ADELPHIC LITERARY SOCIETY OF WESLEYAN UNIVERSITY (EIN 066070896) - 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

1881

Legal Domicile

Principal Officer

PETER C SIMPSON

Phone

2022512906

Tax Period

2023-01-01 to 2023-12-31

ADELPHIC LITERARY SOCIETY OF WESLEYAN UNIVERSITY, founded in 1881, is a micro nonprofit that reported $89K in total revenue in fiscal year 2023. Revenue surged 925% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 35% operating margin.

Mission

MAINTAIN LITERARY LEARNING ENVIRONMENT AS PART OF THE WESLEYAN UNIVERSITY SETTING.

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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 $58,894

Program Service Revenue $0

Investment Income $31,002

Other Revenue $-962

TOTAL REVENUE $88,934

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,366

Program Expenses $37,147

Other Expenses $57,720

TOTAL EXPENSES $57,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,934	$8,676	+9.3%
Expenses	$57,720	$62,635	-0.1%
Net Income	$31,214	$-53,959	-1.6%

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
CAROLYN DUNDES	DIRECTOR	0.50	Director	$0	$0	$0
SETH HILL	DIRECTOR	0.50	Director	$0	$0	$0
ERHARD F KONERDING	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT G MCKELVEY	DIRECTOR	0.50	Director	$0	$0	$0
DAVID OLSEN	DIRECTOR	0.50	Director	$0	$0	$0
RACHEL SANTIAGO	DIRECTOR	0.50	Director	$0	$0	$0
ANGELA PELLEGRINO-GRANT	DIRECTOR	0.50	Director	$0	$0	$0
BLAIR LAURIE	DIRECTOR	0.50	Director	$0	$0	$0
DINA FULCONIS	DIRECTOR	0.50	Director	$0	$0	$0
AARON FELICIANO	DIRECTOR	0.50	Director	$0	$0	$0
KEN OSGOOD	H&P CHAIR	0.50	Director	$0	$0	$0
JEFF YAUS	TECH CHAIR	0.50	Director	$0	$0	$0
CHRISTOPHER DIECK	DIRECTOR	0.50	Director	$0	$0	$0
KIM WILLIAMS LADD	CHAPTER REL	0.50	Director	$0	$0	$0
JAYSON WHITEHORN	S&C CO-CHAIR	0.50	Director	$0	$0	$0
LESLIE STARR	DIRECTOR	0.50	Director	$0	$0	$0
TASNEEM ALAM	CHAPTER REL	0.50	Director	$0	$0	$0
LYNN CARTWRIGHT-PUNNETT	PRESIDENT	0.50	Officer Director	$0	$0	$0
MICHELLE KATZ	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
PETER C SIMPSON	TREASURER	0.50	Officer Director	$0	$0	$0
REMY HATFIELD-GARDNER	SECRETARY	0.50	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
2024	No data	No data	No data	No data
2023	$88,934	$57,720	$1,555,498	$31,214
2022	$8,676	$62,635	$1,543,224	$-53,959
2021	$-82,929	$24,617	$1,620,284	$-107,546
2020	$-57,702	$39,973	$1,651,427	$-97,675
2019	$26,342	$29,582	$1,663,407	$-3,240
2018	$123,055	$47,167	$1,590,220	$75,888

ADELPHIC LITERARY SOCIETY OF WESLEYAN UNIVERSITY