ALPHA UPSILON CHAPTER HOUSE CORPORA (EIN 582258985) - 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

1965

Legal Domicile

Principal Officer

ART SPRATLIN

Tax Period

2023-07-01 to 2024-06-30

ALPHA UPSILON CHAPTER HOUSE CORPORA, founded in 1965, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 1103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 90% operating margin.

Mission

TO RECEIVE AND MAINTAIN FUNDS OF REAL OR PERSONAL PROPERTY TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME OR PRINCIPAL EXCLUSIVELY FOR THE EDUCATIONAL ENDEAVORS AND HOUSING NEEDS OF THE MEMBERS OF ALPHA UPSILON CHAPTER OF KAPPA ALPHA ORDER

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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 $441,442

Program Service Revenue $0

Investment Income $1,511,735

Other Revenue $3,117

TOTAL REVENUE $1,956,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $55,186

Program Expenses $30,098

Other Expenses $135,909

TOTAL EXPENSES $191,095

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,956,294	$162,564	+11.0%
Expenses	$191,095	$82,846	+1.3%
Net Income	$1,765,199	$79,718	+21.1%

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

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
CASS DODGEN	SECRETARY	N/A	Officer Director	$0	$0	$0
LEE HAWKINS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JOHN HESTER	TREASURER	N/A	Officer Director	$0	$0	$0
ART SPRATLIN	PRESIDENT	N/A	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
2025	No data	No data	No data	No data
2024	$1,956,294	$191,095	$3,313,974	$1,765,199
2023	$162,564	$82,846	$1,567,275	$79,718
2022	$162,000	$77,047	$1,487,555	$84,953
2021	$162,000	$65,504	$1,402,603	$96,496
2020	$121,500	$81,733	$1,497,606	$39,767
2019	$270,935	$90,033	$1,457,835	$180,902
2018	$629,294	$592,859	$998,151	$36,435

ALPHA UPSILON CHAPTER HOUSE CORPORA