Civic Intelligence

Delta Upsilon International Alumni Association Inc

EIN 23-7007873 • 501(c)7 • Bloomington, IN

Profile

Provide room and board to active chapter members while attending Indiana University.

Po Box 502Bloomington, IN 47402
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.17x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.97x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

65%

Higher net margin than 96% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Asset Growth

82nd percentile

13%

Faster asset growth than 82% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

96%

Faster revenue growth than 97% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$1,699,079

Up $188,998 (+13%) from 2023

Liabilities

Down

$292,160

Down $8,466 (-2.8%) from 2023

Net Assets

Up

$1,406,919

Up $197,464 (+16%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin96th percentile

Revenue

Up

$302,416

Up $148,416 (+96%) from 2023

Expenses

Up

$104,952

Up $36,015 (+52%) from 2023

Net Income

Up

$197,464

Up $112,401 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2021: $1,382,095Liabilities 2021: $381,512Net Assets 2021: $1,000,5832021Assets 2022: $1,465,300Liabilities 2022: $340,907Net Assets 2022: $1,124,3932022Assets 2023: $1,510,081Liabilities 2023: $300,626Net Assets 2023: $1,209,4552023Assets 2024: $1,699,079Liabilities 2024: $292,160Net Assets 2024: $1,406,9192024

Highlighted filing

2024

Assets$1,699,079
Liabilities$292,160
Net Assets$1,406,919
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2021: $200,000Expenses 2021: $79,291Net Income 2021: $120,7092021Revenue 2022: $200,000Expenses 2022: $76,190Net Income 2022: $123,8102022Revenue 2023: $154,000Expenses 2023: $68,937Net Income 2023: $85,0632023Revenue 2024: $302,416Expenses 2024: $104,952Net Income 2024: $197,4642024

Highlighted filing

2024

Revenue$302,416
Expenses$104,952
Net Income$197,464
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,699,079
Liabilities
$292,160
Net assets
$1,406,919
Revenue
$302,416
Expenses
$104,952
Net income
$197,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.29$1.41$0.30$0.10$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.30$1.21$0.15$0.07$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.34$1.12$0.20$0.08$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.38$1.00$0.20$0.08$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$302,416
Mission and Program Overview

Mission

Provide room and board to active chapter members while attending Indiana University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,212,398$1,222,759▲ $10,361
Savings and Temporary Cash Investments-$352,216-
Cash and Non-Interest-Bearing Accounts$297,683$124,104▼ $173,579
Total Assets$1,510,081$1,699,079▲ $188,998
Liabilities
Mortgage Notes Payable Secured by Investment Property$300,626$292,160▼ $8,466
Total Liabilities$300,626$292,160▼ $8,466
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,209,455$1,406,919▲ $197,464
Total Net Assets Fund Balance$1,209,455$1,406,919▲ $197,464
Total Liabilities and Net Assets / Fund Balance$1,510,081$1,699,079▲ $188,998

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,222,759-$1,222,759
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Mike MarvelPresident
Matt BlancoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$300,200
Investment Income
$2,216
Other Revenue
$0
Change in Net Assets
$197,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,952
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$29,444
Interest---$20,981
Fees for Services Accounting---$11,500
Other Expenses---$10,939
Information Technology---$264
Office Expenses---$231
Total Functional Expenses$0$0$0$104,952
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Wrangler-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

“The 990 is presented to the board for review at a meeting.”

Form 990, Part VI, Section B, Line 12C

“Board members are informed of the Policy. If any conflict of interest is determined such person shall thereafter refrain from discussing or voting on such matters related to the conflict of interest”

Form 990, Part VI, Section C, Line 18

“Documents are provided to the public only upon written request.”

Filing and Contact Details

Filer

Filer Name
Delta Upsilon International Alumni Association Inc
EIN
23-7007873
In Care Of
% Diana Holdman
Address
Po Box 502, Bloomington, IN 47402

Signing Officer

Name
Matt Blanco
Title
Treasurer
Signed
2025-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Blanco
Formed
1920
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Alpha & Omega INC
Address
608 N College Ave, Bloomington, IN 47404
Preparer
Diana Holdman
Phone
8123334848
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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