Omicron Mu Chapter of Chi Omega (EIN 261982056) - Form 990 Financial Analysis & Trantor Score

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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

2008

Legal Domicile

Principal Officer

Caroline Carter President

Phone

8054390217

Tax Period

2024-07-01 to 2025-06-30

Omicron Mu Chapter of Chi Omega, founded in 2008, is a small nonprofit in the Recreation & Sports sector that reported $426K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 16% operating margin.

Mission

To promote fraternity, scholarship, leadership, high moral standards and recreation among the members of Chi Omega Fraternity and the Omicron Mu Chapter of the Fraternity associated with the California Polytechnic State University in San Luis Obispo, CA.

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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 $135

Program Service Revenue $425,520

Investment Income $575

Other Revenue $0

TOTAL REVENUE $426,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $357,163

TOTAL EXPENSES $357,163

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,230	$260,174	+0.6%
Expenses	$357,163	$240,277	+0.5%
Net Income	$69,067	$19,897	+2.5%

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
Caroline Carter	President	10.00	Officer	$0	$0	$0
Ella Lawson	Vice President	3.00	Officer	$0	$0	$0
Kailtyn Northrup	Secretary	3.00	Officer	$0	$0	$0
Ava Jaeger	Treasurer	3.00	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	$426,230	$357,163	$147,466	$69,067

Omicron Mu Chapter of Chi Omega