MIAMI REALTY ASSOCIATION OF ALPHA DELTA PHI

EIN: 310678152

Charleston, SC

Total Revenue
$147,070
Total Expenses
$100,048
Total Assets
$521,414
Net Assets
$215,251
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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
OH
Principal Officer
Ross Wason
Phone
6122402867
Tax Period
2024-07-01 to 2025-06-30

MIAMI REALTY ASSOCIATION OF ALPHA DELTA PHI, founded in 1953, is a small nonprofit that reported $147K in total revenue in fiscal year 2024. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 32% operating margin.

Mission

Manage real estate property for use and benefit of Alpha Delta Phi college fraternity chapter, 22 S Campus Ave Oxford OH 45056.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $23,417
Program Service Revenue $0
Investment Income $0
Other Revenue $123,653
TOTAL REVENUE $147,070

Expense Breakdown

Grants Paid $0
Salaries & Benefits $12,029
Fundraising Expenses $0
Program Expenses $0
Other Expenses $88,019
TOTAL EXPENSES $100,048

Year-over-Year Comparison

2024 2023 Change
Revenue $147,070 $76,141 +0.9%
Expenses $100,048 $89,197 +0.1%
Net Income $47,022 $-13,056 -4.6%
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

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Governance

Voting Members
15
Independent Members
15
Employees
1
Volunteers
16

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
2
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stefan Davis President Emeritus 8
Director
$0 $0 $0
Doug Diefenbach Board member 4
Director
$0 $0 $0
Don French Member Emeritus 1
Director
$0 $0 $0
Matthew LaBuda Board Member 1
Director
$0 $0 $0
Thomas Paquette Board Member 2
Director
$0 $0 $0
Keith Chapin Board Member 1
Director
$0 $0 $0
Steve Whitlatch Board Member 2
Director
$0 $0 $0
Mike McGrath Board Member 2
Director
$0 $0 $0
Joe Brezny Board Member 1
Director
$0 $0 $0
Fred Carmean Board Member 1
Director
$0 $0 $0
Will Hack Board Member 2
Director
$0 $0 $0
Scott Pelfrey Board Member 1
Director
$0 $0 $0
Drew Kearns Alum Assistant Treasurer 4
Director
$0 $0 $0
Ted Soto Member Emeritus 1
Director
$0 $0 $0
Ralph Herda Alumni Treasurer 4
Officer
$0 $0 $0
Ross Wason President 5
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 $147,070 $100,048 $521,414 $47,022
2024 $76,141 $89,197 $533,211 $-13,056
2023 $101,701 $54,876 $564,439 $46,825
2022 $85,576 $53,571 $552,709 $32,005
2021 $235,951 $225,703 $522,605 $10,248
2020 $210,585 $254,010 $535,334 $-43,425
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