The Delphic Trust (EIN 136085147) - 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

1926

Legal Domicile

Principal Officer

David Schwartz

Phone

6178978981

Tax Period

2024-08-01 to 2025-07-31

The Delphic Trust, founded in 1926, is a micro nonprofit that reported $83K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $126K exceeded revenue, resulting in a 52% operating deficit.

Mission

The Delphic Trust's purpose is to hold real and personal property for the Delphic Club, a college fraternity, and incur related conservational expenses.

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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 $58,841

Program Service Revenue $0

Investment Income $24,270

Other Revenue $0

TOTAL REVENUE $83,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $125,969

TOTAL EXPENSES $125,969

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,111	$112,431	-0.3%
Expenses	$125,969	$187,724	-0.3%
Net Income	$-42,858	$-75,293	-0.4%

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

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
Lief D Rosenblatt	Trustee	1.00	Director	$0	$0	$0
Sanjay Patel	Trustee	1.00	Director	$0	$0	$0
David Schwartz	Trustee	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	$83,111	$125,969	$1,689,231	$-42,858
2024	$112,431	$187,724	$1,704,376	$-75,293
2023	$45,891	$141,639	$1,715,618	$-95,748
2022	$63,635	$146,842	$1,750,902	$-83,207
2021	$47,582	$153,860	$1,887,172	$-106,278
2020	$204,094	$157,072	$1,935,161	$47,022
2019	$134,042	$166,586	$1,863,206	$-32,544

The Delphic Trust