ALPHA CHI OMEGA HOUSE CORPORATION … - 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

1922

Legal Domicile

Principal Officer

MISSI SCHOEN

Phone

8165096686

Tax Period

2024-08-01 to 2025-07-31

ALPHA CHI OMEGA HOUSE CORPORATION FOR PHI CHAPTER, founded in 1922, is a small nonprofit that reported $449K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $418K left a modest 7% surplus.

Mission

PROVIDE UNIVERSITY LODGING AND ACTIVITIES FOR THE EDUCATIONAL AND SOCIAL BENEFITS OF ITS MEMBERS

Program Service Accomplishments

Program 1

PROVIDE UNIVERSITY LODGING AND ACTIVITIES FOR THE EDUCATIONAL AND SOCIAL BENEFITS OF 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 $17,702

Program Service Revenue $429,972

Investment Income $51

Other Revenue $1,711

TOTAL REVENUE $449,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $418,175

TOTAL EXPENSES $418,175

Year-over-Year Comparison

	2024	2023	Change
Revenue	$449,436	$393,713	+0.1%
Expenses	$418,175	$311,079	+0.3%
Net Income	$31,261	$82,634	-0.6%

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
MISSI SCHOEN	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEPHANIE SPRATT	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKE SORENSON	TREASURER	5.00	Officer Director	$0	$0	$0
AMY GNAU	SECRETARY	1.00	Officer Director	$0	$0	$0
AMIE WENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
HOPE REEDER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
STACY ABERNETHY	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE MANTHEI	BOARD MEMBER	1.00	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	$449,436	$418,175	$3,010,605	$31,261
2024	$393,713	$311,079	$3,042,571	$82,634
2023	$378,269	$318,623	$3,019,711	$59,646
2022	$336,556	$294,938	$3,016,871	$41,618
2021	$270,028	$210,045	$3,012,709	$59,983
2020	$295,767	$271,439	$2,990,463	$24,328
2019	$334,005	$235,282	$3,023,599	$98,723
2018	$298,600	$221,465	$2,967,126	$77,135

ALPHA CHI OMEGA HOUSE CORPORATION FOR PHI CHAPTER