ZETA UPSILON CHAPTER ALPHA CHI OME… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

JULIE PETERSEN

Phone

3175795050

Tax Period

2024-08-01 to 2025-07-31

ZETA UPSILON CHAPTER ALPHA CHI OMEGA FRATERNITY INC, founded in 1983, is a small nonprofit that reported $369K in total revenue in fiscal year 2024. Revenue surged 149% from the prior year, signaling strong growth momentum.

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $203

Program Service Revenue $375,507

Investment Income $2,086

Other Revenue $-8,334

TOTAL REVENUE $369,462

Expense Breakdown

Grants Paid $13,305

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $353,721

TOTAL EXPENSES $367,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$369,462	$148,242	+1.5%
Expenses	$367,026	$117,688	+2.1%
Net Income	$2,436	$30,554	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

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
LYNDSEY JAMES 1222 TO 0125	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGARET IRVINE 0125 TO 1225	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY FANNIE 0623 TO 0125	SOCIAL CHAIR	2.00	Officer Director	$0	$0	$0
NYSHA ADUSUMILLI 0125 TO 0825	SOCIAL CHAIR	2.00	Officer Director	$0	$0	$0
HANNAH BOLENDER 1223 TO 0125	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
EMMA KELLY 0525 TO 1225	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
JIYA VAIDYA 1223 TO 1225	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
CHANTAL CASTILLO 0524 TO 0125	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
BEATRICE SAMPO 0125 TO 0525	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
NAIA WOODS 0525 TO 0625	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
MAGGIE ROOK 0625 TO 1225	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
DEVANGHI MISRA 1223 TO 0125	VP FINANCE	2.00	Officer Director	$0	$0	$0
JULIE PETERSEN 0125 TO 1225	VP FINANCE	2.00	Officer Director	$0	$0	$0
HANNAH CARABALLO 1223 TO 1225	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
MARGARET IRVINE 0423 TO 0125	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
MADELINE VLAEMINCK 0125 TO 0425	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
JAZLYN LY 0525 TO 1225	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
AVA VORABHANDA 0524 TO 0125	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
CHANTAL CASTILLO 0125 TO 1225	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
EMMA KELLY 1223 TO 0125	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
ELIZABETH BERRY 0125 TO 0825	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
ELIZABETH BERRY 1223 TO 0125	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
NICOLE FEIJO 0125 TO 1225	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
NIKKI AMIR DASTMALCHI 0224 TO 0125	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
MARY FANNIE 0125 TO 1225	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
KEIRSTEN MARCY 0224 TO 0125	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
AYATI MURALIDAR 0125 TO 1225	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
YOSHNA VENKATARAMAN 0125 TO 0425	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
REBECCA AHN 0425 TO 1225	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
CARIS GOEBEL 1223 TO 0924	VP RITUAL AND FRATERNITY APPRECIATION	2.00	Officer Director	$0	$0	$0
AMALIA RAINFORD DREIBELBIS 0325 TO	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	$369,462	$367,026	$197,790	$2,436

ZETA UPSILON CHAPTER ALPHA CHI OMEGA FRATERNITY INC