PURDUE ALUMNI OF DELTA UPSILON INC C/O AGILE CFO SOLUTIONS (EIN 356025345) - 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

1982

Legal Domicile

Principal Officer

BEN VAN LAAN

Phone

3176985488

Tax Period

2024-07-01 to 2025-06-30

PURDUE ALUMNI OF DELTA UPSILON INC C/O AGILE CFO SOLUTIONS, founded in 1982, is a small nonprofit in the Education sector that reported $610K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SERVICES AND RESOURCES TO THE PURDUE DELTA UPSILON CHAPTER

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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 $610,190

Investment Income $7

Other Revenue $0

TOTAL REVENUE $610,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $650,221

TOTAL EXPENSES $650,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$610,197	$340,782	+0.8%
Expenses	$650,221	$518,616	+0.3%
Net Income	$-40,024	$-177,834	-0.8%

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
JOHN GERBERICH	BOARD MEMBER	2.00	Director	$0	$0	$0
BEN VAN LAAN	TREASURER	2.00	Director	$0	$0	$0
CHAD LAUX	BOARD MEMBER	2.00	Director	$0	$0	$0
REID RICCIARDI	SECRETARY	5.00	Director	$0	$0	$0
TED THARP	PRESIDENT	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	$610,197	$650,221	$838,219	$-40,024
2024	$340,782	$518,616	$914,158	$-177,834
2023	$383,097	$435,002	$1,080,721	$-51,905
2022	$234,721	$361,108	$1,151,187	$-126,387
2021	$3,502	$214,926	$1,119,995	$-211,424
2020	$6,398	$207,515	$1,264,798	$-201,117
2019	$561,347	$555,745	$1,471,131	$5,602

PURDUE ALUMNI OF DELTA UPSILON INC C/O AGILE CFO SOLUTIONS