KAPPA DELTA FOUNDATION INCORPORATED (EIN 840880886) - 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

Principal Officer

MARGARET WAPLES

Phone

9017481897

Tax Period

2024-08-01 to 2025-07-31

KAPPA DELTA FOUNDATION INCORPORATED, founded in 1981, is a community nonprofit in the Education sector that reported $5.4M in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $4.7M left a modest 13% surplus.

Mission

SECURE FUNDS FOR THE EDUCATIONAL, LEADERSHIP AND CHARITABLE PURPOSES 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 (2024)

Revenue Breakdown

Contributions & Grants $3,318,686

Program Service Revenue $0

Investment Income $2,080,577

Other Revenue $0

TOTAL REVENUE $5,399,263

Expense Breakdown

Grants Paid $2,907,463

Salaries & Benefits $573,918

Fundraising Expenses $619,054

Program Expenses $2,953,636

Other Expenses $1,071,947

TOTAL EXPENSES $4,695,442

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,399,263	$10,606,030	-0.5%
Expenses	$4,695,442	$4,581,468	+0.0%
Net Income	$703,821	$6,024,562	-0.9%

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

215

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
MICHELLE RABIDEAU	BOARD CHAIR	5.00	Director	$0	$0	$0
KIRSTEN KUYKENDOLL	VICE - CHAIR	5.00	Director	$0	$0	$0
CHERYL SIZER	SECRETARY - TREASURER	5.00	Director	$0	$0	$0
SARAH DUBBERT	DIRECTOR	5.00	Director	$0	$0	$0
EMILY FEINSTEIN	DIRECTOR	5.00	Director	$0	$0	$0
BRANDI HARPER	DIRECTOR	5.00	Director	$0	$0	$0
KATHRYN MCGLYNN	DIRECTOR	5.00	Director	$0	$0	$0
KRISTIN POWER	DIRECTOR	5.00	Director	$0	$0	$0
ANNA RICH	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN STOCKTON	DIRECTOR	5.00	Director	$0	$0	$0
TOVE THOMAS	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER WOOD	DIRECTOR	5.00	Director	$0	$0	$0
SANDY WYSOCKI	DIRECTOR	5.00	Director	$0	$0	$0
MARGARET WAPLES	EXECUTIVE DIRECTOR	10.00	Officer	$0	$0	$0
JOELLE SHEARIN	DIRECTOR OF FINANCE	10.00	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	$5,399,263	$4,695,442	$52,136,592	$703,821
2024	$10,606,030	$4,581,468	$47,759,169	$6,024,562
2023	$5,114,398	$3,611,558	$44,237,442	$1,502,840
2022	$5,333,292	$3,013,720	$41,131,121	$2,319,572
2021	$5,107,321	$2,849,161	$45,762,087	$2,258,160
2020	$3,566,882	$2,786,680	$37,290,625	$780,202
2019	$4,074,987	$2,141,620	$35,951,185	$1,933,367
2018	$5,697,161	$2,267,422	$34,186,942	$3,429,739

KAPPA DELTA FOUNDATION INCORPORATED