UPSILON LAMBDA CHAPTER OF CHI OMEGA (EIN 311212633) - 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

1986

Legal Domicile

Phone

8122735747

Tax Period

2024-07-01 to 2025-06-30

UPSILON LAMBDA CHAPTER OF CHI OMEGA, founded in 1986, is a micro nonprofit that reported $11K in total revenue in fiscal year 2024. Revenue surged 1850% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3K, a strong 28% operating margin.

Mission

SORORITY HOUSE PROVIDING HOUSING, MEALS AND ACTIVITIES FOR ITS 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 $0

Program Service Revenue $9,965

Investment Income $605

Other Revenue $0

TOTAL REVENUE $10,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,414

Other Expenses $7,612

TOTAL EXPENSES $7,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,570	$542	+18.5%
Expenses	$7,612	$9,598	-0.2%
Net Income	$2,958	$-9,056	-1.3%

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

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
LISA PETERWORTH	PRESIDENT	2.00	Officer Director	$0	$0	$0
RACHEL STRONG	TREASURER	2.00	Officer Director	$0	$0	$0
ERIN WHICKER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ELISABETH EDWARDS	SECRETARY	2.00	Officer Director	$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	$10,570	$7,612	$752,312	$2,958
2024	$542	$9,598	$749,354	$-9,056
2023	$321,840	$250,956	$770,568	$70,884
2022	$272,269	$264,493	$687,853	$7,776
2021	$354,622	$235,423	$680,069	$119,199
2020	$301,779	$239,837	$560,551	$61,942
2019	$294,123	$240,426	$498,609	$53,697

UPSILON LAMBDA CHAPTER OF CHI OMEGA