UPSILON HOUSE CORPORATION OF DELTA DELTA DELTA (EIN 201209478) - 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

2004

Legal Domicile

Principal Officer

KATIE SCHMEES

Phone

8474755300

Tax Period

2023-10-01 to 2024-09-30

UPSILON HOUSE CORPORATION OF DELTA DELTA DELTA, founded in 2004, is a small nonprofit in the Mutual Benefit sector that reported $286K in total revenue in fiscal year 2017. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $68K, a strong 24% operating margin.

Mission

PROVISION OF HOUSING FOR COLLEGE SORORITY CHAPTER.

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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 $243

Program Service Revenue $213,776

Investment Income $1

Other Revenue $0

TOTAL REVENUE $214,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $211,525

Other Expenses $260,150

TOTAL EXPENSES $260,150

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,020	$199,682	+0.1%
Expenses	$260,150	$285,641	-0.1%
Net Income	$-46,130	$-85,959	-0.5%

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

N/A

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
CATHIE BOURKE	DIRECTOR	N/A	Director	$0	$0	$0
PAULA DARBYSHIRE	DIRECTOR	N/A	Director	$0	$0	$0
NORA DUNDURS	DIRECTOR	N/A	Director	$0	$0	$0
LISA LIEBERMAN	DIRECTOR	N/A	Director	$0	$0	$0
BETTY OLIVERA	DIRECTOR	N/A	Director	$0	$0	$0
PERI OSAKO	DIRECTOR	N/A	Director	$0	$0	$0
KATHERINE BUEHLER	SECRETARY	N/A	Officer	$0	$0	$0
PAULA DANOFF	TREASURER	N/A	Officer	$0	$0	$0
KATIE SCHMEES	PRESIDENT	N/A	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
2024	$214,020	$260,150	$1,598,609	$-46,130
2023	$199,682	$285,641	$1,709,340	$-85,959
2022	$45,704	$62,633	$1,795,299	$-16,929
2021	$9,075	$179,342	$1,879,871	$-170,267
2020	$180,939	$156,556	$2,083,474	$24,383
2019	$242,156	$170,887	$2,125,762	$71,269
2018	$285,978	$217,791	$2,187,824	$68,187

UPSILON HOUSE CORPORATION OF DELTA DELTA DELTA