KAPPA DELTA RHO FOUNDATION (EIN 251449252) - 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

1983

Legal Domicile

Principal Officer

BRIAN J STUMM

Phone

7248387100

Tax Period

2023-07-01 to 2024-06-30

KAPPA DELTA RHO FOUNDATION, founded in 1983, is a small nonprofit in the Education sector that reported $311K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $396K exceeded revenue, resulting in a 27% operating deficit.

Mission

PRIMARY PURPOSE IS CHARITABLE AND EDUCATIONAL. THE FOUNDATION PROVIDES STUDENT SCHOLARSHIPS DIRECTLY TO WORTHY STUDENTS INCLUDING MEMBERS OF THE NATIONAL FRATERNITY OF KAPPA DELTA RHO, INC. TO CONTINUE AND COMPLETE THEIR COLLEGE EDUCATION. THE FOUNDATION PROVIDES GRANTS DIRECTLY TO THE NATIONAL FRATERNITY OF KAPPA DELTHA RHO, INC. TO SUPPORT THEIR LEADERSHIP AND EDUCATIONAL PROGRAMS FOR THEIR MEMBERS WHO ARE ENROLLED IN COLLEGES AND UNIVERSITIES.

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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 $207,566

Program Service Revenue $0

Investment Income $75,271

Other Revenue $28,566

TOTAL REVENUE $311,403

Expense Breakdown

Grants Paid $182,500

Salaries & Benefits $137,986

Fundraising Expenses $29,120

Program Expenses $319,940

Other Expenses $75,428

TOTAL EXPENSES $395,914

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,403	$606,162	-0.5%
Expenses	$395,914	$552,039	-0.3%
Net Income	$-84,511	$54,123	-2.6%

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

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
J HALL JONES JR	PRESIDENT	12.00	Officer Director	$0	$0	$0
GREGG R STEAMER	MEMBER TRUSTEE	2.00	Director	$0	$0	$0
SCOTT M SMANIOTTO	VICE PRESIDENT OF DEVELOPM	6.00	Officer Director	$0	$0	$0
DANIEL LAPLACA	SECRETARY	2.00	Officer Director	$0	$0	$0
BRIAN J STUMM	TREASURER	20.00	Officer Director	$0	$0	$0
JAMES C HUBBARD	MEMBER TRUSTEE	2.00	Director	$0	$0	$0
ALOK K KAPOOR	MEMBER TRUSTEE	2.00	Director	$0	$0	$0
ERIK COVITZ	MEMBER TRUSTEE	2.00	Director	$0	$0	$0
MATTHEW D JARRARD	MEMBER TRUSTEE	2.00	Director	$0	$0	$0
ARTHUR H SMITH	MEMBER TRUSTEE	2.00	Director	$0	$0	$0
MONROE C MCBRIDE	MEMBER TRUSTEE	2.00	Director	$0	$0	$0
STEVEN M STASTNY	MEMBER TRUSTEE	2.00	Director	$0	$0	$0
PAUL A DOWNES	MEMBER TRUSTEE EMERITUS	2.00	Director	$0	$0	$0
GREGG M KLEIN	VICE PRESIDENT OF INVESTME	6.00	Officer Director	$0	$0	$0
BRIAN WINTERS	MEMBER TRUSTEE	2.00	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	No data	No data	No data	No data
2024	$311,403	$395,914	$6,287,220	$-84,511
2023	$606,162	$552,039	$5,787,940	$54,123
2022	$773,592	$437,963	$5,332,798	$335,629
2021	$958,126	$363,619	$5,720,099	$594,507
2020	$684,227	$422,916	$4,499,207	$261,311
2019	$903,658	$405,562	$4,241,324	$498,096
2018	$396,957	$323,241	$3,690,606	$73,716

KAPPA DELTA RHO FOUNDATION