GAMMA THETA FOUNDATION INC (EIN 850533573) - 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

2020

Legal Domicile

Principal Officer

GEORGE STUART

Phone

4077164215

Tax Period

2023-01-01 to 2023-12-31

GAMMA THETA FOUNDATION INC, founded in 2020, is a small nonprofit in the Education sector that reported $165K in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $120K, a strong 73% operating margin.

Mission

THE PURPOSE OF THE CORPORATION INCLUDES PROVIDING GRANTS TO BUILD AND/OR IMPROVE (AND/OR TO OPERATE) DEDICATED LIBRARY, STUDY, COMPUTER AND/OR INSTRUCTIONAL AREAS WITHIN THE CHAPTER HOUSE OF THE GAMMA THETA CHAPTER OF SIGMA CHI FRATERNITY ON THE UNIVERSITY OF FLORIDA CAMPUS. THE GOAL IS TO FURTHER EDUCATIONAL PURPOSES BY SERVING EDUCATIONAL NEEDS OF THE STUDENTS, PROVIDED, THAT SUCH EDUCATIONAL BENEFITS IN THEC HAPTER HOUSE SHALL BE SIMILAR TO THOSE PROVIDED BY THE UNIVERSITY OF FLORIDA FOR THE EUDCATION OF THE GENERAL STUDENT BODY.

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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 $160,766

Program Service Revenue $0

Investment Income $4,246

Other Revenue $177

TOTAL REVENUE $165,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $39,172

Other Expenses $16,634

TOTAL EXPENSES $45,134

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,189	$495,907	-0.7%
Expenses	$45,134	$105,937	-0.6%
Net Income	$120,055	$389,970	-0.7%

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

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE STUART JR	PRESIDENT	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	No data	No data	No data	No data
2023	$165,189	$45,134	$902,363	$120,055
2022	$495,907	$105,937	$778,458	$389,970
2021	$409,604	$124,621	$389,275	$284,983
2020	$105,000	$470	$104,530	$104,530

GAMMA THETA FOUNDATION INC