OREGON PHI DELTA THETA FOUNDATION (EIN 833718224) - 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

2019

Legal Domicile

Principal Officer

KELLY DELACY

Phone

5414847394

Tax Period

2020-01-01 to 2020-12-31

OREGON PHI DELTA THETA FOUNDATION, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $190K in total revenue in fiscal year 2020. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 75% operating margin.

Mission

OPERATING FOR THE EXCLUSIVE PURPOSE OF HOLDING TITLE TO PROPERTY, COLLECTING THE INCOME THEREFROM AND TURNING OVER THE ENTIRE AMOUNT THEREOF, LESS EXPENSES, TO AN ORGANIZATION WHICH ITSELF QUALIFIED FROM FEDERAL INCOME TAXATION UNDER CODE SECTION 501(C)

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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 (2020)

Revenue Breakdown

Contributions & Grants $100

Program Service Revenue $190,344

Investment Income $0

Other Revenue $0

TOTAL REVENUE $190,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $577

Program Expenses $47,292

Other Expenses $47,292

TOTAL EXPENSES $47,869

Year-over-Year Comparison

	2020	2019	Change
Revenue	$190,444	$151,800	+0.3%
Expenses	$47,869	$58,970	-0.2%
Net Income	$142,575	$92,830	+0.5%

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

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
KELLY	DELACY	2.00	Officer	$0	$0	$0
GEORGE	KALOMIRIS	2.00	Officer	$0	$0	$0
CHARLIE	FAUST	2.00	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	$190,444	$47,869	$848,631	$142,575
2019	$151,800	$58,970	$715,929	$92,830

OREGON PHI DELTA THETA FOUNDATION