CHI OMEGA FOUNDATION (EIN 310936294) - 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

1977

Legal Domicile

Principal Officer

SALLY KIMBALL

Phone

9017488600

Tax Period

2024-05-01 to 2025-04-30

CHI OMEGA FOUNDATION, founded in 1977, is a community nonprofit that reported $9.2M in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.0M, a strong 43% operating margin.

Mission

TO SUPPORT EDUCATIONAL & LEADERSHIP DEVELOPMENT THROUGH SCHOLARSHIPS, GRANTS & LEARNING OPPORTUNITIES.

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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 $5,838,808

Program Service Revenue $152,018

Investment Income $3,171,864

Other Revenue $0

TOTAL REVENUE $9,162,690

Expense Breakdown

Grants Paid $2,962,215

Salaries & Benefits $945,208

Fundraising Expenses $834,122

Program Expenses $3,662,153

Other Expenses $1,197,291

TOTAL EXPENSES $5,177,018

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,162,690	$12,639,643	-0.3%
Expenses	$5,177,018	$4,813,991	+0.1%
Net Income	$3,985,672	$7,825,652	-0.5%

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

Volunteers

139

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

$252,944

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN BRADSHAW	PRESIDENT	20.00	Officer Director	$0	$0	$0
ANNA BUCKNER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
CATHEY HUMPHREYS	TRUSTEE	10.00	Director	$0	$0	$0
CORINNA CASEY	TRUSTEE	10.00	Director	$0	$0	$0
DANA KLEINE THRU 6-30-24	TRUSTEE	10.00	Director	$0	$0	$0
DANNA REDMOND	SECRETARY	10.00	Officer Director	$0	$0	$0
ERIN PACKWOOD	TRUSTEE	10.00	Director	$0	$0	$0
GAIL MUNCRIEF	TRUSTEE	10.00	Director	$0	$0	$0
JAN HECK	TRUSTEE	10.00	Director	$0	$0	$0
LAURA CONNOR	TRUSTEE	10.00	Director	$0	$0	$0
LETITIA FULKERSON	TREASURER	20.00	Officer Director	$0	$0	$0
NANCY LAURIE	EX-OFFICIO TRUSTEE	5.00	Director	$0	$0	$0
SUSAN MILLER BUSH	TRUSTEE	10.00	Director	$0	$0	$0
STEPHANIE F DAHL AS OF 112025	TRUSTEE	10.00	Director	$0	$0	$0
JANE HIRT AS OF 112025	TRUSTEE	10.00	Director	$0	$0	$0
KELLY BINGEL	EX-OFFICIO TRUSTEE	5.00	Director	$0	$0	$0
CLAIRE WHITE	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$0	$0
HOLLY BAILEY	DIRECTOR OF FINANCE	30.00	Officer	$86,516	$9,192	$95,708
SALLY KIMBALL	EXECUTIVE VICE PRESIDENT	40.00	Officer	$149,744	$7,492	$157,236

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	$9,162,690	$5,177,018	$62,953,956	$3,985,672
2024	$12,639,643	$4,813,991	$57,486,092	$7,825,652
2023	$8,203,863	$6,161,649	$46,573,819	$2,042,214
2022	$7,373,045	$5,771,764	$45,483,838	$1,601,281
2021	$8,120,574	$4,227,075	$47,808,097	$3,893,499
2020	$11,152,382	$4,342,899	$38,021,303	$6,809,483
2019	$6,377,021	$4,365,390	$35,033,383	$2,011,631

CHI OMEGA FOUNDATION