Sigma Epsilon of Kappa Delta Sorority (EIN 742205939) - 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

1981

Legal Domicile

Phone

5124747990

Tax Period

2023-07-01 to 2024-06-30

Sigma Epsilon of Kappa Delta Sorority, founded in 1981, is a small nonprofit that reported $371K in total revenue in fiscal year 2023. Expenses of $359K left a modest 3% surplus.

Mission

Collegiate Sorority Activity

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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 $367,541

Program Service Revenue $0

Investment Income $3,580

Other Revenue $-290

TOTAL REVENUE $370,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $359,224

Other Expenses $359,224

TOTAL EXPENSES $359,224

Year-over-Year Comparison

	2023	2022	Change
Revenue	$370,831	$381,262	0.0%
Expenses	$359,224	$359,650	0.0%
Net Income	$11,607	$21,612	-0.5%

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
Anna Moore	Treasurer	10.00	Officer Director	$0	$0	$0
Valerie Smith	President	10.00	Officer Director	$0	$0	$0
Niki Holmberg	Vice President	10.00	Officer Director	$0	$0	$0
Catherine Roosa	Director	10.00	Officer Director	$0	$0	$0
Catherine Campbell	Director	10.00	Officer Director	$0	$0	$0
Hailey Toten	Director	10.00	Officer Director	$0	$0	$0
Claire Pittman	Director	10.00	Officer Director	$0	$0	$0
Caroline Hafner	Director	10.00	Officer 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	$370,831	$359,224	$166,008	$11,607
2023	$381,262	$359,650	$233,439	$21,612
2022	$419,213	$371,559	$163,302	$47,654
2021	$257,099	$260,711	$125,841	$-3,612
2020	$352,701	$305,499	$298,276	$47,202
2019	$390,270	$440,906	$312,130	$-50,636

Sigma Epsilon of Kappa Delta Sorority