Theta Tau

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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

1977

Legal Domicile

Principal Officer

Jim Gaffney

Phone

5124721904

Tax Period

2024-06-01 to 2025-05-31

Theta Tau, founded in 1977, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $439K, a strong 29% operating margin.

Mission

Develop engineering leaders for service, profession, and brotherhood.

Program Service Accomplishments

Program 1

Theta Tau has continued to pursue its purpose of Engineering Leaders for Service, Profession and Brotherhood. We hosted 13 regional conferences with more than 700 attendees in total, as well as...

Theta Tau has continued to pursue its purpose of Engineering Leaders for Service, Profession and Brotherhood. We hosted 13 regional conferences with more than 700 attendees in total, as well as planning our summer 2025 National Convention. We have continued to invest in programming and educational opportunities for our student members and alumni.

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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 $1,340,165

Investment Income $121,604

Other Revenue $38,005

TOTAL REVENUE $1,499,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $303,932

Fundraising Expenses $0

Other Expenses $756,432

TOTAL EXPENSES $1,060,364

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,499,774	$1,372,120	+0.1%
Expenses	$1,060,364	$1,218,262	-0.1%
Net Income	$439,410	$153,858	+1.9%

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

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

$101,178

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jim Gaffney	Executive Dir.	40.00	Director	$101,178	$0	$101,178
Alexandra Blease	Director	5.00	Director	$0	$0	$0
Keyannah Holloway	Director	5.00	Director	$0	$0	$0
Kaitlynn Rahn	Director	5.00	Director	$0	$0	$0
Jean-Marc Cassier	Director	5.00	Director	$0	$0	$0
Stuart Kardian	President	10.00	Officer	$0	$0	$0
David Parker	Vice President	10.00	Officer	$0	$0	$0
Alex Chan	Treasurer	10.00	Officer	$0	$0	$0
Daniel McConnell	Secretary	10.00	Officer	$0	$0	$0
Lindsey Carr	2nd VP	10.00	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
2025	$1,499,774	$1,060,364	$4,851,999	$439,410
2024	$1,372,120	$1,218,262	$4,198,904	$153,858
2023	$1,000,639	$1,010,473	$3,869,054	$-9,834
2019	$1,460,107	$1,251,389	$2,474,389	$208,718