CHI UPSILON CORP

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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

2018

Legal Domicile

Principal Officer

Max Cohen

Phone

4134044818

Tax Period

2023-01-01 to 2023-12-31

CHI UPSILON CORP, founded in 2018, is a small nonprofit in the Education sector that reported $346K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

Provide social and fraternal events and activities for its members.

Program Service Accomplishments

Program 1

Expenses: $20,000

$20K was spent on recruitment efforts for the fraternity during the year. The money was spent on hosting events for potential new members, so that they can meet the members of the fraternity.

Program 2

Expenses: $60,000

$60k was spent on hosting social events for its members.

Program 3

Expenses: $100,000

$100000 was spent on a fraternity "formal". The event is for members only and includes reserving hotels and restaurants for 60+ people.

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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 $346,491

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $346,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $338,175

Other Expenses $0

TOTAL EXPENSES $338,175

Year-over-Year Comparison

	2023	2022	Change
Revenue	$346,491	$245,388	+0.4%
Expenses	$338,175	$235,118	+0.4%
Net Income	$8,316	$10,270	-0.2%

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

N/A

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
Max Tannenbaum	Chief Executive Officer	10	Officer	$0	$0	$0
Miles Lerner	Chief Operating Officer	10	Officer	$0	$0	$0
Max Cohen	Chief Financial Officer	10	Officer	$0	$0	$0
Ethan Sachs	Chief Administrative and Records Officer	1	Officer	$0	$0	$0
Bradley Banner	Chief Health, Safety and Compliance Officer	10	Officer	$0	$0	$0
Jordan Fienzig	Chief Brotherhood Officer	10	Officer	$0	$0	$0
Axel Baum	Chief Onboarding and Development Officer	10	Officer	$0	$0	$0
Jonathan Noam	Chief Recruitment Officer	10	Officer	$0	$0	$0
Max Izaks	Chief Social and Engagement Officer	10	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
2023	$346,491	$338,175	$17,177	$8,316
2022	$245,388	$235,118	$18,843	$10,270