Chi Omega Fraternity Rho Epsilon Chapter (EIN 756036507) - 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

1955

Legal Domicile

Principal Officer

Hayley Singleton

Phone

8179383089

Tax Period

2023-07-01 to 2024-06-30

Chi Omega Fraternity Rho Epsilon Chapter, founded in 1955, is a small nonprofit that reported $822K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

Promote lasting friendship, foster higher standards of intellectual achievement and ethical behavior among mbrs & promote edu & social milieu of the college where its chptr exists.

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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 $822,442

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $822,442

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $835,524

Other Expenses $42,185

TOTAL EXPENSES $835,524

Year-over-Year Comparison

	2023	2022	Change
Revenue	$822,442	$737,978	+0.1%
Expenses	$835,524	$767,242	+0.1%
Net Income	$-13,082	$-29,264	-0.6%

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

323

Independent Members

N/A

Employees

N/A

Volunteers

323

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	Role	Reportable Comp	Other Comp	Total
Isabel Gunderson	President	Director	$0	$0	$0
Katie Siddons	Vice President	Officer	$0	$0	$0
Ella Klaers	Secretary	Officer	$0	$0	$0
Virginia Currie	Treasurer	Officer	$0	$0	$0
Katherine McKeever Wright	New Member Educator	Officer	$0	$0	$0
Jessica Heist	Personnel Officer	Officer	$0	$0	$0
Anslee Tatum	Director of Programming	Officer	$0	$0	$0
Danielle Ward	Social Chair	Officer	$0	$0	$0
Helen Harris	Recruitment Chair	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	No data	No data	No data	No data
2024	$822,442	$835,524	$45,703	$-13,082
2023	$737,978	$767,242	$58,785	$-29,264
2022	$720,810	$718,559	$88,049	$2,251
2021	$420,423	$500,998	$85,798	$-80,575
2020	$426,684	$369,242	$166,373	$57,442
2019	$410,430	$408,511	$108,931	$1,919
2018	$382,523	$366,977	$107,012	$15,546

Chi Omega Fraternity Rho Epsilon Chapter