SAN DIEGO COUNTY DELTA UPSILON FRATERNITY ALUMNI ASSOCIATION INC (EIN 952481842) - 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

1996

Legal Domicile

Principal Officer

SHAUN FERGUSON

Phone

7148221621

Tax Period

2024-07-01 to 2025-06-30

SAN DIEGO COUNTY DELTA UPSILON FRATERNITY ALUMNI ASSOCIATION INC, founded in 1996, is a small nonprofit that reported $191K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $528K exceeded revenue, resulting in a 176% operating deficit.

Mission

AN ALUMNI ASSOCIATION FOR THE DELTA UPSILON CHAPTER AT SAN DIEGO STATE UNIVERSITY.

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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 $133,237

Program Service Revenue $0

Investment Income $57,917

Other Revenue $0

TOTAL REVENUE $191,154

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $527,743

TOTAL EXPENSES $527,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$191,154	$173,740	+0.1%
Expenses	$527,743	$287,345	+0.8%
Net Income	$-336,589	$-113,605	+2.0%

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

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
SHAUN FERGUSON	TREASURER	1.00	Director	$0	$0	$0
MAURICE SALDEBAR	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM COX	SECRETARY	1.00	Director	$0	$0	$0
SEAN COX	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL DEERING	BOARD MEMBER	1.00	Director	$0	$0	$0
BRET KORF	BOARD MEMBER	1.00	Director	$0	$0	$0
VINCE FERRARO	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIK STROMAN	PRESIDENT	1.00	Director	$0	$0	$0
JOE DUFFEL	BOARD MEMBER	1.00	Director	$0	$0	$0
LOU TAPIA	VICE-PRESIDENT	1.00	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	$191,154	$527,743	$581,856	$-336,589
2024	No data	No data	No data	No data
2023	$141,987	$137,779	$1,032,050	$4,208
2022	$8,739	$10,386	$1,027,843	$-1,647
2021	$-5,015	$1,588	$1,036,147	$-6,603
2020	$851,623	$124,703	$1,042,750	$726,920
2019	$198,035	$242,331	$3,293,958	$-44,296
2018	$709,804	$509,668	$3,293,627	$200,136

SAN DIEGO COUNTY DELTA UPSILON FRATERNITY ALUMNI ASSOCIATION INC