EPSILON BETA OF CHI OMEGA FOUNDATION (EIN 560654921) - 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

1953

Legal Domicile

Principal Officer

ANN WOOTEN

Phone

9196043426

Tax Period

2024-07-01 to 2025-06-30

EPSILON BETA OF CHI OMEGA FOUNDATION, founded in 1953, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 66% operating margin.

Mission

MAINTAIN COLLEGE SORORITY

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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 $1,808,714

Program Service Revenue $586,069

Investment Income $-69,348

Other Revenue $11,337

TOTAL REVENUE $2,336,772

Expense Breakdown

Grants Paid $0

Salaries & Benefits $232,279

Fundraising Expenses $0

Other Expenses $436,262

TOTAL EXPENSES $798,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,336,772	$1,596,069	+0.5%
Expenses	$798,291	$1,213,529	-0.3%
Net Income	$1,538,481	$382,540	+3.0%

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
ANN WOOTEN	PRESIDENT	0.50	Officer Director	$0	$0	$0
SALLY OTT	HOUSE MANAGER	0.50	Officer Director	$0	$0	$0
MARY BEAVER	SCHOLARSHIP	0.50	Officer Director	$0	$0	$0
MARLENE BATCHELOR	ALTERNATE BOARD MEMBER	0.50	Director	$0	$0	$0
ANN COWAN	ALTERNATE BOARD MEMBER	0.50	Director	$0	$0	$0
ELIZABETH DANIEL	ALTERNATE BOARD MEMBER	0.50	Director	$0	$0	$0
KENDRICK FENDRESS	ALTERNATE BOARD MEMBER	0.50	Director	$0	$0	$0
KATHERINE GRIFFITH	ALTERNATE BOARD MEMBER	0.50	Director	$0	$0	$0
JEAN NEESE	ALTERNATE BOARD MEMBER	0.50	Director	$0	$0	$0
EMILY WARREN	ALTERNATE BOARD MEMBER	0.50	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	$2,336,772	$798,291	$7,689,413	$1,538,481
2024	No data	No data	No data	No data
2023	$1,127,801	$1,079,092	$2,848,902	$48,709
2022	$1,054,774	$757,382	$2,776,455	$297,392
2021	$439,230	$645,080	$2,452,190	$-205,850
2020	$683,368	$700,463	$2,642,973	$-17,095
2019	$778,889	$723,290	$2,650,524	$55,599
2018	$790,241	$758,368	$2,566,785	$31,873

EPSILON BETA OF CHI OMEGA FOUNDATION