IOTA GAMMA UPSILON HOUSE CORP (EIN 043188853) - 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

1963

Legal Domicile

Principal Officer

NICOLE CAMPANA

Phone

5084943989

Tax Period

2024-09-01 to 2025-08-31

IOTA GAMMA UPSILON HOUSE CORP, founded in 1963, is a small nonprofit that reported $165K in total revenue in fiscal year 2024. Expenses of $153K left a modest 7% surplus.

Mission

THE ORGANIZATION HOLDS THE TITLE AND PROVIDES THE DAY-TO-DAY FINANCIAL MANAGEMENT OF THE HOUSE AND PROPERTY LOCATED AT 406 N. PLEASANT STREET, AMHERST, MA 01002. THE HOUSE PROVIDES A RESIDENCE TO MEMBERS OF THE SOCIAL SORORITY IOTA GAMMA UPSILON, WHICH IS ASSOCIATED WITH THE UNIVERSITY OF MASSACHUSETTS IN AMHERST, MA. OFFICERS AND DIRECTORS OF THE CORPORATION ARE ALL ALUMNAE OF THIS SORORITY, WHICH IS LOCATED ONLY AT UMASS/AMHERST.

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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 $250

Program Service Revenue $164,862

Investment Income $0

Other Revenue $0

TOTAL REVENUE $165,112

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,906

Other Expenses $153,144

TOTAL EXPENSES $153,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,112	$158,656	+0.0%
Expenses	$153,144	$124,116	+0.2%
Net Income	$11,968	$34,540	-0.7%

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

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
SHERRI BLAU	PRESIDENT	10.00	Officer Director	$0	$0	$0
NICOLE CAMPANA	TREASURER	10.00	Officer Director	$0	$0	$0
MARLEEN PAQUETTE	CLERK/DIRECT	10.00	Officer Director	$0	$0	$0
HELEN SAJO	DIR OF HSE R	10.00	Director	$0	$0	$0
MARRISSA QUINN	DIRECTOR OF	10.00	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	$165,112	$153,144	$631,898	$11,968
2024	$158,656	$124,116	$629,254	$34,540
2023	$135,770	$108,801	$602,315	$26,969
2022	$116,481	$132,421	$583,832	$-15,940
2021	$96,823	$167,062	$549,658	$-70,239
2020	$114,527	$117,165	$628,907	$-2,638

IOTA GAMMA UPSILON HOUSE CORP