Missouri Alumni Of Delta Upsilon (EIN 237163155) - 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

Tax Period

2024-07-01 to 2025-06-30

Missouri Alumni Of Delta Upsilon is a small nonprofit that reported $504K in total revenue in fiscal year 2024. Expenses of $441K left a modest 13% surplus.

Mission

TO PROVIDE HOUSING FOR FRATERNITY MEMBERS

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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 $0

Program Service Revenue $482,493

Investment Income $21,242

Other Revenue $0

TOTAL REVENUE $503,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $440,622

Other Expenses $440,622

TOTAL EXPENSES $440,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$503,735	$487,019	+0.0%
Expenses	$440,622	$445,531	0.0%
Net Income	$63,113	$41,488	+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

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
Bruce McKinney	PRESIDENT	10.00	Officer Director	$0	$0	$0
Steve Mermelstein	TREASURER	5.00	Officer Director	$0	$0	$0
Jeff Kreutz	ALUMNI -DIRECTO	5.00	Director	$0	$0	$0
Terry Brady	SECRETARY	5.00	Officer Director	$0	$0	$0
Chuck Hatley	Director	5.00	Director	$0	$0	$0
Ted Murray	Director	5.00	Director	$0	$0	$0
Rick Montgomery	Director	5.00	Director	$0	$0	$0
Peter Birk	Director	5.00	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	$503,735	$440,622	$4,686,794	$63,113
2024	No data	No data	No data	No data
2023	$573,520	$476,312	$4,952,996	$97,208
2022	$588,172	$503,995	$5,001,524	$84,177
2021	$594,043	$574,787	$5,061,394	$19,256
2020	$340,606	$533,725	$5,101,794	$-193,119
2020	$340,606	$533,725	$5,110,794	$-193,119
2019	$438,296	$575,756	$5,401,072	$-137,460

Missouri Alumni Of Delta Upsilon