Upsilon Chapter of Alpha Gamma Delta (EIN 730582837) - 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

1927

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Upsilon Chapter of Alpha Gamma Delta, founded in 1927, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023.

Mission

Fostering a culture of support and encouragement for those seeking an educational, charitable, and social purpose. (No part of net earnings inure to an individual or private shareholder.)

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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 $17,543

Program Service Revenue $1,333,219

Investment Income $1,017

Other Revenue $0

TOTAL REVENUE $1,351,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,358,700

Other Expenses $1,358,700

TOTAL EXPENSES $1,358,700

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,351,779	$1,294,643	+0.0%
Expenses	$1,358,700	$1,301,292	+0.0%
Net Income	$-6,921	$-6,649	+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

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
Lillie Coleman	Vice President Event Planning	5.00	Officer	$0	$0	$0
Melissa Schmidt	Officer	5.00	Officer	$0	$0	$0
Sophia Gray	Vice President Marketing	5.00	Officer	$0	$0	$0
Erin Waston-Cook	Officer	10.00	Officer	$0	$0	$0
Jessica Steele	Vice President Member Experie	5.00	Officer	$0	$0	$0
Gabi Williams	Vice President New Member Exp	10.00	Officer	$0	$0	$0
Lauren Sherrer	Vice President Philanthropy	5.00	Officer	$0	$0	$0
Tara Bolduc	Officer	5.00	Officer	$0	$0	$0
Emma McDaniel	Officer	5.00	Officer	$0	$0	$0
Brittany Jones	Officer	5.00	Officer	$0	$0	$0
Elizabeth Britton	Officer	5.00	Officer	$0	$0	$0
Hope Rhoades	Vice President Campus Relatio	5.00	Officer	$0	$0	$0
Kirby Cannon	Officer	5.00	Officer	$0	$0	$0
Karina Lueck	Officer	10.00	Officer	$0	$0	$0
Libby Sampson	Officer	10.00	Officer	$0	$0	$0
Madison Newberry	Chapter President	10.00	Officer	$0	$0	$0
Elizabeth Bass	Officer	20.00	Officer	$0	$0	$0
Emma Dustin	Vice President Chapter Wellne	10.00	Officer	$0	$0	$0
Angie Wrublewski	Officer	10.00	Officer	$0	$0	$0
Patron Christian	Vice President Finance	15.00	Officer	$0	$0	$0
Katharine Elbow	Vice President Administration	10.00	Officer	$0	$0	$0
Meagan Coffey	Vice President Academic Excel	10.00	Officer	$0	$0	$0
Brooke Nelson	Vice President Recruitment	10.00	Officer	$0	$0	$0
Kaye Jeffries	Officer	15.00	Officer	$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	$1,351,779	$1,358,700	$177,065	$-6,921
2023	$1,294,643	$1,301,292	$183,986	$-6,649
2022	$1,255,527	$1,298,093	$190,635	$-42,566
2021	$1,190,581	$1,231,080	$233,201	$-40,499
2020	$933,173	$988,093	$273,700	$-54,920
2019	$1,064,904	$1,052,379	$328,620	$12,525

Upsilon Chapter of Alpha Gamma Delta