BETA EPSILON 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

1928

Legal Domicile

Principal Officer

GENEVIEVE WYNSMA

Phone

3175795050

Tax Period

2024-08-01 to 2025-07-31

BETA EPSILON CHAPTER OF ALPHA CHI OMEGA FRATERNITY, founded in 1928, is a small nonprofit that reported $943K in total revenue in fiscal year 2024. Revenue surged 154% from the prior year, signaling strong growth momentum. Expenses of $906K left a modest 4% surplus.

Mission

ALPHA CHI OMEGA SHAPES THE FUTURE THROUGH THE POWERFUL, TRANSFORMATIVE AND EVERLASTING CONNECTIONS OF REAL, STRONG WOMEN.

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 $1,670

Program Service Revenue $949,179

Investment Income $3,018

Other Revenue $-11,213

TOTAL REVENUE $942,654

Expense Breakdown

Grants Paid $2,960

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $902,792

TOTAL EXPENSES $905,752

Year-over-Year Comparison

	2024	2023	Change
Revenue	$942,654	$371,029	+1.5%
Expenses	$905,752	$306,722	+2.0%
Net Income	$36,902	$64,307	-0.4%

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
ASHLEY PATTERSON 1123 TO 1124	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
LILLIAN WHYNOTT 1124 TO 1225	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
JULIA HAITAIAN 1223 TO 1124	SOCIAL CHAIR	2.00	Officer Director	$0	$0	$0
COURTNEY ATKINSON 1223 TO 1124	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
AYATHI GADDAM 1124 TO 1225	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
AYATHI GADDAM 1223 TO 1124	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
ALYX KUHLMAN 1124 TO 0126	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
LILLIAN WHYNOTT 1223 TO 1124	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
NORA HAVEMEIER 1124 TO 1225	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
KELLY WEBB 1223 TO 1124	VP FINANCE	2.00	Officer Director	$0	$0	$0
GENEVIEVE WYNSMA 1124 TO 1225	VP FINANCE	2.00	Officer Director	$0	$0	$0
KARLI SMITH 1223 TO 1124	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
EMERSON WOOD 1124 TO 1225	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
LILY RYSZKA 1223 TO 1124	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
GRACIE SPEZIA 1124 TO 1225	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
AUTUMN CAMPBELL 1223 TO 1124	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
MELAYNA VANGESSEL 1124 TO 1225	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
KATHRYN JOHNSON 1223 TO 1124	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
OLIVIA FREITAG 1124 TO 1225	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
MAXINE RANN 1223 TO 1124	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
MERYL PLANTE 1124 TO 1225	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
MACKENNA THEKAN 1223 TO 1124	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
AMANDA SOLFERINO 1124 TO 1225	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
KERRI BERKEY 1223 TO 1124	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
ALEXA FRAS 1124 TO 1225	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
MONIQUE BRISSON 1223 TO 1124	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
RYLEE HALL 1124 TO 1225	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
JUSTINA BLOCH 1223 TO 1124	VP RITUAL AND FRATERNITY APPRECIATION	2.00	Officer Director	$0	$0	$0
CHARLOTTE MCLEAN 1124 TO 1225	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	$942,654	$905,752	$368,241	$36,902

BETA EPSILON CHAPTER OF ALPHA CHI OMEGA FRATERNITY