BETA ETA CHAPTER OF ALPHA DELTA PI HOUSE CORPORATION (EIN 386118039) - 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

1946

Legal Domicile

Principal Officer

CARA KUNKEL

Phone

2482277788

Tax Period

2023-07-01 to 2024-06-30

BETA ETA CHAPTER OF ALPHA DELTA PI HOUSE CORPORATION, founded in 1946, is a small nonprofit that reported $843K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $772K left a modest 9% surplus.

Mission

PROVIDE SECURE HOUSING TO WOMEN OF THE ALPHA DELTA PI SORORITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $721,477

Investment Income $111,207

Other Revenue $10,764

TOTAL REVENUE $843,448

Expense Breakdown

Grants Paid $6,450

Salaries & Benefits $136,349

Fundraising Expenses $0

Other Expenses $628,916

TOTAL EXPENSES $771,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$843,448	$773,971	+0.1%
Expenses	$771,715	$634,342	+0.2%
Net Income	$71,733	$139,629	-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

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
LIZ ANDERLUH	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BEERS	DIRECTOR	1.00	Director	$0	$0	$0
MARY JO CLARK	DIRECTOR	1.00	Director	$0	$0	$0
ANN CLINGER	DIRECTOR	1.00	Director	$0	$0	$0
MARILYN GILECZEK	DIRECTOR	1.00	Director	$0	$0	$0
JULIET ICKES	DIRECTOR	1.00	Director	$0	$0	$0
LINDY JUERGENS	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA KUNKEL	TREASURER	2.00	Officer Director	$0	$0	$0
CARA KUNKEL	PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURA NAPIEWOCKI	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN VANSUMEREN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN GLORIO	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	$843,448	$771,715	$3,147,268	$71,733
2023	$773,971	$634,342	$3,075,662	$139,629
2022	$789,497	$739,344	$2,935,906	$50,153
2021	$728,204	$581,344	$2,886,534	$146,860

BETA ETA CHAPTER OF ALPHA DELTA PI HOUSE CORPORATION