CHI OMEGA FRATERNITY ALPHA BETA CHAPTER (EIN 636050289) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

GRACIE BARRANCO

Phone

3348447023

Tax Period

2023-07-01 to 2024-06-30

CHI OMEGA FRATERNITY ALPHA BETA CHAPTER, founded in 1923, is a small nonprofit that reported $379K in total revenue in fiscal year 2018.

Mission

TO PROMOTE THE DEVELOPMENT OF EDUCATION AND ADVANCEMENT IN THE LIFE OF ITS MEMBERS AND TO PROMOTE LASTING AND ENDURING FRIENDSHIPS AMONG ITS MEMBERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $412,187

Program Service Revenue $158,561

Investment Income $349

Other Revenue $56,595

TOTAL REVENUE $627,692

Expense Breakdown

Grants Paid $47,762

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $533,970

TOTAL EXPENSES $581,732

Year-over-Year Comparison

	2023	2022	Change
Revenue	$627,692	$513,184	+0.2%
Expenses	$581,732	$522,814	+0.1%
Net Income	$45,960	$-9,630	-5.8%

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

N/A

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
GRACIE BARRANCO	PRESIDENT	2.00	Director	$0	$0	$0
ASHLEY TAYLOR	VICE PRESIDENT	2.00	Director	$0	$0	$0
DANIELLE NORRIS	SECRETARY	2.00	Director	$0	$0	$0
GRAYSON SCOTT	TREASURER	2.00	Director	$0	$0	$0
CARA HERRING	PERSONNEL	2.00	Director	$0	$0	$0
PAIGE CAMPBELL	NEW MEMBER EDUCATOR	2.00	Director	$0	$0	$0
JULIA ANN BRATTON	PANHELLENIC CHAIR	2.00	Director	$0	$0	$0
BROOKE BOWLES	DIRECTOR OF PROGRAMMING	2.00	Director	$0	$0	$0
MOLLY WALDING	RECRUITMENT	2.00	Director	$0	$0	$0
AC WORRELL	RECRUITMENT	2.00	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	No data	No data	No data	No data
2024	$627,692	$581,732	$299,069	$45,960
2023	$513,184	$522,814	$253,960	$-9,630
2022	$474,597	$416,472	$263,747	$58,125
2021	$312,192	$296,880	$185,535	$15,312
2020	$340,378	$352,755	$189,178	$-12,377
2019	$378,562	$396,943	$182,388	$-18,381

CHI OMEGA FRATERNITY ALPHA BETA CHAPTER