THETA XI FRATERNITY 149 BETA ALPHA CHAPTER (EIN 580619211) - 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

1951

Legal Domicile

Principal Officer

STEPHEN TANNER

Phone

6789532096

Tax Period

2024-05-01 to 2025-04-30

THETA XI FRATERNITY 149 BETA ALPHA CHAPTER, founded in 1951, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024.

Mission

LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.

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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 $1,013,111

Investment Income $6

Other Revenue $3,975

TOTAL REVENUE $1,017,092

Expense Breakdown

Grants Paid $3,975

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $984,874

TOTAL EXPENSES $988,849

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,017,092	$983,333	+0.0%
Expenses	$988,849	$962,549	+0.0%
Net Income	$28,243	$20,784	+0.4%

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

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
SEBASTIAN CARMONA	SOCIAL CHAIR	N/A	Officer	$0	$0	$0
DANIEL JACOBS	SENIOR STEWA	N/A	Officer	$0	$0	$0
MATTHEW MILLER	RECRUITMENT	N/A	Officer	$0	$0	$0
WYATT SMITH	JUNIOR STEWA	N/A	Officer	$0	$0	$0
HENRY STEWART	SECRETARY	N/A	Officer	$0	$0	$0
HENRY STEWART	SECRETARY	N/A	Officer	$0	$0	$0
STEPHEN TANNER	TREASURER	N/A	Officer	$0	$0	$0
ZACHARY TAYLOR	SCHOLARSHIP	N/A	Officer	$0	$0	$0
WALTON WADE	PRESIDENT	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
2025	$1,017,092	$988,849	$189,152	$28,243
2024	$983,333	$962,549	$160,909	$20,784
2023	$413,006	$435,743	$140,125	$-22,737
2022	$374,951	$269,608	$162,862	$105,343

THETA XI FRATERNITY 149 BETA ALPHA CHAPTER