ZETA XI CHAPTER THETA CHI FRATERNITY ALUMNI ASSOCIATION INC (EIN 941652869) - 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

1968

Legal Domicile

Principal Officer

James Beall

Phone

7605194336

Tax Period

2024-07-01 to 2025-06-30

ZETA XI CHAPTER THETA CHI FRATERNITY ALUMNI ASSOCIATION INC, founded in 1968, is a small nonprofit in the Recreation & Sports sector that reported $143K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $126K left a modest 12% surplus.

Mission

Provide affordable housing for the undergraduates students of theta chi fraternity at the university of California at Davis.

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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 $62,954

Program Service Revenue $80,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $142,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $125,741

TOTAL EXPENSES $125,741

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,954	$231,414	-0.4%
Expenses	$125,741	$40,795	+2.1%
Net Income	$17,213	$190,619	-0.9%

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

N/A

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 Beall	Tresurer	3	Officer	$0	$0	$0
Chuck Cox	Vice President	3	Officer	$0	$0	$0
Alan Chamarro	Property Manager	0	Officer	$0	$0	$0
Eric Tennyson	President	0	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	$142,954	$125,741	$1,195,738	$17,213
2024	No data	No data	No data	No data
2023	$59,150	$57,367	$1,012,657	$1,783
2022	$56,700	$73,140	$981,561	$-16,440

ZETA XI CHAPTER THETA CHI FRATERNITY ALUMNI ASSOCIATION INC