THE NORTH CAROLINA DELTA KAPPA GAMMA EDUCATIONAL FOUNDATION (EIN 471330522) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

BETTY MARSHALL

Phone

9195934671

Tax Period

2023-07-01 to 2024-06-30

THE NORTH CAROLINA DELTA KAPPA GAMMA EDUCATIONAL FOUNDATION, founded in 2014, is a small nonprofit in the Education sector that reported $185K in total revenue in fiscal year 2023. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $133K, a strong 72% operating margin.

Mission

TO PROCURE FUNDING TO SERVE BROAD CHARITABLE PURPOSES RELATING TO PROFESSIONAL AND PERSONAL DEVELOPMENT OF WOMEN EDUCATORS AND EXCELLENCE IN EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $171,823

Program Service Revenue $4,735

Investment Income $8,147

Other Revenue $85

TOTAL REVENUE $184,790

Expense Breakdown

Grants Paid $47,077

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,626

Other Expenses $4,549

TOTAL EXPENSES $51,626

Year-over-Year Comparison

	2023	2022	Change
Revenue	$184,790	$88,150	+1.1%
Expenses	$51,626	$47,029	+0.1%
Net Income	$133,164	$41,121	+2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SHEILA GROVES	VICE CHAIR	4.00	Officer Director	$0	$0	$0
SHARON FRAZIER	CHAIR	5.00	Officer Director	$0	$0	$0
DR MARY CAULEY	DIRECTOR	1.00	Officer Director	$0	$0	$0
BETTY MARSHALL	TREASURER	5.00	Officer Director	$0	$0	$0
MAXINE MCCALL	DIRECTOR	1.00	Director	$0	$0	$0
DR JUDITH CARLSON	DIRECTOR	0.50	Director	$0	$0	$0
DR BARBARA LEONARD	DIRECTOR	0.50	Director	$0	$0	$0
DR SHERRY WILLIS	DIRECTOR	1.50	Director	$0	$0	$0
LEWIS BLACK	DIRECTOR	0.20	Director	$0	$0	$0
LOUISE LOMICK	DIRECTOR	0.50	Director	$0	$0	$0
DR PHYLLIS BROUGHTON	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA QUICK	DIRECTOR	0.20	Director	$0	$0	$0
HILDA PARLER	DIRECTOR	0.50	Director	$0	$0	$0
MICHELE TUCK-THOMAS	2ND VP, NC DKG	0.10	Director	$0	$0	$0
DOROTHY CARTER	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE SAVELL	DIRECTOR	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$184,790	$51,626	$787,048	$133,164
2023	$88,150	$47,029	$653,884	$41,121
2022	$155,598	$33,469	$612,763	$122,129

THE NORTH CAROLINA DELTA KAPPA GAMMA EDUCATIONAL FOUNDATION