ALPHA UPSILON CHAPTER OF ALPHA CHI OMEGA FRATERNITY INC

EIN: 630007480

INDIANAPOLIS, IN

Total Revenue
$796,858
Total Expenses
$781,340
Total Assets
$143,307
Net Assets
$143,292
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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
1924
Legal Domicile
AL
Principal Officer
EMMA PARMENTER
Phone
3175795050
Tax Period
2024-08-01 to 2025-07-31

ALPHA UPSILON CHAPTER OF ALPHA CHI OMEGA FRATERNITY INC, founded in 1924, is a small nonprofit that reported $797K in total revenue in fiscal year 2024. Revenue surged 216% 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 $0
Program Service Revenue $796,858
Investment Income $0
Other Revenue $0
TOTAL REVENUE $796,858

Expense Breakdown

Grants Paid $19,387
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $761,953
TOTAL EXPENSES $781,340

Year-over-Year Comparison

2024 2023 Change
Revenue $796,858 $252,000 +2.2%
Expenses $781,340 $301,406 +1.6%
Net Income $15,518 $-49,406 -1.3%
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
14
Independent Members
14
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
MARY MILLER 1223 TO 1224 CHAPTER PRESIDENT 2.00
Officer Director
$0 $0 $0
MARILYN SWINT 1224 TO 0425 CHAPTER PRESIDENT 2.00
Officer Director
$0 $0 $0
MARILYN SWINT 1224 TO 1225 CHAPTER PRESIDENT 2.00
Officer Director
$0 $0 $0
SHELBY PERKINS 1223 TO 1224 SOCIAL CHAIR 2.00
Officer Director
$0 $0 $0
ELIZABETH WILLIAMS 1224 TO 1225 SOCIAL CHAIR 2.00
Officer Director
$0 $0 $0
CATHERINE GRAY 1223 TO 1224 VP CHAPTER RELATIONS AND STANDARDS 2.00
Officer Director
$0 $0 $0
STELLA DEGRAFFENRIED 1224 TO 1225 VP CHAPTER RELATIONS AND STANDARDS 2.00
Officer Director
$0 $0 $0
ALEXA WARNER 1223 TO 1224 VP DIVERSITY, EQUITY AND INCLUSION 2.00
Officer Director
$0 $0 $0
HATTIE VYHLIDAL 1224 TO 1225 VP DIVERSITY, EQUITY AND INCLUSION 2.00
Officer Director
$0 $0 $0
MARILYN SWINT 1223 TO 1224 VP FACILITY OPERATIONS 2.00
Officer Director
$0 $0 $0
MARY MAGEE 1224 TO 1225 VP FACILITY OPERATIONS 2.00
Officer Director
$0 $0 $0
SARAH THOMAS 1223 TO 1224 VP FINANCE 2.00
Officer Director
$0 $0 $0
EMMA PARMENTER 1224 TO 1225 VP FINANCE 2.00
Officer Director
$0 $0 $0
SHAWN TUCKER 1223 TO 1224 VP INTELLECTUAL DEVELOPMENT 2.00
Officer Director
$0 $0 $0
CATHARINE STOCKSTILL 1224 TO 1225 VP INTELLECTUAL DEVELOPMENT 2.00
Officer Director
$0 $0 $0
AINSLEY VEATCH 1223 TO 1224 VP MEMBER PROGRAMMING 2.00
Officer Director
$0 $0 $0
AINSLEY VEATCH 1224 TO 1225 VP MEMBER PROGRAMMING 2.00
Officer Director
$0 $0 $0
GRACE MILLS 1223 TO 1224 VP NEW MEMBER EDUCATION 2.00
Officer Director
$0 $0 $0
ELIZABETH DUVALL 1224 TO 1225 VP NEW MEMBER EDUCATION 2.00
Officer Director
$0 $0 $0
EMMA CHURCH 1223 TO 1224 VP PHILANTHROPY 2.00
Officer Director
$0 $0 $0
LAUREN BONIKOWSKI 1224 TO 1225 VP PHILANTHROPY 2.00
Officer Director
$0 $0 $0
NATALIE DAVIS 1222 TO 1224 VP PUBLIC RELATIONS AND MARKETING 2.00
Officer Director
$0 $0 $0
LAUREN SOWERS 1224 TO 1225 VP PUBLIC RELATIONS AND MARKETING 2.00
Officer Director
$0 $0 $0
CEILIA REAVES 1223 TO 1224 VP RECRUITMENT 2.00
Officer Director
$0 $0 $0
MARGARET UTLAUT 1224 TO 1225 VP RECRUITMENT 2.00
Officer Director
$0 $0 $0
RACHEL ROBBINS 1223 TO 1224 VP RECRUITMENT INFORMATION 2.00
Officer Director
$0 $0 $0
ANNA DUVALL 1224 TO 1225 VP RECRUITMENT INFORMATION 2.00
Officer Director
$0 $0 $0
KATELYN ROGERS 1223 TO 1224 VP RISK MANAGEMENT 2.00
Officer Director
$0 $0 $0
TAYLOR WRIGHT 1224 TO 1225 VP RISK MANAGEMENT 2.00
Officer Director
$0 $0 $0
ISABELLA BRICKL 1223 TO 1224 VP RITUAL AND FRATERNITY APPRECIATION 2.00
Officer Director
$0 $0 $0
MACALLISTER MCLAUGHLIN 1224 TO 122 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 $796,858 $781,340 $143,307 $15,518
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