CHI OMEGA FRATERNITY IOTA ALPHA CHAPTER (EIN 751025503) - 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

1916

Legal Domicile

Principal Officer

TAYLOR KIMBALL

Phone

5012472492

Tax Period

2023-07-01 to 2024-06-30

CHI OMEGA FRATERNITY IOTA ALPHA CHAPTER, founded in 1916, is a small nonprofit that reported $526K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $697K exceeded revenue, resulting in a 32% operating deficit.

Mission

A SISTERHOOD THAT PROVIDES A NETWORK OF FRIENDS AND LIFELONG DEVELOPMENT FOR COLLEGIATE AND ALUMNAE 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 $59,483

Program Service Revenue $466,357

Investment Income $209

Other Revenue $0

TOTAL REVENUE $526,049

Expense Breakdown

Grants Paid $237,580

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $459,051

TOTAL EXPENSES $696,631

Year-over-Year Comparison

	2023	2022	Change
Revenue	$526,049	$636,937	-0.2%
Expenses	$696,631	$397,278	+0.8%
Net Income	$-170,582	$239,659	-1.7%

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
TAYLOR KIMBALL	PRESIDENT/DIRECTOR	20.00	Officer Director	$0	$0	$0
LAURA BRYAN	VICE PRESIDENT/DIRECTOR	7.00	Officer Director	$0	$0	$0
BROOKE LEVY	TREASURER/DIRECTOR	6.00	Officer Director	$0	$0	$0
EMMA GLASER	SECRETARY/DIRECTOR	17.00	Officer Director	$0	$0	$0
LAUREN NOBEL	NEW MEMBER EDUCATOR/DIRECTOR	15.00	Director	$0	$0	$0
ISABEL FOLGMANN	RECRUITMENT CHAIR/DIRECTOR	10.00	Director	$0	$0	$0
LYDIA POCHE	PERSONNEL CHAIR/DIRECTOR	6.00	Director	$0	$0	$0
GENEVIEVE MAYER	PANHELLENIC DELEGATE/DIRECTOR	3.00	Director	$0	$0	$0
KATHERINE SCULLY	DIRECTOR OF PROGRAMMING/DIRECTOR	5.00	Director	$0	$0	$0
AVERY FASSNACHT	HOUSE MANAGER/DIRECTOR	5.00	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
2025	No data	No data	No data	No data
2024	$526,049	$696,631	$170,576	$-170,582
2023	$636,937	$397,278	$341,158	$239,659
2022	$530,011	$532,096	$101,499	$-2,085
2021	$106,702	$272,733	$103,584	$-166,031
2020	$255,335	$281,357	$269,615	$-26,022
2019	$305,940	$256,302	$295,637	$49,638
2018	$291,441	$254,234	$245,999	$37,207

CHI OMEGA FRATERNITY IOTA ALPHA CHAPTER