NAUTILUS MANAGEMENT INC

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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

2018

Legal Domicile

Principal Officer

MARGARET WAPLES

Phone

9017481894

Tax Period

2024-08-01 to 2025-07-31

NAUTILUS MANAGEMENT INC, founded in 2018, is a community nonprofit in the Education sector that reported $6.0M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $5.2M left a modest 14% surplus.

Mission

TO DEVELOP, FOSTER AND MAINTAIN SISTERHOOD AND SOCIAL INTERACTION AT FACILITIES OF KAPPA DELTA SORORITY THROUGH OWNING, OPERATING, PROVIDING SERVICES TO SUPPORT, OR OTHERWISE HELPING TO MAINTAIN STUDENT HOUSING FACILITIES WHERE SORORITY MEMBERS LIVE TOGETHER, COMMINGLE OR ENGAGE IN SOCIAL AND RECREATIONAL ACTIVITIES TO ADVANCE THE SORORITY'S AND THE CORPORATION'S PURPOSE OF GOOD FELLOWSHIP AND A POSITIVE MEMBERSHIP EXPERIENCE.

Program Service Accomplishments

Program 1

HOUSING: PROVIDING STUDENT HOUSING SOLUTIONS FOR OUR MEMBERS AT LOCATIONS OF KAPPA DELTA SORORITY BY RENTING, PURCHASING OR BUILDING FACILITIES AND PROVIDING RELATED MANAGEMENT SERVICES.

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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 $2,859

Program Service Revenue $3,991,021

Investment Income $2,039,788

Other Revenue $11,519

TOTAL REVENUE $6,045,187

Expense Breakdown

Grants Paid $462,666

Salaries & Benefits $257,146

Fundraising Expenses $0

Other Expenses $4,466,139

TOTAL EXPENSES $5,185,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,045,187	$5,239,612	+0.2%
Expenses	$5,185,951	$4,503,561	+0.2%
Net Income	$859,236	$736,051	+0.2%

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

$466,924

Total Directors

$3,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN STOCKTON	PRESIDENT	2.00	Officer Director	$0	$0	$1,200
ELIZABETH FUCHS BEG 625	TREASURER	2.00	Officer Director	$0	$0	$0
JULIE WENDELL	SECRETARY	2.00	Officer Director	$0	$0	$1,200
SARAH DUBBERT END 625	TREASURER	2.00	Officer Director	$0	$0	$1,200
MARGARET WAPLES	EXECUTIVE DIRECTOR	5.00	Officer	$0	$8,573	$274,526
JOELLE SHEARIN	DIRECTOR OF FINANCE	12.00	Officer	$0	$12,916	$188,798

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	$6,045,187	$5,185,951	$57,583,521	$859,236
2024	$5,239,612	$4,503,561	$53,716,170	$736,051
2023	$3,275,750	$4,554,940	$34,142,658	$-1,279,190
2022	$1,787,732	$3,928,989	$28,691,459	$-2,141,257
2021	$2,172,564	$3,170,097	$16,834,211	$-997,533
2020	$1,106,928	$2,184,648	$16,198,150	$-1,077,720