Civic Intelligence

Delta Upsilon International Alumni Association Inc

990 • Fiscal year 2021 • EIN 23-7007873

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 24, 2022

Po Box 502Bloomington, IN 47402

(812) 333-4848

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.28x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

1.91x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Net Margin

96th percentile

60%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$1,382,095

No earlier filing loaded for comparison.

Net Assets

$1,000,583

No earlier filing loaded for comparison.

Liabilities

$381,512

No earlier filing loaded for comparison.

Revenue

$200,000

No earlier filing loaded for comparison.

Expenses

$79,291

No earlier filing loaded for comparison.

Net Income

$120,709

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$1,382,095
Liabilities$381,512
Net Assets$1,000,583

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$200,000
Expenses$79,291
Net Income$120,709
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 24, 2022
Return Version
2020v4.1
Gross Receipts
$200,000
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$1,134,223$1,146,728▲ $12,505
Cash and Non-Interest-Bearing Accounts$238,224$235,367▼ $2,857
Total Assets$1,372,447$1,382,095▲ $9,648
Liabilities
Mortgage Notes Payable Secured by Investment Property$492,573$381,512▼ $111,061
Total Liabilities$492,573$381,512▼ $111,061
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$879,874$1,000,583▲ $120,709
Total Net Assets Fund Balance$879,874$1,000,583▲ $120,709
Total Liabilities and Net Assets / Fund Balance$1,372,447$1,382,095▲ $9,648

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,146,728-$1,146,728
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mike LancioniPresident
Mike ElliottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$200,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$120,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,291
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---$32,555
Interest---$20,886
Other Expenses---$20,401
Fees for Services Accounting---$4,500
Advertising---$687
Office Expenses---$262
Total Functional Expenses$0$0$0$79,291
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 11B

The 990 is presented to the board at a regular board 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 give notice of such conflict and shall thereafter refrain from discussing or voting on such matters that relate 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 INtl Fraternity Inc
EIN
23-7007873
Address
Po Box 502, Bloomington, IN 47402
Doing Business As
Indiana Chapter of DU Alumni Asss Inc

Signing Officer

Name
Mike Elliott
Title
Treasurer
Signed
2022-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Elliott
Formed
1920
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Alpha and Omega Inc
Address
608 N College Ave, Bloomington, IN 47404
Preparer
Diana Holdman
Phone
8123334848
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