CHI OMEGA EDUCATIONAL CORPORATION

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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

1969

Legal Domicile

Principal Officer

ELIOSE MEACHUM

Phone

2148701285

Tax Period

2024-07-01 to 2025-06-30

CHI OMEGA EDUCATIONAL CORPORATION, founded in 1969, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $223K, a strong 20% operating margin.

Mission

TO PROVIDE AND MAINTAIN A FUND FOR AIDING AND ASSISTING MEMBERS OF THE CHI OMEGA FRATERNITY IN SECURING AN EDUCATION AT SOUTHERN METHODIST UNIVERSITY, SUCH AS BUILDING, FURNISHING AND MAINTAINING A CHAPTER HOUSE OR LODGE AND LENDING FINANCIAL AID WHENEVER NECESSARY. IT IS ORGANIZED AND OPERATED EXCLUSIVELY FOR PLEASURE, RECREATION, AND NON-PROFIT PURPOSES.

Program Service Accomplishments

Program 1

TO PROMOTE LASTING AND ENDURING FRIENDSHIPS AMONG ITS MEMBERS. TO FOSTER HIGHER STANDARDS OF INTELLECTUAL ACHIEVEMENT AND ETHICAL BEHAVIOR AMONG ITS MEMBERS. TO PROMOTE THE EDUCATION OF ITS MEMBERS AND THE EDUCATION AND SOCIAL MILIEU OF THE COLLEGE WHERE ITS CHAPTER OF CHI OMEGA FRATERNITY IS ESTABLISHED. TO PROMOTE THE DEVELOPMENT OF EDUCATION AND ADVANCEMENT IN THE LIFE OF ITS 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 (2024)

Revenue Breakdown

Contributions & Grants $20,993

Program Service Revenue $1,050,000

Investment Income $49,342

Other Revenue $0

TOTAL REVENUE $1,120,335

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $64,655

Fundraising Expenses $0

Other Expenses $828,146

TOTAL EXPENSES $897,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,120,335	$1,099,558	+0.0%
Expenses	$897,801	$794,766	+0.1%
Net Income	$222,534	$304,792	-0.3%

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

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
ELOISE MEACHUM	SECRETARY	3.00	Officer Director	$0	$0	$0
ANITA HARTMANN	TREASURER	3.00	Officer Director	$0	$0	$0
KATHRYN BETTS	DIRECTOR	3.00	Director	$0	$0	$0
BETH BIRDWELL	DIRECTOR	3.00	Director	$0	$0	$0
NANCY HIMES	DIRECTOR	3.00	Director	$0	$0	$0
LAUREN HUGHES	DIRECTOR	3.00	Director	$0	$0	$0
MALLORY JACOB	DIRECTOR	3.00	Director	$0	$0	$0
JENNI COWAN TAUZEL	DIRECTOR	3.00	Director	$0	$0	$0
TOWNLEY TESO	DIRECTOR	3.00	Director	$0	$0	$0
MARGARET DIFRANCESCO	DIRECTOR	3.00	Director	$0	$0	$0
CINDY WILLIAMS	DIRECTOR	3.00	Director	$0	$0	$0
KATIE ERXLEBEN	DIRECTOR	3.00	Director	$0	$0	$0
MIMI BRODY	DIRECTOR	3.00	Director	$0	$0	$0
JERI SONCRANT	DIRECTOR	3.00	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	$1,120,335	$897,801	$6,467,880	$222,534
2024	$1,099,558	$794,766	$6,193,395	$304,792
2023	$1,059,444	$766,741	$6,205,946	$292,703
2022	$1,081,887	$762,993	$6,446,997	$318,894
2021	$1,038,287	$705,357	$6,545,402	$332,930
2020	$856,157	$735,207	$6,369,203	$120,950
2019	$991,099	$831,918	$6,595,217	$159,181
2018	$940,799	$770,116	$6,798,789	$170,683