DELTA CHI EDUCATIONAL FOUNDATION D/B/A DELTA CHI FOUNDATION (EIN 426075434) - 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

1954

Legal Domicile

Principal Officer

ROD ARNOLD

Phone

4632077234

Tax Period

2023-01-01 to 2023-12-31

DELTA CHI EDUCATIONAL FOUNDATION D/B/A DELTA CHI FOUNDATION, founded in 1954, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $707K, a strong 45% operating margin.

Mission

THE MISSION OF DELTA CHI EDUCATIONAL FOUNDATION IS TO DEVELOP, MANAGE, AND STEWARD FINANCIAL RESOURCES IN SUPPORT OF THE DELTA CHI FRATERNITY'S ROLE IN PROMOTING THE ACQUISITION OF A SOUND EDUCATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,020,762

Program Service Revenue $0

Investment Income $545,545

Other Revenue $2,107

TOTAL REVENUE $1,568,414

Expense Breakdown

Grants Paid $262,944

Salaries & Benefits $195,724

Fundraising Expenses $342,546

Program Expenses $280,939

Other Expenses $402,263

TOTAL EXPENSES $860,931

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,568,414	$4,002,196	-0.6%
Expenses	$860,931	$1,021,952	-0.2%
Net Income	$707,483	$2,980,244	-0.8%

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

$57,612

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROD ARNOLD	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANDREW R HAGGERTY	VP PROGRAMS	1.00	Officer Director	$0	$0	$0
JOHN S ZIEGLER	VP COMMITTEES	1.00	Officer Director	$0	$0	$0
DAVID EDWARDS	TREASURER	1.00	Officer Director	$0	$0	$0
TRAVIS COVEY	SECRETARY	1.00	Officer Director	$0	$0	$0
JIM MARASCIO	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE CARROLL	DIRECTOR	1.00	Director	$0	$0	$0
PETER CHANDLER	DIRECTOR	3.00	Director	$0	$0	$0
DAVE CLOUTIER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
BOBBY L DEWRELL	DIRECTOR	1.00	Director	$0	$0	$0
MIKE GEARY	DIRECTOR	1.00	Director	$0	$0	$0
BOB HENDERSHOT	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN R MICHELS	DIRECTOR	1.00	Director	$0	$0	$0
ERIC KERSTETTER	DIRECTOR	1.00	Director	$0	$0	$0
DONALD E LA PLANTE	DIRECTOR	1.00	Director	$0	$0	$0
AARON OTTO	DIRECTOR	1.00	Director	$0	$0	$0
DON TURK	DIRECTOR	1.00	Director	$0	$0	$0
JASON WALKER	DIRECTOR	1.00	Director	$0	$0	$0
MILES WASHBURN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK F WEBER	DIRECTOR	2.00	Director	$0	$0	$0
CHAD M WOLETT	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN SHERMAN	EXECUTIVE DIRECTOR	12.00	Officer	$57,612	$0	$57,612

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
2024	No data	No data	No data	No data
2023	$1,568,414	$860,931	$7,349,596	$707,483
2022	$4,002,196	$1,021,952	$6,730,967	$2,980,244
2021	$1,078,387	$771,206	$4,164,601	$307,181
2020	$1,359,736	$802,711	$3,769,938	$557,025
2019	$940,685	$973,341	$3,229,600	$-32,656
2018	$710,979	$775,139	$3,070,182	$-64,160

DELTA CHI EDUCATIONAL FOUNDATION D/B/A DELTA CHI FOUNDATION