DELTA KAPPA GAMMA SOCIETY NC THETA (EIN 566075371) - 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

2007

Legal Domicile

Principal Officer

Catherine O Brunjes

Tax Period

2023-07-01 to 2024-06-30

DELTA KAPPA GAMMA SOCIETY NC THETA, founded in 2007, is a micro nonprofit that reported $31K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $8K, a strong 27% operating margin.

Mission

Our purpose is to provide assistance to future teachers and current classroom teachers. We also volunteer in schools helping with testing, reading, working in library, etc. We also give grant-in-aid scholarships to college students majoring in education.

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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 $4,472

Program Service Revenue $0

Investment Income $26,884

Other Revenue $0

TOTAL REVENUE $31,356

Expense Breakdown

Grants Paid $19,864

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,982

Other Expenses $3,118

TOTAL EXPENSES $22,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,356	$38,103	-0.2%
Expenses	$22,982	$30,749	-0.3%
Net Income	$8,374	$7,354	+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

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	Role	Reportable Comp	Other Comp	Total
Connie Marks	1st Vice President	Officer	$0	$0	$0
Judy Busick	2nd Vice President	Officer	$0	$0	$0
Marie Allison	Co Treasurer	Officer	$0	$0	$0
Catherine O Brunjes	Treasurer	Officer	$0	$0	$0
Kimberly Stokes	President	Officer	$0	$0	$0
Susan Nevitt	Recording Secretary	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
2025	No data	No data	No data	No data
2024	$31,356	$22,982	$528,629	$8,374
2023	$38,103	$30,749	$520,255	$7,354
2022	$36,707	$23,858	$512,901	$12,849
2021	$73,552	$23,850	$500,052	$49,702
2020	$28,632	$29,011	$450,350	$-379
2019	$27,756	$21,718	$450,729	$6,038
2018	$351,190	$6,922	$444,691	$344,268

DELTA KAPPA GAMMA SOCIETY NC THETA