Civic Intelligence

Delta Upsilon Educational Foundation Inc.

990 • Fiscal year 2017 • EIN 35-1976226

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 08, 2018

8705 Founders RoadIndianapolis, IN 46268

(317) 875-8900

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,138,005

Up $552,878 (+12%) from 2016

Net Assets

Up

$5,106,580

Up $532,202 (+12%) from 2016

Liabilities

Up

$31,425

Up $20,676 (+192%) from 2016

Revenue

Up

$1,718,692

Up $267,145 (+18%) from 2016

Expenses

Down

$1,352,894

Down $1,545,461 (-53%) from 2016

Net Income

Up

$365,798

Up $1,812,606 (+125%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $3,411,306Liabilities 2012: $42,428Net Assets 2012: $3,368,8782012Assets 2013: $4,336,402Liabilities 2013: $23,305Net Assets 2013: $4,313,0972013Assets 2014: $5,638,101Liabilities 2014: $36,496Net Assets 2014: $5,601,6052014Assets 2015: $6,317,215Liabilities 2015: $30,795Net Assets 2015: $6,286,4202015Assets 2016: $4,585,127Liabilities 2016: $10,749Net Assets 2016: $4,574,3782016Assets 2017: $5,138,005Liabilities 2017: $31,425Net Assets 2017: $5,106,5802017Assets 2018: $5,520,861Liabilities 2018: $52,300Net Assets 2018: $5,468,5612018Assets 2019: $5,445,942Liabilities 2019: $65,726Net Assets 2019: $5,380,2162019Assets 2020: $5,486,509Liabilities 2020: $96,995Net Assets 2020: $5,389,5142020Assets 2021: $6,937,627Liabilities 2021: $25,795Net Assets 2021: $6,911,8322021Assets 2022: $8,291,486Liabilities 2022: $51,241Net Assets 2022: $8,240,2452022Assets 2023: $9,282,499Liabilities 2023: $121,697Net Assets 2023: $9,160,8022023

Highlighted filing

2017

Assets$5,138,005
Liabilities$31,425
Net Assets$5,106,580

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2012: $1,159,5262012Expenses 2013: $1,008,5392013Revenue 2014: $2,332,074Expenses 2014: $1,328,005Net Income 2014: $1,004,0692014Revenue 2015: $1,841,378Expenses 2015: $1,161,206Net Income 2015: $680,1722015Revenue 2016: $1,451,547Expenses 2016: $2,898,355Net Income 2016: -$1,446,8082016Revenue 2017: $1,718,692Expenses 2017: $1,352,894Net Income 2017: $365,7982017Revenue 2018: $1,810,653Expenses 2018: $1,673,247Net Income 2018: $137,4062018Revenue 2019: $1,550,947Expenses 2019: $2,000,847Net Income 2019: -$449,9002019Revenue 2020: $1,516,498Expenses 2020: $1,408,838Net Income 2020: $107,6602020Revenue 2021: $1,940,182Expenses 2021: $1,011,422Net Income 2021: $928,7602021Revenue 2022: $3,678,701Expenses 2022: $1,554,107Net Income 2022: $2,124,5942022Revenue 2023: $2,460,492Expenses 2023: $1,786,994Net Income 2023: $673,4982023

Highlighted filing

2017

Revenue$1,718,692
Expenses$1,352,894
Net Income$365,798
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 8, 2018
Return Version
2016v3.0
Gross Receipts
$2,576,997
Mission and Program Overview

Mission

To provide educational resources to graduate and undergraduate students and delta upsilon international fraternity.

Education and development of undergraduates

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,308,368$2,696,272▲ $387,904
Investments Other Securities$765,806$691,825▼ $73,981
Savings and Temporary Cash Investments$313,837$458,294▲ $144,457
Land, Buildings, and Equipment, Net$456,211$453,921▼ $2,290
Cash and Non-Interest-Bearing Accounts$101,794$356,056▲ $254,262
Pledges and Grants Receivable$412,227$270,522▼ $141,705
Prepaid Expenses and Deferred Charges$36,107$36,406▲ $299
Accounts Receivable$23,023$24,905▲ $1,882
Total Assets$4,585,127$5,138,005▲ $552,878
Other Assets Total$167,754$149,804▼ $17,950
Liabilities
Accounts Payable and Accrued Expenses$9,749$26,425▲ $16,676
Grants Payable$1,000$5,000▲ $4,000
Total Liabilities$10,749$31,425▲ $20,676
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,836,956$2,904,773▲ $67,817
Temporarily Rstr Net Assets$2,231,437$2,822,750▲ $591,313
Unrestricted Net Assets$-494,015$-620,943▼ $126,928
Total Net Assets Fund Balance$4,574,378$5,106,580▲ $532,202
Total Liabilities and Net Assets / Fund Balance$4,585,127$5,138,005▲ $552,878

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$434,064$401,044$835,108
Equipment$977$154,799$155,776
Land$18,880-$18,880
Other Securities$691,825--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,237,568$93,782▲ $278,451$-80,066$3,558,762
2015$3,179,078$32,063▲ $23,923$-123,918$3,237,568
2014$3,189,638$48,901▲ $66,677$-2,675$3,179,078
2013$2,725,921$238,945▲ $268,983$-62,363$3,189,638
2012$2,626,502$41,875▲ $140,715$-9,500$2,725,921
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Justin J KirkExecutive DirectorFT$184,780$8,829$193,609
Stephannie BaileyAssociate Executive DirectFT$137,020$7,885$144,905
Revenue and Support

Revenue Composition

Contributions and Grants
$1,477,271
Program Service Revenue
$0
Investment Income
$183,389
Other Revenue
$58,032
All Other Contributions
$1,477,271
Change in Net Assets
$365,798

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded14$85,331Fair Market Value
Total Noncash Contributions14$85,331-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,704,597
Revenue Not Reported on Financial Statements
$14,095
Revenue Not Reported on Form 990
$166,404
Total Revenue per Audited Statements
$1,871,001
Total Revenue per Form 990
$1,718,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$529,952
Salaries, Compensation, and Employee Benefits$458,316
Total Fundraising Expense$368,507
Other Expenses$316,600
Professional Fundraising Fees$48,026

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$497,138--$497,138
Current Officers, Directors, Trustees, and Key Employees$22,816$61,577$143,762$228,155
Other Salaries and Wages$13,017$68,783$93,163$174,963
Travel$3,561$16,356$44,463$64,380
Fees for Services Professional Fundraising--$48,026$48,026
Occupancy-$41,804-$41,804
Conferences and Meetings-$35,176-$35,176
Grants to Domestic Individuals$32,814--$32,814
Depreciation Depletion-$27,620-$27,620
Payroll Taxes$2,323$8,518$15,438$26,279
Information Technology-$25,556-$25,556
Insurance-$17,657-$17,657
Fees for Services Accounting-$16,250-$16,250
Pension Plan Contributions$1,193$5,233$8,706$15,132
Fees for Service Investment Mgmnt Fees-$14,095-$14,095
Other Employee Benefits$1,170$4,450$8,167$13,787
Fees for Services Legal-$11,547-$11,547
Fees for Services Other-$5,293-$5,293
All Other Expenses-$4,743-$4,743
Other Expenses-$3,955$4,979$3,955
Office Expenses-$1,501-$1,501
Total Functional Expenses$574,032$410,355$368,507$1,352,894

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,352,894
Expenses per Audited Statements$1,338,799
Total Expenses per Audited Statements$1,338,799
Expenses Not Reported on Financial Statements$14,095
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Missouri Alumni of Delta UpsilonColumbia, MO501(c)(2)Chapter Building Rennovations, Educational Scholarships for Members, and Leadership Program Fees$207,363
Delta Upsilon International FraternityIndianapolis, IN501(c)(7)Educational and Leadership Programs$198,569
The Colonnades CorporationAmes, IA501(c)(7)Chapter Building Rennovations, Educational Scholarships for Members, and Leadership Program Fees$50,000
Illinois Chapter of Delta Upsilon IncHinsdale, IL501(c)(7)Chapter Building Rennovations, Educational Scholarships for Members, and Leadership Program Fees$22,596
San Diego State Delta Upsilon AlumniLa Mesa, CA-Chapter Building Rennovations, Educational Scholarships for Members, and Leadership Program Fees$11,050
San Jose Delta Upsilon CorpSan Jose, CA501(c)(7)Chapter Building Rennovations, Educational Scholarships for Members, and Leadership Program Fees$5,635
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$48,026
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

Delta upsilon educational foundation receives and reviews a copy of form 990 prior to filing.

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

The executive committee reviews conflict of interest disclosures. Actual or potential conflicts are addressed individually on a case-by-case basis and resolved timely, if applicable.

Form 990, Part VI, Section B, Line 15A

At least annually, the executive director receives an annual performance review by the board of trustees' executive committee. The board reviews annually the overall compensation package of the executive director. Any deliberations, findings, or salary adjustments are documented.

Form 990, Part VI, Section C, Line 18

The organization makes its annual form(s) 990 and 990-t (if applicable) and its form 1023 available to interested parties upon written request. Annual form 990s can also be obtained through third party websites such as www.guidestar.org.

Form 990, Part VI, Section C, Line 19

Delta upsilon educational foundation makes its governing documents available to interested parties upon written request.

Filing and Contact Details

Filer

Filer Name
Delta Upsilon Educational Foundation
EIN
35-1976226
Phone
3178758900
Address
8705 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Justin Kirk
Title
Executive Director
Phone
3178758900
Signed
2018-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Kirk
Formed
1949
Legal Domicile
In
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 2A:

Delta upsilon educational foundation and delta upsilon international fraternity share employees. All payroll is reported under a single payroll account, the fraternity's, and all quarterly and annual payroll filings with the internal revenue service and the state of indiana are reported under the fraternity's name. During the fiscal year ended june 30, 2017, the foundation used the services of 10 individuals on the fraternity's payroll. The foundation reimburses the fraternity for the actual cost of these individual's compensation, including benefits and payroll taxes. These payroll and related costs are recorded as expenses on part ix, lines 5 thru 10, and the fraternity treats these reimbursements as expense reduction. The total cost of this reimbursement was $458,316 for the year.

FORM 990, PART XI, LINE 9:

Change in allowance for uncollectible pledges -37,350.

Financial Statement Notes

PART V, LINE 4:

Investment earnings from endowment funds are used to award scholarships to undergraduate and graduate students attending colleges and universities and to fund educational grants to organizations to promote scholarship, leadership, citizenship, and student health programs.

PART X, LINE 2:

The foundation has evaluated tax positions taken in the tax returns filed and has determined that there are no uncertain tax positions as defined by generally accepted accounting standards.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Loss on uncollectable pledges netted with revenues -37,350.

SCHEDULE D, PART V, LINE 4:

The organization invests and grows its endowment funds in order to use the income to further support its charitable and educational mission through scholarships and educational program funding.

Raw XML AppendixShowing 400 of 837 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09749
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026425
IRS990/AccountsReceivableGrp/BOYAmt023023
IRS990/AccountsReceivableGrp/EOYAmt024905
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATION AND DEVELOPMENT OF UNDERGRADUATES
IRS990/AllOtherContributionsAmt01477271
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04743
IRS990/AllOtherExpensesGrp/TotalAmt04743
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY ELLEN WATTS
IRS990/BooksInCareOfDetail/PhoneNum03078758900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08705 FOUNDERS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046268
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0101794
IRS990/CashNonInterestBearingGrp/EOYAmt0356056
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0143762
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt061577
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt022816
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0228155
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt035176
IRS990/ConferencesMeetingsGrp/TotalAmt035176
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01477271
IRS990/CYGrantsAndSimilarPaidAmt0529952
IRS990/CYInvestmentIncomeAmt0183389
IRS990/CYOtherExpensesAmt0316600
IRS990/CYOtherRevenueAmt058032
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0365798
IRS990/CYSalariesCompEmpBnftPaidAmt0458316
IRS990/CYTotalExpensesAmt01352894
IRS990/CYTotalFundraisingExpenseAmt0368507
IRS990/CYTotalProfFndrsngExpnsAmt048026
IRS990/CYTotalRevenueAmt01718692
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt027620
IRS990/DepreciationDepletionGrp/TotalAmt027620
IRS990/Desc0CHAPTER EDUCATIONAL GRANTS: 1.) GRANTS GIVEN TO DELTA UPSILON CHAPTERS FOR THE PURCHASE, IMPROVEMENT, OR RENOVATION OF EDUCATIONAL EQUIPMENT AND SPACE AT THE CHAPTER FACILITIES. 2.) GRANTS TO DELTA UPSILON CHAPTERS FOR REGISTRATION AND OTHER EDUCATIONAL COSTS ASSOCIATED WITH DELTA UPSILON INTERNATIONAL FRATERNITY'S EDUCATIONAL PROGRAMMING OPPORTUNITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0385804
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016250
IRS990/FeesForServicesAccountingGrp/TotalAmt016250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt011547
IRS990/FeesForServicesLegalGrp/TotalAmt011547
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05293
IRS990/FeesForServicesOtherGrp/TotalAmt05293
IRS990/FeesForServicesProfFundraising/FundraisingAmt048026
IRS990/FeesForServicesProfFundraising/TotalAmt048026
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt014095
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014095
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt208829
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217885
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN K ROWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1CRAIG J FRANZ
IRS990/Form990PartVIISectionAGrp/PersonNm2P DAVID FRANZETTA
IRS990/Form990PartVIISectionAGrp/PersonNm3LEWIS D GREGORY
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM C RAPPOLT
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN S MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm6ROY F ALLAN
IRS990/Form990PartVIISectionAGrp/PersonNm7BRUCE S BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID L COLE
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN A DELANEY
IRS990/Form990PartVIISectionAGrp/PersonNm10CHARLES E DOWNTON III
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN T WEISEL
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN R EPLEE
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBERT A DAHLSGAARD
IRS990/Form990PartVIISectionAGrp/PersonNm14COADY H PRUETT
IRS990/Form990PartVIISectionAGrp/PersonNm15RICHARD B THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm16DAVID R KNUEPFER
IRS990/Form990PartVIISectionAGrp/PersonNm17THOMAS A KERSHAW II
IRS990/Form990PartVIISectionAGrp/PersonNm18WARREN P NESBITT
IRS990/Form990PartVIISectionAGrp/PersonNm19NICKOLAS D WELTON
IRS990/Form990PartVIISectionAGrp/PersonNm20JUSTIN J KIRK
IRS990/Form990PartVIISectionAGrp/PersonNm21STEPHANNIE BAILEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20184780
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21137020
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF INVESTMENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSOCIATE EXECUTIVE DIRECT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0100549
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt0356178
IRS990/GrantsPayableGrp/BOYAmt01000
IRS990/GrantsPayableGrp/EOYAmt05000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt032814
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt032814
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0497138
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0497138
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0958854
IRS990/GrossReceiptsAmt02576997
IRS990/GrossRentsGrp/RealAmt058032
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt025556
IRS990/InformationTechnologyGrp/TotalAmt025556
IRS990/InsuranceGrp/ManagementAndGeneralAmt017657
IRS990/InsuranceGrp/TotalAmt017657
IRS990/InvestmentIncomeGrp/ExclusionAmt082840
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt082840
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0765806
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0691825
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02308368
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02696272
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0555843
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0456211
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0453921
IRS990/LandBldgEquipCostOrOtherBssAmt01009764
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0858305
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL RESOURCES TO GRADUATE AND UNDERGRADUATE STUDENTS AND DELTA UPSILON INTERNATIONAL FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04574378
IRS990/NetAssetsOrFundBalancesEOYAmt05106580
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0100549
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0100549
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt058032
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt058032
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0203754
IRS990/NoncashContributionsAmt085331
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt041804
IRS990/OccupancyGrp/TotalAmt041804
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01501
IRS990/OfficeExpensesGrp/TotalAmt01501
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0167754
IRS990/OtherAssetsTotalGrp/EOYAmt0149804
IRS990/OtherChangesInNetAssetsAmt0-37350
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08167
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04450
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01170
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013787
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1BANK AND CC FEES
IRS990/OtherExpensesGrp/Desc2POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt01803
IRS990/OtherExpensesGrp/FundraisingAmt14979
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024055
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113828
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22358
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33955
IRS990/OtherExpensesGrp/TotalAmt025858
IRS990/OtherExpensesGrp/TotalAmt113828
IRS990/OtherExpensesGrp/TotalAmt27337
IRS990/OtherExpensesGrp/TotalAmt33955
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt093163
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt068783
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013017
IRS990/OtherSalariesAndWagesGrp/TotalAmt0174963
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015438
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08518
IRS990/PayrollTaxesGrp/ProgramServicesAmt02323
IRS990/PayrollTaxesGrp/TotalAmt026279
IRS990/PensionPlanContributionsGrp/FundraisingAmt08706
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05233
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01193
IRS990/PensionPlanContributionsGrp/TotalAmt015132
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02836956
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02904773
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0412227
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0270522
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt036107
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036406
IRS990/PrincipalOfficerNm0JUSTIN KIRK
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0LEADERSHIP AND OTHER EDUCATIONAL PROGRAMMING: PROGRAMS IN CONNECTION WITH DELTA UPSILON INTERNATIONAL FRATERNITY INCLUDING THE FOLLOWING: 1.) LEADERSHIP INSTITUTE: A FOUR DAY CONFERENCE CONSISTING OF EDUCATIONAL PROGRAMS FOR DELTA UPSILON FRATERNITY UNDERGRADUATE LEADERS. 2.) REGIONAL LEADERSHIP ACADEMY: REGIONAL PROGRAMMING TO DEVELOP DELTA UPSILON FRATERNITY MEMBERSHIP LEADERSHIP SKILLS. 3.) WINTER EDUCATIONAL CONFERENCE: A THREE DAY LEADERSHIP PROGRAM FOR DELTA UPSILON FRATERNITY CHAPTER PRESIDENTS, FOCUSING ON IMPROVING LEADERSHIP SKILLS AND PERSONAL DEVELOPMENT. 4) DELTA UPSILON EMERGING LEADERS: EMERGING LEADERS EXPERIENCE PROVIDES LEADERSHIP AND SKILL DEVELOPMENT FOR FIRST YEAR DELTA UPSILON FRATERNITY UNDERGRADUATE MEMBERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt035160
IRS990/ProgSrvcAccomActy2Grp/GrantAmt032460
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARITABLE OUTREACH PROGRAMS AND GRANTS: THESE INCLUDE THE FOLLOWING: 1.) GLOBAL SERVICE INITIATIVE: US AND INTERNATIONAL VOLUNTEER OPPORTUNITIES TO ENGAGE IN ACTIVE AND MEANINGFUL SERVICE FOR A WIDE RANGE OF ECONOMIC, POLITICAL, CULTURAL, AND SOCIAL ISSUES. THE PROGRAM INTEGRATES IMMERSION BASED EXPERIENCE WITH FOCUSED AND DELIBERATE SERVICE AND REFLECTION ACTIVITIES. 2.) GRANTS AND OTHER CHARITABLE EFFORTS TO SUPPORT OTHER EXEMPT ORGANIZATIONS WITH SIMILAR MISSIONS OR AS CHOSEN BY MEMBERSHIP OR THE BOARD OF TRUSTEES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0118066
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0109000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER EDUCATIONAL PROGRAMS: SCHOLARSHIPS BENEFITING DELTA UPSILON FRATERNITY UNDERGRADUATES, FOCUSING ON EDUCATION AND LEADERSHIP.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt035002
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt032314
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01151593
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02209842
IRS990/PYInvestmentIncomeAmt0240706
IRS990/PYOtherExpensesAmt0252522
IRS990/PYOtherRevenueAmt059248
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1446808
IRS990/PYSalariesCompEmpBnftPaidAmt0376338
IRS990/PYTotalExpensesAmt02898355
IRS990/PYTotalProfFndrsngExpnsAmt059653
IRS990/PYTotalRevenueAmt01451547
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0365798
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt058032
IRS990/ReportInvestmentsOtherSecInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings