ALPHA PSI ALUMNI ASSOCIATION OF THETA XI FRATERNITY (EIN 510176134) - Form 990 Financial Analysis & Trantor Score

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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

1956

Legal Domicile

Principal Officer

JOHN MEYER

Phone

3144133367

Tax Period

2023-07-01 to 2024-06-30

ALPHA PSI ALUMNI ASSOCIATION OF THETA XI FRATERNITY, founded in 1956, is a small nonprofit that reported $417K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 36% operating margin.

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. TO THAT END THETA XI ACTIVELY SUPPORTS AND AUGMENTS COLLEGE AN COMMUNITY EFFORTS TO MAKE INDIVIDUAL MEMBERS MORE MATURE AND CHAPTER GROUPS MORE USEFUL UNITS OF SOCIETY.

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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 $9,971

Program Service Revenue $407,238

Investment Income $5

Other Revenue $0

TOTAL REVENUE $417,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $265,771

TOTAL EXPENSES $265,771

Year-over-Year Comparison

	2023	2022	Change
Revenue	$417,214	$326,051	+0.3%
Expenses	$265,771	$262,240	+0.0%
Net Income	$151,443	$63,811	+1.4%

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

N/A

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
JOHN MEYER	PRESIDENT	10.00	Officer	$0	$0	$0
LUKAS TOSELLO	VICE PRESIDENT - RUSH	2.00	Officer	$0	$0	$0
KRIS MACHLER	VICE PRESIDENT - PROPERTY	2.00	Officer	$0	$0	$0
JEFF HAHN	TREASURER	5.00	Officer	$0	$0	$0
DREW DAVIDS	SECRETARY	2.00	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
2024	$417,214	$265,771	$3,892,932	$151,443
2023	$326,051	$262,240	$3,871,407	$63,811
2022	$306,244	$261,260	$3,905,568	$44,984
2021	$340,325	$252,907	$3,934,150	$87,418

ALPHA PSI ALUMNI ASSOCIATION OF THETA XI FRATERNITY