ALPHA THETA OF ALPHA DELTA PI (EIN 916071754) - 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

1936

Legal Domicile

Principal Officer

KATHI KHOSHNOOD

Phone

4257537716

Tax Period

2023-07-01 to 2024-06-30

ALPHA THETA OF ALPHA DELTA PI, founded in 1936, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $262K, a strong 22% operating margin.

Mission

PROPERTY AND EMPLOYEE MANAGEMENT OF A SORORITY HOUSE AT THE UNIVERSITY 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 (2023)

Revenue Breakdown

Contributions & Grants $117,316

Program Service Revenue $1,051,950

Investment Income $752

Other Revenue $13,000

TOTAL REVENUE $1,183,018

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,349

Fundraising Expenses $0

Other Expenses $860,124

TOTAL EXPENSES $921,473

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,183,018	$1,090,563	+0.1%
Expenses	$921,473	$838,600	+0.1%
Net Income	$261,545	$251,963	+0.0%

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

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
JANUARY KHOSHNOOD	PRESIDENT	2.00	Officer Director	$0	$0	$0
DORAE LANDE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CAROL INSALCO	SECRETARY	2.00	Officer Director	$0	$0	$0
KATHI KHOSHNOOD	TREASURER	2.00	Officer Director	$0	$0	$0
LESLEY BLAKEWAY	DIRECTOR	2.00	Director	$0	$0	$0
KIM MALONEY	DIRECTOR	2.00	Director	$0	$0	$0
TARA MULCAHY	DIRECTOR	2.00	Director	$0	$0	$0
JAN FENDLEY	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$1,183,018	$921,473	$2,095,640	$261,545
2023	$1,090,563	$838,600	$1,864,616	$251,963
2022	$973,302	$964,936	$1,708,164	$8,366
2021	$652,708	$954,692	$1,805,340	$-301,984
2020	$878,779	$883,010	$2,190,875	$-4,231
2019	$1,115,926	$995,844	$2,329,574	$120,082

ALPHA THETA OF ALPHA DELTA PI