KAPPA DELTA SORORITY - ALPHA CHI CHAPTER (EIN 726030979) - 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

1931

Legal Domicile

Principal Officer

ANNA GRACE HARMON

Phone

3182787626

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA SORORITY - ALPHA CHI CHAPTER, founded in 1931, is a small nonprofit that reported $237K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

TO OPERATE A LOCAL CHAPTER OF KAPPA DELTA SORORITY.

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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 $0

Program Service Revenue $192,527

Investment Income $1,255

Other Revenue $43,600

TOTAL REVENUE $237,382

Expense Breakdown

Grants Paid $48,653

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $246,522

Other Expenses $197,869

TOTAL EXPENSES $246,522

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,382	$200,369	+0.2%
Expenses	$246,522	$210,672	+0.2%
Net Income	$-9,140	$-10,303	-0.1%

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
MALLORY BOURQAURD	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SHELBY BRATTON	VP INCLUSION	1.00	Director	$0	$0	$0
LAUREN BROWNLEE	VP LEARNING	1.00	Director	$0	$0	$0
KATIE BURCH	VP-FINANCE	1.00	Officer Director	$0	$0	$0
LOLA CARLISLE	PANHELLENIC	1.00	Director	$0	$0	$0
CARLIE GRAYSON	VP EVENTS &	1.00	Director	$0	$0	$0
ANNA GRACE HARMON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNIE SHIVELY	VP RECRUITME	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	$237,382	$246,522	$96,343	$-9,140
2023	$200,369	$210,672	$105,483	$-10,303
2022	$207,027	$232,903	$115,786	$-25,876
2021	$167,481	$140,114	$141,662	$27,367
2019	$195,378	$173,758	$131,873	$21,620

KAPPA DELTA SORORITY - ALPHA CHI CHAPTER