Delta Zeta Sorority (EIN 350267676) - 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

1902

Legal Domicile

Phone

5135237597

Tax Period

2024-07-01 to 2025-06-30

Delta Zeta Sorority, founded in 1902, is a community nonprofit that reported $8.4M in total revenue in fiscal year 2024. The organization ran a surplus of $1.4M, a strong 17% operating margin.

Mission

DELTA ZETA SORORITY IS THE INTERNATIONAL HEADQUARTERS FOR DELTA ZETA COLLEGIATE AND ALUMNAE CHAPTERS AROUND THE U.S. AND PROVIDES GUIDANCE, SUPPORT AND SERVICES TO THE CHAPTERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $332,500

Program Service Revenue $3,611,045

Investment Income $1,214,635

Other Revenue $3,289,195

TOTAL REVENUE $8,447,375

Expense Breakdown

Grants Paid $14,908

Salaries & Benefits $3,138,558

Fundraising Expenses $0

Program Expenses $0

Other Expenses $3,891,199

TOTAL EXPENSES $7,044,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,447,375	$8,019,410	+0.1%
Expenses	$7,044,665	$7,422,331	-0.1%
Net Income	$1,402,710	$597,079	+1.3%

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

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

$1,035,688

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY WADE GAMBLE	NATIONAL VICE PRESIDENT	8.0	Officer Director	$0	$0	$0
ANI RODRIGUEZ-NEWBERN	NATIONAL VICE PRESIDENT	8.0	Officer Director	$0	$0	$0
CATHY IRVIN PAINTER	NATIONAL PRESIDENT	20.0	Officer Director	$0	$0	$0
CHRISTY PHILLIPS-BROWN	PAST NATIONAL PRESIDENT	8.0	Officer Director	$0	$0	$0
LAURA BAXTER HEDENBERG	NATIONAL VICE PRESIDENT	8.0	Officer Director	$0	$0	$0
LAUREN DAVIS CAMPBELL	NATIONAL VICE PRESIDENT	8.0	Officer Director	$0	$0	$0
PHYLLIS SUNDBERG DAVIS	NATL PANHELLENIC CONFERENCE DELEGATE	8.0	Officer Director	$0	$0	$0
STACEY WHEELER SLAUGHTER	NATIONAL VICE PRESIDENT	8.0	Officer Director	$0	$0	$0
CYNTHIA WINSLOW MENGES	CHIEF EXECUTIVE OFFICER	40.0	Officer	$614,040	$56,697	$670,737
JOHN GOTTSCHALL	EXECUTIVE VICE PRESIDENT	40.0	Officer	$333,049	$31,902	$364,951
Alicia Favata	CHIEF ADVANCEMENT OFFICER	40.0	Highest	$109,636	$7,955	$117,591
SARAH MCCRACKEN	CHIEF STRATEGIC OFFICER	40.0	Highest	$107,546	$7,528	$115,074
WILLIAM FRANKENBERGER	CHIEF LEARNING OFFICER	40.0	Highest	$108,290	$7,580	$115,870

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	$8,447,375	$7,044,665	$42,207,245	$1,402,710
2024	No data	No data	No data	No data
2023	$7,172,345	$6,259,082	$38,841,612	$913,263
2022	$7,506,061	$5,975,222	$36,313,769	$1,530,839
2021	$8,175,016	$5,007,511	$38,933,646	$3,167,505
2020	$6,523,338	$5,873,376	$33,426,008	$649,962
2019	$7,257,370	$6,824,808	$33,575,336	$432,562
2018	$6,507,231	$5,874,831	$33,719,653	$632,400

Delta Zeta Sorority