THETA CHI FRATERNITY MU CHAP ASSOC (EIN 237426949) - Form 990 Financial Analysis & Trantor Score

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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

2008

Legal Domicile

Phone

8486670081

Tax Period

2025-01-01 to 2025-12-31

THETA CHI FRATERNITY MU CHAP ASSOC, founded in 2008, is a small nonprofit that reported $203K in total revenue in fiscal year 2025. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $301K exceeded revenue, resulting in a 48% operating deficit.

Mission

Provide student housing and fraternal activities for members of Theta Chi fraternity at the University of California - Berkeley.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $202,805

Investment Income $0

Other Revenue $0

TOTAL REVENUE $202,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $301,014

Other Expenses $301,013

TOTAL EXPENSES $301,013

Year-over-Year Comparison

	2025	2024	Change
Revenue	$202,805	$305,302	-0.3%
Expenses	$301,013	$386,012	-0.2%
Net Income	$-98,208	$-80,710	+0.2%

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

Employees

N/A

Volunteers

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
Sergio Cervantes	Board Member	2.00	Director	$0	$0	$0
Matt Talbot	President	6.00	Officer Director	$0	$0	$0
Anthony Lieu	Treasurer	4.00	Officer Director	$0	$0	$0
Nat Lipanovich	Secretary	2.00	Officer Director	$0	$0	$0
Matt Gratt	Board member	2.00	Director	$0	$0	$0
Mohamed Senussi	Board member	2.00	Director	$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
2025	$202,805	$301,013	$1,623,770	$-98,208
2024	$305,302	$386,012	$1,720,823	$-80,710
2023	$351,811	$407,451	$1,831,080	$-55,640
2022	$372,278	$404,248	$1,932,986	$-31,970
2021	$443,441	$333,280	$1,509,840	$110,161
2020	$320,066	$259,776	$1,445,624	$60,290
2019	$343,349	$344,338	$1,432,585	$-989
2018	$415,009	$354,653	$1,459,237	$60,356

THETA CHI FRATERNITY MU CHAP ASSOC