CHI OMEGA FRATERNITY

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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

ADDISON JONES

Phone

2513412986

Tax Period

2024-07-01 to 2025-06-30

CHI OMEGA FRATERNITY, founded in 1969, is a small nonprofit that reported $220K in total revenue in fiscal year 2024. Expenses of $191K left a modest 13% surplus.

Mission

FRIENDSHIP, PERSONAL INTEGRITY, SERVICE TO OTHERS, ACADEMIC EXCELLENCE AND INTELLECTUAL PURSUITS, COMMUNITY AND CAMPUS INVOLVEMENT.

Program Service Accomplishments

Program 1

Expenses: $118,364 Revenue: $219,166

MEMBERSHIP DUES ARE COLLECTED TO SUPPORT HOUSING AND OTHER CHAPTER ACTIVITIES. A PORTION OF DUES ARE REMITTED TO THE NATIONAL ORGANIZATION.

Program 2

Expenses: $57,270

CHAPTER EVENTS ARE HELD THROUGHOUT THE YEAR TO PROMOTE THE SISTERHOOD.

Program 3

Expenses: $8,950

COMMUNITY SERVICE EVENTS ARE HELD THROUGHOUT THE YEAR.

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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 $210,416

Investment Income $741

Other Revenue $8,750

TOTAL REVENUE $219,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $184,584

Other Expenses $191,474

TOTAL EXPENSES $191,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$219,907	N/A	N/A
Expenses	$191,474	N/A	N/A
Net Income	$28,433	$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

N/A

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
SHELBY WAHL	PRESIDENT	20.00	Officer	$0	$0	$0
AYNELISE VICKERY	VICE PRESIDENT	20.00	Officer	$0	$0	$0
VIVIAN HINTON	SECRETARY	20.00	Officer	$0	$0	$0
CAROLINE CLARK	TREASURER	20.00	Officer	$0	$0	$0
AVERY PARRISH	NEW MEMBER EDUCATOR	20.00	Officer	$0	$0	$0
REGAN SHRECKENBERG	PERSONNEL CHAIR	20.00	Officer	$0	$0	$0
RYLEE BELK	RECUITMENT CHAIR	20.00	Officer	$0	$0	$0
LIZZIE MCCABE	PANHELLENIC DELEGATE	20.00	Officer	$0	$0	$0
MACKENZIE ROWE	FACILITIES MANAGER	20.00	Officer	$0	$0	$0
GRACE ANNE TAYLOR	DIRECTOR OF PROGRAMMING	20.00	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	$219,907	$191,474	$134,138	$28,433
2024	$212,137	$219,700	$96,371	$-7,563