CHI OMEGA FRATERNITY INC LAMBDA CH (EIN 230167220) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

Principal Officer

JULIE MURRAY

Phone

7853442112

Tax Period

2023-07-01 to 2024-06-30

CHI OMEGA FRATERNITY INC LAMBDA CH, founded in 1911, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $238K, a strong 19% operating margin.

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,200

Program Service Revenue $1,213,666

Investment Income $0

Other Revenue $15,572

TOTAL REVENUE $1,232,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,088

Fundraising Expenses $0

Program Expenses $994,720

Other Expenses $827,632

TOTAL EXPENSES $994,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,232,438	$1,034,935	+0.2%
Expenses	$994,720	$963,582	+0.0%
Net Income	$237,718	$71,353	+2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
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

CHI OMEGA FRATERNITY INC LAMBDA CH