PSI UPSILON TRUST ASSOCIATION

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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

1885

Legal Domicile

Principal Officer

JACK KELLY

Phone

6072725550

Tax Period

2024-07-01 to 2025-06-30

PSI UPSILON TRUST ASSOCIATION, founded in 1885, is a small nonprofit that reported $494K in total revenue in fiscal year 2024. Expenses of $458K left a modest 7% surplus.

Mission

SEE BELOW.

Program Service Accomplishments

Program 1

TO PROVIDE ROOM, BOARD AND FELLOWSHIP TO MEMBERS OF COLLEGE 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 $49,023

Program Service Revenue $430,653

Investment Income $9

Other Revenue $14,712

TOTAL REVENUE $494,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $457,912

TOTAL EXPENSES $457,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$494,397	$469,083	+0.1%
Expenses	$457,912	$440,274	+0.0%
Net Income	$36,485	$28,809	+0.3%

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
JACKSON ROVER	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILL GORDON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WILL KNIGHT	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW CHIRAKADZE	3RD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MAXWELL BELDOTTI	TREASURER	1.00	Officer 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	$494,397	$457,912	$1,081,378	$36,485
2024	$469,083	$440,274	$1,020,012	$28,809
2023	$528,541	$431,715	$1,003,154	$96,826
2022	$403,201	$407,728	$881,413	$-4,527
2021	$361,787	$341,182	$849,229	$20,605
2020	$388,154	$378,126	$819,118	$10,028
2019	$451,330	$376,308	$860,814	$75,022
2018	$385,704	$337,373	$789,006	$48,331