CHI OMEGA FRATERNITY INC LAMBDA CH

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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

1911

Legal Domicile

Principal Officer

JULIE MURRAY

Phone

7853442112

Tax Period

2024-07-01 to 2025-06-30

CHI OMEGA FRATERNITY INC LAMBDA CH, founded in 1911, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 13% surplus.

Mission

PROVIDE A POSITIVE LIVING ENVIRONMENT FOR APPROXIMATELY 82 YOUNG WOMEN TO SUPPORT A SUCCESSFUL COLLEGIATE EXPERIENCE. ADDITIONALLY, OUR ORGANIZATION SUPPORTS SCHOLARSHIP AND SISTERHOOD ACTIVITIES.

Program Service Accomplishments

Program 1

Expenses: $767,534

DURING THE LAST FISCAL YEAR, THE ORGANIZATION COMPLETED CAPITAL IMPROVEMENTS, INCLUDING IMPROVMENTS TO THE EXTERIOR, FURNISHINGS, INTERIOR, MECHANICAL AND TECHNOLOGY.

Program 2

Expenses: $143,219

BUILDING MAINTENANCE ON THE HISTORIC RESIDENCE WAS SIGNIFICANT WITH THE LARGEST AMOUNTS GOING TOWARD CLEANING, LANDSCAPING, HEATING AND COOLING.

Program 3

Expenses: $204,668

FOOD EXPENSES MET THE NEEDS OF BOTH LIVE-IN AND LIVE-OUT MEMBERS WHO ALL TAKE ADVANTAGE OF THE MEALS PREPARED ON-SITE.

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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 $0

Program Service Revenue $1,304,479

Investment Income $0

Other Revenue $-19,549

TOTAL REVENUE $1,284,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $196,193

Fundraising Expenses $0

Program Expenses $1,115,421

Other Expenses $919,228

TOTAL EXPENSES $1,115,421

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,284,930	$1,232,438	+0.0%
Expenses	$1,115,421	$994,720	+0.1%
Net Income	$169,509	$237,718	-0.3%

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
JULIE MURRAY	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOANIE BERGMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
STACEY DILLON	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY EVANS LANG	DIRECTOR	1.00	Director	$0	$0	$0
LORI DOOLITTLE-BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
KAY ALMANZA	DIRECTOR	1.00	Director	$0	$0	$0
PATTY AENCHBACHER	DIRECTOR	1.00	Director	$0	$0	$0
TERESA HANNA	DIRECTOR	1.00	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	$1,284,930	$1,115,421	$1,843,341	$169,509
2024	$1,232,438	$994,720	$2,020,949	$237,718
2023	$1,034,935	$963,582	$2,113,449	$71,353
2022	$1,129,982	$1,943,466	$2,267,935	$-813,484
2021	$788,356	$805,186	$2,439,302	$-16,830
2020	$936,266	$905,896	$2,023,053	$30,370
2019	$1,016,434	$903,755	$2,072,352	$112,679
2018	$961,302	$1,044,501	$1,982,107	$-83,199