA - BETA PSI CHAPTER, founded in 2016, is a small nonprofit that reported $400K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO OPERATE A LOCAL CHAPTER OF THE KAPPA DELTA SORORITY.

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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 $11,466

Program Service Revenue $372,203

Investment Income $2,795

Other Revenue $13,300

TOTAL REVENUE $399,764

Expense Breakdown

Grants Paid $29,435

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $409,945

Other Expenses $380,510

TOTAL EXPENSES $409,945

Year-over-Year Comparison

	2023	2022	Change
Revenue	$399,764	$361,424	+0.1%
Expenses	$409,945	$364,764	+0.1%
Net Income	$-10,181	$-3,340	+2.0%

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
ELLA CANADA	VP EVENTS &	1.00	Director	$0	$0	$0
GRACE COOK	VP FINANCE	1.00	Officer Director	$0	$0	$0
JOSEPHINE REID	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHAYE ROHER	VP LEARNING	1.00	Director	$0	$0	$0
KENDALL STAM	VICE PRESDEN	1.00	Officer Director	$0	$0	$0
GRACE STEFANI	VP INCLUSION	1.00	Director	$0	$0	$0
MIA TUCKER	PANHELLENIC	1.00	Director	$0	$0	$0
TATUM WOISIN	VP MARKETING	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	$399,764	$409,945	$168,538	$-10,181
2023	$361,424	$364,764	$179,053	$-3,340
2022	$312,741	$327,404	$181,976	$-14,663
2021	$88,469	$109,361	$194,227	$-20,892
2020	$236,531	$151,961	$259,223	$84,570
2019	$286,045	$271,737	$174,653	$14,308

KAPPA DELTA - BETA PSI CHAPTER