Upsilon Chapter Inc

EIN: 356024166

Bloomington, IN

Total Revenue
$462,500
Total Expenses
$201,942
Total Assets
$4,903,584
Net Assets
$2,504,227
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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
1960
Legal Domicile
IN
Principal Officer
Sari Factor
Tax Period
2022-07-01 to 2023-06-30

Upsilon Chapter Inc, founded in 1960, is a small nonprofit that reported $462K in total revenue in fiscal year 2022. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $261K, a strong 56% operating margin.

Mission

Provide housing for active chapter members while attending Indiana 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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $462,500
Investment Income $0
Other Revenue $0
TOTAL REVENUE $462,500

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $201,942
TOTAL EXPENSES $201,942

Year-over-Year Comparison

2022 2021 Change
Revenue $462,500 $332,775 +0.4%
Expenses $201,942 $214,477 -0.1%
Net Income $260,558 $118,298 +1.2%
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

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Governance

Voting Members
5
Independent Members
5
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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sari Factor President 005.00
Officer Director
$0 $0 $0
Beth Lande Treasurer 005.00
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $462,500 $201,942 $4,903,584 $260,558
2022 $332,775 $214,477 $4,811,172 $118,298
2021 $255,000 $197,704 $4,757,112 $57,296
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