CHI OMEGA FRATERNITY NU BETA CHAPTER (EIN 636050290) - 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

1922

Legal Domicile

Principal Officer

ALICE TERRY

Phone

8002766342

Tax Period

2023-07-01 to 2024-06-30

CHI OMEGA FRATERNITY NU BETA CHAPTER, founded in 1922, is a small nonprofit that reported $570K in total revenue in fiscal year 2018. The organization ran a surplus of $87K, a strong 15% operating margin.

Mission

LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL SORORITY.

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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 $0

Program Service Revenue $770,707

Investment Income $81

Other Revenue $16,115

TOTAL REVENUE $786,903

Expense Breakdown

Grants Paid $50,068

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $677,157

TOTAL EXPENSES $727,225

Year-over-Year Comparison

	2023	2022	Change
Revenue	$786,903	$668,919	+0.2%
Expenses	$727,225	$681,254	+0.1%
Net Income	$59,678	$-12,335	-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

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
KENNEDY BOWLIN	NEW MEMBER E	N/A	Officer	$0	$0	$0
KENDALL BRASWELL	DIRECTOR OF	N/A	Officer	$0	$0	$0
MEG FULLEN	RECRUITMENT	N/A	Officer	$0	$0	$0
AVERI GOECKS	PERSONNEL	N/A	Officer	$0	$0	$0
AUBREI GRISAFFE	DIB CHAIR	N/A	Officer	$0	$0	$0
ANNE LAUREN INGRAM	RECRUITMENT	N/A	Officer	$0	$0	$0
LILLY NOBLE	VICE PRESIDE	N/A	Officer	$0	$0	$0
KATE NOLAN	FACILITY MAN	N/A	Officer	$0	$0	$0
ANNA LOUISE PARKER	RECRUITMENT	N/A	Officer	$0	$0	$0
ANNA PLAUCHE	NEW MEMBER E	N/A	Officer	$0	$0	$0
COUNTS SHANKS	PANHELLENIC	N/A	Officer	$0	$0	$0
NIKOLETTA SHOCKLEY	SECRETARY	N/A	Officer	$0	$0	$0
MORGAN SMITH	TREASURER	N/A	Officer	$0	$0	$0
ALICE TERRY	PRESIDENT	N/A	Officer	$0	$0	$0
KATHERINE WARREN	NEW MEMBER E	N/A	Officer	$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	$786,903	$727,225	$628,486	$59,678
2023	$668,919	$681,254	$270,868	$-12,335
2022	$603,872	$547,030	$507,063	$56,842
2021	$524,000	$377,444	$226,221	$146,556
2020	$550,583	$1,042,861	$79,665	$-492,278
2019	$569,697	$482,825	$784,943	$86,872

CHI OMEGA FRATERNITY NU BETA CHAPTER