ETA DELTA LTD (EIN 956095606) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1930

Legal Domicile

Principal Officer

Carolyn A Monsanto

Phone

9098824045

Tax Period

2023-01-01 to 2023-12-31

ETA DELTA LTD, founded in 1930, is a small nonprofit that reported $204K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $518K represent 30 months of operating reserves.

Mission

Provide housing for UCLA Sorority/Women Students.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $198,068

Investment Income $6,251

Other Revenue $0

TOTAL REVENUE $204,319

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,993

Fundraising Expenses $0

Program Expenses $205,552

Other Expenses $126,559

TOTAL EXPENSES $205,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$204,319	$217,972	-0.1%
Expenses	$205,552	$215,599	0.0%
Net Income	$-1,233	$2,373	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Lynn S McGraw	Director	0	Director	$0	$0	$0
Jeanne Persuit	Director	0	Director	$0	$0	$0
Shannon Gibbs	Director	0	Director	$0	$0	$0
Carolyn A Monsanto	President	8	Officer	$0	$0	$0
Kelly Bozza	Treasurer	8	Officer	$0	$0	$0
Co Wilkins-Fey	Mgmt Team Member	0	Officer	$0	$0	$0
Cynthia Alvarez	Mgmt Team Member	0	Officer	$0	$0	$0
Kristy B Cantrell	Mgmt Team Member	0	Officer	$0	$0	$0
Paula Nelson	Mgmt Team Member	0	Officer	$0	$0	$0
Dr Janet M Duttarer	Mgmt Team Member	0	Officer	$0	$0	$0
Rebecca B Moran	Mgmt Team Member	0	Officer	$0	$0	$0
Thomas Moran	Mgmt Team Member	0	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
2024	No data	No data	No data	No data
2023	$204,319	$205,552	$530,525	$-1,233
2022	$217,972	$215,599	$545,250	$2,373
2021	$156,276	$216,126	$503,218	$-59,850
2020	$71,087	$157,071	$557,548	$-85,984

ETA DELTA LTD