DELTA ZETA SORORITY HOUSE CORPORATION ALPHA THETA CHAPTER (EIN 616033539) - 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

1947

Legal Domicile

Principal Officer

MELINDA L HECK

Phone

8593237614

Tax Period

2022-07-01 to 2023-06-30

DELTA ZETA SORORITY HOUSE CORPORATION ALPHA THETA CHAPTER, founded in 1947, is a small nonprofit that reported $513K in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $1.0M represent 24 months of operating reserves.

Mission

TO PROVIDE AND MAINTAIN HOUSING AND BOARD FOR UNDERGRADUATE MEMBERS OF DELTA ZETA SORORITY AT THE UNIVERSITY OF KENTUCKY

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $511,948

Investment Income $1,088

Other Revenue $0

TOTAL REVENUE $513,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,253

Fundraising Expenses $0

Other Expenses $417,825

TOTAL EXPENSES $502,078

Year-over-Year Comparison

	2022	2021	Change
Revenue	$513,036	$460,816	+0.1%
Expenses	$502,078	$486,158	+0.0%
Net Income	$10,958	$-25,342	-1.4%

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

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
LAUREN SMALLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
MELINDA HECK	TREASURER	8.00	Officer Director	$0	$0	$0
BECKY LEE	PRESIDENT	5.00	Officer Director	$0	$0	$0
KALEY HOELSCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
MAXWELL FARRAR	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY-KATE KIELMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMARA FULKERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN SOYK	BOARD MEMBER	1.00	Director	$0	$0	$0
ALECIA MANNING	BOARD MEMBER	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
2023	$513,036	$502,078	$1,029,966	$10,958
2022	$460,816	$486,158	$1,019,383	$-25,342
2021	$334,564	$443,990	$1,045,057	$-109,426
2020	$440,992	$491,563	$1,155,147	$-50,571
2019	$503,383	$463,340	$1,205,093	$40,043

DELTA ZETA SORORITY HOUSE CORPORATION ALPHA THETA CHAPTER