ZETA SIGMA CHAPTER OF ALPHA CHI OM… - 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

1983

Legal Domicile

Principal Officer

ROWAN HENDREN

Phone

3175795050

Tax Period

2024-08-01 to 2025-07-31

ZETA SIGMA CHAPTER OF ALPHA CHI OMEGA FRATERNITY, founded in 1983, is a small nonprofit that reported $676K in total revenue in fiscal year 2024. Revenue surged 117% 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.

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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 $2,835

Program Service Revenue $679,680

Investment Income $174

Other Revenue $-7,017

TOTAL REVENUE $675,672

Expense Breakdown

Grants Paid $2,349

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $686,180

TOTAL EXPENSES $688,529

Year-over-Year Comparison

	2024	2023	Change
Revenue	$675,672	$311,193	+1.2%
Expenses	$688,529	$236,479	+1.9%
Net Income	$-12,857	$74,714	-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

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
LACEY KELLETT 1123 TO 0125	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
AVERY BURTIN 0125 TO 0126	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
ZOEY RONCO 0125 TO 0126	SOCIAL CHAIR	2.00	Officer Director	$0	$0	$0
SOPHIA SHANNON 1123 TO 0125	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
GRACIE MARSH 0125 TO 0126	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
ZOIE COSTELLO 0124 TO 0125	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
CARLEY SMITH 0125 TO 0126	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
RILEY SCHRAG 1123 TO 0125	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
CHARLOTTE PRETESEILLE 0725 TO 0126	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
LINNEA FRAZIER 1123 TO 0125	VP FINANCE	2.00	Officer Director	$0	$0	$0
ROWAN HENDREN 0125 TO 0126	VP FINANCE	2.00	Officer Director	$0	$0	$0
RILEY HOWDESHELL 1123 TO 0125	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
ELIZABETH DALTON 0125 TO 0126	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
HOPE GOODYEAR 1123 TO 0125	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
GRACEANNE BERTRAM 0125 TO 0126	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
MACY NEW 1123 TO 0125	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
HALEY ROUMPOS 0125 TO 0126	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
CATIE SMITH 1123 TO 0125	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
ABIGAIL SAMEK 0125 TO 0126	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
VALERIA ALAMINA 0124 TO 0125	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
ISABELLA OLIVER 0125 TO 0126	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
LYDIA HILBING 1123 TO 0125	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
LINNEA FRAZIER 0125 TO 0126	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
NYLYNN FORTNER 1123 TO 0125	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
ADDISON GRAHAM 0125 TO 0126	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
ERIN HERBERHOLT 1123 TO 0125	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
ANNE KOVACS 0125 TO 0126	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
PAIGE LURKINS 1123 TO 0125	VP RITUAL AND FRATERNITY APPRECIATION	2.00	Officer Director	$0	$0	$0
RUBY SPRENGER 0125 TO 0126	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	$675,672	$688,529	$125,045	$-12,857

ZETA SIGMA CHAPTER OF ALPHA CHI OMEGA FRATERNITY