THETA XI FRATERNITY

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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

1924

Legal Domicile

Principal Officer

ANDREW SEGER

Phone

7853956294

Tax Period

2024-07-01 to 2025-06-30

THETA XI FRATERNITY, founded in 1924, is a small nonprofit that reported $437K in total revenue in fiscal year 2024. Expenses of $424K left a modest 3% surplus.

Mission

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

PROVIDE HOUSING FOR MEMBERS AND AFFILIATES OF ACTIVE CHAPTER OF COLLEGE FRATERNITY IN ORDER TO PROMOTE LASTING FRIENDSHIPS AMONG THE MEMBERS AND ENCOURAGE INTELLECTUAL ACHIEVEMENT.

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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 $422,115

Investment Income $0

Other Revenue $15,120

TOTAL REVENUE $437,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,484

Fundraising Expenses $0

Other Expenses $414,450

TOTAL EXPENSES $423,934

Year-over-Year Comparison

	2024	2023	Change
Revenue	$437,235	$429,829	+0.0%
Expenses	$423,934	$447,177	-0.1%
Net Income	$13,301	$-17,348	-1.8%

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

N/A

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

$2,750

Total Directors

$6,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW SEGER	TREASURER	5.00	Officer Director	$750	$0	$750
MYLES KING	PRESIDENT	10.00	Officer Director	$1,000	$0	$1,000
KYLE VOGEL	VICE PRESIDENT	10.00	Officer Director	$1,000	$0	$1,000
JACOB GOERTZ	BOARD MEMBER	1.00	Director	$750	$0	$750
KEEGAN MISPAGEL	BOARD MEMBER	1.00	Director	$750	$0	$750
ETHAN PAYTON	BOARD MEMBER	1.00	Director	$250	$0	$250
ZACH JAWORSKI	BOARD MEMBER	1.00	Director	$250	$0	$250
TOBY RODRIGUEZ	BOARD MEMBER	1.00	Director	$1,000	$0	$1,000
GAVIN DEVINNEY	BOARD MEMBER	1.00	Director	$1,000	$0	$1,000
JOSEPH VANCE	BOARD MEMBER	1.00	Director	$0	$0	$0
CONNOR OSNER	BOARD MEMBER	1.00	Director	$0	$0	$0
KALE SHER	BOARD MEMBER	1.00	Director	$0	$0	$0
CALEB CONYERS	BOARD MEMBER	1.00	Director	$0	$0	$0
TYLER HOBROCK	BOARD MEMBER	1.00	Director	$0	$0	$0
EVAN GILES	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVIS ROSS	BOARD MEMBER	1.00	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	$437,235	$423,934	$15,562	$13,301
2024	$429,829	$447,177	$2,628	$-17,348
2023	$461,996	$430,966	$19,350	$31,030
2022	$426,375	$463,155	$218,229	$-36,780
2021	$522,092	$367,808	$255,202	$154,284
2020	$389,756	$314,807	$100,427	$74,949
2019	$428,604	$485,441	$26,293	$-56,837