Chi Omega Fraternity (EIN 310851686) - 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

1940

Legal Domicile

Phone

9017488600

Tax Period

2024-05-01 to 2025-04-30

Chi Omega Fraternity, founded in 1940, is a mid-sized nonprofit that reported $12.7M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $18.3M exceeded revenue, resulting in a 44% operating deficit.

Mission

INTERGENERATIONAL WOMEN'S ORGANIZATION PROVIDING EDUCATION AND DEVELOPMENT TO ALL MEMBERS.

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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 $8,854,106

Program Service Revenue $3,159,348

Investment Income $207,947

Other Revenue $515,337

TOTAL REVENUE $12,736,738

Expense Breakdown

Grants Paid $7,690,171

Salaries & Benefits $3,426,214

Fundraising Expenses $0

Program Expenses $0

Other Expenses $7,177,692

TOTAL EXPENSES $18,294,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,736,738	$9,459,564	+0.3%
Expenses	$18,294,077	$8,239,846	+1.2%
Net Income	$-5,557,339	$1,219,718	-5.6%

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

Volunteers

5200

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

$415,680

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anna Bucker	President	10.0	Director	$0	$0	$0
Elaine Baker	Recrutiment Chair	5.0	Director	$0	$0	$0
Jill Bowman	Treasurer	5.0	Director	$0	$0	$0
Kelly Bingel	Vice President	5.0	Director	$0	$0	$0
Missy Pask	Secretary	5.0	Director	$0	$0	$0
Claire White	CFO	40.0	Officer	$131,942	$20,336	$152,278
Leslie Herington	CEO	40.0	Officer	$236,219	$27,183	$263,402

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	$12,736,738	$18,294,077	$3,557,461	$-5,557,339
2024	$9,459,564	$8,239,846	$9,002,263	$1,219,718
2023	$9,326,761	$25,219,251	$8,372,048	$-15,892,490
2022	$9,626,899	$7,351,792	$23,658,110	$2,275,107
2021	$8,118,821	$5,279,766	$23,405,079	$2,839,055
2020	$7,363,697	$6,866,382	$17,818,580	$497,315
2019	$8,419,809	$7,525,166	$18,324,282	$894,643
2018	$7,367,668	$5,989,813	$18,373,804	$1,377,855

Chi Omega Fraternity