THE NU BETA CHAPTER OF THE CHI OMEGA HOUSE ASSOCIATION INC (EIN 636091968) - 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

1956

Legal Domicile

Principal Officer

KATHLEEN ROTH

Phone

8002766342

Tax Period

2024-07-01 to 2025-06-30

THE NU BETA CHAPTER OF THE CHI OMEGA HOUSE ASSOCIATION INC, founded in 1956, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2018. The organization ran a surplus of $578K, a strong 18% operating margin.

Mission

PROVIDE MEALS AND HOUSING FOR UNDERGRADUATE CHAPTER OF 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 (2024)

Revenue Breakdown

Contributions & Grants $349,093

Program Service Revenue $4,488,590

Investment Income $262,719

Other Revenue $0

TOTAL REVENUE $5,100,402

Expense Breakdown

Grants Paid $328,960

Salaries & Benefits $84,679

Fundraising Expenses $74,419

Other Expenses $2,798,401

TOTAL EXPENSES $3,286,459

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,100,402	$4,059,216	+0.3%
Expenses	$3,286,459	$2,703,283	+0.2%
Net Income	$1,813,943	$1,355,933	+0.3%

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

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
LYNN ANDERSON	AT LARGE MEM	5.00	Director	$0	$0	$0
CINDY CADE PUGH	SECRETARY	5.00	Officer	$0	$0	$0
KATHLEEN ROTH	PRESIDENT	5.00	Officer	$0	$0	$0
SARAH BETH SPEARING	TREASURER	0.00	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	$5,100,402	$3,286,459	$20,644,492	$1,813,943
2024	$4,059,216	$2,703,283	$19,160,094	$1,355,933
2023	$3,482,591	$2,537,892	$16,172,275	$944,699
2022	$3,157,089	$2,354,202	$17,018,424	$802,887
2021	$3,183,819	$2,308,536	$15,427,368	$875,283
2020	$3,422,007	$2,420,101	$14,802,860	$1,001,906
2019	$3,281,587	$2,703,727	$15,822,921	$577,860

THE NU BETA CHAPTER OF THE CHI OMEGA HOUSE ASSOCIATION INC