ALPHA CHI OMEGA FOUNDATION INC

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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

1978

Legal Domicile

Principal Officer

KATIE LAMPINEN GAFFIN

Phone

3175795050

Tax Period

2024-08-01 to 2025-07-31

ALPHA CHI OMEGA FOUNDATION INC, founded in 1978, is a community nonprofit in the Education sector that reported $6.3M in total revenue in fiscal year 2024. Expenses of $6.0M left a modest 5% surplus.

Mission

THROUGH THE REAL.STRONG.WOMEN. EXPERIENCE, ALPHA CHI OMEGA CULTIVATES IMPACTFUL COMMUNITIES WHERE WOMEN ARE INSPIRED TO CONNECT, LEAD, GROW AND SERVE. THE ALPHA CHI OMEGA FOUNDATION STRIVES TO REALIZE AND SUSTAIN THE EDUCATIONAL AND PHILANTHROPIC VALUES OF ALPHA CHI OMEGA THROUGH SUCCESSFUL FUNDRAISING AND STEWARDSHIP. GENEROUS GIFTS FROM OUR MEMBERS AND FRIENDS ENHANCE THE REAL. STRONG. WOMEN. EXPERIENCE AND EMPOWER OUR MEMBERS TO IMPACT THEIR COMMUNITIES AND WORLD POSITIVELY.

Program Service Accomplishments

Program 1

Expenses: $762,525 Revenue: $26,491

GRANTS TO FRATERNITY: PROVIDE GRANTS TO THE ALPHA CHI OMEGA FRATERNITY TO SUPPORT EDUCATIONAL AND PHILANTHROPIC PROGRAMS.

Program 2

Expenses: $1,246,238

CHAPTER HOUSING GRANTS: PROVIDE GRANTS TO THE ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION AND ALPHA CHI OMEGA LOCAL HOUSING CORPORATIONS IN SUPPORT OF THE EDUCATIONAL PORTION OF CHAPTER HOUSING...

CHAPTER HOUSING GRANTS: PROVIDE GRANTS TO THE ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION AND ALPHA CHI OMEGA LOCAL HOUSING CORPORATIONS IN SUPPORT OF THE EDUCATIONAL PORTION OF CHAPTER HOUSING IMPROVEMENT PROJECTS.

Program 3

Expenses: $1,595,586

COMMUNITY IMPACT: ALPHA CHI OMEGA WORKS THROUGHOUT THE NATION TO BUILD AWARENESS OF DOMESTIC VIOLENCE. CHAPTERS WORK WITH LOCAL DOMESTIC VIOLENCE ORGANIZATIONS TO RAISE FUNDS AND AWARENESS. THE...

COMMUNITY IMPACT: ALPHA CHI OMEGA WORKS THROUGHOUT THE NATION TO BUILD AWARENESS OF DOMESTIC VIOLENCE. CHAPTERS WORK WITH LOCAL DOMESTIC VIOLENCE ORGANIZATIONS TO RAISE FUNDS AND AWARENESS. THE EDUCATION AND LEADERSHIP INITIATIVES DEPARTMENT DEVELOPS NATIONAL OPPORTUNITIES TO SUPPORT THIS CAUSE AND ASSISTS INDIVIDUAL CHAPTERS IN THEIR EFFORTS. MAJOR FUNDRAISING INITIATIVES OCCUR IN OCTOBER (DOMESTIC VIOLENCE AWARENESS MONTH) AND FEBRUARY (HEALTHY RELATIONSHIPS WEEK).

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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 $4,331,610

Program Service Revenue $26,491

Investment Income $1,920,470

Other Revenue $61,139

TOTAL REVENUE $6,339,710

Expense Breakdown

Grants Paid $3,842,130

Salaries & Benefits $1,160,266

Fundraising Expenses $964,191

Program Expenses $4,138,663

Other Expenses $1,035,118

TOTAL EXPENSES $6,037,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,339,710	$6,477,686	0.0%
Expenses	$6,037,514	$4,983,933	+0.2%
Net Income	$302,196	$1,493,753	-0.8%

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

270

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
MAREE MAGLIOCCHETTI LATTANZI	CHAIR	10.00	Officer Director	$0	$0	$0
ANNE TEAFORD-CANTOR	TREASURER	4.00	Officer Director	$0	$0	$0
TONYA LEE TATUM	SECRETARY	4.00	Officer Director	$0	$0	$0
JEN DAURORA	NATIONAL COUNCIL TRUSTEE	4.00	Director	$0	$0	$0
KRISTIN MILLER EDWARDS	NATIONAL COUNCIL TRUSTEE	4.00	Director	$0	$0	$0
HEATHER CARRIO	TRUSTEE	4.00	Director	$0	$0	$0
KRISTIN HIMSEL	TRUSTEE	4.00	Director	$0	$0	$0
YVETTE MARTINEZ	TRUSTEE	4.00	Director	$0	$0	$0
JULIE STUFFT	TRUSTEE	4.00	Director	$0	$0	$0
MARY CARTER MARTIN	TRUSTEE	4.00	Director	$0	$0	$0
KATIE LAMPINEN GAFFIN	CEO	10.00	Officer	$0	$0	$0
JULIE GOLDSBERRY	SR. FIN. CONTOLLER END 12/2	12.00	Officer	$0	$0	$0
BRIAN RUIZ	CFO BEG 1/25	12.00	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	$6,339,710	$6,037,514	$35,587,726	$302,196
2024	$6,477,686	$4,983,933	$33,801,159	$1,493,753
2023	$5,513,324	$5,113,153	$30,096,012	$400,171
2022	$7,451,164	$5,565,735	$28,935,274	$1,885,429
2021	$6,929,084	$4,648,120	$29,640,348	$2,280,964
2020	$6,875,762	$5,601,485	$25,197,489	$1,274,277
2019	$5,178,659	$4,485,326	$25,540,776	$693,333