SIGMA BETA CHAPTER BLDG ASSOC OF CHI OMEGA (EIN 810296314) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

JODI PERETTI

Phone

4065865211

Tax Period

2023-07-01 to 2024-06-30

SIGMA BETA CHAPTER BLDG ASSOC OF CHI OMEGA, founded in 1966, is a small nonprofit in the Education sector that reported $418K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $379K left a modest 9% surplus.

Mission

PROVIDE ROOM AND BOARD TO STUDENTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $416,028

Investment Income $1,525

Other Revenue $0

TOTAL REVENUE $417,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,558

Fundraising Expenses $0

Other Expenses $347,621

TOTAL EXPENSES $379,179

Year-over-Year Comparison

	2023	2022	Change
Revenue	$417,553	$383,545	+0.1%
Expenses	$379,179	$315,877	+0.2%
Net Income	$38,374	$67,668	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

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
JENEAL BERGMAN	BOARD MEMBER	N/A	Officer	$0	$0	$0
KARYN CAPENTER	BOARD MEMBER	N/A	Officer	$0	$0	$0
LISA WILSON HARRIS	VICE PRESIDE	N/A	Officer	$0	$0	$0
JODI PERETTI	TREASURER	N/A	Officer	$0	$0	$0
SYDNEY PEARCE	SECRETARY	N/A	Officer	$0	$0	$0
CINDY WILSON	PRESIDENT	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	No data	No data	No data	No data
2024	$417,553	$379,179	$752,138	$38,374
2023	$383,545	$315,877	$505,723	$67,668
2022	$300,549	$263,213	$473,779	$37,336
2021	$288,007	$264,477	$432,166	$23,530

SIGMA BETA CHAPTER BLDG ASSOC OF CHI OMEGA