KAPPA DELTA PHI SORORITY (PARENT)

🔒

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

1925

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $4,128

KAPPA DELTA PHI SORORITY MAKES CONTRIBUTIONS TO AN IRS RECOGNIZED CHARITY, AS VOTED UPON BY THE MEMBERSHIP AT THE NATIONAL CONVENTION.

🔒

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 (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

🔒

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

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

Total Directors

Key Employees

Highest Compensated

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