OMICRON DELTA KAPPA FOUNDATION INC (EIN 311113255) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

SALLY ALBRECHT

Phone

5404585336

Tax Period

2018-07-01 to 2019-06-30

OMICRON DELTA KAPPA FOUNDATION INC, founded in 1982, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2018. Revenue surged 138% from the prior year, signaling strong growth momentum. The organization ran a surplus of $861K, a strong 75% operating margin.

Mission

TO SUPPORT THE PHILANTHROPIC ACTIVITIES OF THE OMICRON DELTA KAPPA SOCIETY, INC.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $731,345

Program Service Revenue $0

Investment Income $417,863

Other Revenue $5

TOTAL REVENUE $1,149,213

Expense Breakdown

Grants Paid $96,206

Salaries & Benefits $0

Fundraising Expenses $63,050

Program Expenses $109,066

Other Expenses $174,462

TOTAL EXPENSES $287,918

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,149,213	$482,377	+1.4%
Expenses	$287,918	$305,056	-0.1%
Net Income	$861,295	$177,321	+3.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$140,388

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SALLY ALBRECHT	PRESIDENT	2.00	Officer Director	$0	$0	$0
J DAVID GIBBS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DARWIN JONES	TREASURER	2.00	Officer Director	$0	$0	$0
W JEFFERY EDWARDS	COUNSEL	2.00	Director	$0	$0	$0
ANDRISTINE ROBINSON	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD S JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
MATTHEW CLIFFORD	TRUSTEE	2.00	Director	$0	$0	$0
VIRGINIA B EDWARDS	TRUSTEE	2.00	Director	$0	$0	$0
MARC SLOTNICK	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY I STONE	TRUSTEE	2.00	Director	$0	$0	$0
RICH PIRROTTA	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD I WILLIAMS	TRUSTEE	2.00	Director	$0	$0	$0
TARA SINGER	EXECUTIVE DIRECTOR	20.00	Officer	$0	$20,737	$140,388

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
2019	$1,149,213	$287,918	No data	$861,295

OMICRON DELTA KAPPA FOUNDATION INC