IOWA DELTA ALUMNI CORP-SIGMA PHI EP (EIN 912085519) - 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

1948

Legal Domicile

Principal Officer

JEFF EDGAR

Phone

5152832147

Tax Period

2023-07-01 to 2024-06-30

IOWA DELTA ALUMNI CORP-SIGMA PHI EP, founded in 1948, is a small nonprofit that reported $318K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $305K left a modest 4% surplus.

Mission

PROVIDE CHAPTER HOUSING FOR EDUCATIONAL 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $317,606

Investment Income $0

Other Revenue $0

TOTAL REVENUE $317,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $304,968

Other Expenses $304,968

TOTAL EXPENSES $304,968

Year-over-Year Comparison

	2023	2022	Change
Revenue	$317,606	$464,855	-0.3%
Expenses	$304,968	$370,547	-0.2%
Net Income	$12,638	$94,308	-0.9%

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
GARY ORDWAY	BOARD MEMBER	5.00	Director	$0	$0	$0
TYLER BOGGESS	PRESIDENT	5.00	Officer	$0	$0	$0
JEFF EDGAR	TREASURER	10.00	Officer	$0	$0	$0
LARRY MARTINDALE	SECRETARY	5.00	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
2025	No data	No data	No data	No data
2024	$317,606	$304,968	$630,106	$12,638
2023	$464,855	$370,547	$596,508	$94,308
2022	$269,088	$302,818	$508,791	$-33,730
2021	$151,293	$203,073	$544,704	$-51,780
2020	$223,467	$263,575	$594,475	$-40,108
2019	$274,367	$285,440	$651,192	$-11,073

IOWA DELTA ALUMNI CORP-SIGMA PHI EP