KAPPA DELTA SORORITY - BETA PI CHAPTER (EIN 590638774) - 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

1948

Legal Domicile

Principal Officer

ALEXIS BOSELLI

Phone

9017481897

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY - BETA PI CHAPTER, founded in 1948, is a small nonprofit that reported $374K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $361K left a modest 4% surplus.

Mission

COLEGIATE 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 $1,615

Program Service Revenue $329,235

Investment Income $381

Other Revenue $43,184

TOTAL REVENUE $374,415

Expense Breakdown

Grants Paid $40,844

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $360,601

Other Expenses $319,757

TOTAL EXPENSES $360,601

Year-over-Year Comparison

	2023	2022	Change
Revenue	$374,415	$336,881	+0.1%
Expenses	$360,601	$302,387	+0.2%
Net Income	$13,814	$34,494	-0.6%

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
ASHTON BACON	VP FINANCE	1.00	Officer Director	$0	$0	$0
ALEXIS BOSELLI	PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDA BRUNCAJ	VP EVENTS &	1.00	Director	$0	$0	$0
TAYLOR ANN EIDAM	VP LEARNING	1.00	Director	$0	$0	$0
ASHLEY KIKER	VP RECRUITME	1.00	Director	$0	$0	$0
ARIANA MENDOZA	VP INCLUSION	1.00	Director	$0	$0	$0
DANIELA VILLARREAL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ELIZABETH WHELEHAN	PANHELLENIC	1.00	Director	$0	$0	$0
SAVANNAH WRIGHT	DIRECTOR	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	$374,415	$360,601	$157,249	$13,814
2023	$336,881	$302,387	$143,435	$34,494
2022	$329,096	$315,733	$108,941	$13,363
2020	$264,358	$241,660	$207,687	$22,698
2019	$214,383	$227,212	$184,989	$-12,829
2018	$228,411	$214,630	$197,818	$13,781

KAPPA DELTA SORORITY - BETA PI CHAPTER