KAPPA DELTA SORORITY - BETA CHI CHAPTER (EIN 471527834) - 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

1968

Legal Domicile

Principal Officer

CARTER HOWARD

Phone

9017481897

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY - BETA CHI CHAPTER, founded in 1968, is a small nonprofit that reported $425K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $401K left a modest 6% surplus.

Mission

COLLEGIATE SORORITY ACTIVITIES

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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 $19,208

Program Service Revenue $349,008

Investment Income $161

Other Revenue $56,193

TOTAL REVENUE $424,570

Expense Breakdown

Grants Paid $90,108

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $401,106

Other Expenses $310,998

TOTAL EXPENSES $401,106

Year-over-Year Comparison

	2023	2022	Change
Revenue	$424,570	$384,307	+0.1%
Expenses	$401,106	$388,025	+0.0%
Net Income	$23,464	$-3,718	-7.3%

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

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
ANN SCOTT ARNOLD	VP FINANCE	1.00	Officer Director	$0	$0	$0
ELEANOR BLOUNT	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CAROLINE BOULWARE	VP - RECRUIT	1.00	Director	$0	$0	$0
KATE FLEMMING	VP - NEW MEM	1.00	Director	$0	$0	$0
CARTER HOWARD	PRESIDENT	1.00	Officer Director	$0	$0	$0
LYDIA MARTIN	VP - INCLUSI	1.00	Director	$0	$0	$0
ANNA CLAYTON TANNER	VP - EVENTS	1.00	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
2025	No data	No data	No data	No data
2024	$424,570	$401,106	$194,900	$23,464
2023	$384,307	$388,025	$171,436	$-3,718
2022	$379,083	$351,331	$170,757	$27,752
2020	$268,529	$213,926	$180,846	$54,603
2019	$283,125	$303,747	$126,446	$-20,622

KAPPA DELTA SORORITY - BETA CHI CHAPTER