Alumni of Kansas Chapter of Delta Upsilon (EIN 486141250) - 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

1924

Legal Domicile

Principal Officer

Rod Barleen

Tax Period

2020-07-01 to 2021-06-30

Alumni of Kansas Chapter of Delta Upsilon, founded in 1924, is a micro nonprofit that reported $91K in total revenue in fiscal year 2020. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $257K exceeded revenue, resulting in a 182% operating deficit.

Mission

PROPERTY RENTAL TO 501(C)(7) ORGANIZATION

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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 (2020)

Revenue Breakdown

Contributions & Grants $21,068

Program Service Revenue $70,243

Investment Income $0

Other Revenue $0

TOTAL REVENUE $91,311

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $257,480

TOTAL EXPENSES $257,480

Year-over-Year Comparison

	2020	2019	Change
Revenue	$91,311	$121,614	-0.2%
Expenses	$257,480	$240,105	+0.1%
Net Income	$-166,169	$-118,491	+0.4%

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
Jacob Wassenberg	Director	1.00	Director	$0	$0	$0
Tommy Beeler	Director	1.00	Director	$0	$0	$0
Rod Barleen	President	2.00	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
2021	$91,311	$257,480	$1,057,159	$-166,169
2020	$121,614	$240,105	$1,235,740	$-118,491
2019	$20,897	$376,130	$1,316,165	$-355,233
2018	$644,484	$706,552	$1,669,405	$-62,068

Alumni of Kansas Chapter of Delta Upsilon