Alpha Phi Delta Foundation Inc (EIN 311005845) - 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

1981

Legal Domicile

Principal Officer

Anthony Carfang

Phone

8472087811

Tax Period

2023-07-01 to 2024-06-30

Alpha Phi Delta Foundation Inc, founded in 1981, is a small nonprofit in the Education sector that reported $429K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $249K, a strong 58% operating margin.

Mission

To provide financial or educational assistance to undergraduate college students and to provide grants that are intended to help offset actual losses or expenses for temporary living, property repair/replacement, medical costs or other disaster related costs not covered by personal or government insurance.

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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 $277,376

Program Service Revenue $0

Investment Income $151,883

Other Revenue $0

TOTAL REVENUE $429,259

Expense Breakdown

Grants Paid $154,426

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $174,901

Other Expenses $25,677

TOTAL EXPENSES $180,103

Year-over-Year Comparison

	2023	2022	Change
Revenue	$429,259	$326,200	+0.3%
Expenses	$180,103	$164,420	+0.1%
Net Income	$249,156	$161,780	+0.5%

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

N/A

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
Chris Shipley	Treasurer	1.00	Officer Director	$0	$0	$0
Joseph C Caldarella	Director	1.00	Director	$0	$0	$0
Joseph Rahtelli	Director	1.00	Director	$0	$0	$0
Ryan McCaw	Secretary	1.00	Officer Director	$0	$0	$0
Lawrence Kaufman	Director	1.00	Director	$0	$0	$0
Anthony Carfang	Chairman	1.00	Officer Director	$0	$0	$0
John Hadgkiss	Director	1.00	Director	$0	$0	$0
Roger Boyd	Director	1.00	Director	$0	$0	$0
Robert Grecco	Director	1.00	Director	$0	$0	$0
Saverio Rabasco	Director	1.00	Director	$0	$0	$0
Andrew Cozzolino	Director	1.00	Director	$0	$0	$0
Frank Perciavalle	Director	1.00	Director	$0	$0	$0
Douglas A Sundo	Director	1.00	Director	$0	$0	$0
Antonio Zumbo	Director	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	No data	No data	No data	No data
2024	$429,259	$180,103	$3,010,118	$249,156
2023	$326,200	$164,420	$2,771,484	$161,780
2022	$440,286	$148,237	$2,626,951	$292,049
2021	$460,826	$110,986	$2,295,175	$349,840
2020	$251,587	$122,010	$1,958,128	$129,577
2019	$202,996	$113,673	$1,847,520	$89,323
2018	$135,506	$94,046	$1,757,772	$41,460

Alpha Phi Delta Foundation Inc