DELTA UPSILON INTERNATIONAL LEHIGH UNIVERSITY CHAPTER (EIN 240805564) - 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

1909

Legal Domicile

Principal Officer

ROBERT L FERRARA

Phone

2152061800

Tax Period

2023-07-01 to 2024-06-30

DELTA UPSILON INTERNATIONAL LEHIGH UNIVERSITY CHAPTER, founded in 1909, is a small nonprofit in the Education sector that reported $256K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $233K left a modest 9% surplus.

Mission

DELTA UPSILON IS A FRATERNAL ORGANIZATION FOR THE BENEFIT OF THE UNDERGRADUATE STUDENTS OF LEHIGH UNIVERSITY.

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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 $3,772

Program Service Revenue $244,956

Investment Income $7,307

Other Revenue $0

TOTAL REVENUE $256,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $232,658

TOTAL EXPENSES $232,658

Year-over-Year Comparison

	2023	2022	Change
Revenue	$256,035	$272,917	-0.1%
Expenses	$232,658	$246,241	-0.1%
Net Income	$23,377	$26,676	-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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

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
R CHADWICK PAUL	ALUMNI ADVISOR	0.3	Director	$0	$0	$0
ROBERT L FERRARA	ALUMNI ADVISOR	0.1	Director	$0	$0	$0
TREVOR STARER	ALUMNI ADVISOR	0.1	Director	$0	$0	$0
MATT NADLER	ALUMNI ADVISOR	0.1	Director	$0	$0	$0
WILLIAM ANGUS	PRESIDENT	10.0	Officer	$0	$0	$0
JOSHUA FABRICANT	TREASURER	6.0	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
2025	No data	No data	No data	No data
2024	$256,035	$232,658	$238,564	$23,377
2023	$272,917	$246,241	$215,187	$26,676
2022	$352,074	$268,599	$188,511	$83,475
2021	$30,625	$59,281	$105,036	$-28,656

DELTA UPSILON INTERNATIONAL LEHIGH UNIVERSITY CHAPTER