Alpha Delta Phi Foundation (EIN 237034377) - 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

1969

Legal Domicile

Principal Officer

Todd D Flynn

Phone

4258924358

Tax Period

2023-07-01 to 2024-06-30

Alpha Delta Phi Foundation, founded in 1969, is a micro nonprofit that reported $56K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28K, a strong 50% operating margin.

Mission

Charitable and educational purposes that assist the Alpha Delta Phi Fraternity and its 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 (2023)

Revenue Breakdown

Contributions & Grants $33,110

Program Service Revenue $0

Investment Income $1,380

Other Revenue $21,148

TOTAL REVENUE $55,638

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,000

Other Expenses $2,612

TOTAL EXPENSES $27,612

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,638	$115,478	-0.5%
Expenses	$27,612	$252,690	-0.9%
Net Income	$28,026	$-137,212	-1.2%

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
Todd D Flynn	President	2.00	Officer Director	$0	$0	$0
RJ Nichoalds	Vice President	0.10	Officer Director	$0	$0	$0
Mark S Carlson	Secretary	0.10	Officer Director	$0	$0	$0
Mike Self	Treasurer	0.10	Officer Director	$0	$0	$0
Mike Macaulay	Director	0.10	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	No data	No data	No data	No data
2024	$55,638	$27,612	$631,255	$28,026
2023	$115,478	$252,690	$612,261	$-137,212
2022	$793,693	$860,201	$740,441	$-66,508
2021	$702,714	$2,139,971	$809,538	$-1,437,257
2020	$1,294,723	$39,241	$2,220,977	$1,255,482
2019	$363,127	$47,208	$955,446	$315,919
2018	$78,806	$45,696	$650,422	$33,110

Alpha Delta Phi Foundation