GAMMA UPSILON ALUMNI ASSOCIATION OF KAPPA SIGMA INC (EIN 900646380) - 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

1947

Legal Domicile

Principal Officer

ROBERT BERKOWITZ

Phone

7325727070

Tax Period

2023-07-01 to 2024-06-30

GAMMA UPSILON ALUMNI ASSOCIATION OF KAPPA SIGMA INC, founded in 1947, is a small nonprofit that reported $201K in total revenue in fiscal year 2023. The organization ran a surplus of $187K, a strong 93% operating margin.

Mission

WE OWN AND OPERATE A SORORITY HOUSE FOR THE UNDERGRADUATE MEMBERS OF KAPPA SIGMA FRATERNITY AT RUTGERS UNIVERSITY IN NEW BRUNSWICK, NJ.

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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 $13,543

Program Service Revenue $0

Investment Income $17,599

Other Revenue $170,158

TOTAL REVENUE $201,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $14,116

TOTAL EXPENSES $14,116

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,300	$210,075	0.0%
Expenses	$14,116	$16,625	-0.2%
Net Income	$187,184	$193,450	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

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
JOAQUIN ARRIOIA	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT BERKOWITZ	PRESIDENT	N/A	Officer Director	$0	$0	$0
CALVIN CHATLOS	TRUSTEE	N/A	Director	$0	$0	$0
ZACH CHEIKHALI	TRUSTEE	N/A	Director	$0	$0	$0
ERIC DAVIS	TRUSTEE	N/A	Director	$0	$0	$0
JAY DAVIS	TREASURER	N/A	Officer Director	$0	$0	$0
STEVEN DOWELL	TRUSTEE	N/A	Director	$0	$0	$0
DENNIS FISCHER	TRUSTEE	N/A	Director	$0	$0	$0
JOHN GOODWIN	TRUSTEE	N/A	Director	$0	$0	$0
SRUAJANESH GUNDHA	TRUSTEE	N/A	Director	$0	$0	$0
DAVID HOFFMAN	TRUSTEE	N/A	Director	$0	$0	$0
RICHARD JOBBINS	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT KOSCSO	TRUSTEE	N/A	Director	$0	$0	$0
ERNEST KOVACS	TRUSTEE	N/A	Director	$0	$0	$0
JOHN LAPE	TRUSTEE	N/A	Director	$0	$0	$0
DUSTIN LYNN-BECKET	TRUSTEE	N/A	Director	$0	$0	$0
LOUIS DI MEGLIO	SECRETARY	N/A	Officer Director	$0	$0	$0
BRYAN OYOLA	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DIMINIC PANAKAL	TRUSTEE	N/A	Director	$0	$0	$0
VED PATEL	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT RIBERIO	TRUSTEE	N/A	Director	$0	$0	$0
DAVID ROBERTS	TRUSTEE	N/A	Director	$0	$0	$0
SALIM SHORT	TRUSTEE	N/A	Director	$0	$0	$0
PETER SOMMER	TRUSTEE	N/A	Director	$0	$0	$0
RAY TALKE	TRUSTEE	N/A	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	$201,300	$14,116	$1,944,831	$187,184
2023	$210,075	$16,625	$1,848,819	$193,450
2022	$176,176	$17,862	$1,699,220	$158,314
2021	$132,120	$14,067	$1,594,727	$118,053
2020	$150,339	$18,475	$1,522,303	$131,864
2019	$238,245	$50,739	$1,507,783	$187,506

GAMMA UPSILON ALUMNI ASSOCIATION OF KAPPA SIGMA INC