Delta Gamma Sorority Association (EIN 396089105) - 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

1881

Legal Domicile

Principal Officer

KIMBERLY BEATTIE

Phone

6144818169

Tax Period

2024-07-01 to 2025-06-30

Delta Gamma Sorority Association, founded in 1881, is a small nonprofit that reported $839K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $767K left a modest 9% surplus.

Mission

Provide a suitable social environment for collegiate 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $69,818

Program Service Revenue $763,899

Investment Income $4,809

Other Revenue $0

TOTAL REVENUE $838,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,431

Fundraising Expenses $9,428

Program Expenses $757,797

Other Expenses $692,366

TOTAL EXPENSES $767,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$838,526	$644,340	+0.3%
Expenses	$767,225	$660,777	+0.2%
Net Income	$71,301	$-16,437	-5.3%

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
KIMBERLY BEATTIE	PRESIDENT	10.00	Officer Director	$0	$0	$0
SARA WILLIAMS	TREASURER	10.00	Officer Director	$0	$0	$0
ELIZABETH DAHL	VICE-PRESIDENT	10.00	Officer Director	$0	$0	$0
CARMEN CRUZ	DIRECTOR	5.00	Director	$0	$0	$0
ANNE ELLIOT	DIRECTOR	5.00	Director	$0	$0	$0
AMBER LUCSAY	DIRECTOR	5.00	Director	$0	$0	$0
KIRSTEN MEEHAN	DIRECTOR	5.00	Director	$0	$0	$0
ROCHELLE SANDSTROM	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN HECKEL	DIRECTOR	5.00	Director	$0	$0	$0
Amanda Reymann	Director of Housing Operations	0.00	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	$838,526	$767,225	$2,006,129	$71,301
2024	$644,340	$660,777	$1,953,355	$-16,437
2023	$651,607	$629,891	$2,057,556	$21,716
2022	$705,108	$612,149	$1,982,872	$92,959
2021	$868,171	$571,035	$1,906,243	$297,136

Delta Gamma Sorority Association