DELTA PHI EPSILON EDUCATIONAL FOUNDATION (EIN 431661725) - 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

1966

Legal Domicile

Principal Officer

NICOLE DEFEO

Phone

2157325901

Tax Period

2023-01-01 to 2023-12-31

DELTA PHI EPSILON EDUCATIONAL FOUNDATION, founded in 1966, is a small nonprofit in the Education sector that reported $220K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $283K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO ASSIST WOMEN IN EDUCATIONAL ENDEAVORS

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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 $220,191

Program Service Revenue $0

Investment Income $21

Other Revenue $0

TOTAL REVENUE $220,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $26,442

Program Expenses $103,223

Other Expenses $282,652

TOTAL EXPENSES $282,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$220,212	$309,014	-0.3%
Expenses	$282,652	$281,551	+0.0%
Net Income	$-62,440	$27,463	-3.3%

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
EMILY MEISTER	PRESIDENT	2.00	Officer	$0	$0	$0
DAWN MCNULTY	VICE PRESIDE	2.00	Officer	$0	$0	$0
GINA CURTIS	TREASURER	2.00	Officer	$0	$0	$0
JESSICA ANDREWS	SECRETARY	2.00	Officer	$0	$0	$0
STEPHANIE COCKERL	DIRECTOR	2.00	Director	$0	$0	$0
JADE BRISTOL	DIRECTOR	2.00	Director	$0	$0	$0
CAROL PRUSHAN	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIN MORGAN	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA PATTON	DIRECTOR	2.00	Director	$0	$0	$0
DEBBI PEARLMAN	DIRECTOR	2.00	Director	$0	$0	$0
SHELLEY VAILLANCOURT	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE DEFEO	EXECUTIVE DI	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
2024	No data	No data	No data	No data
2023	$220,212	$282,652	$818,324	$-62,440
2022	$309,014	$281,551	$1,061,085	$27,463
2021	$190,180	$153,837	$750,898	$36,343
2020	$188,775	$158,286	$1,132,785	$30,489
2019	$307,966	$304,670	$767,090	$3,296
2018	$333,209	$335,000	$819,525	$-1,791

DELTA PHI EPSILON EDUCATIONAL FOUNDATION