THETA XI FRATERNITY (EIN 370667685) - 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

1922

Legal Domicile

Principal Officer

Jay Enders

Phone

3123918005

Tax Period

2022-01-01 to 2022-12-31

THETA XI FRATERNITY, founded in 1922, is a micro nonprofit that reported $14K in total revenue in fiscal year 2022. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $14K left a modest 5% surplus.

Mission

ORGANIZATION WHICH COLLECTS DUES FROM MEMBERS TO PROVIDE HOUSING, FOOD AND OTHER SERVICES RELATED TO THE MEMBERS' EDUCATION AT THE UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN.

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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 (2022)

Revenue Breakdown

Contributions & Grants $14,158

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $14,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $13,501

TOTAL EXPENSES $13,501

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,158	$26,966	-0.5%
Expenses	$13,501	$28,696	-0.5%
Net Income	$657	$-1,730	-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

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
Zach Juszko	President	5	Officer	$0	$0	$0
Nick Close	Vice President	1	Officer	$0	$0	$0
Jake Cochran	Treasurer	3	Officer	$0	$0	$0
Charlie Wang	Secretary	1	Officer	$0	$0	$0
Irith Chaturvedi	Scholarship Chair	1	Officer	$0	$0	$0
Alex Natzke-Neihengen	House Manager	2	Officer	$0	$0	$0
CJ James	Social Chair	2	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	$14,158	$13,501	$4,240	$657
2021	$26,966	$28,696	$3,583	$-1,730
2020	$16,688	$26,135	$5,313	$-9,447

THETA XI FRATERNITY