ALPHA DELTA KAPPA FOUNDATION (EIN 431280111) - 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

1983

Legal Domicile

Principal Officer

CHRISTI SMITH

Phone

8163635525

Tax Period

2020-06-01 to 2021-05-31

ALPHA DELTA KAPPA FOUNDATION, founded in 1983, is a small nonprofit that reported $530K in total revenue in fiscal year 2020. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $161K, a strong 30% operating margin.

Mission

TO CARRY ON CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL ACTIVITIES

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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 $206,077

Program Service Revenue $0

Investment Income $323,990

Other Revenue $0

TOTAL REVENUE $530,067

Expense Breakdown

Grants Paid $283,414

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $296,946

Other Expenses $85,985

TOTAL EXPENSES $369,399

Year-over-Year Comparison

	2020	2019	Change
Revenue	$530,067	$481,263	+0.1%
Expenses	$369,399	$382,966	0.0%
Net Income	$160,668	$98,297	+0.6%

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

$122,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEV CARD	EXECUTIVE BOARD CHAIRMAN	20.00	Director	$0	$0	$0
KATHLEEN BULIGAN	EXECUTIVE BOARD MEMBER	20.00	Director	$0	$0	$0
JUDY GANZERT	INTERNATIONAL PAST PRESIDENT	20.00	Director	$0	$0	$0
MOLLIE ACOSTA	INTERNATIONAL PRESIDENT	20.00	Director	$0	$0	$0
MARY ANN GERDES	EXECUTIVE BOARD MEMBER	20.00	Director	$0	$0	$0
ANN QUINLAN	EXECUTIVE BOARD MEMBER	20.00	Director	$0	$0	$0
CHARLENE LAURIA	EXECUTIVE BOARD MEMBER	20.00	Director	$0	$0	$0
MARY EY	EXECUTIVE BOARD MEMBER	20.00	Director	$0	$0	$0
BETTY JO EVERS	EXECUTIVE BOARD MEMBER	20.00	Director	$0	$0	$0
ANN MARIE BROWN	INTERNATIONAL PRESIDENT-ELECT	20.00	Director	$0	$0	$0
KIM MATTHIAS	EXECUTIVE BOARD MEMBER	20.00	Director	$0	$0	$0
LAURA C BOURGEOIS	FORMER EXECUTIVE DIRECTOR	37.50	Officer	$0	$31,170	$122,124

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	$530,067	$369,399	$8,275,438	$160,668
2020	$481,263	$382,966	$6,875,790	$98,297
2019	$493,536	$279,586	$6,446,386	$213,950

ALPHA DELTA KAPPA FOUNDATION