DELTA PHI EPSILON FOUNDATION FOR FOREIGN SERVICE EDUCATION (EIN 521351011) - 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

1962

Legal Domicile

Principal Officer

Joseph Picozzi

Tax Period

2023-09-01 to 2024-08-31

DELTA PHI EPSILON FOUNDATION FOR FOREIGN SERVICE EDUCATION, founded in 1962, is a small nonprofit that reported $312K in total revenue in fiscal year 2023. Revenue surged 13400% from the prior year, signaling strong growth momentum. The organization ran a surplus of $309K, a strong 99% operating margin.

Mission

To provide a library and lecture spaces for students, faculty and professionals interested in Foreign Service subjects and projects, and when funding permits, to provide scholarship awards.

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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 $0

Program Service Revenue $0

Investment Income $211,991

Other Revenue $100,000

TOTAL REVENUE $311,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,565

Other Expenses $2,565

TOTAL EXPENSES $2,565

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,991	$2,311	+134.0%
Expenses	$2,565	$90,065	-1.0%
Net Income	$309,426	$-87,754	-4.5%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joseph S Picozzi	President and Trustee	3	Officer Director	$0	$0	$0
Michael D Erikson	Trustee	2	Director	$0	$0	$0
Thomas Stewart	Trustee	2	Director	$0	$0	$0
Carlos Roa	Secretary and Trustee	2	Officer Director	$0	$0	$0
Tim Rosenberger	Trustee	2	Director	$0	$0	$0
Albert L Grasso	Treasurer and Trustee	5	Officer Director	$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	$311,991	$2,565	$3,165,853	$309,426
2023	$2,311	$90,065	$2,938,317	$-87,754
2022	$10,324	$5,318	$2,865,600	$5,006
2021	$324	No data	$2,728,895	No data

DELTA PHI EPSILON FOUNDATION FOR FOREIGN SERVICE EDUCATION