KAPPA DELTA SORORITY ZETA CHAPTER (EIN 630115520) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1904

Legal Domicile

Principal Officer

JEWEL YELVERTON

Phone

6597342900

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY ZETA CHAPTER, founded in 1904, is a small nonprofit that reported $677K in total revenue in fiscal year 2018.

Mission

LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL SORORITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $694,426

Investment Income $376

Other Revenue $92,937

TOTAL REVENUE $787,739

Expense Breakdown

Grants Paid $105,470

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $734,935

TOTAL EXPENSES $840,405

Year-over-Year Comparison

	2023	2022	Change
Revenue	$787,739	$759,260	+0.0%
Expenses	$840,405	$811,880	+0.0%
Net Income	$-52,666	$-52,620	+0.0%

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

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
MARY ALAN OUSLEY	PRESIDENT	10.00	Officer	$0	$0	$0
JEWEL YELVERTON	VP FINANCE	10.00	Officer	$0	$0	$0
GARRETT SCOTT	VP OPERATIONS	10.00	Officer	$0	$0	$0
CAROLINE HARDIN	VP EVENTS & PROGRAMMING	10.00	Officer	$0	$0	$0
CLAIRE ROBERTS	VP INCLUSION	10.00	Officer	$0	$0	$0
MARY LONDON MOORE	VP NEW MEMBER EDUCATION	10.00	Officer	$0	$0	$0
MARY DOUGLASS EVANS	VP MARKETING	10.00	Officer	$0	$0	$0
LIZZIE AMBERSON	VP RECRUITMENT	10.00	Officer	$0	$0	$0
ELIZABETH KOHN	PANHELLENIC DELEGATE	10.00	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	$787,739	$840,405	$602,813	$-52,666
2023	$759,260	$811,880	$521,207	$-52,620
2022	$739,897	$651,528	$792,024	$88,369
2021	$669,247	$522,679	$693,741	$146,568
2020	$616,392	$591,417	$544,737	$24,975
2019	$677,425	$696,057	$535,034	$-18,632

KAPPA DELTA SORORITY ZETA CHAPTER