KAPPA DELTA PHI SORORITY GROUP

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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

1925

Legal Domicile

Principal Officer

JENNIFER WOIDA

Tax Period

2023-05-01 to 2024-04-30

KAPPA DELTA PHI SORORITY GROUP, founded in 1925, is a small nonprofit that reported $123K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring.

Mission

SOCIAL AND CHARITABLE

Program Service Accomplishments

Program 1

Expenses: $66,648

KAPPA DELTA PHI SORORITY IS FILING THIS RETURN ON BEHALF AND BY THE CONSENT OF ITS 19 CHAPTERS IN 7 STATES. EACH CHAPTER FUNDRAISES AND ORGANIZES CIVIC PROJECTS WITHIN THEIR OWN COMMUNITIES, VOTING TO CONTRIBUTE FINANCIAL SUPPORT TO SCHOOLS, HOSPITALS, NURSING HOMES, FOOD BANKS, AND THE US MILITARY.

Program 2

Expenses: $31,706

KAPPA DELTA PHI HOLDS REGIONAL CONVENTIONS THROUGHOUT THE YEAR TO REJUVENATE THE CHAPTERS THROUGH RITUALS, SONG, AND FELLOWSHIP. EACH CHAPTER TAKES A TURN HOSTING AND PROVIDING FACILITIES AND...

KAPPA DELTA PHI HOLDS REGIONAL CONVENTIONS THROUGHOUT THE YEAR TO REJUVENATE THE CHAPTERS THROUGH RITUALS, SONG, AND FELLOWSHIP. EACH CHAPTER TAKES A TURN HOSTING AND PROVIDING FACILITIES AND EQUIPMENT NECESSARY TO HOLD THESE EVENTS. AWARDS ARE PRESENTED FOR CIVIC HOURS DONATED AND WELFARE DOLLARS CONTRIBUTED BY EACH CHAPTER.

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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 $68,219

Program Service Revenue $0

Investment Income $919

Other Revenue $54,245

TOTAL REVENUE $123,383

Expense Breakdown

Grants Paid $66,648

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,354

Other Expenses $60,103

TOTAL EXPENSES $126,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,383	$165,794	-0.3%
Expenses	$126,751	$165,992	-0.2%
Net Income	$-3,368	$-198	+16.0%

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

229

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
LISA ZIMMERMAN	TREASURER	6.00	Officer	$0	$0	$0
LEANNE ROBERTSON	PRESIDENT	6.00	Officer	$0	$0	$0
JENNIFER WOIDA	BOARD CHAIRMAN	6.00	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	No data	No data	No data	No data
2024	$123,383	$126,751	$101,335	$-3,368
2023	$165,794	$165,992	$104,703	$-198
2022	$153,103	$135,080	$104,901	$18,023
2021	$55,393	$54,308	$86,878	$1,085
2020	$111,346	$97,893	$85,793	$13,453
2019	$116,316	$110,848	$72,340	$5,468