Skip to main content

Nonprofit · EIN 35-1976226

DELTA UPSILON EDUCATIONAL FOUNDATION INC

Tax-exempt · INDIANAPOLIS, IN 46268

Financials

$2.5M$1.8M2022$3.3M$2.1M2023$3.4M$2.9M2024
Revenue Expenses · by fiscal year end
Financials of DELTA UPSILON EDUCATIONAL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,434,592$2,919,682$514,910$11,314,021$554,643$10,759,378
June 30, 2024990$3,332,761$2,080,073$1,252,688$10,963,285$432,795$10,530,490
June 30, 2023990$2,460,492$1,786,994$673,498$9,282,499$121,697$9,160,802
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,548,117
Program service revenue
$0
Investment income
$730,219
Net rental income
$58,032
Net gain from sales of assets
$562,091
Other revenue
$156,256

Expenses

Grants and similar amounts paid
$1,916,166
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$79,682
Legal fees
$7,959
Accounting fees
$45,500
Occupancy
$35,842
Travel
$31,986
Depreciation
$23,877
Program services (functional)
$2,242,406
Management and general (functional)
$472,372
Fundraising (functional)
$204,904

Balance sheet and other

Total assets, start of year
$10,963,285
Total assets, end of year
$11,314,021
Total liabilities, end of year
$554,643
Net assets, end of year
$10,759,378
Land, buildings and equipment
$267,238
Publicly traded securities
$8,284,800
Net assets without donor restrictions
-$1,347,327
Net assets with donor restrictions
$12,106,705
Gross receipts
$3,434,592
Employees
0
Volunteers
13
Year formed
1949
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
LEWIS D GREGORYCHAIRMAN
Trustee or director, Officer
1$0
CRAIG G FRANZVICE CHAIMAN
Trustee or director, Officer
1$0
RALPH W CASTNERTREASURER
Trustee or director, Officer
1$0
ROY F ALLANSECRETARY
Trustee or director, Officer
1$0
WILLIAM J BITTNERTRUSTEE
Trustee or director
1$0
DONALD A CHEWTRUSTEE
Trustee or director
1$0
JOHN A DELANEYTRUSTEE
Trustee or director
1$0
P DAVID FRANZETTATRUSTEE
Trustee or director
1$0
THOMAS J LEETRUSTEE
Trustee or director
1$0
CHRISTOPHER L MILLERTRUSTEE
Trustee or director
1$0
WILLIAM C RAPPOLTTRUSTEE
Trustee or director
1$0
DARYL W REISFELDTRUSTEE
Trustee or director
1$0
NICKOLAS D WELTONTRUSTEE
Trustee or director
1$0
JUSTIN KIRKEXECUTIVE DIRECTOR
Officer
18$0
RYAN E KINGCHIEF ADVANCEMENT OFFICER
Officer
40$0
990 for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensation
P DAVID FRANZETTATRUSTEE
Trustee or director
1$0
WILLIAM J BITTNERTRUSTEE
Trustee or director
1$0
DONALD A CHEWTRUSTEE
Trustee or director
1$0
JOHN A DELANEYTRUSTEE
Trustee or director
1$0
THOMAS J LEETRUSTEE
Trustee or director
1$0
WILLIAM C RAPPOLTTRUSTEE
Trustee or director
1$0
NICKOLAS D WELTONTRUSTEE
Trustee or director
1$0
DARYL W REISFELDTRUSTEE
Trustee or director
1$0
LEWIS D GREGORYCHAIRMAN
Trustee or director, Officer
1$0
CRAIG J FRANZVICE-CHAIRMAN
Trustee or director, Officer
1$0
RALPH W CASTNERTREASURER/VP OF INVESTMENTS
Trustee or director, Officer
1$0
ROY F ALLANSECRETARY
Trustee or director, Officer
1$0
JUSTIN J KIRKEXECUTIVE DIRECTOR
Officer
18$0
RYAN E KINGCHIEF ADVANCEMENT OFFICER
Officer
40$0
990 for the year ended June 30, 2023: 16 people
NameTitleHours / weekCompensation
ROY F ALLANTRUSTEE
Trustee or director
1$0
BRUCE S BAILEYTRUSTEE
Trustee or director
1$0
WILLIAM J BITTNERTRUSTEE
Trustee or director
1$0
DONALD A CHEWTRUSTEE
Trustee or director
1$0
JOHN A DELANEYTRUSTEE
Trustee or director
1$0
THOMAS J LEETRUSTEE
Trustee or director
1$0
WILLIAM C RAPPOLTTRUSTEE
Trustee or director
1$0
DR JOHN T WEISELTRUSTEE
Trustee or director
1$0
NICKOLAS D WELTONTRUSTEE
Trustee or director
1$0
DARYL W REISFELDTRUSTEE
Trustee or director
1$0
LEWIS D GREGORYCHAIRMAN
Trustee or director, Officer
1$0
CRAIG J FRANZVICE-CHAIRMAN
Trustee or director, Officer
1$0
P DAVID FRANZETTATREASURER
Trustee or director, Officer
1$0
RALPH W CASTNERVP OF INVESTMENTS
Trustee or director, Officer
1$0
JUSTIN J KIRKEXECUTIVE DIRECTOR
Officer
18$0
RYAN E KINGASSOCIATE EXECUTIVE DIRECTOR
Officer
40$0

Address and contacts

Address (IRS master file)
8705 FOUNDERS RD, INDIANAPOLIS, IN 46268-1338
In care of
% DAVID SCHUMACHER
Mailing address (990-N for 2022)
8705 FOUNDERS RD, INDIANAPOLIS IN 462681338
Principal officer (990 for 2024)
JUSTIN KIRK, 8705 FOUNDERS ROAD, INDIANAPOLIS, IN 46268
Principal officer (990-N for 2022)
Philipp Roedl, 323 West Trollinger Ave B2, 10920 Campus Box, Elon IN 27244
Signed the 990
JUSTIN KIRK, EXECUTIVE DIRECTOR
Phone
(317) 875-8900
Website
DUEF.ORG
Return prepared by
BLUE & CO LLC

Mission

TO PROVIDE EDUCATIONAL RESOURCES TO GRADUATE AND UNDERGRADUATE STUDENTS AND DELTA UPSILON INTERNATIONAL FRATERNITY.

990 for the year ended June 30, 2025

Program accomplishments

  • CHAPTER 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.
    Expenses $1,569,220 · grants $1,569,220
  • LEADERSHIP AND OTHER EDUCATIONAL PROGRAMS: PROGRAMS IN CONNECTION WITH DELTA UPSILON INTERNATIONAL FRATERNITY INCLUDING THE FOLLOWING: 1) LEADERSHIP CONFERENCE: A FOUR DAY CONCLAVE PROVIDING LEADERSHIP, PROGRAMS FOR DELTA UPSILON FRATERNITY UNDERGRADUATE LEADERS. 2) REGIONAL LEADERSHIP CONFERENCE: REGIONAL PROGRAMS 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.
    Expenses $558,711 · grants $232,471
  • CHARITABLE OUTREACH PROGRAMS AND GRANTS: THESE INCLUDE THE FOLLOWING: 1) GLOBAL CITIZEN INITIATIVE: US AND INTERNATIONAL VOLUNTEER OPPORTUNITIES TO ENGAGE IN ACTIVE SERVICE AND EXPERIENCE FOR A WIDE RANGE OF ECONOMIC, POLITICAL, CULTURAL, AND SOCIAL ISSUES. THE PROGRAM INTEGRATES IMPLEMENTATION BASED EXPERIENCE WITH FOCUSED AND DELIBERATE SERVICE AND REFLECTION ACTIVITIES. 2) GRANTS AND OTHER CHARITABLE EFFORTS TO SUPPORT OTHER NONEXEMPT ORGANIZATIONS WITH SIMILAR MISSIONS OR AS CHOSEN BY MEMBERSHIP OF THE BOARD OF TRUSTEES.
    Expenses $4,500 · grants $4,500
  • OTHER EDUCATIONAL PROGRAMS: SCHOLARSHIPS BENEFITTING DELTA UPSILON FRATERNITY UNDERGRADUATES, FOCUSING ON EDUCATION AND LEADERSHIP.
    Expenses $109,975 · grants $109,975

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
35-1976226
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1951
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Unknown (Z99)
Assets (IRS master file)
$11,314,021
Income (IRS master file)
$3,434,592

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,434,592$2,919,682$11,314,021IRS
990June 2024$3,332,761$2,080,073$10,963,285XML
990-N for 2022
Officer: Philipp Roedl
June 30, 2023≤ $50,000 receipts––e-Postcard
990June 2023$2,460,492$1,786,994$9,282,499XML
990June 2022–––IRS
990-N for 2020
Officer: Nicholas Bertoni
June 30, 2021≤ $50,000 receipts––e-Postcard
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1976226).

Questions about DELTA UPSILON EDUCATIONAL FOUNDATION INC

What is the EIN of DELTA UPSILON EDUCATIONAL FOUNDATION INC?
The employer identification number (EIN) of DELTA UPSILON EDUCATIONAL FOUNDATION INC is 35-1976226.
Is DELTA UPSILON EDUCATIONAL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
Are donations to DELTA UPSILON EDUCATIONAL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does DELTA UPSILON EDUCATIONAL FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of DELTA UPSILON EDUCATIONAL FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DELTA UPSILON EDUCATIONAL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of DELTA UPSILON EDUCATIONAL FOUNDATION INC?
The 990 for the year ended June 30, 2025 names JUSTIN KIRK.
Who are the officers and directors of DELTA UPSILON EDUCATIONAL FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
How much revenue does DELTA UPSILON EDUCATIONAL FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,434,592, expenses of $2,919,682 and total assets of $11,314,021 at year end.

Other nonprofits in INDIANAPOLIS

All nonprofits in INDIANAPOLIS · Indiana · Unknown