CHI OMEGA HOUSE CORPORATION MU BETA CHAPTER (EIN 510234811) - Form 990 Financial Analysis & Trantor Score

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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

1939

Legal Domicile

Principal Officer

NAN PETERSON

Phone

7065495870

Tax Period

2023-07-01 to 2024-06-30

CHI OMEGA HOUSE CORPORATION MU BETA CHAPTER, founded in 1939, is a small nonprofit that reported $765K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $707K left a modest 8% surplus.

Mission

TO SUPPORT COLLEGE SORORITY DEVOTED TO EDUCATIONAL AND SOCIAL DEVELOPMENT OF 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $761,683

Investment Income $2,968

Other Revenue $0

TOTAL REVENUE $764,651

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,375

Fundraising Expenses $0

Program Expenses $706,780

Other Expenses $593,405

TOTAL EXPENSES $706,780

Year-over-Year Comparison

	2023	2022	Change
Revenue	$764,651	$1,397,949	-0.5%
Expenses	$706,780	$1,712,592	-0.6%
Net Income	$57,871	$-314,643	-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

Employees

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
NAN PETERSON	PRESIDENT/TR	2.00	Officer	$0	$0	$0
LEE ZELL	VICE PRESIDE	1.00	Officer	$0	$0	$0
MARY SUSAN WHEELER	SECRETARY	1.00	Officer	$0	$0	$0
BLAIR BURSON	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2024	$764,651	$706,780	$1,923,370	$57,871
2023	$1,397,949	$1,712,592	$1,992,420	$-314,643
2022	$697,483	$615,352	$2,201,252	$82,131
2021	$679,124	$558,207	$1,448,527	$120,917
2020	$519,137	$641,891	$1,280,317	$-122,754
2019	$572,977	$515,453	$1,365,292	$57,524
2018	$585,948	$581,211	$1,306,417	$4,737

CHI OMEGA HOUSE CORPORATION MU BETA CHAPTER