Miami Chapter of Alpha Delta Phi Fraternity (EIN 310597347) - 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

1953

Legal Domicile

Principal Officer

Carson Huber

Phone

6122402867

Tax Period

2023-07-01 to 2024-06-30

Miami Chapter of Alpha Delta Phi Fraternity, founded in 1953, is a small nonprofit that reported $260K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $287K exceeded revenue, resulting in a 11% operating deficit.

Mission

Operate the social/fraternal organization Alpha Delta Phi, Miami University Chapter, for the benefit and betterment of its undergraduate 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 $0

Program Service Revenue $134,597

Investment Income $0

Other Revenue $124,948

TOTAL REVENUE $259,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $287,384

TOTAL EXPENSES $287,384

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,545	$302,727	-0.1%
Expenses	$287,384	$291,110	0.0%
Net Income	$-27,839	$11,617	-3.4%

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
Carson Huber	Undergraduate President	10	Officer	$0	$0	$0
Morgan Sacay	Undergraduate Treasurer	10	Officer	$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	$259,545	$287,384	$1,948	$-27,839
2023	$302,727	$291,110	$9,133	$11,617
2022	$250,855	$278,832	$62,533	$-27,977
2021	$350,200	$419,455	$21,865	$-69,255
2020	$412,423	$360,736	$146,806	$51,687
2019	$332,927	$343,564	$30,233	$-10,637

Miami Chapter of Alpha Delta Phi Fraternity