KAPPA PHI LAMBDA SORORITY- BOARD OF DIRECTORS (EIN 464592243) - 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

2014

Legal Domicile

Principal Officer

WENDY CHAN

Phone

7188121190

Tax Period

2020-01-01 to 2020-12-31

KAPPA PHI LAMBDA SORORITY- BOARD OF DIRECTORS, founded in 2014, is a small nonprofit that reported $191K in total revenue in fiscal year 2020. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 36% operating margin.

Mission

KAPPA PHI LAMBDA SORORITY, INC. IS A NONPROFIT, ASIAN-INTEREST SORORITY CONCEIVED THROUGH THE NOTION OF AN ORGANIZATION THAT WOULD PROVIDE A CULTURALLY SOUND AND EDUCATIONALLY INSPIRING GROUNDING FOR ASIAN-AMERICAN WOMEN.

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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 (2020)

Revenue Breakdown

Contributions & Grants $190,905

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $190,905

Expense Breakdown

Grants Paid $19,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $122,738

Other Expenses $103,088

TOTAL EXPENSES $122,738

Year-over-Year Comparison

	2020	2019	Change
Revenue	$190,905	$102,499	+0.9%
Expenses	$122,738	$111,415	+0.1%
Net Income	$68,167	$-8,916	-8.6%

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

N/A

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
KATHERINE PRUDENTE	CHAIRWOMAN	3.00	Officer Director	$0	$0	$0
THAO TRAN	VICE CHAIRWOMAN	3.00	Officer Director	$0	$0	$0
KELSEY SAN ANTONIO	COMPLIANCE CHAIR	3.00	Director	$0	$0	$0
WENDY CHAN	TREASURER	3.00	Officer Director	$0	$0	$0
CHANMI PARK	DIRECTOR	3.00	Director	$0	$0	$0
TRISHA LUKE	DIRECTOR	3.00	Director	$0	$0	$0
SARAH SPENCER BOYER	DIRECTOR	3.00	Director	$0	$0	$0
BECCA SPENCER	DIRECTOR	3.00	Director	$0	$0	$0
VICTORIA CHAN-FRAZIER	DIRECTOR	3.00	Director	$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
2020	$190,905	$122,738	$229,380	$68,167
2019	$102,499	$111,415	$161,213	$-8,916
2018	$203,909	$34,145	$170,129	$169,764

KAPPA PHI LAMBDA SORORITY- BOARD OF DIRECTORS