Theta Chi Fraternity Xi Chapter

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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

1914

Legal Domicile

Principal Officer

Jacob Peres

Phone

3178481856

Tax Period

2021-07-01 to 2022-06-30

Theta Chi Fraternity Xi Chapter, founded in 1914, is a small nonprofit that reported $221K in total revenue in fiscal year 2021. Revenue surged 64% from the prior year, signaling strong growth momentum.

Mission

To develop college men into successful students, good citizens, life long brothers, and resolute leaders.

Program Service Accomplishments

Program 1

Revenue: $215,098

Program service revenue consists of Member Dues and Assessments. Such program service revenue is primarily used for: Social Events/Gatherings, Member Education and Enrichment, Recruitment, Community...

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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 (2021)

Revenue Breakdown

Contributions & Grants $6,486

Program Service Revenue $215,098

Investment Income $0

Other Revenue $-914

TOTAL REVENUE $220,670

Expense Breakdown

Grants Paid $5,572

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $215,871

TOTAL EXPENSES $221,443

Year-over-Year Comparison

	2021	2020	Change
Revenue	$220,670	$134,563	+0.6%
Expenses	$221,443	$133,677	+0.7%
Net Income	$-773	$886	-1.9%

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
James Troiano	President (start Jan 22)	8	Officer Director	$0	$0	$0
Tim Gallo	President (Dec 21)	8	Officer Director	$0	$0	$0
Everett Llewellyn	Vice President (start Jan 22)	5	Officer Director	$0	$0	$0
George Solar	Vice President (end Dec 21)	5	Officer Director	$0	$0	$0
Peter Pappas	Treasurer (start Jan 22)	8	Officer Director	$0	$0	$0
Michael Liberopoulos	Treasurer (end Dec 21)	8	Officer Director	$0	$0	$0
Tyler Chung	Secretary (start Jan 22)	5	Officer Director	$0	$0	$0
Everett Llewellyn	Secretary (end Dec 21)	5	Officer Director	$0	$0	$0
Owen Petito	VP of Health and Safety (start Feb 22)	5	Officer Director	$0	$0	$0
Gunnar Desantis	VP of Health and Safety (Jan 22 thru Feb 22)	5	Officer Director	$0	$0	$0
Evan Derector	VP of Health and Safety (end Dec 21)	5	Officer 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
2022	$220,670	$221,443	$3,737	$-773