UPSILON ASSOCIATION OF DELTA SIGMA PHI FRATERNITY (EIN 230518810) - 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

2010

Legal Domicile

Principal Officer

MARC LEIBMAN

Phone

2016475999

Tax Period

2023-01-01 to 2023-12-31

UPSILON ASSOCIATION OF DELTA SIGMA PHI FRATERNITY, founded in 2010, is a micro nonprofit in the Education sector that reported $88K in total revenue in fiscal year 2023. The organization ran a surplus of $34K, a strong 38% operating margin.

Mission

TO PROVIDE SUPPORT TO UNDERGRADUATE FRATERNITY MEMEBERS THROUGH HOUSING AND OVERALL MANAGERIAL SUPPORT

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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 $88,132

Program Service Revenue $0

Investment Income $5

Other Revenue $0

TOTAL REVENUE $88,137

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,076

Other Expenses $54,478

TOTAL EXPENSES $54,478

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,137	$91,830	0.0%
Expenses	$54,478	$52,233	+0.0%
Net Income	$33,659	$39,597	-0.1%

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
MARC LEIBMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALEX ROSS	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ED FRACKELTON	TREASURER	1.00	Officer Director	$0	$0	$0
REED ARMSTRONG	SECRETARY	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
2024	No data	No data	No data	No data
2023	$88,137	$54,478	$581,856	$33,659
2022	$91,830	$52,233	$567,213	$39,597
2021	$84,725	$57,001	$580,615	$27,724
2020	$84,666	$50,122	$572,702	$34,544
2019	$83,896	$57,372	$557,168	$26,524
2018	$82,760	$54,932	$548,975	$27,828

UPSILON ASSOCIATION OF DELTA SIGMA PHI FRATERNITY