ALPHA GAMMA DELTA FOUNDATION INC

EIN: 352057322 501(c)(3) Education

INDIANAPOLIS, IN

Total Revenue
$3,056,676
Total Expenses
$2,151,964
Total Assets
$15,100,774
Net Assets
$15,001,345
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
IN
Principal Officer
JULIE A WAITMAN
Phone
3176634242
Tax Period
2024-06-01 to 2025-05-31

ALPHA GAMMA DELTA FOUNDATION INC, founded in 1998, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $905K, a strong 30% operating margin.

Mission

THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP.

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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 $2,345,226
Program Service Revenue $0
Investment Income $711,450
Other Revenue $0
TOTAL REVENUE $3,056,676

Expense Breakdown

Grants Paid $1,085,658
Salaries & Benefits $581,277
Fundraising Expenses $467,298
Program Expenses $1,306,798
Other Expenses $485,029
TOTAL EXPENSES $2,151,964

Year-over-Year Comparison

2024 2023 Change
Revenue $3,056,676 $2,403,222 +0.3%
Expenses $2,151,964 $1,885,081 +0.1%
Net Income $904,712 $518,141 +0.7%
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
7
Independent Members
7
Employees
6
Volunteers
90

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
4
$227,238
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MAURIE JONES PHELAN CHAIR 5.00
Officer Director
$0 $0 $0
SYLVIE KRAMER WEIKERT VICE CHAIR 5.00
Officer Director
$0 $0 $0
MELISSA JACOBSON JAMES BOARD MEMBER 5.00
Director
$0 $0 $0
MARTHA PETRY PARHAM BOARD MEMBER 5.00
Director
$0 $0 $0
ANDREA PENDLETON BOARD MEMBER 5.00
Director
$0 $0 $0
NATASHA SHAHANI BOARD MEMBER 5.00
Director
$0 $0 $0
BOBETTE SANDIFER THOMPSON BORAD MEMBER 5.00
Director
$0 $0 $0
JULIE WAITMAN CEO AND SECRETARY 40.00
Officer
$125,624 $12,891 $138,515
CHRIS FEDOR TREASURER 40.00
Officer
$66,915 $21,808 $88,723
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 $3,056,676 $2,151,964 $15,100,774 $904,712
2024 $2,403,222 $1,885,081 $13,806,482 $518,141
2023 $1,749,436 $1,757,640 $11,857,273 $-8,204
2022 $2,503,064 $1,699,875 $11,594,510 $803,189
2021 $2,972,686 $1,621,831 $12,717,880 $1,350,855
2020 $1,374,742 $1,800,071 $10,311,613 $-425,329
2019 $2,142,669 $1,726,437 $10,309,238 $416,232
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