ZETA CHAPTER OF KAPPA DELTA HOUSE CORPORATION (EIN 630980702) - 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

1987

Legal Domicile

Principal Officer

LEE BOLES

Phone

6597342900

Tax Period

2023-07-01 to 2024-06-30

ZETA CHAPTER OF KAPPA DELTA HOUSE CORPORATION, founded in 1987, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2018. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $878K, a strong 27% operating margin.

Mission

PROVIDE HOUSING, MEALS & SUPPORT FOR AN UNDERGRADUATE CHAPTER OF A 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 $1,690,362

Program Service Revenue $3,498,840

Investment Income $207,552

Other Revenue $0

TOTAL REVENUE $5,396,754

Expense Breakdown

Grants Paid $1,663,362

Salaries & Benefits $90,644

Fundraising Expenses $0

Other Expenses $2,066,496

TOTAL EXPENSES $3,820,502

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,396,754	$3,327,028	+0.6%
Expenses	$3,820,502	$2,105,783	+0.8%
Net Income	$1,576,252	$1,221,245	+0.3%

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
LIZZIE BONHAUS	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIA MCNAIR	BOARD MEMBER	1.00	Director	$0	$0	$0
FRAN MORISSETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
SPENCE STALLWORTH	BOARD MEMBER	1.00	Director	$0	$0	$0
CAMIE GRIFFIN	PRESIDENT	5.00	Officer	$0	$0	$0
MURRAY PRIESTER	VICE-PRESIDENT	2.00	Officer	$0	$0	$0
LEE BOLES	TREASURER	2.00	Officer	$0	$0	$0
MARY JANE MOORE	SECRETARY	2.00	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	$5,396,754	$3,820,502	$18,193,996	$1,576,252
2023	$3,327,028	$2,105,783	$15,511,757	$1,221,245
2022	$3,727,448	$2,642,367	$18,755,685	$1,085,081
2021	$3,357,016	$2,608,916	$18,544,101	$748,100
2020	$3,962,278	$3,344,805	$17,998,619	$617,473
2019	$3,212,826	$2,334,470	$18,740,240	$878,356

ZETA CHAPTER OF KAPPA DELTA HOUSE CORPORATION