CHI OMEGA FRATERNITY IOTA CHAPTER (EIN 746084213) - 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

1904

Legal Domicile

Principal Officer

RENEE HARVEY

Phone

5125805505

Tax Period

2024-07-01 to 2025-06-30

CHI OMEGA FRATERNITY IOTA CHAPTER, founded in 1904, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 325% from the prior year, signaling strong growth momentum. Expenses of $1.7M left a modest 5% surplus.

Mission

UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,779,689

Investment Income $0

Other Revenue $36,478

TOTAL REVENUE $1,816,167

Expense Breakdown

Grants Paid $19,101

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,706,443

TOTAL EXPENSES $1,725,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,816,167	$427,275	+3.3%
Expenses	$1,725,544	$384,931	+3.5%
Net Income	$90,623	$42,344	+1.1%

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
RENEE HARVEY	CHAPTER ADVI	N/A	Director	$0	$0	$0
HANNAH HARP	VICE PRESIDE	N/A	Officer	$0	$0	$0
KATHERINE HO	TREASURER	N/A	Officer	$0	$0	$0
MEGAN MARKETOS	PRESIDENT	N/A	Officer	$0	$0	$0
LAUREN STUDDARD	SECRETARY	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	$1,816,167	$1,725,544	$149,523	$90,623
2024	$427,275	$384,931	$58,900	$42,344
2023	$396,171	$418,181	$16,556	$-22,010
2022	$412,150	$455,447	$38,566	$-43,297
2021	$292,291	$265,064	$81,863	$27,227
2020	$349,511	$320,214	$54,636	$29,297
2019	$278,577	$368,475	$25,339	$-89,898
2018	$479,619	$579,636	$115,237	$-100,017

CHI OMEGA FRATERNITY IOTA CHAPTER