THETA CHI ALUMNI ASSOCIATION SIGMA

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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

2006

Legal Domicile

Principal Officer

GERALD GALE

Phone

5032501827

Tax Period

2024-07-01 to 2025-06-30

THETA CHI ALUMNI ASSOCIATION SIGMA, founded in 2006, is a small nonprofit that reported $417K in total revenue in fiscal year 2024. Revenue surged 113% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 19% operating margin.

Mission

PROVIDE AFFORDABLE HOUSING FOR FRATERNITY MEMBERS AT OREGON STATE UNIVERSITY.

Program Service Accomplishments

Program 1

PROVIDED AFFORDABLE HOUSING FOR 20+ FRATERNITY MEMBERS AT OREGON STATE UNIVERSITY.

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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 $332,752

Program Service Revenue $43,534

Investment Income $27

Other Revenue $40,700

TOTAL REVENUE $417,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,751

Fundraising Expenses $0

Other Expenses $327,069

TOTAL EXPENSES $339,820

Year-over-Year Comparison

	2024	2023	Change
Revenue	$417,013	$195,827	+1.1%
Expenses	$339,820	$120,081	+1.8%
Net Income	$77,193	$75,746	+0.0%

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

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
DAVID DALISKY	MEMBER AT LA	2.00	Director	$0	$0	$0
GARY DOUGHTY	MEMBER AT LA	2.00	Director	$0	$0	$0
GERALD GALE	TREASURER EL	2.00	Officer Director	$0	$0	$0
EVAN GROSS	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID HITTLE	MEMBER AT LA	2.00	Director	$0	$0	$0
KEITH JOHNSON	MEMBER AT LA	2.00	Director	$0	$0	$0
KEN JOHNSON	SECRETARY	2.00	Officer Director	$0	$0	$0
GREG LEMHOUSE	MEMBER AT LA	2.00	Director	$0	$0	$0
GIL MILLER	MEMBER AT LA	2.00	Director	$0	$0	$0
ROGER ROLLINS	MEMBER AT LA	2.00	Director	$0	$0	$0
STEVE WRIGHT	PRESIDENT	2.00	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	$417,013	$339,820	$1,007,511	$77,193
2024	$195,827	$120,081	$912,094	$75,746
2023	$484,570	$144,197	$858,204	$340,373
2022	$300,933	$153,339	$528,449	$147,594