ALPHA DELTA ALUMNI ASSOCIATION (EIN 816013618) - 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

1939

Legal Domicile

Principal Officer

Bill Perry

Phone

4062624533

Tax Period

2024-09-01 to 2025-08-31

ALPHA DELTA ALUMNI ASSOCIATION, founded in 1939, is a small nonprofit that reported $139K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $133K left a modest 4% surplus.

Mission

PROVIDE HOUSING TO FRATERNITY MEMBERS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $129,249

Investment Income $9,471

Other Revenue $0

TOTAL REVENUE $138,720

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $132,853

TOTAL EXPENSES $132,853

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,720	$151,492	-0.1%
Expenses	$132,853	$149,832	-0.1%
Net Income	$5,867	$1,660	+2.5%

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

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
Colter Brown	President	0.50	Officer Director	$0	$0	$0
Jamie Gibson	Vice President	0.50	Officer Director	$0	$0	$0
Michael Walsh	Secretary	0.50	Officer Director	$0	$0	$0
Bill Perry	Treasurer	0.50	Officer Director	$0	$0	$0
Adam Heggelund	Director	0.50	Director	$0	$0	$0
Ron Ramsfield	Director	0.50	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
2025	$138,720	$132,853	$1,370,775	$5,867
2024	$151,492	$149,832	$1,382,839	$1,660
2023	$117,373	$127,643	$1,398,519	$-10,270
2022	$159,524	$112,005	$1,425,580	$47,519
2022	$165,748	$112,334	$1,425,580	$53,414
2021	$167,888	$117,711	$1,459,281	$50,177
2021	$170,082	$117,586	$1,459,281	$52,496
2020	$178,811	$120,211	$1,484,890	$58,600
2019	$191,046	$136,235	$1,500,625	$54,811

ALPHA DELTA ALUMNI ASSOCIATION