DELTA RESEARCH & EDUCATIONAL FOUNDATION (EIN 521338072) - 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

1968

Legal Domicile

Principal Officer

KARLA GREEN

Phone

2023471337

Tax Period

2022-07-01 to 2023-06-30

DELTA RESEARCH & EDUCATIONAL FOUNDATION, founded in 1968, is a community nonprofit in the Public & Societal Benefit sector that reported $4.7M in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $925K, a strong 20% operating margin.

Mission

SEE PART III LINE 1.

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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 $4,416,255

Program Service Revenue $0

Investment Income $277,299

Other Revenue $5,464

TOTAL REVENUE $4,699,018

Expense Breakdown

Grants Paid $1,278,175

Salaries & Benefits $510,221

Fundraising Expenses $13,353

Program Expenses $3,610,113

Other Expenses $1,985,747

TOTAL EXPENSES $3,774,143

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,699,018	$4,297,698	+0.1%
Expenses	$3,774,143	$3,029,574	+0.2%
Net Income	$924,875	$1,268,124	-0.3%

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

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

$115,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENEE L HARPER	PRESIDENT	10.00	Officer Director	$0	$0	$0
CONSTANCE Y ROSS ESQ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TINA FERNANDEZ	SECRETARY	5.00	Officer Director	$0	$0	$0
NICOLE LINDSAY	TREASURER	5.00	Officer Director	$0	$0	$0
ELSIE COOKE-HOLMES	BOARD MEMBER	5.00	Director	$0	$0	$0
DORIS GRAY BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
DEE DEE JAMES KONG	BOARD MEMBER	2.00	Director	$0	$0	$0
SORAYA WILLIAMS FARVER	BOARD MEMBER	2.00	Director	$0	$0	$0
TERESA HARMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVEN HUNTER ESQ	BOARD MEMBER	2.00	Director	$0	$0	$0
NIGEL W LONG ESQ	PARLIAMENTARIAN	2.00	Director	$0	$0	$0
GWENDOLYN MASON	BOARD MEMBER	2.00	Director	$0	$0	$0
VONETTA C MICKENS	BOARD MEMBER	2.00	Director	$0	$0	$0
YANIQUE O MOORE	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTAN MURRAY	BOARD MEMBER	2.00	Director	$0	$0	$0
FREDERIC NAVARRE	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE NELLONS PAIGE	BOARD MEMBER	2.00	Director	$0	$0	$0
JOAN M PRINCE	CHAIR OF PROGRAMS	2.00	Director	$0	$0	$0
SANDRA PHILLIPS JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DR TCHICAYA ROBERTSON	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN STANLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
CHERYL TURNER	BOARD MEMBER	2.00	Director	$0	$0	$0
CRISTEL TURNER	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGEL WILLIAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNIE WHATLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
ANJANETTE WYATT	BOARD MEMBER	2.00	Director	$0	$0	$0
KARLA GREEN	EXECUTIVE DIRECTOR, FROM 5/22	40.00	Officer	$115,000	$0	$115,000

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	$4,699,018	$3,774,143	$9,949,470	$924,875
2022	$4,297,698	$3,029,574	$8,813,117	$1,268,124
2021	$3,932,041	$2,678,625	$8,923,415	$1,253,416
2020	$2,892,300	$2,511,712	$6,842,054	$380,588
2019	$2,702,945	$2,447,244	$6,421,095	$255,701

DELTA RESEARCH & EDUCATIONAL FOUNDATION