KAPPA DELTA SORORITY - BETA KAPPA CHAPTER (EIN 621793999) - 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

1999

Legal Domicile

Principal Officer

SANOE PATTERSON

Phone

9017481897

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY - BETA KAPPA CHAPTER, founded in 1999, is a small nonprofit that reported $211K in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $197K left a modest 6% 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 $21,501

Program Service Revenue $193,107

Investment Income $0

Other Revenue $-3,974

TOTAL REVENUE $210,634

Expense Breakdown

Grants Paid $16,247

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $197,210

Other Expenses $180,963

TOTAL EXPENSES $197,210

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,634	$128,212	+0.6%
Expenses	$197,210	$141,061	+0.4%
Net Income	$13,424	$-12,849	-2.0%

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
SHELBY ALFORD	VICE PRESIDE	1.00	Director	$0	$0	$0
SKYANA BYRD	PANHELLENIC	1.00	Director	$0	$0	$0
CASSIDY COUCH	DIRECTOR OF	1.00	Director	$0	$0	$0
EMILY DICKEY	VP OF INCLUS	1.00	Director	$0	$0	$0
EMMA DOWELL	DIRECTOR OF	1.00	Director	$0	$0	$0
ELLIE JOBE	VP OF LEARNI	1.00	Director	$0	$0	$0
TORYON LAWSON	DIRECTOR OF	1.00	Director	$0	$0	$0
CALI LIGON	DIRECTOR OF	1.00	Director	$0	$0	$0
BRITAIN MEYERS	DIRECTOR OF	1.00	Director	$0	$0	$0
MAGGIE MUNDAY	VP OF MARKET	1.00	Director	$0	$0	$0
SANOE PATTERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
MEG PHILLIPS	VP OF EVENTS	1.00	Director	$0	$0	$0
RACHEL SCHREUR	VP-FINANCE	1.00	Officer Director	$0	$0	$0
REESE SKILES	DIRECTOR OF	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	$210,634	$197,210	$80,681	$13,424

KAPPA DELTA SORORITY - BETA KAPPA CHAPTER