THETA XI FRATERNITY AT THE UNIVERS… - 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

1926

Legal Domicile

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

THE PURPOSE OF THETA XI IS TO PROVIDE A COLLEGE HOME ENVIRONMENT FOR ITS ACTIVE MEMBERS IN WHICH FELLOWSHIP AND ALUMNI GUIDANCE LEAD TO WHOLESOME MENTAL, MORAL, PHYSICAL, AND SPIRITUAL GROWTH

Program Service Accomplishments

Program 1

PROVIDED MEALS, HOUSING, AND SOCIAL PROGAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 154 MEMBERS FOR THE YEAR.

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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 $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

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
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

THETA XI FRATERNITY AT THE UNIVERSITY OF ARIZONA