PUGET SOUND ASSOCIATION OF DELTA KAPPA EPSILON (EIN 911506643) - 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

1909

Legal Domicile

Principal Officer

DANIEL HELDRING

Phone

2068982123

Tax Period

2021-01-01 to 2021-12-31

PUGET SOUND ASSOCIATION OF DELTA KAPPA EPSILON, founded in 1909, is a micro nonprofit that reported $53K in total revenue in fiscal year 2021.

Mission

PSA OF DKE IS A FRATERNITY ALUMNI ASSOCIATION THAT PROVIDES HOUSING FOR UNDERGRADUATE STUDENTS AT THE UNIVERISTY OF WASHINGTON. THE ASSOCIATION ALSO PROVIDES SOCIAL OPPORTUNITIES FOR ALUMNI OF THE FRATERNITY TO KEEP IN TOUCH WITH AND REMAIN ACTIVE IN THE CHAPTER AT THE UNIVERISTY OF WASHINGTON.

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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 (2021)

Revenue Breakdown

Contributions & Grants $87,140

Program Service Revenue $0

Investment Income $1

Other Revenue $-139,714

TOTAL REVENUE $-52,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $22,709

TOTAL EXPENSES $22,709

Year-over-Year Comparison

	2021	2020	Change
Revenue	$-52,573	$-36,595	+0.4%
Expenses	$22,709	$9,471	+1.4%
Net Income	$-75,282	$-46,066	+0.6%

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
DANIEL HELDRING	PRESIDENT	3.00	Officer Director	$0	$0	$0
KENT DAVIS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DEREK VETTER	TREASURER	4.00	Officer Director	$0	$0	$0
CHARLES WARREN	SECRETARY	2.00	Officer Director	$0	$0	$0
KURT KUFELD	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG BIGBY	TRUSTEE	1.00	Director	$0	$0	$0
JAMES WARREN	TRUSTEE	1.00	Director	$0	$0	$0
MATT STRAIN	TRUSTEE	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
2021	$-52,573	$22,709	$2,072,171	$-75,282

PUGET SOUND ASSOCIATION OF DELTA KAPPA EPSILON