DELTA UPSILON OF WISCONSIN FOUNDATION (EIN 391630452) - 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

1989

Legal Domicile

Principal Officer

ERIC FLANAGAN

Phone

6087706424

Tax Period

2024-07-01 to 2025-06-30

DELTA UPSILON OF WISCONSIN FOUNDATION, founded in 1989, is a micro nonprofit that reported $4K in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. Expenses of $65K exceeded revenue, resulting in a 1686% operating deficit.

Mission

PROVIDE FINANCIAL RESOURCES TO DELTA UPSILON FRATERNITY WISCONSIN CHAPTER AND ITS MEMBERS.

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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 $345

Program Service Revenue $3,319

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,664

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,447

Other Expenses $62,947

TOTAL EXPENSES $65,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,664	$2,107	+0.7%
Expenses	$65,447	$63,772	+0.0%
Net Income	$-61,783	$-61,665	+0.0%

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
JON CALLAWAY	TRUSTEE	N/A	Director	$0	$0	$0
ADAM CARRON	TRUSTEE	N/A	Director	$0	$0	$0
CHARLIE COX	TRUSTEE	N/A	Director	$0	$0	$0
ERIC FLANAGAN	TRUSTEE	N/A	Director	$0	$0	$0
CHRIS HOFFMAN	TRUSTEE	N/A	Director	$0	$0	$0
RICHARD MURPHY	TREASURER	N/A	Officer Director	$0	$0	$0
JEFF STOLTMAN	TRUSTEE	N/A	Director	$0	$0	$0
DON WALK	TRUSTEE	N/A	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	$3,664	$65,447	$1,485,573	$-61,783
2024	No data	No data	No data	No data
2023	$4,462	$59,493	$1,622,999	$-55,031
2022	$12,975	$68,682	$1,684,792	$-55,707

DELTA UPSILON OF WISCONSIN FOUNDATION