THETA UPSILON CHAPTER OF ALPHA CHI… - 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

1988

Legal Domicile

Principal Officer

GRACE LEPPARD

Phone

3175795050

Tax Period

2024-08-01 to 2025-07-31

THETA UPSILON CHAPTER OF ALPHA CHI OMEGA FRATERNITY INC, founded in 1988, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 193% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 8% surplus.

Mission

THROUGH THE REAL. STRONG. WOMEN. EXPERIENCE, ALPHA CHI OMEGA CULTIVATES IMPACTFUL COMMUNITIES WHERE WOMEN ARE INSPIRED TO CONNECT, LEAD, GROW AND SERVE.

Program Service Accomplishments

Program 1

LOCAL COLLEGIATE CHAPTER OF ALPHA CHI OMEGA FRATERNITY, INC. THROUGH OUR REAL. STRONG. WOMEN. EXPERIENCE, OUR MEMBERS SEEK TO BECOME THE BEST VERSION OF THEMSELVES. THROUGH ALPHA CHI OMEGA PROGRAMS AND THE COMMUNITY BUILT WITHIN EACH CHAPTER, MEMBERS DISCOVER WHAT OUR VALUES OF WISDOM, DEVOTION AND ACHIEVEMENT MEAN TO THEM AND HOW THEY CAN HAVE AN IMPACT ON OUR FRATERNITY AND OUR WORLD.

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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 $5,930

Program Service Revenue $1,630,668

Investment Income $1,580

Other Revenue $0

TOTAL REVENUE $1,638,178

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,515,124

TOTAL EXPENSES $1,515,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,638,178	$559,166	+1.9%
Expenses	$1,515,124	$304,475	+4.0%
Net Income	$123,054	$254,691	-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

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
ALEXANDRA SHAPIRO 1223 TO 1124	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
HAYES WILKINSON 1124 TO 1125	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
IVY SOUCHERAY 1223 TO 1124	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
DEEGAN MACK 1124 TO 1125	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
ELENA EISEN 1223 TO 1124	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
KAYLEE SHARP 1124 TO 1125	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
CHELSEA SHUMATE 1223 TO 0824	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
SYDNEY GLENN 0824 TO 1224	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
GRACE FISCHER 1224 TO 0525	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
GABRIELLE BRENNAN 0525 TO 1225	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
LAUREN DODSON 1223 TO 1124	VP FINANCE	2.00	Officer Director	$0	$0	$0
GRACE LEPPARD 1124 TO 1125	VP FINANCE	2.00	Officer Director	$0	$0	$0
ERICKA ZIMMER 1223 TO 1124	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
MIA KARALIUS 1124 TO 1125	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
CAROLINE WAHL 1223 TO 1124	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
ANASTASIA BAZIANOS 1124 TO 1125	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
JILLIAN PRYOR 1223 TO 1124	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
EDEN HANSEN 1124 TO 1125	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
AMANDA BACHERT 1223 TO 1124	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
JILLIAN DEMPSEY 1124 TO 1125	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
GABRIELA MCNAMEE 1223 TO 1124	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
NATALIE CARRIL 1124 TO 1125	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
JULIE MULLINS 1223 TO 1124	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
JULIA VELOCCI 1124 TO 1125	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
GRACE PORTER 1223 TO 1124	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
ELLIE TSAHALIS 1124 TO 1125	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
BENTLEY KEMBLE 1223 TO 1124	VP RITUAL AND FRATERNITY APPRECIATION	2.00	Officer Director	$0	$0	$0
MEGAN GARRITY 1124 TO 1125	VP RITUAL AND FRATERNITY APPRECIATION	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	$1,638,178	$1,515,124	$456,815	$123,054

THETA UPSILON CHAPTER OF ALPHA CHI OMEGA FRATERNITY INC