THE DELTA INSTITUTE (EIN 364210191) - 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

1998

Legal Domicile

Principal Officer

WILLIAM SCHLEIZER

Phone

3125540900

Tax Period

2022-07-01 to 2023-06-30

THE DELTA INSTITUTE, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $2.0M in total revenue in fiscal year 2022. Revenue fell 29% from the prior year — a significant decline worth monitoring. Net assets of $6.1M represent 37 months of operating reserves.

Mission

DELTA INSTITUTE IS A NONPROFIT THAT COLLABORATES WITH COMMUNITIES TO SOLVE COMPLEX ENVIRONMENTAL CHALLENGES ACROSS THE MIDWEST.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,722,368

Program Service Revenue $0

Investment Income $255,353

Other Revenue $0

TOTAL REVENUE $1,977,721

Expense Breakdown

Grants Paid $333,090

Salaries & Benefits $1,350,193

Fundraising Expenses $189,694

Program Expenses $1,250,054

Other Expenses $440,070

TOTAL EXPENSES $2,123,353

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,977,721	$2,772,645	-0.3%
Expenses	$2,123,353	$2,056,196	+0.0%
Net Income	$-145,632	$716,449	-1.2%

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

$403,450

Total Directors

$212,744

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM SCHLEIZER	CEO	40.00	Officer Director	$196,667	$16,077	$212,744
SANJIV SINHA	CHAIR	6.00	Officer Director	$0	$0	$0
VANESSA ROANHORSE	VICE CHAIR	4.00	Officer Director	$0	$0	$0
ALLISON HOLLY	TREASURER	4.00	Officer Director	$0	$0	$0
LINDSEY SULLIVAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JARE AKCHIN	DIRECTOR	2.00	Director	$0	$0	$0
KARL ANALO	DIRECTOR	2.00	Director	$0	$0	$0
ASHLEY BAKELMUN	DIRECTOR	2.00	Director	$0	$0	$0
JON CHEFFINGS	DIRECTOR	2.00	Director	$0	$0	$0
JESSIE DEELO	DIRECTOR	2.00	Director	$0	$0	$0
DAVID FORDING	DIRECTOR	2.00	Director	$0	$0	$0
DAVID FREED	DIRECTOR	2.00	Director	$0	$0	$0
NIHARIKA HANGLEM	DIRECTOR	2.00	Director	$0	$0	$0
MIKE HARRINGTON	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN KALUS	DIRECTOR	2.00	Director	$0	$0	$0
ANN MCCABE	DIRECTOR	2.00	Director	$0	$0	$0
EIRA CORRAL SEPULVEDA	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SOUTH	DIRECTOR	2.00	Director	$0	$0	$0
ETHELBERT WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
HELEN HARDY	CFO	40.00	Officer	$175,547	$15,159	$190,706
SIDNEY FREITAG-FEY	DIRECTOR, DEV & COMMS	40.00	Highest	$121,870	$20,259	$142,129

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	No data	No data	No data	No data
2023	$1,977,721	$2,123,353	$8,005,123	$-145,632
2022	$2,772,645	$2,056,196	$7,745,698	$716,449
2021	$1,847,841	$2,345,363	$8,129,187	$-497,522
2020	$2,810,891	$3,092,581	$6,762,982	$-281,690
2019	$3,400,034	$3,704,547	$7,024,318	$-304,513
2018	$2,876,815	$3,281,775	$7,464,392	$-404,960

THE DELTA INSTITUTE