GAMMA UPSILON HOUSING OF ADPI INC (EIN 752092546) - 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

1986

Legal Domicile

Principal Officer

LEIGH KUNZ

Phone

9403122975

Tax Period

2022-07-01 to 2023-06-30

GAMMA UPSILON HOUSING OF ADPI INC, founded in 1986, is a small nonprofit in the Education sector that reported $310K in total revenue in fiscal year 2022. Revenue surged 908% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 36% operating margin.

Mission

TO PROMOTE AND FOSTER THE FRATERNAL PRINCIPLES AND IDEALS OF ALPHA DELTA PI. TO PROCURE, OWN, OR LEASE REAL ESTATE AND PERSONAL PROPERTY AS FURNISHINGS FOR A CHAPTER HOUSE OR LODGER FOR GAMMA UPSILON CHAPTER OF ALPHA DELTA PI.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $309,974

Investment Income $15

Other Revenue $0

TOTAL REVENUE $309,989

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,255

Fundraising Expenses $0

Other Expenses $192,653

TOTAL EXPENSES $197,908

Year-over-Year Comparison

	2022	2021	Change
Revenue	$309,989	$30,768	+9.1%
Expenses	$197,908	$95,490	+1.1%
Net Income	$112,081	$-64,722	-2.7%

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

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
SARAH SMITH	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
STEPHANIE JAHN	CHAPTER PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
SYDNEY PEVELER	CHAPTER FINANCE VICE PRESI	2.00	Officer Director	$0	$0	$0
LISA SMITH	CHAPTER DIRECTOR OF FACILI	3.00	Director	$0	$0	$0
BELINDA SCHULT	PRESIDENT/DIRECTOR	8.00	Officer Director	$0	$0	$0
ERIN SLEDGE	SECRETARY	3.00	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
2024	No data	No data	No data	No data
2023	$309,989	$197,908	$175,990	$112,081
2022	$30,768	$95,490	$70,942	$-64,722
2021	$141,119	$200,659	$143,897	$-59,540
2020	$165,676	$118,241	$203,670	$47,435
2019	$208,076	$227,681	$154,845	$-19,605
2018	$196,182	$138,979	$177,114	$57,203

GAMMA UPSILON HOUSING OF ADPI INC