Chi Zeta Corporation

EIN: 840473295

Fort Collins, CO

Total Revenue
$509,224
Total Expenses
$480,893
Total Assets
$889,501
Net Assets
$843,193
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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
1957
Legal Domicile
CO
Principal Officer
Susan M James
Phone
9704934646
Tax Period
2018-07-01 to 2019-06-30

Chi Zeta Corporation, founded in 1957, is a small nonprofit that reported $509K in total revenue in fiscal year 2018. Expenses of $481K left a modest 6% surplus.

Mission

To acquire and maintain adequate housing for the undergraduate members of the corporation attending the Colorado State University, in the form of a clubhouse.

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $505,977
Investment Income $3,247
Other Revenue $0
TOTAL REVENUE $509,224

Expense Breakdown

Grants Paid $0
Salaries & Benefits $108,731
Fundraising Expenses $0
Other Expenses $372,162
TOTAL EXPENSES $480,893

Year-over-Year Comparison

2018 2017 Change
Revenue $509,224 $506,850 +0.0%
Expenses $480,893 $535,613 -0.1%
Net Income $28,331 $-28,763 -2.0%
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

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Governance

Voting Members
6
Independent Members
N/A
Employees
12
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Susan James President 0.00
Officer
$0 $0 $0
Katy Trumble Vice President 0.00
Officer
$0 $0 $0
Lauren Zager Secretary 0.00
Officer
$0 $0 $0
Jacque Rickett Treasurer 0.00
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
2019 $509,224 $480,893 $889,501 $28,331
2018 $506,850 $535,613 $854,995 $-28,763
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