BETA ETA CHAPTER ALPHA CHI OMEGA FRATERNITY INC

EIN: 590140500

INDIANAPOLIS, IN

Total Revenue
$1,495,857
Total Expenses
$1,498,753
Total Assets
$439,082
Net Assets
$332,694
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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
1929
Legal Domicile
FL
Principal Officer
CAROLINE TOLLEFSEN
Phone
3175795050
Tax Period
2024-08-01 to 2025-07-31

BETA ETA CHAPTER ALPHA CHI OMEGA FRATERNITY INC, founded in 1929, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 88% 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...

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $89,726
Program Service Revenue $1,411,015
Investment Income $3,115
Other Revenue $-7,999
TOTAL REVENUE $1,495,857

Expense Breakdown

Grants Paid $55,000
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,443,753
TOTAL EXPENSES $1,498,753

Year-over-Year Comparison

2024 2023 Change
Revenue $1,495,857 $796,876 +0.9%
Expenses $1,498,753 $664,452 +1.3%
Net Income $-2,896 $132,424 -1.0%
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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
35

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
31
$0
Total Directors
31
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MADISON SHOSTACK 0124 TO 0125 CHAPTER PRESIDENT 2.00
Officer Director
$0 $0 $0
MARISSA MOORE 0125 TO 1225 CHAPTER PRESIDENT 2.00
Officer Director
$0 $0 $0
ELLIE GUTIERREZ 0124 TO 1224 SOCIAL CHAIR 2.00
Officer Director
$0 $0 $0
MIRA SCANNAPIECO 1224 TO 0525 SOCIAL CHAIR 2.00
Officer Director
$0 $0 $0
SOPHIA INGUANZO 0525 TO 1125 SOCIAL CHAIR 2.00
Officer Director
$0 $0 $0
REESE RIEZINGER 0124 TO 1224 VP CHAPTER RELATIONS AND STANDARDS 2.00
Officer Director
$0 $0 $0
CLARE OTTESEN 1224 TO 1125 VP CHAPTER RELATIONS AND STANDARDS 2.00
Officer Director
$0 $0 $0
MARGUERITE RWIL 0124 TO 1224 VP DIVERSITY, EQUITY AND INCLUSION 2.00
Officer Director
$0 $0 $0
SYDNEY GREINER 1224 TO 1125 VP DIVERSITY, EQUITY AND INCLUSION 2.00
Officer Director
$0 $0 $0
ELAINE CUNNINGHAM 0124 TO 1224 VP FACILITY OPERATIONS 2.00
Officer Director
$0 $0 $0
THAYNARA TERRA 1224 TO 1125 VP FACILITY OPERATIONS 2.00
Officer Director
$0 $0 $0
BROOKE ANGERS 0124 TO 1224 VP FINANCE 2.00
Officer Director
$0 $0 $0
CAROLINE TOLLEFSEN 1224 TO 1225 VP FINANCE 2.00
Officer Director
$0 $0 $0
JULIE MOUHICA 0124 TO 1224 VP INTELLECTUAL DEVELOPMENT 2.00
Officer Director
$0 $0 $0
HAYLEY LITTLE 1224 TO 1125 VP INTELLECTUAL DEVELOPMENT 2.00
Officer Director
$0 $0 $0
NATALIE JOHNS 0124 TO 1224 VP MEMBER PROGRAMMING 2.00
Officer Director
$0 $0 $0
ADDISON BOWMAN 1224 TO 1125 VP MEMBER PROGRAMMING 2.00
Officer Director
$0 $0 $0
AMELIA CHUNG 0124 TO 1224 VP NEW MEMBER EDUCATION 2.00
Officer Director
$0 $0 $0
VEGA SCHOLPP 1224 TO 1125 VP NEW MEMBER EDUCATION 2.00
Officer Director
$0 $0 $0
CLAIRE SCIANDRA 0124 TO 1224 VP PHILANTHROPY 2.00
Officer Director
$0 $0 $0
ANNE KALLIS 1224 TO 1125 VP PHILANTHROPY 2.00
Officer Director
$0 $0 $0
JULIA AMBROSE 0124 TO 1224 VP PUBLIC RELATIONS AND MARKETING 2.00
Officer Director
$0 $0 $0
NATALIA PRECIADO 0525 TO 1125 VP PUBLIC RELATIONS AND MARKETING 2.00
Officer Director
$0 $0 $0
ELLA KERBY 0124 TO 1224 VP RECRUITMENT 2.00
Officer Director
$0 $0 $0
TATUM CREIGHTON 1224 TO 1125 VP RECRUITMENT 2.00
Officer Director
$0 $0 $0
ELIZABETH JOHNSON 0124 TO 1224 VP RECRUITMENT INFORMATION 2.00
Officer Director
$0 $0 $0
GRACIE WEBSTER 1224 TO 1125 VP RECRUITMENT INFORMATION 2.00
Officer Director
$0 $0 $0
RAVINA PATEL 0124 TO 1224 VP RISK MANAGEMENT 2.00
Officer Director
$0 $0 $0
AVA NELSON 1224 TO 1125 VP RISK MANAGEMENT 2.00
Officer Director
$0 $0 $0
KEIRSTEN KEISTER 0124 TO 1224 VP RITUAL AND FRATERNITY APPRECIATION 2.00
Officer Director
$0 $0 $0
NATALIE GONZALEZ 1224 TO 1125 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 $1,495,857 $1,498,753 $439,082 $-2,896
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