ALPHA EPSILON CHAPTER OF THETA XI … - Form 990 Financial Data

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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

1927

Legal Domicile

Principal Officer

STEPHEN RUTH

Phone

7607174229

Tax Period

2024-07-01 to 2025-06-30

ALPHA EPSILON CHAPTER OF THETA XI FRATERNITY, founded in 1927, is a small nonprofit in the Recreation & Sports sector that reported $294K in total revenue in fiscal year 2024. Expenses of $356K exceeded revenue, resulting in a 21% operating deficit.

Mission

THE PURPOSE OF THETA XI IS TO DEVELOPING MEN OF HONOR THROUGH ACADEMIC EXCELLENCE, COMMUNITY SERVICE, AND FOSTERING LIFELONG BROTHERHOOD.

Program Service Accomplishments

Program 1

PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.

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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 $293,798

Investment Income $127

Other Revenue $0

TOTAL REVENUE $293,925

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $30,000

Fundraising Expenses $0

Other Expenses $255,794

TOTAL EXPENSES $355,794

Year-over-Year Comparison

	2024	2023	Change
Revenue	$293,925	$286,675	+0.0%
Expenses	$355,794	$296,754	+0.2%
Net Income	$-61,869	$-10,079	+5.1%

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

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
RYKER AMEN	SOCIAL CHAIR	N/A	Officer	$0	$0	$0
COLE BADER	APPAREL CHAI	N/A	Officer	$0	$0	$0
AIDAN BALLARD	SECRETARY	N/A	Officer	$0	$0	$0
ALEX BJORMAN	STANDARDS CH	N/A	Officer	$0	$0	$0
NATE BRUCK	SCHOLARSHIP	N/A	Officer	$0	$0	$0
NICK HAUBERG	JUNIOR STEWA	N/A	Officer	$0	$0	$0
NICK HAUBERG	RISK MGMT CH	N/A	Officer	$0	$0	$0
BRICE HELMS	PRESIDENT	N/A	Officer	$0	$0	$0
GAVIN KINTER	VICE PRESIDE	N/A	Officer	$0	$0	$0
STEPHEN RUTH	TREASURER	N/A	Officer	$0	$0	$0
MATT SCHINZEL	HOUSE MANAGE	N/A	Officer	$0	$0	$0
MATT SCHINZEL	SENIOR STEWA	N/A	Officer	$0	$0	$0
JACK SUEPER	INTRAMURAL C	N/A	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	$293,925	$355,794	$16,351	$-61,869
2024	$286,675	$296,754	$78,220	$-10,079
2023	$251,266	$264,078	$88,299	$-12,812
2022	$373,472	$347,074	$101,111	$26,398
2021	$309,461	$323,846	$74,713	$-14,385
2020	$372,917	$299,678	$89,098	$73,239

ALPHA EPSILON CHAPTER OF THETA XI FRATERNITY