THE DELTA SIGMA PHI FOUNDATION (EIN 846035598) - 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

1954

Legal Domicile

Principal Officer

PHIL RODRIGUEZ

Phone

3176341899

Tax Period

2024-07-01 to 2025-06-30

THE DELTA SIGMA PHI FOUNDATION, founded in 1954, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $735K, a strong 24% operating margin.

Mission

TO PROMOTE EDUCATIONAL AND CHARITABLE PURPOSES BY PROVIDING SCHOLARSHIPS, STUDENT AID AND ASSISTANCE TO NEEDY AND DESERVING STUDENTS AND BY THE DEVELOPMENT OF EDUCATIONAL WORK IN THE CHAPTERS OF DELTA SIGMA 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 (2024)

Revenue Breakdown

Contributions & Grants $2,751,865

Program Service Revenue $0

Investment Income $327,384

Other Revenue $0

TOTAL REVENUE $3,079,249

Expense Breakdown

Grants Paid $1,178,302

Salaries & Benefits $703,823

Fundraising Expenses $553,780

Program Expenses $1,180,382

Other Expenses $461,793

TOTAL EXPENSES $2,343,918

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,079,249	$3,873,781	-0.2%
Expenses	$2,343,918	$2,236,289	+0.0%
Net Income	$735,331	$1,637,492	-0.6%

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

100

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

$577,774

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL HOFFMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN ASHBY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TIMOTHY GENTRY	SECRETAR/TREASURER	2.00	Officer Director	$0	$0	$0
JUSTIN BALDWIN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN BOMA	TRUSTEE	2.00	Director	$0	$0	$0
JEFF COVA	TRUSTEE	2.00	Director	$0	$0	$0
DOUG EROH	TRUSTEE	2.00	Director	$0	$0	$0
RODNEY GOULD	TRUSTEE	2.00	Director	$0	$0	$0
ERIK JOHANNESEN	TRUSTEE	2.00	Director	$0	$0	$0
BARRY KALIAN	TRUSTEE	2.00	Director	$0	$0	$0
JOSH MERCHANT	TRUSTEE	2.00	Director	$0	$0	$0
TOM SETO	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT UELNER	TRUSTEE	2.00	Director	$0	$0	$0
PHIL ROGRIGUEZ	CEO	1.00	Officer	$47,199	$25,122	$261,116
NATHAN WIGHT	CHIEF ADVANCEMENT OFFICER	1.00	Officer	$143,045	$9,319	$152,364
COURTNEY WILLIAMS	CHIEF FINANCIAL OFFICER	1.00	Officer	$32,859	$0	$164,294

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	$3,079,249	$2,343,918	$15,770,460	$735,331
2024	$3,873,781	$2,236,289	$13,805,514	$1,637,492
2023	$1,290,003	$1,719,183	$12,486,876	$-429,180
2022	$2,361,012	$1,686,071	$12,169,756	$674,941
2021	$1,812,790	$1,483,283	$13,657,190	$329,507
2020	$1,417,029	$1,394,402	$10,627,686	$22,627
2019	$1,837,394	$1,326,253	$11,075,758	$511,141
2018	$3,726,915	$1,810,485	$10,829,183	$1,916,430

THE DELTA SIGMA PHI FOUNDATION