Zeta Phi Chapter of Theta Chi Fraternity (EIN 956048059) - 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

1969

Legal Domicile

Principal Officer

Jack Murphy

Phone

3178481856

Tax Period

2023-07-01 to 2024-06-30

Zeta Phi Chapter of Theta Chi Fraternity, founded in 1969, is a small nonprofit in the Education sector that reported $217K in total revenue in fiscal year 2023.

Mission

Social Club - Fraternity: 80 Members.

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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 $13,000

Program Service Revenue $205,013

Investment Income $0

Other Revenue $-1,500

TOTAL REVENUE $216,513

Expense Breakdown

Grants Paid $15,560

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $199,113

TOTAL EXPENSES $214,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,513	N/A	N/A
Expenses	$214,673	N/A	N/A
Net Income	$1,840	$0	N/A

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
Duncan Burns	President	10	Officer Director	$0	$0	$0
Jack Murphy	Vice President	8	Officer Director	$0	$0	$0
Carter Quartarro	Secretary	4	Officer Director	$0	$0	$0
Benjamin Richardson	Treasurer	8	Officer Director	$0	$0	$0
Jordan Barazza	VP of Health and Safety	4	Officer Director	$0	$0	$0
Zach Lindsay	Chaplain	6	Officer Director	$0	$0	$0
Kevin Murphy	Marshal	10	Officer Director	$0	$0	$0
Jack Lewis	Recruitment Officer	6	Officer Director	$0	$0	$0
Grant Stoll	Risk Manager	7	Officer	$0	$0	$0
Matthew Hanley	Social Events Manager	12	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	$216,513	$214,673	$36,662	$1,840

Zeta Phi Chapter of Theta Chi Fraternity