Delta Tau Delta Educational Foundation Inc (EIN 311020203) - 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

1911

Legal Domicile

Phone

3172840203

Tax Period

2023-08-01 to 2024-07-31

Delta Tau Delta Educational Foundation Inc, founded in 1911, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $3.0M left a modest 14% surplus.

Mission

THE DELTA TAU DELTA EDUCATIONAL FOUNDATION, INC. IS ORGANIZED TO ENCOURAGE, ASSIST, PROMOTE, FOSTER, AND SUPPORT EDUCATION.

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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 $2,704,483

Program Service Revenue $155,266

Investment Income $697,228

Other Revenue $0

TOTAL REVENUE $3,556,977

Expense Breakdown

Grants Paid $1,039,735

Salaries & Benefits $869,225

Fundraising Expenses $694,810

Program Expenses $1,547,707

Other Expenses $1,073,647

TOTAL EXPENSES $3,049,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,556,977	$4,515,296	-0.2%
Expenses	$3,049,162	$6,029,670	-0.5%
Net Income	$507,815	$-1,514,374	-1.3%

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

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

$424,149

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel C Stith	Vice Chairman	5.0	Officer Director	$0	$0	$0
Jeffrey L Henning	Secretary	5.0	Officer Director	$0	$0	$0
Michael D Shonrock	Chariman	5.0	Officer Director	$0	$0	$0
P Christopher Mickel	Treasurer	5.0	Officer Director	$0	$0	$0
Alexander R Schriver	Director	5.0	Director	$0	$0	$0
Anthony J Albanese	Director	5.0	Director	$0	$0	$0
Craig A Luke	Director	5.0	Director	$0	$0	$0
Daniel A Dungan	Director	5.0	Director	$0	$0	$0
Greg D Ethridge	Director	5.0	Director	$0	$0	$0
Gregory N Kazarian	Director	5.0	Director	$0	$0	$0
J Coley Clark	Director	5.0	Director	$0	$0	$0
Jerome R Kerman	Director	5.0	Director	$0	$0	$0
John W Gleeson	Director	5.0	Director	$0	$0	$0
Kent R Hance	Director	5.0	Director	$0	$0	$0
Millard B Bryne	Director	5.0	Director	$0	$0	$0
Rory R Jones	Director	5.0	Director	$0	$0	$0
Rosario A Palmieri	Director	5.0	Director	$0	$0	$0
Timothy P Cullen	Director	5.0	Director	$0	$0	$0
William V McMeans	Director	5.0	Director	$0	$0	$0
Nick Zuniga	Chief Admin Officer	40.0	Officer	$112,833	$2,248	$115,081
Steven K Vedra	President	40.0	Officer	$160,233	$2,057	$162,290
Tony Vulkusich	VP of Advancement	40.0	Officer	$144,000	$2,778	$146,778

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
2024	$3,556,977	$3,049,162	$29,337,074	$507,815
2023	$4,515,296	$6,029,670	$26,765,129	$-1,514,374
2022	$7,019,094	$3,686,545	$27,163,598	$3,332,549
2021	$4,447,826	$3,122,141	$26,574,147	$1,325,685
2020	$3,543,321	$3,501,503	$21,757,327	$41,818
2019	$4,259,436	$2,826,278	$22,247,138	$1,433,158
2018	$2,568,002	$1,661,660	$21,528,527	$906,342

Delta Tau Delta Educational Foundation Inc