CHI OMEGA FRATERNITY ZETA BETA CHAPTER (EIN 866053126) - 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

1922

Legal Domicile

Principal Officer

MYA CARRICO

Phone

5209069754

Tax Period

2023-07-01 to 2024-06-30

CHI OMEGA FRATERNITY ZETA BETA CHAPTER, founded in 1922, is a small nonprofit that reported $460K in total revenue in fiscal year 2023. Expenses of $437K left a modest 5% surplus.

Mission

FRIENDSHIP, INTEGRITY, SERVICE, ACADEMIC EXCELLENCE, CAMPUS ACTIVITIES, PERSONAL/CAREER DEVELOPMENT.

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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 $0

Program Service Revenue $459,653

Investment Income $0

Other Revenue $0

TOTAL REVENUE $459,653

Expense Breakdown

Grants Paid $32,872

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $403,691

TOTAL EXPENSES $436,563

Year-over-Year Comparison

	2023	2022	Change
Revenue	$459,653	$455,164	+0.0%
Expenses	$436,563	$440,597	0.0%
Net Income	$23,090	$14,567	+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

Independent Members

Employees

N/A

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
SABRINA SULAYMONOVA	PRESIDENT	15.00	Officer Director	$0	$0	$0
LANEY STEPPLER	VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
GRETA LINDSTROM	SECRETARY	15.00	Officer Director	$0	$0	$0
GRACE GARRETT	TREASURER	15.00	Officer Director	$0	$0	$0
WEATHERLY HALL	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA TOENJES	DIRECTOR	1.00	Director	$0	$0	$0
MURPHY BERGLUND	DIRECTOR	1.00	Director	$0	$0	$0
CORI BARTHELMESS	DIRECTOR	1.00	Director	$0	$0	$0
ELIZA PUNCHES	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY ARONAUER	DIRECTOR	1.00	Director	$0	$0	$0
SABRYNA ROMERO MORENO	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$459,653	$436,563	$94,751	$23,090
2023	$455,164	$440,597	$71,661	$14,567
2022	$424,623	$429,729	$57,094	$-5,106
2021	$219,262	$244,932	$62,200	$-25,670
2020	$331,994	$288,027	$87,870	$43,967
2019	$369,691	$367,238	$43,903	$2,453
2018	$357,616	$349,180	$41,450	$8,436

CHI OMEGA FRATERNITY ZETA BETA CHAPTER