ALPHA DELTA KAPPA FOUNDATION (EIN 872284173) - 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

1983

Legal Domicile

Principal Officer

CHRISTI SMITH

Phone

8163635525

Tax Period

2024-06-01 to 2025-05-31

ALPHA DELTA KAPPA FOUNDATION, founded in 1983, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $896K, a strong 59% operating margin.

Mission

TO CARRY ON CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL ACTIVITIES.

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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 $420,122

Program Service Revenue $0

Investment Income $1,081,239

Other Revenue $9,663

TOTAL REVENUE $1,511,024

Expense Breakdown

Grants Paid $375,929

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $375,929

Other Expenses $239,402

TOTAL EXPENSES $615,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,511,024	$593,745	+1.5%
Expenses	$615,331	$582,652	+0.1%
Net Income	$895,693	$11,093	+79.7%

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

$108,647

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDY WOLFE	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
BARBARA STANFIELD	BOARD MEMBER	5.00	Director	$0	$0	$0
ANN QUINLAN	BOARD MEMBER	5.00	Director	$0	$0	$0
ELLEN RODERICK	BOARD MEMBER	5.00	Director	$0	$0	$0
SU WADE	BOARD MEMBER	5.00	Director	$0	$0	$0
MOLLIE ACOSTA	BOARD MEMBER	5.00	Director	$0	$0	$0
CHRISTI SMITH	EXECUTIVE DIRECTOR	5.00	Officer	$0	$9,850	$108,647

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	$1,511,024	$615,331	$9,284,369	$895,693
2024	$593,745	$582,652	$8,609,690	$11,093
2023	$685,588	$605,625	$7,842,736	$79,963
2022	$728,521	$649,282	$7,975,508	$79,239

ALPHA DELTA KAPPA FOUNDATION