THETA CHI FRATERNITY ALUMNI

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1913

Legal Domicile

Phone

3158243002

Tax Period

2021-07-01 to 2022-06-30

THETA CHI FRATERNITY ALUMNI, founded in 1913, is a small nonprofit that reported $363K in total revenue in fiscal year 2021. Revenue surged 5041% from the prior year, signaling strong growth momentum. Expenses of $347K left a modest 4% surplus.

Mission

Manage the day to day activites of the Theta Chi Fraternity Alumni organization

Program Service Accomplishments

Program 1

Expenses: $346,980

RESPONSIBILITIES INCLUDE ADMINISTRATION OF DAILY OPERATIONS OF THE CHAPTER AS WELL AS MANAGEMENT OF FUNDS REQUIRED TO PAY ANNUAL OPERATING EXPENSES. THESE ACTIVITIES ARE CONSISTENT WITH THE...

RESPONSIBILITIES INCLUDE ADMINISTRATION OF DAILY OPERATIONS OF THE CHAPTER AS WELL AS MANAGEMENT OF FUNDS REQUIRED TO PAY ANNUAL OPERATING EXPENSES. THESE ACTIVITIES ARE CONSISTENT WITH THE ORGANIZATIONS EXEMPT PURPOSE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $361,253

Program Service Revenue $2,035

Investment Income $5

Other Revenue $0

TOTAL REVENUE $363,293

Expense Breakdown

Grants Paid $4,048

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $346,980

Other Expenses $342,932

TOTAL EXPENSES $346,980

Year-over-Year Comparison

	2021	2020	Change
Revenue	$363,293	$7,066	+50.4%
Expenses	$346,980	$50,854	+5.8%
Net Income	$16,313	$-43,788	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLIE LIEBSCHUTZ	President	0.00	Officer	$0	$0	$0
CHRIS BALESTRA	Treasurer	0.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$363,293	$346,980	$27,982	$16,313