KAPPA DELTA PHI SORORITY (PARENT)

EIN: 356028828

LIBERTY, MO

Total Revenue
$16,956
Total Expenses
$18,276
Total Assets
$37,645
Net Assets
$33,403
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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
1925
Legal Domicile
IN
Principal Officer
LEANNE ROBERTSON
Phone
8167922917
Tax Period
2024-05-01 to 2025-04-30

KAPPA DELTA PHI SORORITY (PARENT), founded in 1925, is a micro nonprofit that reported $17K in total revenue in fiscal year 2024.

Mission

TO PROMOTE AND DEVELOP SOCIAL, INTELLECTUAL, CULTURAL INTERESTS, AND GIVE MORAL STRENGTH TO THE ACTIVITIES OF ITS MEMBERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $16,067
Program Service Revenue $0
Investment Income $889
Other Revenue $0
TOTAL REVENUE $16,956

Expense Breakdown

Grants Paid $4,128
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $4,128
Other Expenses $14,148
TOTAL EXPENSES $18,276

Year-over-Year Comparison

2024 2023 Change
Revenue $16,956 $17,686 0.0%
Expenses $18,276 $16,267 +0.1%
Net Income $-1,320 $1,419 -1.9%
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
8
Independent Members
8
Employees
N/A
Volunteers
261

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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEANNE ROBERTSON CHRMN OF BRD 6.00
Officer
$0 $0 $0
DEENA PATTEN PRESIDENT 6.00
Officer
$0 $0 $0
AMY CAREY LEE TREASURER 6.00
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 $16,956 $18,276 $37,645 $-1,320
2024 $17,686 $16,267 $37,955 $1,419
2023 $16,927 $14,143 $39,886 $2,784
2022 $20,315 $19,683 $31,003 $632
2021 $9,257 $17,994 $35,202 $-8,737
2020 $14,681 $4,198 $38,830 $10,483
2019 $17,685 $18,100 $35,931 $-415
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