Theta Chi Fraternity Beta Nu Chapter (EIN 263718867) - 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

1940

Legal Domicile

Principal Officer

Cooper West

Phone

3178481856

Tax Period

2024-07-01 to 2025-06-30

Theta Chi Fraternity Beta Nu Chapter, founded in 1940, is a small nonprofit that reported $270K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

Social Club - Fraternity: 35 Members

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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 (2024)

Revenue Breakdown

Contributions & Grants $226

Program Service Revenue $251,677

Investment Income $0

Other Revenue $18,398

TOTAL REVENUE $270,301

Expense Breakdown

Grants Paid $226

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $289,915

TOTAL EXPENSES $290,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$270,301	$248,654	+0.1%
Expenses	$290,141	$278,126	+0.0%
Net Income	$-19,840	$-29,472	-0.3%

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
Benjamin Creiner	President (start Jan 25)	10	Officer Director	$0	$0	$0
Zach Baldridge	President (end Dec 24)	10	Officer Director	$0	$0	$0
Benjamin Koeppen	Vice President	7	Officer Director	$0	$0	$0
Michael Cogliano	Secretary (start Jan 25)	6	Officer Director	$0	$0	$0
Ethan Brear	Secretary (end Dec 24)	6	Officer Director	$0	$0	$0
Cooper West	Treasurer (start Jan 25)	5	Officer Director	$0	$0	$0
Nicolas Lende	Treasurer (end Dec 24)	5	Officer Director	$0	$0	$0
Ethan Bearer	VP of Health and Safety (start Jan 25)	4	Officer Director	$0	$0	$0
Ege Dalcan	VP of Health and Safety (end Dec 24)	4	Officer Director	$0	$0	$0
Arda Oral	Risk Management (start Jan 25)	2	Officer Director	$0	$0	$0
Ky Tan	Risk Management (end Dec 24)	2	Officer Director	$0	$0	$0
Jake Bridge	Marshal (start Jan 25)	6	Officer Director	$0	$0	$0
Benjamin Creiner	Marshal (end Dec 24)	6	Officer Director	$0	$0	$0
Adam Hutchings	Recruitment (start Jan 25)	8	Officer Director	$0	$0	$0
Daniel Borhejyi	Recruitment (end Dec 24)	8	Officer Director	$0	$0	$0
Trevor Nichols	Scholarship (start Jan 25)	6	Officer Director	$0	$0	$0
Adam Hutchings	Scholarship (end Dec 24)	6	Officer Director	$0	$0	$0
Ky Tan	Historian and Librarian (start Jan 25)	1	Officer	$0	$0	$0
Eric Yarnot	Historian and Librarian (end Dec 24)	1	Officer	$0	$0	$0
Daniel Borhegyi	Social Chair (start Jan 25)	3	Officer	$0	$0	$0
Benjamin Creiner	Social Chair (end Dec 24)	3	Officer	$0	$0	$0
Matthew Tai	Chaplain (start Jan 25)	3	Officer	$0	$0	$0
Ky Tan	Chaplain (end Dec 24)	3	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
2025	$270,301	$290,141	$5,444	$-19,840
2024	$248,654	$278,126	$25,284	$-29,472
2023	$209,069	$240,506	$54,756	$-31,437
2022	$228,726	$228,298	$86,193	$428
2020	$237,425	$262,418	$39,059	$-24,993
2019	$276,088	$254,482	$74,531	$21,606
2018	$297,759	$278,635	$52,925	$19,124

Theta Chi Fraternity Beta Nu Chapter