Upsilon Kappa of Phi Gamma Delta House Corp (EIN 510164540) - 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

1957

Legal Domicile

Principal Officer

Drew Brown

Phone

8592541221

Tax Period

2023-07-01 to 2024-06-30

Upsilon Kappa of Phi Gamma Delta House Corp, founded in 1957, is a small nonprofit that reported $106K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $101K left a modest 4% surplus.

Mission

Formed to be a service and support group to provide student housing for young men currently enrolled at the University of Kentucky under the umbrella of the international fraternity of Phi Gamma Delta, a 501(c)7 corporation.

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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 $1,900

Program Service Revenue $102,395

Investment Income $1,537

Other Revenue $0

TOTAL REVENUE $105,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $101,070

TOTAL EXPENSES $101,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,832	$88,064	+0.2%
Expenses	$101,070	$89,251	+0.1%
Net Income	$4,762	$-1,187	-5.0%

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
Drew A Brown	President/Director	2.00	Officer Director	$0	$0	$0
J B Goll	VP/Director	2.00	Director	$0	$0	$0
Joseph L Paul	Secretary/Director	2.00	Officer Director	$0	$0	$0
James E McCullum	Treasurer/Director	2.00	Officer Director	$0	$0	$0
Harry Dadds	Director	2.00	Director	$0	$0	$0
Joe Richardson	Director	2.00	Director	$0	$0	$0
Danny Darby	Director	2.00	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	No data	No data	No data	No data
2024	$105,832	$101,070	$588,148	$4,762
2023	$88,064	$89,251	$607,743	$-1,187
2022	$71,108	$193,995	$539,283	$-122,887
2021	$112,074	$87,979	$581,840	$24,095
2020	$78,719	$52,877	$557,745	$25,842
2019	$59,690	$55,713	$531,903	$3,977

Upsilon Kappa of Phi Gamma Delta House Corp