THETA DELTA EDUCATIONAL FOUNDATION INC (EIN 043026850) - 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

1998

Legal Domicile

Principal Officer

BRIAN BERTGES

Phone

6177428886

Tax Period

2024-07-01 to 2025-06-30

THETA DELTA EDUCATIONAL FOUNDATION INC, founded in 1998, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 132% from the prior year, signaling strong growth momentum. The organization ran a surplus of $369K, a strong 29% operating margin.

Mission

ADVANCES EDUCATION THROUGH SCHOLARSHIPS AND SUPPORT FOR ACADEMIC AND LEADERSHIP DEVELOPMENT.

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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 $712,697

Program Service Revenue $0

Investment Income $548,639

Other Revenue $27,684

TOTAL REVENUE $1,289,020

Expense Breakdown

Grants Paid $559,673

Salaries & Benefits $168,241

Fundraising Expenses $48,793

Program Expenses $674,238

Other Expenses $192,257

TOTAL EXPENSES $920,171

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,289,020	$555,173	+1.3%
Expenses	$920,171	$655,716	+0.4%
Net Income	$368,849	$-100,543	-4.7%

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

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
JEFFERY T HORTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
DONALD A NOVEAU	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NOLAN SLIFKO	SECRETARY	2.00	Officer Director	$0	$0	$0
ALEX FRISVOLD	TREASURER	2.00	Officer Director	$0	$0	$0
BARRY MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR EARLY	DIRECTOR	1.00	Director	$0	$0	$0
JASON DIETZ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GEISLER	DIRECTOR	1.00	Director	$0	$0	$0
STEWART A GONDO	DIRECTOR	1.00	Director	$0	$0	$0
DOUG JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LAURENCE SARCHIN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT STELLETELLO	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE TENCH	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK TIERNAN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE TREFZ	DIRECTOR	1.00	Director	$0	$0	$0
COREY EGLER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS FUCHETTI	DIRECTOR	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	$1,289,020	$920,171	$7,164,788	$368,849
2023	$641,063	$506,324	$6,359,358	$134,739
2023	No data	No data	No data	No data
2022	$1,665,741	$461,267	$5,802,345	$1,204,474
2021	$996,018	$408,592	$6,376,080	$587,426
2020	$524,998	$419,629	$4,971,360	$105,369
2019	$533,805	$467,094	$4,847,602	$66,711
2018	$565,246	$549,324	$4,630,145	$15,922

THETA DELTA EDUCATIONAL FOUNDATION INC