IOTA UPSILON CHAPTER AT UNIVERSITY OF NEW HAMPSHIRE (EIN 814244544) - 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

2016

Legal Domicile

Principal Officer

WENDY LAU

Phone

4107991224

Tax Period

2019-07-01 to 2020-06-30

IOTA UPSILON CHAPTER AT UNIVERSITY OF NEW HAMPSHIRE, founded in 2016, is a small nonprofit that reported $212K in total revenue in fiscal year 2019. Revenue decreased 6% compared to the prior year. Expenses of $189K left a modest 11% surplus.

Mission

PROVIDE THE FELLOWSHIP OF MEMBERS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $113

Program Service Revenue $209,822

Investment Income $0

Other Revenue $2,510

TOTAL REVENUE $212,445

Expense Breakdown

Grants Paid $20,021

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $168,857

TOTAL EXPENSES $188,878

Year-over-Year Comparison

	2019	2018	Change
Revenue	$212,445	$226,132	-0.1%
Expenses	$188,878	$247,684	-0.2%
Net Income	$23,567	$-21,552	-2.1%

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

134

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
KATIE O'DONNELL	FORMER ARCHON	5.00	Director	$0	$0	$0
EMILY PAQUETTE	FORMER VICE ARCHON	5.00	Director	$0	$0	$0
GABRIELLE LANGLOIS	FORMER BURSAR	5.00	Director	$0	$0	$0
EMILY JOHNSON	VICE ARCHON	5.00	Officer Director	$0	$0	$0
EMMA ZUPO	ARCHON	5.00	Officer Director	$0	$0	$0
REBECCA BAHLERT	BURSAR	5.00	Officer Director	$0	$0	$0
EMMA BATTISTELLI	SCRIBE	5.00	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
2025	No data	No data	No data	No data
2020	$212,445	$188,878	$41,513	$23,567
2019	$226,132	$247,684	$17,946	$-21,552

IOTA UPSILON CHAPTER AT UNIVERSITY OF NEW HAMPSHIRE