ZETA THETA CHAPTER OF ALPHA DELTA PI HOUSING CORPORATION (EIN 371106375) - 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

1981

Legal Domicile

Principal Officer

DESIREE KOWALKOWSKI

Phone

7089272435

Tax Period

2024-07-01 to 2025-06-30

ZETA THETA CHAPTER OF ALPHA DELTA PI HOUSING CORPORATION, founded in 1981, is a small nonprofit that reported $253K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $224K left a modest 12% surplus.

Mission

FURNISHED HOUSING TO 16-25 CHAPTER MEMBERS AND A MEETING PLACE FOR 50-100 MEMBERS OF ZETA THETA CHAPTER OF ALPHA DELTA PI SORORITY WHILE IN COLLEGE.

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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 $0

Program Service Revenue $250,854

Investment Income $2,324

Other Revenue $0

TOTAL REVENUE $253,178

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $223,845

TOTAL EXPENSES $223,845

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,178	$223,561	+0.1%
Expenses	$223,845	$160,942	+0.4%
Net Income	$29,333	$62,619	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIOR RAFALVITZ	DIRECTOR	1.00	Director	$0	$0	$0
KATELYN ADAMITIS	DIRECTOR	1.00	Director	$0	$0	$0
DEB ERICKSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHY KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
NANCY HENEGAR	DIRECTOR	1.00	Director	$0	$0	$0
ANN WHEET	PRESIDENT	1.00	Officer	$0	$0	$0
DESIREE KOWALKOWSKI	TREASURER	2.00	Officer	$0	$0	$0
ARIANNE FLOODY	SECRETARY	1.00	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	$253,178	$223,845	$564,720	$29,333
2024	$223,561	$160,942	$520,788	$62,619
2023	$254,677	$276,610	$466,300	$-21,933
2022	$310,872	$228,712	$513,638	$82,160
2021	$239,692	$188,773	$418,277	$50,919

ZETA THETA CHAPTER OF ALPHA DELTA PI HOUSING CORPORATION