ALPHA DELTA GAMMA EDUCATIONAL FOUNDATION (EIN 351537009) - 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

1987

Legal Domicile

Principal Officer

DERRICK CABRERA

Tax Period

2020-10-01 to 2021-09-30

ALPHA DELTA GAMMA EDUCATIONAL FOUNDATION, founded in 1987, is a small nonprofit that reported $343K in total revenue in fiscal year 2020. The organization ran a surplus of $316K, a strong 92% operating margin.

Mission

ALPHA DELTA GAMMA FOUNDATION (ADGF) PROVIDES BOTH RESOURCES AND DIRECT SERVICES FOR THE EDUCATION AND BETTERMENT OF THE BROTHERS OF ALPPA DELTA GAMMA NATIONAL FRATERNITY.

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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 (2020)

Revenue Breakdown

Contributions & Grants $310,345

Program Service Revenue $0

Investment Income $32,166

Other Revenue $0

TOTAL REVENUE $342,511

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,218

Other Expenses $22,585

TOTAL EXPENSES $26,585

Year-over-Year Comparison

	2020	2019	Change
Revenue	$342,511	N/A	N/A
Expenses	$26,585	N/A	N/A
Net Income	$315,926	N/A	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW BLAIR	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK CARDIELLO	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN HESSE	DIRECTOR	2.00	Director	$0	$0	$0
GREG MATZ	DIRECTOR	2.00	Director	$0	$0	$0
JAMES SMITH	DIRECTOR	2.00	Director	$0	$0	$0
ADRIEN VAKERICS	DIRECTOR	2.00	Director	$0	$0	$0
MATT BERGMANN	SECRETARY	2.00	Officer	$0	$0	$0
DERRICK CABRERA	PRESIDENT	2.00	Officer	$0	$0	$0
BRENT COOMES	TREASURER	2.00	Officer	$0	$0	$0
ANDY SCHOETTKER	VICE PRESIDE	2.00	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
2021	$342,511	$26,585	$956,649	$315,926

ALPHA DELTA GAMMA EDUCATIONAL FOUNDATION