Chi Omega Fraternity of Washington Inc (EIN 910174000) - 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

1921

Legal Domicile

Principal Officer

Kristin Erickson

Phone

2068546396

Tax Period

2023-09-01 to 2024-08-31

Chi Omega Fraternity of Washington Inc, founded in 1921, is a small nonprofit that reported $948K in total revenue in fiscal year 2023. The organization ran a surplus of $201K, a strong 21% operating margin.

Mission

To provide room, board, and gathering places for students at the University of Washington.

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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 $944,899

Investment Income $3,137

Other Revenue $0

TOTAL REVENUE $948,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $213,908

Fundraising Expenses $0

Other Expenses $533,214

TOTAL EXPENSES $747,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$948,036	$977,324	0.0%
Expenses	$747,122	$687,954	+0.1%
Net Income	$200,914	$289,370	-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
Lori Dewey	President	10.00	Officer Director	$0	$0	$0
Lynn Lindsay	Vice President	1.00	Officer Director	$0	$0	$0
Kristin Erickson	Treasurer	5.00	Officer Director	$0	$0	$0
Karen Leimback	Director	1.00	Director	$0	$0	$0
Refawne Accaregui	Director	1.00	Director	$0	$0	$0
Mary Ann Horning	Director	1.00	Director	$0	$0	$0
Barbara Peterson	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
2024	$948,036	$747,122	$5,063,818	$200,914
2023	$977,324	$687,954	$4,839,535	$289,370
2022	$795,980	$723,181	$4,508,645	$72,799
2021	$374,904	$383,023	$4,357,106	$-8,119
2020	$719,618	$602,734	$4,159,142	$116,884
2019	$984,054	$757,963	$4,079,110	$226,091
2018	$996,198	$746,802	$3,940,439	$249,396

Chi Omega Fraternity of Washington Inc