Chi Omega Phi Beta

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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

1919

Legal Domicile

Principal Officer

Brittany Fleming

Tax Period

2024-07-01 to 2025-06-30

Chi Omega Phi Beta, founded in 1919, is a small nonprofit in the Recreation & Sports sector that reported $138K in total revenue in fiscal year 2024.

Mission

Chi Omega is an intergenerational womens organization forever committed to our founding to promote friendship, personal integrity, academic excellence, community involvement and personal and career developement.

Program Service Accomplishments

Program 1

Scholarship

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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 $137,617

Program Service Revenue $0

Investment Income $112

Other Revenue $750

TOTAL REVENUE $138,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $145,023

TOTAL EXPENSES $145,023

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,479	$132,128	+0.0%
Expenses	$145,023	$133,653	+0.1%
Net Income	$-6,544	$-1,525	+3.3%

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

133

Independent Members

N/A

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
Ellie Tongel	Treasurer	015.00	Officer	$0	$0	$0
Caroline Pagliaro	President	015.00	Officer	$0	$0	$0
Sara Bonavita	Vice President	015.00	Officer	$0	$0	$0
Kylie Moor	Secretary	015.00	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	$138,479	$145,023	$41,963	$-6,544