ALPHA UPSILON ALUMNI CORPORATION OF SAN LUIS OBISPO (EIN 952467125) - 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

1965

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ALPHA UPSILON ALUMNI CORPORATION OF SAN LUIS OBISPO, founded in 1965, is a small nonprofit that reported $219K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $192K left a modest 12% surplus.

Mission

ALUMNI ORGANIZATION MAINTAINING A PROPERTY THAT PROVIDES HOUSING FOR COLLEGE STUDENTS FOR RENT, PROVIDES SOCIAL EVENTS FOR THE MEMBERS AND FUNDRAISING FOR MAINTENANCE AND IMPROVEMENT OF THE HOUSING PROPERTY.

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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 $55,917

Program Service Revenue $162,756

Investment Income $3

Other Revenue $0

TOTAL REVENUE $218,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $185,740

Other Expenses $191,819

TOTAL EXPENSES $191,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$218,676	$199,143	+0.1%
Expenses	$191,819	$189,266	+0.0%
Net Income	$26,857	$9,877	+1.7%

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
JOHN HATFIELD	President	2.00	Officer Director	$0	$0	$0
COX THORTON	Vice President	1.00	Officer Director	$0	$0	$0
ANDREW LANPHAR	Treasurer	2.00	Officer Director	$0	$0	$0
DAVE KOCH	Secretary	1.00	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
2024	No data	No data	No data	No data
2023	$218,676	$191,819	$1,496,963	$26,857
2021	$180,912	$176,849	$1,540,229	$4,063
2020	$153,493	$178,300	$1,606,166	$-24,807
2019	$171,573	$180,854	$1,650,973	$-9,281
2018	$189,875	$190,254	$1,730,754	$-379

ALPHA UPSILON ALUMNI CORPORATION OF SAN LUIS OBISPO