KAPPA DELTA - ALPHA IOTA CHAPTER (EIN 951652788) - 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

1926

Legal Domicile

Principal Officer

CHARIS PANTALEONI

Phone

9017481897

Tax Period

2024-07-01 to 2025-06-30

KAPPA DELTA - ALPHA IOTA CHAPTER, founded in 1926, is a small nonprofit that reported $295K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO OPERATE A LOCAL CHAPTER 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 $3,740

Program Service Revenue $287,997

Investment Income $185

Other Revenue $2,676

TOTAL REVENUE $294,598

Expense Breakdown

Grants Paid $3,634

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $283,843

TOTAL EXPENSES $287,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$294,598	$233,566	+0.3%
Expenses	$287,477	$250,930	+0.1%
Net Income	$7,121	$-17,364	-1.4%

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
THERESA DE LEON	PRESIDENT	1.00	Officer Director	$0	$0	$0
KENDAL BULMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARIS PANTALEONI	VP-FINANCE	1.00	Officer Director	$0	$0	$0
DANIELLE TIMM	VP-EVENTS & PROGRAMMING	1.00	Officer Director	$0	$0	$0
HAILEY BROWN	VP-INCLUSION	1.00	Officer Director	$0	$0	$0
LINSEY RODRIGUEZ	VP-LEARNING & DEVELOPMENT	1.00	Officer Director	$0	$0	$0
ERIN FESTA	VP-RECRUITMENT & MARKETING	1.00	Officer Director	$0	$0	$0
CHARLOTTE RICE	PANHELLENIC DELEGATE	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
2025	$294,598	$287,477	$134,911	$7,121
2024	$233,566	$250,930	$119,897	$-17,364
2023	$276,882	$249,619	$137,261	$27,263
2022	$255,052	$250,738	$109,998	$4,314
2019	$215,122	$194,072	$158,178	$21,050

KAPPA DELTA - ALPHA IOTA CHAPTER