Alpha Chi Omega Gamma Epsilon Chapter (EIN 736099722) - 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

1960

Legal Domicile

Principal Officer

Leigh Higgins

Phone

4053720550

Tax Period

2023-08-01 to 2024-07-31

Alpha Chi Omega Gamma Epsilon Chapter, founded in 1960, is a small nonprofit that reported $417K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $208K, a strong 50% operating margin.

Mission

To provide appropriate sorority housing and environment for collegiate chapter, promotion of social interaction among alumni and undergraduate 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $402,000

Investment Income $10,230

Other Revenue $4,342

TOTAL REVENUE $416,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $208,743

TOTAL EXPENSES $208,743

Year-over-Year Comparison

	2023	2022	Change
Revenue	$416,572	$489,350	-0.1%
Expenses	$208,743	$215,352	0.0%
Net Income	$207,829	$273,998	-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

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
Tara Hasenpflug	Co-President	5.00	Officer Director	$0	$0	$0
Katelynn Bass	Co-President	5.00	Officer Director	$0	$0	$0
Sheryl Morris	Vice President	1.00	Officer Director	$0	$0	$0
Leigh Higgins	Treasurer	3.00	Officer Director	$0	$0	$0
Sheila Mason	Secretary	1.00	Officer Director	$0	$0	$0
Lee Denney	Director	1.00	Director	$0	$0	$0
Claire Dowers-Nichols	Director	1.00	Director	$0	$0	$0
Linda Hutson	Director	1.00	Director	$0	$0	$0
Jennifer Ellison	Director	1.00	Director	$0	$0	$0
Karin Davis	Director	1.00	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
2024	$416,572	$208,743	$1,454,574	$207,829
2023	$489,350	$215,352	$1,246,745	$273,998
2022	$401,714	$163,481	$1,059,188	$238,233
2021	$306,978	$127,623	$889,814	$179,355

Alpha Chi Omega Gamma Epsilon Chapter