DELTA PHI EPSILON (EIN 526074027) - 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

1920

Legal Domicile

Principal Officer

TERRENCE J BOYLE

Phone

2023263016

Tax Period

2019-09-01 to 2020-08-31

DELTA PHI EPSILON, founded in 1920, is a micro nonprofit in the Education sector that reported $60K in total revenue in fiscal year 2019. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $2.8M exceeded revenue, resulting in a 4542% operating deficit.

Mission

TO PROVIDE HOUSING AND RECREATION TO PARTICIPANTS

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $59,910

Investment Income $76

Other Revenue $0

TOTAL REVENUE $59,986

Expense Breakdown

Grants Paid $2,681,150

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $103,448

TOTAL EXPENSES $2,784,598

Year-over-Year Comparison

	2019	2018	Change
Revenue	$59,986	$111,999	-0.5%
Expenses	$2,784,598	$90,879	+29.6%
Net Income	$-2,724,612	$21,120	-130.0%

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

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
TERRENCE J BOYLE	SECRETARY-TR	20.00	Officer Director	$0	$0	$0
BRADLEY P SAMMIS	DIRECTOR	0.50	Director	$0	$0	$0
C JEROME SULLIVAN	DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW W SCHMIDT	PRESIDENT	0.50	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
2020	$59,986	$2,784,598	$359,545	$-2,724,612
2019	$111,999	$90,879	$540,539	$21,120
2019	$111,999	$72,997	$558,421	$39,002
2018	$124,060	$92,469	$517,959	$31,591

DELTA PHI EPSILON