CHI OMEGA FRATERNITY PI ALPHA CHAP… - Form 990 Financial Data

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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

1913

Legal Domicile

Principal Officer

KELLY CARVILLE

Phone

5136146727

Tax Period

2024-07-01 to 2025-06-30

CHI OMEGA FRATERNITY PI ALPHA CHAPTER, founded in 1913, is a small nonprofit that reported $131K in total revenue in fiscal year 2024.

Mission

TO NBSP;PROMOTE NBSP;LASTING NBSP;AND NBSP;ENDURING NBSP;FRIENDSHIPS NBSP;AMONG NBSP;ITS NBSP;MEMEBERS NBSP;TO NBSP;FOSTER NBSP;HIGH NBSP;STANDARD NBSP;OF NBSP;INTELLECTUAL NBSP;ACHIEVEMENT NBSP;AND NBSP;ETHICAL NBSP;BEHAVIOR NBSP;AMONG NBSP;ITS NBSP;MEMBERS NBSP;TO NBSP;PROMOTE NBSP;THE NBSP;EDUCATION NBSP;OF NBSP;ITS NBSP;CHAPTER NBSP;MEMBERS NBSP;AND NBSP;TO NBSP;PROMIOTE NBSP;THE NBSP;EDUCATIONAL NBSP;AND NBSP;SOCIAL NBSP;MILLIEU NBSP;OF NBSP;THE NBSP;COLLEGE NBSP;WHERE NBSP;ITS NBSP;CHAPTER NBSP;OF NBSP;CHI NBSP;OMEGA NBSP;FRATENITY NBSP;IS NBSP;ESTABLISHED NBSP;AND NBSP;TO NBSP;PROMOTE NBSP;DEVELOPEMENT NBSP;OF NBSP;EDUCATION NBSP;AND NBSP;ADVANCEMENT NBSP;OF NBSP;ITS NBSP;MEMBERS

Program Service Accomplishments

Program 1

Expenses: $18,059

SOCIAL EVENTS FOR ALL 100 MEMBERS TO PROMOTE FRIENDSHIP INCLUDES 2 FORMALS AND 4 SOCIAL EVENTS

Program 2

Expenses: $9,080

SISTERHOOD EVENTS FOR ALL 100 MEMBERS TO PROMOTE INTERNAL BONDING AND GROWTH INCLUDING SISTERHOOD RETREAT CHAPTER SISTERHOOD OUTINGS AND ANNUAL ELEUSINIA BANQUET TO CELEBRATE SORORITY FOUNDERS DAY.

Program 3

Expenses: $7,579

RECRUITMENT PLEDGING NEW MEMBER EDUCATION AND INITIATION EXPENSE RECRUITMENT PROGRAM INVOLVING ALL CHAPTER MEMBERS RECRUITING FOR NEW MEMBERS AND PROGRAMMING FOR PROVIDING NEW MEMBER ORIENTATION...

RECRUITMENT PLEDGING NEW MEMBER EDUCATION AND INITIATION EXPENSE RECRUITMENT PROGRAM INVOLVING ALL CHAPTER MEMBERS RECRUITING FOR NEW MEMBERS AND PROGRAMMING FOR PROVIDING NEW MEMBER ORIENTATION LEARNING AND ONGOING MEMBER EDUCATION

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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 $7,756

Program Service Revenue $0

Investment Income $3

Other Revenue $123,490

TOTAL REVENUE $131,249

Expense Breakdown

Grants Paid $7,924

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,541

Other Expenses $123,541

TOTAL EXPENSES $131,465

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,249	$122,078	+0.1%
Expenses	$131,465	$121,007	+0.1%
Net Income	$-216	$1,071	-1.2%

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

N/A

Employees

N/A

Volunteers

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
KATELYTN WISE	CHAPTER PRESIDENT	010.00	Officer	$0	$0	$0
ANNIE DETTWILLER	CHAPTER VICE PRESIDENT	008.00	Officer	$0	$0	$0
LINDSEY ARCHIABLE	CHAPTER SECRETARY	008.00	Officer	$0	$0	$0
KELLY CARVILLE	CHAPTER TREASURER	008.00	Officer	$0	$0	$0
JASMIN ASAD	NEW MEMBER EDUCATOR	008.00	Officer	$0	$0	$0
SOPHIA BAHRI	RECRUITMENT CHAIR	008.00	Officer	$0	$0	$0
SYDNEY GRILL	PANHELLENIC DELEGATE	004.00	Officer	$0	$0	$0
ANNA DAILEY	DIRECTOR OF PROGRAMMING	008.00	Officer	$0	$0	$0
LAUREN KUHLMAN	FACILITY MANAGER	008.00	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	$131,249	$131,465	$50,307	$-216

CHI OMEGA FRATERNITY PI ALPHA CHAPTER