Theta Zeta House Corporation

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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

2000

Legal Domicile

Principal Officer

Margaret Kelley

Phone

4234793007

Tax Period

2023-07-01 to 2024-06-30

Theta Zeta House Corporation, founded in 2000, is a small nonprofit in the Education sector that reported $549K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $514K left a modest 6% surplus.

Mission

The organization owns real estate for The Theta Zeta Chapter of Phi Mu Fraternity and exist to rent this property. Phi Mu Fraternity is a womens organization which provides personal academic development and service to others.

Program Service Accomplishments

Program 1

Cost and expenses related to real estate operation of room, board, and other activities related to rental use by members of Phi Mu Fraternity at the Georgia Institute of Technology.

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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 $0

Program Service Revenue $548,669

Investment Income $8

Other Revenue $0

TOTAL REVENUE $548,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,617

Fundraising Expenses $0

Other Expenses $439,127

TOTAL EXPENSES $513,744

Year-over-Year Comparison

	2023	2022	Change
Revenue	$548,677	$500,142	+0.1%
Expenses	$513,744	$550,520	-0.1%
Net Income	$34,933	$-50,378	-1.7%

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

Independent Members

Employees

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
Margaret Kelley	President	10.00	Officer Director	$0	$0	$0
Cara-Joy Wong	Treasurer\Secretary	3.00	Officer Director	$0	$0	$0
Siera Lyons	Board Member	1.00	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
2025	No data	No data	No data	No data
2024	$548,677	$513,744	$853,772	$34,933
2023	$500,142	$550,520	$862,732	$-50,378
2022	$553,411	$522,099	$954,299	$31,312
2021	$408,722	$434,417	$982,413	$-25,695
2020	$485,794	$475,789	$1,056,367	$10,005
2019	$512,014	$559,396	$1,107,911	$-47,382
2018	$594,675	$535,474	$1,219,339	$59,201