ZETA RHO CHAPTER OF ALPHA DELTA PI CORPORATION (EIN 621218011) - 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

1984

Legal Domicile

Principal Officer

SARAH GUESS

Phone

6153903609

Tax Period

2023-07-01 to 2024-06-30

ZETA RHO CHAPTER OF ALPHA DELTA PI CORPORATION, founded in 1984, is a small nonprofit that reported $113K in total revenue in fiscal year 2023. Expenses of $99K left a modest 13% surplus.

Mission

TO PROMOTE AND FOSTER THE FRATERNAL PRINCIPLES AND IDEALS OF ALPHA DELTA PI AND TO PROCURE, OWN, AND LEASE REAL ESTATE AND PERSONAL PROPERTY AS FURNISHINGS FOR A CHAPTER HOUSE FOR THE ZETA RHO CHAPTER OF ALPHA DELTA PI.

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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 $33,975

Program Service Revenue $70,150

Investment Income $8,821

Other Revenue $0

TOTAL REVENUE $112,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180

Fundraising Expenses $0

Program Expenses $93,285

Other Expenses $98,645

TOTAL EXPENSES $98,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,946	$116,559	0.0%
Expenses	$98,825	$125,420	-0.2%
Net Income	$14,121	$-8,861	-2.6%

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

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
RENEE RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
SHARON WAHLSTROM	DIRECTOR	1.00	Director	$0	$0	$0
ALICE YOPP	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN HURD	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE KEEFE	DIRECTOR	1.00	Director	$0	$0	$0
SARAH GUESS	TREASURER	5.00	Officer	$0	$0	$0
NANCY MANNON	PRESIDENT	1.00	Officer	$0	$0	$0
KATHY BRIDGENS	SECRETARY	1.00	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	$112,946	$98,825	$615,074	$14,121
2023	$116,559	$125,420	$598,751	$-8,861
2022	$104,807	$104,569	$611,985	$238
2021	$88,060	$92,655	$609,354	$-4,595
2020	$169,147	$165,306	$618,645	$3,841
2019	$188,742	$100,602	$613,986	$88,140
2018	$135,588	$191,072	$525,385	$-55,484

ZETA RHO CHAPTER OF ALPHA DELTA PI CORPORATION