MU OF DKE FOUNDATION

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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

1984

Legal Domicile

Principal Officer

SEAN F DEVLIN

Phone

2036446032

Tax Period

2024-08-01 to 2025-07-31

MU OF DKE FOUNDATION, founded in 1984, is a small nonprofit that reported $137K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $130K left a modest 5% surplus.

Mission

SCHOLARSHIP GRANTS TO STUDENTS ENROLLED AT COLGATE UNIVERSITY WHO ARE MEMBERS OF DELTA KAPPA EPSILON FRATERNITY. COMMITTEE REVIEWS APPLICATIONS FROM RECEIPENTS AND EVALUATES BASED ON SCHOLASTIC PERFORMANCE, ENROLLMENT, SERVICE AND LEADERSHIP TO THE COLLEGE, COMMUNITY, AND FRATERNAL ORGANIZATION AND TO MAKE DISTRIBUTIONS FROM TIME TO TIME TO OTHER QUALIFIED CHARITABLE ORGANIZATIONS

Program Service Accomplishments

Program 1

Expenses: $60,000

SCHOLARSHIP GRANTS TO STUDENTS ENROLLED AT COLGATE UNIV. WHO ARE MEMBERS OF DELTA KAPPA EPSILON FRATERNITY

Program 2

CHARITABLE GRANTS TO CHARITABLE ORGANIZATIONS IN THE UNITED STATES

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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 (2024)

Revenue Breakdown

Contributions & Grants $119,078

Program Service Revenue $0

Investment Income $20,085

Other Revenue $-2,494

TOTAL REVENUE $136,669

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $69,968

TOTAL EXPENSES $129,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,669	$84,172	+0.6%
Expenses	$129,968	$122,324	+0.1%
Net Income	$6,701	$-38,152	-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

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
ROBERT D BESTWICK	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY M HARDEN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SCHREIBER	TRUSTEE	1.00	Director	$0	$0	$0
BARRY RIDINGS	TRUSTEE	1.00	Director	$0	$0	$0
ERIC KRAMER	TRUSTEE	1.00	Director	$0	$0	$0
ZACK GROBENGIESER	TRUSTEE	1.00	Director	$0	$0	$0
DAMIAN SZARY	TRUSTEE	1.00	Director	$0	$0	$0
JAMES A PLACA	TRUSTEE	1.00	Director	$0	$0	$0
FX JACOBY IV	TRUSTEE	1.00	Director	$0	$0	$0
MARK L KANTER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MILLER	TREASURER	2.00	Officer Director	$0	$0	$0
COLM O'MARA	TRUSTEE	1.00	Director	$0	$0	$0
JOHN G ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
SEAN F DEVLIN	CHAIRMAN	5.00	Officer	$0	$0	$0
MARK R PECK	SECRETARY	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
2025	$136,669	$129,968	$2,218,307	$6,701
2024	$84,172	$122,324	$2,211,606	$-38,152
2023	$-1,560	$94,459	$2,249,758	$-96,019
2022	$103,665	$69,325	$2,345,777	$34,340
2021	$279,652	$62,790	$2,311,437	$216,862
2020	$298,814	$79,980	$2,094,575	$218,834
2019	$86,443	$147,473	$1,875,741	$-61,030
2018	$809,211	$84,347	$1,936,771	$724,864