Civic Intelligence

Delta Upsilon International Florida Chapter

990 • Fiscal year 2022 • EIN 59-0842761

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 29, 2022

1814 W University AvenueGainesville, FL 32603

(352) 376-3763

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

39th percentile

-1.4%

Higher net margin than 39% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

34th percentile

-4.7%

Faster asset growth than 34% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

198%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$32,456

Down $1,611 (-4.7%) from 2021

Net Assets

Down

$32,456

Down $1,611 (-4.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$113,428

Up $75,318 (+198%) from 2021

Expenses

Up

$115,038

Up $79,664 (+225%) from 2021

Net Income

Down

-$1,610

Down $4,346 (-159%) from 2021

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $12,788Liabilities 2013: $0Net Assets 2013: $12,7882013Assets 2014: $40,955Liabilities 2014: $0Net Assets 2014: $40,9552014Assets 2015: $14,749Liabilities 2015: $0Net Assets 2015: $14,7492015Assets 2016: $10,272Liabilities 2016: $0Net Assets 2016: $10,2722016Assets 2017: $10,469Liabilities 2017: $0Net Assets 2017: $10,4692017Assets 2018: $26,182Liabilities 2018: $0Net Assets 2018: $26,1822018Assets 2019: $43,471Liabilities 2019: $0Net Assets 2019: $43,4712019Assets 2020: $31,331Liabilities 2020: $0Net Assets 2020: $31,3312020Assets 2021: $34,067Liabilities 2021: $0Net Assets 2021: $34,0672021Assets 2022: $32,456Liabilities 2022: $0Net Assets 2022: $32,4562022Assets 2023: $26,743Liabilities 2023: $0Net Assets 2023: $26,7432023Assets 2024: $13,155Liabilities 2024: $0Net Assets 2024: $13,1552024Assets 2025: $21,220Liabilities 2025: $0Net Assets 2025: $21,2202025

Highlighted filing

2022

Assets$32,456
Liabilities$0
Net Assets$32,456

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $222,629Expenses 2013: $218,225Net Income 2013: $4,4042013Revenue 2014: $274,600Expenses 2014: $246,435Net Income 2014: $28,1652014Revenue 2015: $273,321Expenses 2015: $299,525Net Income 2015: -$26,2042015Revenue 2016: $293,413Expenses 2016: $297,891Net Income 2016: -$4,4782016Revenue 2017: $277,855Expenses 2017: $277,655Net Income 2017: $2002017Revenue 2018: $183,843Expenses 2018: $168,129Net Income 2018: $15,7142018Revenue 2019: $150,938Expenses 2019: $133,647Net Income 2019: $17,2912019Revenue 2020: $102,371Expenses 2020: $114,508Net Income 2020: -$12,1372020Revenue 2021: $38,110Expenses 2021: $35,374Net Income 2021: $2,7362021Revenue 2022: $113,428Expenses 2022: $115,038Net Income 2022: -$1,6102022Revenue 2023: $210,795Expenses 2023: $216,507Net Income 2023: -$5,7122023Revenue 2024: $206,154Expenses 2024: $219,742Net Income 2024: -$13,5882024Revenue 2025: $212,267Expenses 2025: $204,202Net Income 2025: $8,0652025

Highlighted filing

2022

Revenue$113,428
Expenses$115,038
Net Income-$1,610
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 29, 2022
Return Version
2021v4.0
Gross Receipts
$113,428
Mission and Program Overview

Mission

Delta upsilon is committed to building better men through its founding principles of character, justice, culture and friendship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$26,544$25,097▼ $1,447
Savings and Temporary Cash Investments$7,105$7,108▲ $3
Land, Buildings, and Equipment, Net$418$251▼ $167
Total Assets$34,067$32,456▼ $1,611
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,067$32,456▼ $1,611
Total Net Assets Fund Balance$34,067$32,456▼ $1,611
Total Liabilities and Net Assets / Fund Balance$34,067$32,456▼ $1,611

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$251$3,500$3,751
Compensation and Service Providers

Board Members and Trustees

NameTitle
Liam ObrienPresident
Aidan LiVP of Admini
Alex MonteguadoVP of Financ
Jeff CarmichaelVP of Recrui
Mike FinklesteinVP of Schola
Nicholas AndrewsVP-loss Prev
Jonah FosterVP-member Ed
Perrin SmithVP-public Re
Revenue and Support

Revenue Composition

Contributions and Grants
$113,424
Program Service Revenue
$0
Investment Income
$4
Other Revenue
$0
Change in Net Assets
$-1,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,038
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
All Other Expenses---$26,129
Other Expenses---$13,227
Depreciation Depletion---$167
Total Functional Expenses$0$0$0$115,038
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form reviewed by organization's treasurer

Form 990, Page 6, Part VI, Line 12C

Conflict of interest policy enforced by managing board. If conflict is not resolved, member will not have a vote in regards to the conflict only.

Form 990, Page 6, Part VI, Line 19

Any member may request copy of written documents by written request to the managing board. Copy will be made available in 5-7 days.

Filing and Contact Details

Filer

Filer Name
Delta Upsilon International
EIN
59-0842761
Phone
3523763763
Address
1814 W UNIVERSITY AVENUE, GAINESVILLE, FL 32603
Doing Business As
Florida Chapter

Signing Officer

Name
Liam Obrien
Title
President
Phone
3523763763
Signed
2022-12-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liam Obrien
Legal Domicile
Fl
Voting Board Members
35
Independent Board Members
0
Employees
0

Preparer

Firm
Taylor & Lockard Pa
Address
3960 SOUTH BANANA RIVER BLVD, COCOA BEACH, FL 32931
Preparer
Victoria B Lockard
Phone
3217844515
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Depreciation on furniture added in 2016.

Form 990, Part IX, Line 24E

Corporation dues 10,868 0 0 recruitment 4,846 0 0 cable 4,672 0 0 supplies 3,313 0 0 printing 1,102 0 0 philanthropy 1,053 0 0 gym equipment 200 0 0 office supplies 75 0 0 total 26,129 0 0

Form 990, Part XI, Line 9

ROUNDING -1

Raw XML Appendix282 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.

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IRS990/AllOtherExpensesGrp/TotalAmt026129
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VP-LOSS PREV
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF RECRUI
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF SCHOLA
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP-MEMBER ED
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF ADMINI
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF FINANC
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP-PUBLIC RE
IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt035
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0113428
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03500
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0418
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IRS990/LandBldgEquipCostOrOtherBssAmt03751
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0113424
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt034067
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEPRECIATION ON FURNITURE ADDED IN 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM REVIEWED BY ORGANIZATION'S TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY ENFORCED BY MANAGING BOARD. IF CONFLICT IS NOT RESOLVED, MEMBER WILL NOT HAVE A VOTE IN REGARDS TO THE CONFLICT ONLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY MEMBER MAY REQUEST COPY OF WRITTEN DOCUMENTS BY WRITTEN REQUEST TO THE MANAGING BOARD. COPY WILL BE MADE AVAILABLE IN 5-7 DAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CORPORATION DUES 10,868 0 0 RECRUITMENT 4,846 0 0 CABLE 4,672 0 0 SUPPLIES 3,313 0 0 PRINTING 1,102 0 0 PHILANTHROPY 1,053 0 0 GYM EQUIPMENT 200 0 0 OFFICE SUPPLIES 75 0 0 TOTAL 26,129 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LIAM OBRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03523763763
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA UPSILON INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FLORIDA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0590842761
ReturnHeader/Filer/PhoneNum03523763763
ReturnHeader/Filer/USAddress/AddressLine1Txt01814 W UNIVERSITY AVENUE
ReturnHeader/Filer/USAddress/CityNm0GAINESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592519864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR & LOCKARD PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03960 SOUTH BANANA RIVER BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COCOA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032931
ReturnHeader/PreparerPersonGrp/PhoneNum03217844515
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTORIA B LOCKARD
ReturnHeader/ReturnTs02023-01-20T16:04:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBRIEN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$2.12$2.04$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$2.06$2.20$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$2.11$2.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.13$1.15$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.38$0.35$0.03
2020Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$1.02$1.15$0.12
2019Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$1.51$1.34$0.17
2018Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$1.84$1.68$0.16
2017Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$2.78$2.78$0.00
2016Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$2.93$2.98$0.04
2015Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$2.73$3.00$0.26
2014Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$2.75$2.46$0.28
2013Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$2.23$2.18$0.04