North Dakota Delta Upsilon Education Foundation Inc (EIN 371972569) - 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

2020

Legal Domicile

Phone

8007700538

Tax Period

2023-01-01 to 2023-12-31

North Dakota Delta Upsilon Education Foundation Inc, founded in 2020, is a small nonprofit in the Education sector that reported $275K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $87K, a strong 31% operating margin.

Mission

Solicit benefactors of the ND Chapter of Delta Upsilon Fraternity to provide grants, scholarships and financial aid to students of UND and maintain properties for charitable or educational purposes.

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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 $274,756

Program Service Revenue $0

Investment Income $447

Other Revenue $0

TOTAL REVENUE $275,203

Expense Breakdown

Grants Paid $186,069

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $186,069

Other Expenses $2,485

TOTAL EXPENSES $188,554

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,203	$420,070	-0.3%
Expenses	$188,554	$1,241,767	-0.8%
Net Income	$86,649	$-821,697	-1.1%

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

Independent Members

N/A

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
Lynn Luckow	Director	1.00	Director	$0	$0	$0
Michael Greene	Director	1.00	Director	$0	$0	$0
Jacob Haugen	Director	1.00	Director	$0	$0	$0
Roland Barden	Director	1.00	Director	$0	$0	$0
James Sweeney	President	1.00	Officer Director	$0	$0	$0
Todd Gierke	Vice President	1.00	Officer Director	$0	$0	$0
Bruce Meidinger	Treasurer	1.00	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
2024	No data	No data	No data	No data
2023	$275,203	$188,554	$139,159	$86,649
2022	$420,070	$54,550	$1,239,727	$365,520
2022	$420,070	$1,241,767	$52,510	$-821,697
2021	$982,228	$127,630	$874,207	$854,598

North Dakota Delta Upsilon Education Foundation Inc