PSI UPSILON FRATERNITY

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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

1915

Legal Domicile

Principal Officer

Brent Fattore

Phone

4259995208

Tax Period

2024-07-01 to 2025-06-30

PSI UPSILON FRATERNITY, founded in 1915, is a micro nonprofit in the Education sector that reported $83K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $209K exceeded revenue, resulting in a 152% operating deficit.

Mission

The Psi Upsilon Alumni Association of Washington provides coaching advising and social services to current undergraduate student members and alumni. We meet monthly with students to help with budgeting career and education assistance and maintenance of the physical residential facility.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $-2,802

We host an annual undergraduate and alumni dinner to promote social educational and career connections. Typical attendance is over 100 members.

Program 2

Expenses: $0 Revenue: $0

Board members and other alumni attend events at the chapter house to help promote the experience to prospective members.

Program 3

Expenses: $0 Revenue: $0

The board meets monthly and adhoc as necessary with student officers to assist with budgeting facility maintenance and other advising.

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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 (2024)

Revenue Breakdown

Contributions & Grants $73,705

Program Service Revenue $0

Investment Income $0

Other Revenue $9,198

TOTAL REVENUE $82,903

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $208,851

TOTAL EXPENSES $208,851

Year-over-Year Comparison

	2024	2023	Change
Revenue	$82,903	$56,277	+0.5%
Expenses	$208,851	$105,819	+1.0%
Net Income	$-125,948	$-49,542	+1.5%

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

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
Brent Fattore	President	5.00	Officer Director	$0	$0	$0
Thomas Allan	Treasurer	2.00	Officer Director	$0	$0	$0
Matt Steele	Secretary	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	$82,903	$208,851	$5,225,550	$-125,948