CHI OMEGA FRATERNITY (EIN 237424481) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

1969

Legal Domicile

Principal Officer

ADDISON JONES

Phone

2513412986

Tax Period

2024-07-01 to 2025-06-30

BETA THETA CHAPTER OF CHI OMEGA, founded in 1969, is a small nonprofit that reported $212K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum.

Mission

RECREATION SOCIAL CLUB.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

🔒

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

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

CHI OMEGA FRATERNITY