EPSILON CHAPTER OF ALPHA CHI OMEGA… - Form 990 Financial Data

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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

1905

Legal Domicile

Principal Officer

LIBBY FERENCIK

Phone

3175795050

Tax Period

2024-08-01 to 2025-07-31

EPSILON CHAPTER OF ALPHA CHI OMEGA FRATERNITY, founded in 1905, is a small nonprofit that reported $959K in total revenue in fiscal year 2024. Revenue surged 142% from the prior year, signaling strong growth momentum. Expenses of $879K left a modest 8% surplus.

Mission

THROUGH THE REAL. STRONG. WOMEN. EXPERIENCE, ALPHA CHI OMEGA CULTIVATES IMPACTFUL COMMUNITIES WHERE WOMEN ARE INSPIRED TO CONNECT, LEAD, GROW AND SERVE.

Program Service Accomplishments

Program 1

LOCAL COLLEGIATE CHAPTER OF ALPHA CHI OMEGA FRATERNITY, INC. THROUGH OUR REAL. STRONG. WOMEN. EXPERIENCE, OUR MEMBERS SEEK TO BECOME THE BEST VERSION OF THEMSELVES. THROUGH ALPHA CHI OMEGA PROGRAMS AND THE COMMUNITY BUILT WITHIN EACH CHAPTER, MEMBERS DISCOVER WHAT OUR VALUES OF WISDOM, DEVOTION AND ACHIEVEMENT MEAN TO THEM AND HOW THEY CAN HAVE AN IMPACT ON OUR FRATERNITY AND OUR WORLD.

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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 $7,314

Program Service Revenue $956,067

Investment Income $826

Other Revenue $-5,002

TOTAL REVENUE $959,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $878,939

TOTAL EXPENSES $878,939

Year-over-Year Comparison

	2024	2023	Change
Revenue	$959,205	$396,946	+1.4%
Expenses	$878,939	$392,783	+1.2%
Net Income	$80,266	$4,163	+18.3%

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

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
ASHLEY BEERS 0124 TO 0125	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHARINE KAISER 1223 TO 1224	SOCIAL CHAIR	2.00	Officer Director	$0	$0	$0
KARA SHEN 1224 TO 1225	SOCIAL CHAIR	2.00	Officer Director	$0	$0	$0
ELEANOR MOORE 1223 TO 1224	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
EVELIN BERNAL 1224 TO 1225	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
ALYSE SAUCEDO 1223 TO 1224	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
FERNANDA SANCHEZ 1224 TO 0825	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
ASHLEY KILMNICK 1223 TO 1224	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
CHELSEA ACKMAN 0124 TO 1224	VP FINANCE	2.00	Officer Director	$0	$0	$0
LIBBY FERENCIK 1224 TO 1225	VP FINANCE	2.00	Officer Director	$0	$0	$0
AVA GARIBAY 0924 TO 1224	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
ELEANOR TUPPER 1224 TO 1225	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
EMILY LYNCH 0224 TO 1224	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
ERIN CAPARRELLI 1224 TO 1225	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
ISABELLA MCGLONE 0424 TO 1224	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
JULIANNE COX 1224 TO 1225	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
CLIONA PHILP 1224 TO 1225	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
RYANN JACOBSON 1223 TO 0125	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
NIKKI TSAI 0125 TO 1225	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
AMBROSINA CIANFARANO 0124 TO 0125	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
ISABELLA BASSALI 0125 TO 0126	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
RILEY SIDEBOTTOM 0124 TO 0125	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
KATRINA KONG SMITH 0125 TO 0925	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
SARAH WRIGHT 1223 TO 1224	VP RITUAL AND FRATERNITY APPRECIATION	2.00	Officer Director	$0	$0	$0
CHELSEA ACKMAN 1224 TO 0825	VP RITUAL AND FRATERNITY APPRECIATION	2.00	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	$959,205	$878,939	$441,485	$80,266

EPSILON CHAPTER OF ALPHA CHI OMEGA FRATERNITY