BETA SIGMA CHAPTER ALPHA CHI OMEGA… - 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

1938

Legal Domicile

Principal Officer

SUZANNA MEYER

Phone

3175795050

Tax Period

2024-08-01 to 2025-07-31

BETA SIGMA CHAPTER ALPHA CHI OMEGA FRATERNITY INC, founded in 1938, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 147% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 5% surplus.

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 $21,304

Program Service Revenue $1,902,057

Investment Income $4,487

Other Revenue $-14,473

TOTAL REVENUE $1,913,375

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,813,922

TOTAL EXPENSES $1,814,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,913,375	$775,180	+1.5%
Expenses	$1,814,422	$711,384	+1.6%
Net Income	$98,953	$63,796	+0.6%

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
CHLOE MULLIS 1223 TO 1224	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
HANNAH HIGBEA 1224 TO 1225	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
MEGAN MILES 1223 TO 1224	SOCIAL CHAIR	2.00	Officer Director	$0	$0	$0
MELIS DENAUX 1224 TO 1225	SOCIAL CHAIR	2.00	Officer Director	$0	$0	$0
MAKENA PEARCE 1223 TO 1224	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
SOPHIA IVES 1224 TO 1225	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
DEVIKA SHARMA 1223 TO 1224	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
ELIZABETH RYAN 1224 TO 1225	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
KATHERINE MONGELLI 1223 TO 1224	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
ANA HOLMAN 1224 TO 1225	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
HANNAH HIGBEA 1223 TO 1224	VP FINANCE	2.00	Officer Director	$0	$0	$0
SUZANNA MEYER 1224 TO 1225	VP FINANCE	2.00	Officer Director	$0	$0	$0
EDY LEE 1224 TO 1225	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
HADEN DRAKE 1223 TO 1224	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
AUDREY FRANK 1224 TO 1225	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
BEATRIZ MARTINS 1223 TO 1224	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
MADDIE KIRKLAND 1224 TO 1225	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
HANNAH O'KELLEY 1223 TO 1224	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
MADELYN COWAN 1224 TO 1225	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
DARCI DILLARD 1223 TO 1224	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
EMMA HALLECK 1224 TO 1225	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
SAMMIE STRINGER 1223 TO 1224	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
KAILAH PARTRIDGE 1224 TO 1225	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
SOPHIA STAMPFL 1223 TO 1224	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
MADELEINE MOORE 1224 TO 1225	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
ISABELLA VARRONE 1223 TO 1224	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
DANIELLE BENNETT 1224 TO 1225	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
MADELYN WEAVER 1223 TO 1224	VP RITUAL AND FRATERNITY APPRECIATION	2.00	Officer Director	$0	$0	$0
KARI BRITTON 1224 TO 1225	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	$1,913,375	$1,814,422	$554,207	$98,953

BETA SIGMA CHAPTER ALPHA CHI OMEGA FRATERNITY INC