KAPPA DELTA SORORITY - DELTA ETA (EIN 596196120) - 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

1943

Legal Domicile

Principal Officer

JULIA BOZEK

Phone

3214120288

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY - DELTA ETA, founded in 1943, is a small nonprofit that reported $330K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

COLLGIATE 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 $12,089

Program Service Revenue $302,804

Investment Income $7,703

Other Revenue $7,835

TOTAL REVENUE $330,431

Expense Breakdown

Grants Paid $36,688

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $339,078

Other Expenses $302,390

TOTAL EXPENSES $339,078

Year-over-Year Comparison

	2023	2022	Change
Revenue	$330,431	$240,009	+0.4%
Expenses	$339,078	$118,004	+1.9%
Net Income	$-8,647	$122,005	-1.1%

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
KATE ATWOOD	DIRECTOR OF	1.00	Director	$0	$0	$0
JULIA BOZEK	PRESIDENT	1.00	Officer Director	$0	$0	$0
AVERI CHARRIER	VP-EVENTS &	1.00	Director	$0	$0	$0
REBECCA COTTON	DIRECTOR OF	1.00	Director	$0	$0	$0
AVA D'ARDUINI	VICE PRESIDE	1.00	Director	$0	$0	$0
ALYSSA DORRIEN	VP-FINANCE	1.00	Director	$0	$0	$0
SABRINA FAZEKAS	DIRECTOR OF	1.00	Director	$0	$0	$0
CATERINA GIANNINI	DIRECTOR OF	1.00	Director	$0	$0	$0
HARLOW HATIN	VP- RECRUITM	1.00	Director	$0	$0	$0
CHARLOTTE HEFFELFINGER	DIRECTOR OF	1.00	Officer Director	$0	$0	$0
KAMRYN HOLCOMB	DIRECTOR OF	1.00	Director	$0	$0	$0
NATALIE LARSON	VP- LEARNING	1.00	Director	$0	$0	$0
MARY MILLER	DIRECTOR OF	1.00	Director	$0	$0	$0
KAIYA MURRAY	DIRECTOR OF	1.00	Director	$0	$0	$0
ARIANA NAIM	DIRECTOR OF	1.00	Director	$0	$0	$0
YULIANA NAIM	DIRECTOR OF	1.00	Director	$0	$0	$0
SHAYLEEN PALACIOS	PANHELLENIC	1.00	Director	$0	$0	$0
ELLA SOBEK	DIRECTOR OF	1.00	Director	$0	$0	$0
AMY TORRES	DIRECTOR OF	1.00	Director	$0	$0	$0
ELYSE WARREN	VP- INCLUSIO	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	$330,431	$339,078	$447,766	$-8,647
2023	$240,009	$118,004	$456,413	$122,005
2022	$251,619	$170,488	$334,408	$81,131
2019	$170,674	$134,088	$164,528	$36,586

KAPPA DELTA SORORITY - DELTA ETA