ALUMNI CORPORATION OF BETA ZETA CHAPTER THETA CHI FRATERNITY (EIN 386095926) - 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

1933

Legal Domicile

Principal Officer

JOHN F RINGLEIN

Phone

3125023557

Tax Period

2023-07-01 to 2024-06-30

ALUMNI CORPORATION OF BETA ZETA CHAPTER THETA CHI FRATERNITY, founded in 1933, is a small nonprofit in the Education sector that reported $190K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Net assets of $1.0M represent 64 months of operating reserves.

Mission

THE ORGANIZATION PROVIDES AFFORDABLE HOUSING FOR THE ACTIVE MEMBERS OF THE 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $190,184

Investment Income $1

Other Revenue $0

TOTAL REVENUE $190,185

Expense Breakdown

Grants Paid $4,500

Salaries & Benefits $0

Fundraising Expenses $1,859

Program Expenses $184,607

Other Expenses $182,936

TOTAL EXPENSES $187,436

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,185	$218,072	-0.1%
Expenses	$187,436	$180,244	+0.0%
Net Income	$2,749	$37,828	-0.9%

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
SCOTT HIBBARD	PRESIDENT	010.00	Director	$0	$0	$0
ANDY HEPBURN	VICE PRESIDENT	004.00	Director	$0	$0	$0
JOHN RINGLEIN	TREASURER	004.00	Director	$0	$0	$0
JEFF TURCK	SECRETARY	004.00	Director	$0	$0	$0
KEN MARLIN	FACILITIES MANAGER	015.00	Director	$0	$0	$0
SCOTT REINHOLT	BOARD MEMBER	003.00	Director	$0	$0	$0
JOHN WALSH	BOARD MEMBER	003.00	Director	$0	$0	$0
KAI JENSEN	BOARD MEMBER	003.00	Director	$0	$0	$0
NICHOLAS GUERRO	BOARD MEMBER	003.00	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	No data	No data	No data	No data
2024	$190,185	$187,436	$1,016,785	$2,749
2023	$218,072	$180,244	$1,116,457	$37,828
2022	$266,240	$179,761	$1,110,929	$86,479
2021	$243,112	$209,686	$1,118,893	$33,426
2020	$283,245	$216,086	$1,204,658	$67,159
2019	$498,490	$143,474	$1,002,946	$355,016

ALUMNI CORPORATION OF BETA ZETA CHAPTER THETA CHI FRATERNITY