THETA XI FRATERNITY AT THE UNIVERSITY OF ARIZONA

EIN: 475185220

TUCSON, AZ

Total Revenue
$793,571
Total Expenses
$783,692
Total Assets
$62,355
Net Assets
$62,355
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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
1926
Legal Domicile
AZ
Principal Officer
JAYDEN HALOOSSIM
Phone
7208399480
Tax Period
2023-01-01 to 2023-12-31

THETA XI FRATERNITY AT THE UNIVERSITY OF ARIZONA, founded in 1926, is a small nonprofit that reported $794K in total revenue in fiscal year 2023.

Mission

LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $793,571
Investment Income $0
Other Revenue $0
TOTAL REVENUE $793,571

Expense Breakdown

Grants Paid $2,000
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $781,692
TOTAL EXPENSES $783,692

Year-over-Year Comparison

2023 2022 Change
Revenue $793,571 $754,218 +0.1%
Expenses $783,692 $784,330 0.0%
Net Income $9,879 $-30,112 -1.3%
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

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
22

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
7
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAYDEN HALOOSSIM TREASURER N/A
Officer
$0 $0 $0
LUKE JENSEN PRESIDENT N/A
Officer
$0 $0 $0
THOMAS LEDYARD MEMBERSHIP E N/A
Officer
$0 $0 $0
ZACKARY LEEPER VICE PRESIDE N/A
Officer
$0 $0 $0
DANIEL MCGUIRE SECRETARY N/A
Officer
$0 $0 $0
DENNIS PEPPARD SCHOLARSHIP N/A
Officer
$0 $0 $0
TATE SLAYMAKER RECRUITMENT 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
2023 $793,571 $783,692 $62,355 $9,879
2022 $754,218 $784,330 $52,476 $-30,112
2021 $636,576 $659,641 $82,588 $-23,065
2020 $576,944 $549,099 $105,653 $27,845
2019 $589,348 $537,283 $77,808 $52,065
2018 $380,677 $368,903 $25,743 $11,774
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