Theta Tau Educational Foundation

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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

1998

Legal Domicile

Principal Officer

Katie Griffin

Phone

6082392155

Tax Period

2023-06-01 to 2024-05-31

Theta Tau Educational Foundation, founded in 1998, is a small nonprofit in the Unknown sector that reported $506K in total revenue in fiscal year 2023. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $261K, a strong 52% operating margin.

Mission

Provide Education & Training for leadership, teamwork, Professionalism, responsibility, decision-making skills and development of others as well as provide housing for student members

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $19,367

FDOG (Founders Day of Giving) fundraised $18,742. The foundation also fundraised $625-Sigma Kitchen renovation. Total Fundraising revenue for the foundation fron events was $19,367.

Program 2

Expenses: $23,100 Revenue: $20,737

The Organization makes scholarship awards to recognize and reward the scholastic achievement of Theta Tau members including the all academic team. In the fiscal year ended May 31, 2024, there were 33...

Program 3

Expenses: $186,335 Revenue: $139,697

The Organization provides housing for student members. The Expenses include Depreciation Expense of $28,543 for both houses, and Loan Interest Expense of $27,994 on Upsilon House

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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 $52,695

Program Service Revenue $160,436

Investment Income $292,558

Other Revenue $0

TOTAL REVENUE $505,689

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $12,000

Program Expenses $226,355

Other Expenses $245,187

TOTAL EXPENSES $245,187

Year-over-Year Comparison

	2023	2022	Change
Revenue	$505,689	$220,186	+1.3%
Expenses	$245,187	$196,598	+0.2%
Net Income	$260,502	$23,588	+10.0%

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
Katie J Griffin	President, Director	8.00	Director	$0	$0	$0
Michael Livingston	Treasurer, Director	8.00	Director	$0	$0	$0
Mark Wisneski	Vice President, Director	4.00	Director	$0	$0	$0
Richard Newell	Director	4.00	Director	$0	$0	$0
Sean Walsh	Director	4.00	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	$505,689	$245,187	$3,448,722	$260,502
2023	$220,186	$196,598	$3,213,549	$23,588
2022	$1,010,998	$248,087	$3,213,180	$762,911
2021	$366,842	$161,960	$2,466,683	$204,882
2020	$932,793	$183,240	$2,284,064	$749,553
2019	$67,493	$185,395	$1,549,239	$-117,902
2018	$270,186	$241,865	$1,696,671	$28,321