DELTA UPSILON EDUCATIONAL FOUNDATION (EIN 351976226) - 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

1949

Legal Domicile

Principal Officer

JUSTIN KIRK

Phone

3178758900

Tax Period

2024-07-01 to 2025-06-30

DELTA UPSILON EDUCATIONAL FOUNDATION, founded in 1949, is a community nonprofit in the Unknown sector that reported $3.4M in total revenue in fiscal year 2024. Expenses of $2.9M left a modest 15% surplus.

Mission

EDUCATION AND DEVELOPMENT OF UNDERGRADUATES

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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 $2,548,117

Program Service Revenue $0

Investment Income $730,219

Other Revenue $156,256

TOTAL REVENUE $3,434,592

Expense Breakdown

Grants Paid $1,916,166

Salaries & Benefits $0

Fundraising Expenses $204,904

Program Expenses $2,242,406

Other Expenses $923,834

TOTAL EXPENSES $2,919,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,434,592	$3,332,761	+0.0%
Expenses	$2,919,682	$2,080,073	+0.4%
Net Income	$514,910	$1,252,688	-0.6%

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

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
LEWIS D GREGORY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CRAIG G FRANZ	VICE CHAIMAN	1.00	Officer Director	$0	$0	$0
RALPH W CASTNER	TREASURER	1.00	Officer Director	$0	$0	$0
ROY F ALLAN	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM J BITTNER	TRUSTEE	1.00	Director	$0	$0	$0
DONALD A CHEW	TRUSTEE	1.00	Director	$0	$0	$0
JOHN A DELANEY	TRUSTEE	1.00	Director	$0	$0	$0
P DAVID FRANZETTA	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS J LEE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER L MILLER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM C RAPPOLT	TRUSTEE	1.00	Director	$0	$0	$0
DARYL W REISFELD	TRUSTEE	1.00	Director	$0	$0	$0
NICKOLAS D WELTON	TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN KIRK	EXECUTIVE DIRECTOR	18.00	Officer	$0	$0	$0
RYAN E KING	CHIEF ADVANCEMENT OFFICER	40.00	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	$3,434,592	$2,919,682	$11,314,021	$514,910
2023	$2,460,492	$1,786,994	$9,282,499	$673,498
2022	$3,678,701	$1,554,107	$8,291,486	$2,124,594
2021	$1,940,182	$1,011,422	$6,937,627	$928,760
2020	$1,516,498	$1,408,838	$5,486,509	$107,660
2019	$1,550,947	$2,000,847	$5,445,942	$-449,900
2018	$1,810,653	$1,673,247	$5,520,861	$137,406

DELTA UPSILON EDUCATIONAL FOUNDATION