KAPPA DELTA SORORITY SIGMA UPSILON (EIN 351005230) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Phone

8126768325

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY SIGMA UPSILON, founded in 1955, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. The organization ran a surplus of $370K, a strong 28% operating margin.

Mission

To support student leadership and sorority life to cultivate an inclusive, meaningful community that will promote the health and well-being of the individuals and entire community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,327,839

Investment Income $85

Other Revenue $0

TOTAL REVENUE $1,327,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,173

Fundraising Expenses $0

Program Expenses $953,236

Other Expenses $855,896

TOTAL EXPENSES $958,069

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,327,924	$1,323,010	+0.0%
Expenses	$958,069	$903,232	+0.1%
Net Income	$369,855	$419,778	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

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
TINA CHOINACKY	President	15.00	Officer	$0	$0	$0
KATIE JANTARAWERAGUL	Vice President	2.00	Officer	$0	$0	$0
MARY BETH WERT	At large	2.00	Officer	$0	$0	$0
COURTNEY BELL	At Large	2.00	Officer	$0	$0	$0
KATHLYN SPAHR	Secretary	2.00	Officer	$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	$1,327,924	$958,069	$1,368,812	$369,855
2023	$1,323,010	$903,232	$993,312	$419,778
2022	$1,005,953	$899,044	$608,957	$106,909
2021	$455,944	$805,361	$1,039,883	$-349,417
2020	$1,127,517	$837,521	$1,203,810	$289,996
2019	$981,225	$860,951	$655,863	$120,274

KAPPA DELTA SORORITY SIGMA UPSILON