Delta Theta Chapter

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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

1975

Legal Domicile

Principal Officer

Jane Athanasakos

Phone

5038194341

Tax Period

2023-08-01 to 2024-07-31

Delta Theta Chapter, founded in 1975, is a small nonprofit that reported $303K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $87K, a strong 29% operating margin.

Mission

Provide housing and meeting facilities for students enrolled at Cal Poly State University, San Luis Obispo, CA. The house is also available for housing for alumna, guests and visitors to the area.

Program Service Accomplishments

Program 1

Provide housing, room and board for students attending Cal Poly State University, San Luis Obispo, CA

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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 $11,497

Program Service Revenue $291,068

Investment Income $46

Other Revenue $0

TOTAL REVENUE $302,611

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $215,334

TOTAL EXPENSES $215,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,611	$267,408	+0.1%
Expenses	$215,334	$172,636	+0.2%
Net Income	$87,277	$94,772	-0.1%

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

N/A

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
Jennell Burk	President	004.00	Officer Director	$0	$0	$0
Jane Athnasakos	VP/Treasurer	004.00	Officer Director	$0	$0	$0
Gabby Scioli	Chapter Advisor	004.00	Director	$0	$0	$0
Maggie Mitchell	Chapter President	004.00	Director	$0	$0	$0
Jennifer Flachman	Past President	004.00	Director	$0	$0	$0
Kate Hedger	Chapter Financial VP	004.00	Director	$0	$0	$0
Emily Nadeau	Chapter House Manager	004.00	Director	$0	$0	$0
Sue Olivas	Secretary	004.00	Officer 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	$302,611	$215,334	$953,319	$87,277
2023	$267,408	$172,636	$967,681	$94,772
2022	$213,169	$135,245	$416,312	$77,924
2021	$220,863	$117,633	$694,021	$103,230