Alpha Zeta Association of Theta Xi

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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

1928

Legal Domicile

Principal Officer

Joseph Cottrell

Phone

3102085474

Tax Period

2023-07-01 to 2024-06-30

Alpha Zeta Association of Theta Xi, founded in 1928, is a small nonprofit in the Recreation & Sports sector that reported $206K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Net assets of $1.1M represent 63 months of operating reserves.

Mission

Holding title to local chapter of national college fraternity providing room and board, meeting facilities, and social activities for members only.

Program Service Accomplishments

Program 1

Expenses: $21,411

Alumni Expense

Program 2

Expenses: $62,688

Repair & Maintenance

Program 3

Expenses: $50,721

Taxes & Insurance

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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 $183,910

Program Service Revenue $0

Investment Income $22,142

Other Revenue $0

TOTAL REVENUE $206,052

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $205,269

Other Expenses $205,269

TOTAL EXPENSES $205,269

Year-over-Year Comparison

	2023	2022	Change
Revenue	$206,052	$484,802	-0.6%
Expenses	$205,269	$221,454	-0.1%
Net Income	$783	$263,348	-1.0%

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

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
Joseph Cottrell	President	2.00	Officer	$0	$0	$0
Phil Beamish	Treasurer	2.00	Officer	$0	$0	$0
James Pike	Secretary	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
2025	No data	No data	No data	No data
2024	$206,052	$205,269	$1,216,818	$783
2023	$484,802	$221,454	$1,194,714	$263,348
2022	$191,315	$158,615	$878,892	$32,700
2021	$516,468	$143,400	$928,426	$373,068