PENINSULAR FOUNDATION OF ALPHA DELTA PHI (EIN 812505620) - 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

2016

Legal Domicile

Principal Officer

ARTHUR S NICHOLAS JR

Phone

9892920768

Tax Period

2018-07-01 to 2019-06-30

PENINSULAR FOUNDATION OF ALPHA DELTA PHI, founded in 2016, is a small nonprofit in the Education sector that reported $291K in total revenue in fiscal year 2018. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $466K exceeded revenue, resulting in a 60% operating deficit.

Mission

TO AID, ENCOURAGE, PROMOTE AND CONTRIBUTE TO THE EDUCATION AND WELFARE OF PAST, CURRENT AND FUTURE MEMBERS OF THE PENINSULAR CHAPTER OF THE ALPHA DELTA PHI FRATERNITY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $291,000

Program Service Revenue $0

Investment Income $217

Other Revenue $0

TOTAL REVENUE $291,217

Expense Breakdown

Grants Paid $460,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $464,946

Other Expenses $5,949

TOTAL EXPENSES $465,949

Year-over-Year Comparison

	2018	2017	Change
Revenue	$291,217	$176,136	+0.7%
Expenses	$465,949	$3	+155315.3%
Net Income	$-174,732	$176,133	-2.0%

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

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
JASON SPARKS	DIRECTOR	1.00	Director	$0	$0	$0
SEAN O'LEARY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HARTWIG	SECRETARY	3.00	Officer Director	$0	$0	$0
MATTHEW HECKLER	TREASURER	2.00	Officer Director	$0	$0	$0
ARTHUR S NICHOLAS JR	PRESIDENT	3.00	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
2019	$291,217	$465,949	$79,001	$-174,732

PENINSULAR FOUNDATION OF ALPHA DELTA PHI