DELTA DELTA DELTA FOUNDATION

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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

1988

Legal Domicile

Principal Officer

DIANE Y PETERSEN MD

Phone

8176338001

Tax Period

2024-08-01 to 2025-07-31

DELTA DELTA DELTA FOUNDATION, founded in 1988, is a community nonprofit in the Education sector that reported $9.0M in total revenue in fiscal year 2024. Revenue surged 155% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.4M, a strong 49% operating margin.

Mission

TRI DELTA'S FOUNDATION RAISES FUNDS TO PROVIDE TRANSFORMATIONAL PROGRAMS, SCHOLARSHIPS AND EMERGENCY FINANCIAL SUPPORT TO EMPOWER OUR SISTERS FOR A LIFETIME. WE INVEST IN WOMEN. WE ARE THE ONLY ORGANIZATION THAT CONNECTS OUR NEARLY 250,000 MEMBERS WITH WAYS TO EMPOWER COLLEGIATE AND ALUMNAE WOMEN. WE ARE SISTERS HELPING SISTERS.

Program Service Accomplishments

Program 1

Expenses: $3,045,582

TRI DELTA'S FOUNDATION AWARDS UNDERGRADUATE AND GRADUATE SCHOLARSHIPS TO TRI DELTA MEMBERS ALONG WITH NEEDS BASED GRANTS TO MEMBERS FACING A FINANCIAL CRISIS. THE FOUNDATION ALSO AWARDS GRANTS TO THE FRATERNITY FOR EDUCATIONAL AND LEADERSHIP PURPOSES. EDUCATIONAL SCHOLARSHIPS TOTALING $483,816 WERE AWARDED TO 222 MEMBERS. EMERGENCY FINANCIAL ASSISTANCE TOTALING $190,584 WAS GRANTED TO 36 MEMBERS THROUGH OUR CRESCENT FUNDS. OVER $872,243 WAS GRANTED TO TRI DELTA'S FRATERNITY TO SUPPORT EDUCATIONAL AND LEADERSHIP PROGRAMMING, INCLUDING CAREER READINESS, MENTAL HEALTH EDUCATION, AND SEXUAL ASSAULT PREVENTION, BENEFITING OVER 22,487 MEMBERS. ADDITIONALLY, GRANTS TOTALING $835,441 FOR EDUCATIONAL SPACE AT AT 19 TRI DELTA HOUSES BENEFITED OVER 2,000 MEMBERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $7,466,180

Program Service Revenue $0

Investment Income $1,518,325

Other Revenue $8,514

TOTAL REVENUE $8,993,019

Expense Breakdown

Grants Paid $2,563,698

Salaries & Benefits $647,160

Fundraising Expenses $963,011

Program Expenses $3,045,582

Other Expenses $1,196,301

TOTAL EXPENSES $4,572,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,993,019	$3,524,299	+1.6%
Expenses	$4,572,546	$3,952,215	+0.2%
Net Income	$4,420,473	$-427,916	-11.3%

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

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
DIANE Y PETERSEN MD	FOUNDATION BOARD CHAIR	10.00	Officer Director	$0	$0	$0
APRIL MATHIS VORIS	FOUNDATION BOARD VICE CHAIR	10.00	Officer Director	$0	$0	$0
SUSANNE WASSON	FOUNDATION BOARD TREASURER	10.00	Officer Director	$0	$0	$0
ASHLEY BASKERVILLE	FOUNDATION BOARD TRUSTEE	10.00	Director	$0	$0	$0
CRYSTAL WHITE BLAYLOCK	FOUNDATION BOARD TRUSTEE	10.00	Director	$0	$0	$0
JULIA SIRCAR	FOUNDATION BOARD TRUSTEE	10.00	Director	$0	$0	$0
JULIE COFFMAN DOSS	FOUNDATION BOARD TRUSTEE	10.00	Director	$0	$0	$0
LENORA OETERS	FOUNDATION BOARD TRUSTEE	10.00	Director	$0	$0	$0
MICHELLE POPP SHIMBERG	FOUNDATION BOARD TRUSTEE	10.00	Director	$0	$0	$0
GAYLE JENNINGS O'BYRNE	FOUNDATION BOARD TRUSTEE	10.00	Director	$0	$0	$0
MEG SEVERINO	FOUNDATION BOARD TRUSTEE	10.00	Director	$0	$0	$0
SANDY FERY	FOUNDATION BOARD TRUSTEE	10.00	Director	$0	$0	$0
KAREN HUGHES WHITE	CEO THROUGH 3/6/24	5.00	Officer	$0	$0	$0
MINDY TUCKER FLETCHER	CEO AS OF 3/7/24	5.00	Officer	$0	$0	$0
BARBARA HALL	CFO THROUGH 4/17/24	10.00	Officer	$0	$0	$0
MICHAEL BENNETT	CFO AS OF 6/7/24	10.00	Officer	$0	$0	$0
BETH BURKES	CDO	40.00	Highest	$187,907	$12,002	$199,909

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	$8,993,019	$4,572,546	$29,300,898	$4,420,473
2024	$3,524,299	$3,952,215	$24,518,886	$-427,916
2023	$4,828,885	$3,900,371	$24,857,592	$928,514
2022	$5,230,009	$3,317,602	$23,448,927	$1,912,407
2021	$3,988,064	$3,353,883	$24,531,824	$634,181
2020	$4,765,349	$3,805,147	$20,480,231	$960,202
2019	$3,075,539	$2,647,224	$19,723,398	$428,315
2018	$3,931,055	$2,815,510	$18,275,815	$1,115,545