CHI OMEGA FRATERNITY EPSILON DELTA CHAPTER (EIN 646025044) - Form 990 Financial Analysis & Trantor Score

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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

1949

Legal Domicile

Principal Officer

LAUREN PEDEN

Phone

6012662907

Tax Period

2022-07-01 to 2023-06-30

CHI OMEGA FRATERNITY EPSILON DELTA CHAPTER, founded in 1949, is a small nonprofit that reported $146K in total revenue in fiscal year 2022. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $181K exceeded revenue, resulting in a 25% operating deficit.

Mission

SOCIAL FRATERNAL ORGANIZATION FORMED TO ENHANCE THE LEADERSHIP AND EDUCATIONAL EXPERIENCES OF THE MEMBERS.

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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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $145,633

Program Service Revenue $0

Investment Income $38

Other Revenue $0

TOTAL REVENUE $145,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $181,417

TOTAL EXPENSES $181,417

Year-over-Year Comparison

	2022	2021	Change
Revenue	$145,671	$187,135	-0.2%
Expenses	$181,417	$217,703	-0.2%
Net Income	$-35,746	$-30,568	+0.2%

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

114

Independent Members

114

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
PERI DAVIS	President	8.00	Officer	$0	$0	$0
STEPHANIE RYALS	Vice President	8.00	Officer	$0	$0	$0
KATHERINE FASNACHT	Secretary	8.00	Officer	$0	$0	$0
LAUREN PEDEN	Treasurer	8.00	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
2023	$145,671	$181,417	$83,392	$-35,746
2022	$187,135	$217,703	$119,138	$-30,568
2021	$147,166	$132,806	$149,706	$14,360
2020	$209,905	$220,387	$135,346	$-10,482
2019	$226,990	$236,265	$145,828	$-9,275

CHI OMEGA FRATERNITY EPSILON DELTA CHAPTER