Theta Chi Fraternity Beta Omicron Chapter (EIN 310542361) - 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

1942

Legal Domicile

Principal Officer

Aidan Shiveley

Phone

3178481856

Tax Period

2024-09-01 to 2025-08-31

Theta Chi Fraternity Beta Omicron Chapter, founded in 1942, is a small nonprofit that reported $249K in total revenue in fiscal year 2024.

Mission

Social Club - Fraternity. 80 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 $1,375

Program Service Revenue $248,371

Investment Income $0

Other Revenue $-500

TOTAL REVENUE $249,246

Expense Breakdown

Grants Paid $1,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $251,464

TOTAL EXPENSES $252,839

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,246	N/A	N/A
Expenses	$252,839	N/A	N/A
Net Income	$-3,593	$0	N/A

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
Carson Feeney	President (start Jan 25)	10	Officer Director	$0	$0	$0
James Chavez	President (end Dec 24)	10	Officer Director	$0	$0	$0
Clay Bailey	Vice President (start Jan 25)	10	Officer Director	$0	$0	$0
Cameron Rigsby	Vice President (end Dec 24)	10	Officer Director	$0	$0	$0
Garrett Hogan	Treasurer (start Jan 25)	10	Officer Director	$0	$0	$0
Joshua Kummer	Treasurer (end Dec 24)	10	Officer Director	$0	$0	$0
Josh Morris	Secretary	5	Officer Director	$0	$0	$0
Andy Parmelee	VP of Health and Safety (start Jan 25)	5	Officer Director	$0	$0	$0
Landon Raboteau	VP of Health and Safety (end Dec 24)	5	Officer Director	$0	$0	$0
Jack French	Marshal (start Jan 25)	5	Officer Director	$0	$0	$0
Ryan Moses	Marshal (end Dec 24)	5	Officer Director	$0	$0	$0
Aidan Shivelrey	Recruitment Chairman (start Jan 25)	5	Officer Director	$0	$0	$0
Cole Rigsby	Recruitment Chairman (end Dec 24)	5	Officer 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	$249,246	$252,839	$4,089	$-3,593
2022	$242,192	$233,041	$15,801	$9,151

Theta Chi Fraternity Beta Omicron Chapter