BETA BETA ASSN OF CHI OMEGA

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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

1995

Legal Domicile

Principal Officer

KENDRA K PETERSON

Phone

4259317261

Tax Period

2023-07-01 to 2024-06-30

BETA BETA ASSN OF CHI OMEGA, founded in 1995, is a small nonprofit in the Education sector that reported $797K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $269K, a strong 34% operating margin.

Mission

The purpose of Chi Omega is to provide women lifelong opportunities and support for social, intellectual, and spiritual development by bringing women together to positively impact our communities.

Program Service Accomplishments

Program 1

Expenses: $527,419

Provide room, board, academic and social activities for the local chapter of sorority on the Washington State University campus.

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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 $796,802

Investment Income $0

Other Revenue $0

TOTAL REVENUE $796,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,116

Fundraising Expenses $0

Program Expenses $527,419

Other Expenses $460,303

TOTAL EXPENSES $527,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$796,802	$592,561	+0.3%
Expenses	$527,419	$601,700	-0.1%
Net Income	$269,383	$-9,139	-30.5%

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

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
Khalie Whitman	President	010.00	Officer	$0	$0	$0
Madeline Church	Vice President	010.00	Officer	$0	$0	$0
Emily Nolan	Secretary	010.00	Officer	$0	$0	$0
Kendra Peterson	Treasurer	010.00	Officer	$0	$0	$0
Lisa Wallace	Alumnae Relations	010.00	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
2025	No data	No data	No data	No data
2024	$796,802	$527,419	$2,103,585	$269,383