Beta Rho Chapter of Kappa Delta Sorority House Corporation (EIN 956377297) - 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

Legal Domicile

Principal Officer

Alyssa McNees

Phone

8584143101

Tax Period

2024-09-01 to 2025-08-31

Beta Rho Chapter of Kappa Delta Sorority House Corporation is a small nonprofit that reported $716K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $243K, a strong 34% operating margin.

Mission

To provide room and board for Kappa Delta Sorority Members

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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 $0

Program Service Revenue $714,967

Investment Income $1,260

Other Revenue $0

TOTAL REVENUE $716,227

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,654

Fundraising Expenses $0

Other Expenses $414,519

TOTAL EXPENSES $473,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$716,227	$827,295	-0.1%
Expenses	$473,173	$492,521	0.0%
Net Income	$243,054	$334,774	-0.3%

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
Michelle Shepley	President	2.30	Officer	$0	$0	$0
Alyssa McNees	Treasurer	5.00	Officer	$0	$0	$0
Sophia Bligh	Vice President	1.00	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	$716,227	$473,173	$1,462,119	$243,054
2024	$827,295	$492,521	$1,216,404	$334,774
2023	$549,108	$437,388	$866,730	$111,720
2022	$457,459	$392,540	$748,835	$64,919
2021	$422,969	$368,311	$678,735	$54,658
2020	$276,445	$307,206	$618,729	$-30,761
2019	$376,359	$343,863	$638,319	$32,496
2018	$433,071	$378,092	$604,446	$54,979
2017	$383,907	$286,784	$563,971	$97,123

Beta Rho Chapter of Kappa Delta Sorority House Corporation