CHI OMEGA FRATERNITY PHI DELTA CHAPTER (EIN 640392826) - 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

1940

Legal Domicile

Principal Officer

MEG BROWN

Phone

9315812732

Tax Period

2024-07-01 to 2025-06-30

CHI OMEGA FRATERNITY PHI DELTA CHAPTER, founded in 1940, is a small nonprofit that reported $339K in total revenue in fiscal year 2018. Revenue decreased 11% compared to the prior year. Expenses of $310K left a modest 8% surplus.

Mission

LOCAL 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 $1,300

Program Service Revenue $410,119

Investment Income $0

Other Revenue $25,617

TOTAL REVENUE $437,036

Expense Breakdown

Grants Paid $53,038

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $333,112

TOTAL EXPENSES $386,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$437,036	$410,091	+0.1%
Expenses	$386,150	$393,916	0.0%
Net Income	$50,886	$16,175	+2.1%

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
GRAY BRENDLE	PERSONNEL CH	N/A	Officer	$0	$0	$0
AVERY BROOKS	SECRETARY	N/A	Officer	$0	$0	$0
MEG BROWN	PRESIDENT	N/A	Officer	$0	$0	$0
SARAH KIMBLE CLARK	PANHELLENIC	N/A	Officer	$0	$0	$0
MCGEE HODA	FACILITY MAN	N/A	Officer	$0	$0	$0
KELLY HUNT	DIR OF PROGR	N/A	Officer	$0	$0	$0
MILLIE MOSES	RECRUITMENT	N/A	Officer	$0	$0	$0
TAYLOR SMITH	NEW MEMBER E	N/A	Officer	$0	$0	$0
CHASE THOMPSON	TREASURER	N/A	Officer	$0	$0	$0
ANNA YOUNG WITHERS	VICE PRESIDE	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	$437,036	$386,150	$271,299	$50,886
2024	$410,091	$393,916	$220,413	$16,175
2023	$359,341	$391,512	$204,238	$-32,171
2022	$253,167	$238,384	$236,409	$14,783
2021	$259,455	$223,471	$221,626	$35,984
2020	$313,539	$288,999	$185,642	$24,540
2019	$338,630	$310,430	$161,102	$28,200

CHI OMEGA FRATERNITY PHI DELTA CHAPTER