DELTA PHI EPSILON SORORITY INC (EIN 431971836) - 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

1922

Legal Domicile

Principal Officer

NICOLE DEFEO

Phone

2157325901

Tax Period

2023-07-01 to 2024-06-30

DELTA PHI EPSILON SORORITY INC, founded in 1922, is a community nonprofit that reported $9.1M in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION'S EXEMPT PURPOSE IS TO PROMOTE AND SUPPORT SOCIAL AND EDUCATIONAL OBJECTIVES IN EACH OF THE CHAPTERS AND COLONIES LOCATED ON VARIOUS UNIVERSITIES AND COLLEGE CAMPUSES THROUGHOUT THE COUNTRY.

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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 $10,255

Program Service Revenue $8,894,555

Investment Income $13,719

Other Revenue $137,675

TOTAL REVENUE $9,056,204

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,602,720

Fundraising Expenses $0

Program Expenses $8,388,289

Other Expenses $7,632,196

TOTAL EXPENSES $9,234,916

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,056,204	$9,361,547	0.0%
Expenses	$9,234,916	$9,910,105	-0.1%
Net Income	$-178,712	$-548,558	-0.7%

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

$275,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE DEFEO	EXECUTIVE DI	40.00	Director	$275,000	$0	$275,000
SHAREEN CLEMENT	GENERAL MEMB	2.00	Officer	$0	$0	$0
LISA CONDON	INT'L PRESID	2.00	Officer	$0	$0	$0
HEATHER CONSALVI	GENERAL MEMB	2.00	Officer	$0	$0	$0
JACLYN DAAKE	GENERAL MEMB	2.00	Officer	$0	$0	$0
NICOLE FRIED	GENERAL MEMB	2.00	Officer	$0	$0	$0
LAURA GLOTZBACH	GENERAL MEMB	2.00	Officer	$0	$0	$0
HEATHER LOCKE GREEN	FIRST VICE P	2.00	Officer	$0	$0	$0
PENELOPE KOKKINIDES	GENERAL MEMB	2.00	Officer	$0	$0	$0
ANA MORALES	GENERAL MEMB	2.00	Officer	$0	$0	$0
AMY OELKERS	GENERAL MEMB	2.00	Officer	$0	$0	$0
JESSICA WESTCOTT	GENERAL MEMB	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
2024	$9,056,204	$9,234,916	$4,523,753	$-178,712
2023	$9,361,547	$9,910,105	$4,650,586	$-548,558
2022	$2,232,843	$2,579,930	$2,808,095	$-347,087
2021	$2,233,543	$2,038,073	$2,908,015	$195,470
2020	$2,489,467	$2,776,513	$2,851,887	$-287,046
2019	$2,537,578	$2,737,433	$3,018,572	$-199,855
2018	$2,479,694	$2,405,831	$3,289,493	$73,863

DELTA PHI EPSILON SORORITY INC