KAPPA DELTA SORORITY - BETA ZETA UNIVERSITY OF SOUTH CAROLINA (EIN 576025458) - 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

1940

Legal Domicile

Principal Officer

CANNON MCELDOWNEY

Phone

2153108224

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY - BETA ZETA UNIVERSITY OF SOUTH CAROLINA, founded in 1940, is a small nonprofit that reported $537K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $491K left a modest 9% 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 $23,994

Program Service Revenue $477,465

Investment Income $315

Other Revenue $35,430

TOTAL REVENUE $537,204

Expense Breakdown

Grants Paid $75,080

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $490,636

Other Expenses $415,556

TOTAL EXPENSES $490,636

Year-over-Year Comparison

	2023	2022	Change
Revenue	$537,204	$460,681	+0.2%
Expenses	$490,636	$410,552	+0.2%
Net Income	$46,568	$50,129	-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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLINE ABROSE	CAB TO PRESI	1.00	Director	$0	$0	$0
DELANEY BERGER	PANHELLENIC	1.00	Director	$0	$0	$0
MEREDITH BLACKWELL	VP-RECRUITME	1.00	Director	$0	$0	$0
ELLE COLEMAN	VP MEMBER EX	1.00	Director	$0	$0	$0
GRACE GALLER	CAB RECRUITM	1.00	Director	$0	$0	$0
LAINE GRAY	VP-INCLUSION	1.00	Director	$0	$0	$0
MARY CLAUSSEN JONES	VP- EVENTS &	1.00	Director	$0	$0	$0
EVELYN KAMPE	CAB ME	1.00	Director	$0	$0	$0
JULIA KAMPE	CAB VP	1.00	Director	$0	$0	$0
GINNY LOWE	CAB FINANCE	1.00	Director	$0	$0	$0
CANNON MCELDOWNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
ELLE MORRIS	VP-FINANCE	1.00	Officer Director	$0	$0	$0
MAGGIE THRASHER	VICE PRESIDE	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	$537,204	$490,636	$400,018	$46,568
2023	$460,681	$410,552	$352,705	$50,129
2022	$466,704	$400,792	$302,564	$65,912
2021	$253,108	$177,644	$236,402	$75,464
2020	$361,811	$315,740	$455,428	$46,071
2019	$461,367	$410,994	$409,357	$50,373

KAPPA DELTA SORORITY - BETA ZETA UNIVERSITY OF SOUTH CAROLINA