THETA CHI FRATERNITY

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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

1916

Legal Domicile

Principal Officer

Aaditya Jain

Phone

7732801111

Tax Period

2021-01-01 to 2021-12-31

THETA CHI FRATERNITY, founded in 1916, is a small nonprofit that reported $227K in total revenue in fiscal year 2021. Revenue decreased 11% compared to the prior year. Expenses of $193K left a modest 15% surplus.

Mission

THE FRATERNITY MAXIM IS USED IN THETA CHI TO EMPHASIZE OUR COMMITMENT TO THE MISSIONS OF THE INSTITUTIONS WHERE THETA CHI IS PRESENT. WE BELIEVE THAT OUR MEMBERS SHARE A LIFELONG RESPONSIBILITY TO BE ACTIVE PARTICIPANTS IN CAMPUS AFFAIRS AND THEIR LOCAL COMMUNITIES

Program Service Accomplishments

Program 1

TO PROVIDE MEALS, HOUSING, AND SOCIAL PROGRAMS FOR MEMBERS OF A LOCAL COLLEGIATE SOCIAL FRATERNITY.

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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 $0

Program Service Revenue $227,237

Investment Income $0

Other Revenue $0

TOTAL REVENUE $227,237

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $193,236

TOTAL EXPENSES $193,236

Year-over-Year Comparison

	2021	2020	Change
Revenue	$227,237	$254,870	-0.1%
Expenses	$193,236	$223,704	-0.1%
Net Income	$34,001	$31,166	+0.1%

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

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	Role	Reportable Comp	Other Comp	Total
Patrick Bolin	SECRETARY	Officer	$0	$0	$0
Patrick Bolin	STANDARDS	Officer	$0	$0	$0
Noah Ben-Isvy	RISK MANAGEMENT	Officer	$0	$0	$0
Rohan Ramesh	SOCIAL CHAIR	Officer	$0	$0	$0
Joshua Shelato	HOUSE MANAGER	Officer	$0	$0	$0
Justin Kang	ALUMNI RELATIONS	Officer	$0	$0	$0
Jonah Herndon	PRESIDENT	Officer	$0	$0	$0
Shreyas John	SCHOLARSHIP	Officer	$0	$0	$0
Aaditya Jain	TREASURER	Officer	$0	$0	$0
Ayden El Khatib	MARSHAL	Officer	$0	$0	$0
Lucas Mrdak	VICE PRESIDENT	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
2021	$227,237	$193,236	$71,501	$34,001
2020	$254,870	$223,704	$56,201	$31,166
2019	$283,432	$292,614	$35	$-9,182
2018	$371,564	$366,674	$9,217	$4,890
2017	$403,566	$443,871	$4,327	$-40,305