THETA PHI ALPHA FRATERNITY (EIN 390654386) - 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

1912

Legal Domicile

Principal Officer

KATHERINE EVANS

Phone

4408999282

Tax Period

2024-09-01 to 2025-08-31

THETA PHI ALPHA FRATERNITY, founded in 1912, is a small nonprofit that reported $864K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

NATIONAL FRATERNITY OFFICE THAT PROVIDES SERVICES TO ITS MEMBERS THROUGH LOCAL CHAPTERS ON COLLEGE CAMPUSES.

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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 $0

Program Service Revenue $866,409

Investment Income $2

Other Revenue $-2,485

TOTAL REVENUE $863,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $488,654

Fundraising Expenses $0

Program Expenses $724,590

Other Expenses $410,384

TOTAL EXPENSES $899,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$863,926	$1,008,050	-0.1%
Expenses	$899,038	$1,039,859	-0.1%
Net Income	$-35,112	$-31,809	+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

Employees

Volunteers

200

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
SAMANTHA CLARK	VP PROGRAMMI	1.00	Director	$0	$0	$0
KATHERINE EVANS	TREASURER	1.00	Officer Director	$0	$0	$0
LISA GRACE	EXEC-SECRETA	1.00	Director	$0	$0	$0
KRISTIN HENKENIUS	NATIONAL PRE	1.00	Officer Director	$0	$0	$0
JAYEON LEEM	VP - COLLEGI	1.00	Director	$0	$0	$0
AINSLEY ROBSON	VP-ALUMNAE	1.00	Director	$0	$0	$0
KRISTIN RODRIGUEZ	VP-EXTENSION	1.00	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	$863,926	$899,038	$1,089,605	$-35,112
2024	$1,008,050	$1,039,859	$1,087,535	$-31,809
2023	$882,567	$921,979	$938,533	$-39,412
2022	$1,043,943	$1,037,329	$953,211	$6,614
2021	$858,665	$757,208	$928,737	$101,457
2020	$941,525	$952,243	$840,045	$-10,718
2018	$1,254,536	$1,370,770	$848,149	$-116,234

THETA PHI ALPHA FRATERNITY