CHI OMEGA FRATERITY LAMBDA GAMMA CHAPTER (EIN 510211033) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1927

Legal Domicile

Principal Officer

ANNA STRICKLAND

Phone

8438069349

Tax Period

2024-07-01 to 2025-06-30

CHI OMEGA FRATERITY LAMBDA GAMMA CHAPTER, founded in 1927, is a small nonprofit that reported $270K in total revenue in fiscal year 2019. Expenses of $239K left a modest 11% surplus.

Mission

THE PURPOSES OF THIS ORGANIZATION ARE TO PROMOTE FRIENDSHIP, HIGH STANDARDS OF PERSONNEL, SINCERE LEARNING AND CREDIBLE SCHOLARSHIP, PARTICIPATION IN CAMPUS ACTIVITIES, COMMUNITY SERVICE, AND CAREER DEVELOPMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $433,741

Investment Income $444

Other Revenue $11,757

TOTAL REVENUE $445,942

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $4,283

Other Expenses $335,721

TOTAL EXPENSES $427,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$445,942	$377,150	+0.2%
Expenses	$427,666	$382,467	+0.1%
Net Income	$18,276	$-5,317	-4.4%

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

212

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
CHANEE WOO	Treasurer	5.00	Officer Director	$0	$0	$0
IDALIA DE BEER	President	5.00	Officer Director	$0	$0	$0
OLIVIA ZELENKA	Vice President	3.00	Officer Director	$0	$0	$0
TAYLOR LEDBETTER	Secretary	3.00	Officer Director	$0	$0	$0
SOPHIE POLK	Director	4.00	Director	$0	$0	$0
ANNAGRACE PARMER	Director	3.00	Director	$0	$0	$0
SARAGRACE MINNIG	Director	2.00	Director	$0	$0	$0
SOPHIA SARRAZIN	Director	2.00	Director	$0	$0	$0
PIA ZUFFOLETTI	Director	3.00	Director	$0	$0	$0
FAITH RYAN	Director	4.00	Director	$0	$0	$0
ANNA DOUGLAS PIPER	Director	2.00	Director	$0	$0	$0
ELISE BOWEN	Director	3.00	Director	$0	$0	$0
ANNABEL LAWTON	President	15.00	Officer Director	$0	$0	$0
STEPHANIE LIU	VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
MEGAN VANDER WIELE	SECRETARY	8.00	Officer Director	$0	$0	$0
CHASE YOUNG	TREASURER	8.00	Officer Director	$0	$0	$0
CHLOE COOPER	DIRECTOR	6.00	Director	$0	$0	$0
NORA BAME	DIRECTOR	6.00	Director	$0	$0	$0
BRYNN LITTLE	DIRECTOR	6.00	Director	$0	$0	$0
FRANNY STROIK	DIRECTOR	6.00	Director	$0	$0	$0
MORGAN SHUPACK	DIRECTOR	6.00	Director	$0	$0	$0
LINDSEY OBUA	DIRECTOR	6.00	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	$445,942	$427,666	$94,410	$18,276
2024	$377,150	$382,467	$76,134	$-5,317
2023	$403,920	$379,707	$80,697	$24,213
2022	$367,240	$370,368	$56,484	$-3,128
2021	$158,999	$189,890	$59,612	$-30,891
2020	$270,261	$239,371	$90,503	$30,890

CHI OMEGA FRATERITY LAMBDA GAMMA CHAPTER