CHI OMEGA FRATERNITY (EIN 560548133) - 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

1923

Legal Domicile

Principal Officer

MARGUERITE STOUSE

Phone

7047787952

Tax Period

2024-07-01 to 2025-06-30

CHI OMEGA FRATERNITY, founded in 1923, is a small nonprofit that reported $306K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE EPSILON BETA CHAPTER OF CHI OMEGA AIMS TO SUPPORT AND ENHANCE THE EXPERIENCE OF COLLEGIATE WOMEN IN THE AREAS OF FRIENDSHIP, PERSONAL INTEGRITY, SERVICE TO OTHERS, ACADEMIC EXCELLENCE AND INTELLECTUAL PURSUITS, COMMUNITY AND CAMPUS INVOLVEMENT, AND PERSONAL AND CAREER DEVELOPMENT.

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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 $10,000

Program Service Revenue $289,975

Investment Income $562

Other Revenue $5,034

TOTAL REVENUE $305,571

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $305,365

TOTAL EXPENSES $312,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$305,571	$275,338	+0.1%
Expenses	$312,365	$234,811	+0.3%
Net Income	$-6,794	$40,527	-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
CHELSEA COLEMAN	PRESIDENT	6.00	Officer Director	$0	$0	$0
ALLISON PREBLE	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
CAROLINE OWEN	SECRETARY	3.00	Officer Director	$0	$0	$0
MARGUERITE STOUSE	TREASURER	8.00	Officer Director	$0	$0	$0
MARGARET POPE	NEW MEMBER EDUCATOR	10.00	Director	$0	$0	$0
MARY HAYES	PERSONNEL CHAIR	4.00	Director	$0	$0	$0
MARIA JONES	RECRUITMENT CHAIR	10.00	Director	$0	$0	$0
LILLI JEWEL	PANHELLENIC DELEGATE	2.00	Director	$0	$0	$0
HOPE HYLINSKI	DIRECTOR OF PROGRAMMING	4.00	Director	$0	$0	$0
ADETI MOHANSELVAN	DIVERSITY, EQUITY, & INCLUSION (DEI) CHAIR	2.00	Director	$0	$0	$0
ELIZABETH BARTON	SOCIAL CHAIR	4.00	Director	$0	$0	$0
SAMANTHA ABRAMS	SOCIAL CHAIR	4.00	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	$305,571	$312,365	$242,801	$-6,794
2024	$275,338	$234,811	$239,691	$40,527
2023	$255,395	$232,148	$189,196	$23,247
2022	$259,880	$192,054	$163,125	$67,826
2021	$52,871	$95,583	$93,819	$-42,712
2020	$185,288	$164,455	$137,380	$20,833
2019	$244,390	$214,375	$115,578	$30,015
2018	$267,007	$242,587	$85,563	$24,420

CHI OMEGA FRATERNITY