ALPHA DELTA PI UPSILON CHAPTER HOUSE CORPORATION (EIN 910233764) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1935

Legal Domicile

Principal Officer

JEN DAY

Tax Period

2023-07-01 to 2024-06-30

ALPHA DELTA PI UPSILON CHAPTER HOUSE CORPORATION, founded in 1935, is a small nonprofit that reported $657K in total revenue in fiscal year 2018. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $180K, a strong 27% operating margin.

Mission

PROVIDE HOUSING FOR UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL SORORITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $22,041

Program Service Revenue $453,585

Investment Income $20

Other Revenue $162

TOTAL REVENUE $475,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,914

Fundraising Expenses $4,788

Other Expenses $350,587

TOTAL EXPENSES $409,289

Year-over-Year Comparison

	2023	2022	Change
Revenue	$475,808	$551,709	-0.1%
Expenses	$409,289	$524,079	-0.2%
Net Income	$66,519	$27,630	+1.4%

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

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
MICHELLE BRAILARD	MEMBER AT LA	N/A	Director	$0	$0	$0
ERIN HIGHTOWER	MEMBER AT LA	N/A	Director	$0	$0	$0
HEATHER LARSEN	MEMBER AT LA	N/A	Director	$0	$0	$0
MICHELLE WHEELER	MEMBER AT LA	N/A	Director	$0	$0	$0
KATHRYN BURROUGHS	TREASURER	N/A	Officer	$0	$0	$0
JEN DAY	PRESIDENT	N/A	Officer	$0	$0	$0
MARGARET FISHER	VICE PRESIDE	N/A	Officer	$0	$0	$0
ERIN MARTIN	SECRETARY	N/A	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	$475,808	$409,289	$1,245,355	$66,519
2023	$551,709	$524,079	$1,338,357	$27,630
2022	$721,536	$510,163	$1,175,830	$211,373
2021	$218,316	$306,435	$939,982	$-88,119
2020	$629,001	$503,464	$1,007,436	$125,537
2019	$657,424	$477,882	$904,181	$179,542

ALPHA DELTA PI UPSILON CHAPTER HOUSE CORPORATION