XI CHAPTER ALUMNI ASSOCIATION OF THE THETA CHI FRATERNITY (EIN 526067909) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

Michael Jones

Phone

7033682700

Tax Period

2023-01-01 to 2023-12-31

XI CHAPTER ALUMNI ASSOCIATION OF THE THETA CHI FRATERNITY, founded in 1989, is a micro nonprofit in the Education sector that reported $84K in total revenue in fiscal year 2020. Expenses of $78K left a modest 6% surplus.

Mission

The corporation owns a property which is leased to the undergraduate chapter of the Theta Chi Fraternity at the University of Virginia, sponsors alumni engagement events, and promotes social, cultural, and educational virtues throughout the undergraduate brotherhood.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,404

Program Service Revenue $0

Investment Income $-291

Other Revenue $74,375

TOTAL REVENUE $77,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,165

Other Expenses $109,722

TOTAL EXPENSES $109,722

Year-over-Year Comparison

	2023	2022	Change
Revenue	$77,488	$85,878	-0.1%
Expenses	$109,722	$96,602	+0.1%
Net Income	$-32,234	$-10,724	+2.0%

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

300

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
Pete Skelly	Board Member	2	Director	$0	$0	$0
Tyler Moses	Board Member	2	Director	$0	$0	$0
Miles Kirwin	Board Member	2	Director	$0	$0	$0
Spence Phillips	Board Member	2	Director	$0	$0	$0
John Elliott	Board Member	2.00	Director	$0	$0	$0
Michael Jones	President	4	Officer	$0	$0	$0
Will Moomaw	Vice President	4	Officer	$0	$0	$0
Troy Knowlton	Treasurer	4	Officer	$0	$0	$0
Jeff Baker	Secretary	4	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$77,488	$109,722	$1,566,789	$-32,234
2022	$85,878	$96,602	$1,600,400	$-10,724
2022	$82,382	$96,610	$1,600,400	$-14,228
2021	$68,690	$108,633	$1,628,911	$-39,943
2021	$65,505	$108,632	$1,628,911	$-43,127
2020	$83,766	$78,454	$1,693,384	$5,312

XI CHAPTER ALUMNI ASSOCIATION OF THE THETA CHI FRATERNITY