CHI OMEGA HOUSE ASSOCIATION - ZETA (EIN 846041719) - 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

1928

Legal Domicile

Principal Officer

LORI GRANBERG

Phone

3038680060

Tax Period

2024-07-01 to 2025-06-30

CHI OMEGA HOUSE ASSOCIATION - ZETA, founded in 1928, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $241K, a strong 16% operating margin.

Mission

PROVIDE ROOM AND BOARD FOR WOMEN STUDENTS WHO ARE MEMBERS OF THE CHI OMEGA ZETA CHAPTER AT THE UNIVERSITY OF COLORADO AT BOULDER

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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 $0

Program Service Revenue $1,429,047

Investment Income $57,289

Other Revenue $0

TOTAL REVENUE $1,486,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $181,845

Fundraising Expenses $0

Other Expenses $1,063,879

TOTAL EXPENSES $1,245,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,486,336	$1,316,437	+0.1%
Expenses	$1,245,724	$1,141,049	+0.1%
Net Income	$240,612	$175,388	+0.4%

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

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
LORI GRANBERG	PRESIDENT	5.00	Officer Director	$0	$0	$0
BROOKE DAVIS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARIA HARWOOD	TREASURER	5.00	Officer Director	$0	$0	$0
CHRISTINA CABBAGE-DAVIES	SECRETARY	1.00	Officer Director	$0	$0	$0
LORI POOLE	AT LARGE MEM	1.00	Officer 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	$1,486,336	$1,245,724	$4,700,762	$240,612
2024	$1,316,437	$1,141,049	$4,481,214	$175,388
2023	$1,240,396	$1,106,941	$4,310,869	$133,455
2022	$1,155,532	$900,704	$4,169,425	$254,828
2021	$884,670	$780,971	$3,879,083	$103,699
2020	$988,977	$857,573	$3,775,384	$131,404
2019	$1,226,196	$867,185	$3,643,980	$359,011
2018	$1,152,994	$868,433	$3,284,969	$284,561

CHI OMEGA HOUSE ASSOCIATION - ZETA