KAPPA DELTA SORORITY INCORPORATED

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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

1897

Legal Domicile

Principal Officer

MARGARET WAPLES

Phone

9017481897

Tax Period

2024-08-01 to 2025-07-31

KAPPA DELTA SORORITY INCORPORATED, founded in 1897, is a mid-sized nonprofit that reported $11.5M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.8M, a strong 25% operating margin.

Mission

KAPPA DELTA SORORITY IS A NATIONAL ORGANIZATION FOR WOMEN COMMITTED TO ENCOURAGING MEMBERS TO LIVE WITH INTEGRITY AND HONOR IN THE BONDS OF LIFELONG FRIENDSHIP; BUILDING CONFIDENCE IN MEMBERS TO EXCEL IN COLLEGE AND THROUGHOUT THEIR LIVES; INSPIRING MEMBERS TO BE ACTIVE LEADERS, RESPONSIBLE CITIZENS AND ENGAGED MEMBERS OF THE COMMUNITY; AND PROVIDING OPPORTUNITIES AND EXPERIENCES THAT FOSTER PERSONAL AND PROFESSIONAL GROWTH FOR A LIFETIME.

Program Service Accomplishments

Program 1

CHAPTER SERVICES: THE SORORITY PROVIDES SERVICES TO ITS CHAPTERS INCLUDING REGULAR STAFF VISITS AND CALLS, PUBLICATIONS AND RESOURCES, OVERSIGHT, AND GUIDANCE.

Program 2

ALUMNAE SERVICES: THE SORORITY PROVIDES SERVICES TO APPROXIMATELY 169 ALUMNAE ASSOCIATIONS PRIMIARLY THROUGH THE MAINTENANCE AND UPDATING OF MEMBERSHIP RECORDS.

Program 3

MEMBERSHIP PUBLICATION: THE SORORITY PUBLISHES A MEMBERSHIP PUBLICATION WHICH CONTAINS BOTH EDUCATIONAL AND SORORITY SPECIFIC INFORMATION. APPROXIMATELY 201,000 MEMBERS RECIEVE THE PUBLICATION.

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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 $367,011

Program Service Revenue $7,765,923

Investment Income $2,428,769

Other Revenue $926,132

TOTAL REVENUE $11,487,835

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,817,849

Fundraising Expenses $0

Other Expenses $4,828,251

TOTAL EXPENSES $8,646,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,487,835	$10,433,037	+0.1%
Expenses	$8,646,100	$7,212,336	+0.2%
Net Income	$2,841,735	$3,220,701	-0.1%

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

161

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

$470,524

Total Directors

$7,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN STOCKTON	NATIONAL PRESIDENT	10.00	Officer Director	$1,200	$0	$1,200
EMILY FEINSTEIN	NATIONAL VICE PRESIDENT	10.00	Officer Director	$1,200	$0	$1,200
JULIE WENDELL	NATIONAL VICE PRESIDENT- COLLEGIANS	10.00	Officer Director	$1,200	$0	$1,200
LAURA BETH MCKEW	NATIONAL VICE PRESIDENT- MEMBERSHIP	10.00	Officer Director	$1,200	$0	$1,200
JENNIFER BRUNSON BEG 625	NATIONAL VICE PRESIDENT- ALUMNAE	10.00	Officer Director	$0	$0	$0
ELIZABETH FUCHS BEG 625	NATIONAL VICE PRESIDENT - FINANCE	10.00	Officer Director	$0	$0	$0
RHONDA GIEDT END 625	NATIONAL VICE PRESIDENT- ALUMNAE	10.00	Officer Director	$1,200	$0	$1,200
SARAH DUBBERT END 625	NATIONAL VICE PRESIDENT - FINANCE	10.00	Officer Director	$1,200	$0	$1,200
MARGARET WAPLES	EXECUTIVE DIRECTOR	37.50	Officer	$265,953	$8,573	$274,526
JOELLE SHEARIN	DIRECTOR OF FINANCE	37.50	Officer	$175,882	$12,916	$188,798
EMILY ESCOBOSA	DIRECTOR OF MEMBER EXPERIENCE	40.00	Highest	$107,825	$14,027	$121,852
KATHARINE KLUNK	DIRECTOR OF BUSINESS TECHNOLOGY & ARHITECTURE	40.00	Highest	$140,868	$16,115	$156,983
ERIN HEATHER MATTHEWS	DIRECTOR OF MARKETING & COMMUNICATIONS	40.00	Highest	$169,223	$17,528	$186,751
TYLYNNDIA FLOWERS	DIRECTOR OF CHAPTER HOUSING	40.00	Highest	$174,245	$16,238	$190,483
CHRISTINE WORKMAN	DIRECTOR OF COLLEGIATE EXPERIENCE	40.00	Highest	$109,590	$15,738	$125,328

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	$11,487,835	$8,646,100	$63,284,162	$2,841,735
2024	$10,433,037	$7,212,336	$59,586,360	$3,220,701
2023	$9,863,121	$8,577,388	$74,447,105	$1,285,733
2022	$8,590,699	$6,430,254	$70,333,068	$2,160,445
2021	$8,907,974	$5,072,066	$73,203,784	$3,835,908
2020	$8,144,896	$5,515,612	$61,200,111	$2,629,284
2019	$9,462,751	$7,130,302	$60,062,946	$2,332,449
2018	$10,109,437	$6,356,364	$56,321,729	$3,753,073