UPSILON PI EPSILON (EIN 680033095) - 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

1984

Legal Domicile

Principal Officer

Dr Orlando Madrigal

Phone

5305188488

Tax Period

2024-01-01 to 2024-12-31

UPSILON PI EPSILON, founded in 1984, is a small nonprofit in the Education sector that reported $217K in total revenue in fiscal year 2024. The organization ran a surplus of $37K, a strong 17% operating margin.

Mission

TO PROMOTE EDUCATION IN COMPUTER SCIENCE

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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 $184,636

Program Service Revenue $0

Investment Income $32,691

Other Revenue $0

TOTAL REVENUE $217,327

Expense Breakdown

Grants Paid $84,126

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,962

Other Expenses $92,059

TOTAL EXPENSES $180,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,327	$215,300	+0.0%
Expenses	$180,021	$155,544	+0.2%
Net Income	$37,306	$59,756	-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
Dr Orlando Madrigal	Executive Dir.	10.00	Officer Director	$0	$0	$0
Ioan Raicu	Council Member	5.00	Director	$0	$0	$0
Bill Poucher	Council Member	5.00	Director	$0	$0	$0
Peter Clarke	Council Member	5.00	Director	$0	$0	$0
Daniela Raicu	President	5.00	Officer Director	$0	$0	$0
Cathrine Linnes	Council Member	5.00	Director	$0	$0	$0
Eric Ackerman	Council Member	5.00	Director	$0	$0	$0
Geoffrey Draper	Council Member	5.00	Director	$0	$0	$0
Jeff Popyack	Council Member	5.00	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	$217,327	$180,021	$1,194,978	$37,306
2023	$215,300	$155,544	$1,034,272	$59,756
2022	$192,968	$192,881	$848,371	$87
2021	$242,082	$136,336	$1,006,380	$105,746
2020	$136,099	$102,387	$796,310	$33,712
2019	$242,043	$188,842	$687,218	$53,201
2018	$234,536	$178,864	$551,753	$55,672

UPSILON PI EPSILON