ALPHA PSI CHAPTER OF ALPHA CHI OMEGA FRATERNITY (EIN 950487550) - 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

2000

Legal Domicile

Principal Officer

BRIAN RUIZ

Phone

3175795050

Tax Period

2023-08-01 to 2024-07-31

ALPHA PSI CHAPTER OF ALPHA CHI OMEGA FRATERNITY, founded in 2000, is a small nonprofit that reported $265K in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $54K, a strong 20% operating margin.

Mission

ALPHA CHI OMEGA SHAPES THE FUTURE THROUGH THE POWERFUL, TRANSFORMATIVE AND EVERLASTING CONNECTIONS OF REAL, STRONG WOMEN.

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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 $2,513

Program Service Revenue $258,946

Investment Income $289

Other Revenue $3,165

TOTAL REVENUE $264,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $210,766

TOTAL EXPENSES $210,766

Year-over-Year Comparison

	2023	2022	Change
Revenue	$264,913	$691,351	-0.6%
Expenses	$210,766	$735,418	-0.7%
Net Income	$54,147	$-44,067	-2.2%

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
ISABELLA MORT	VP PUBLIC RELATIONS AND MARKETING	2.00	Officer Director	$0	$0	$0
ISABELLA RAMOS	VP RISK MANAGEMENT	2.00	Officer Director	$0	$0	$0
NANDANI PATEL	VP MEMBER PROGRAMMING	2.00	Officer Director	$0	$0	$0
FIONA CHOI	CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
KATE OUTWATER	SOCIAL CHAIR	2.00	Officer Director	$0	$0	$0
KELSEY PERLMAN	VP CHAPTER RELATIONS AND STANDARDS	2.00	Officer Director	$0	$0	$0
JULIA MOST	VP DIVERSITY, EQUITY AND INCLUSION	2.00	Officer Director	$0	$0	$0
MINSEO KIM	VP FINANCE	2.00	Officer Director	$0	$0	$0
EMILY CLANCY	VP FACILITY OPERATIONS	2.00	Officer Director	$0	$0	$0
EDRIANA ALTEA	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
EMILY ANAYA MARTINEZ	VP PHILANTHROPY	2.00	Officer Director	$0	$0	$0
KAITLYN MEDVEC	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
ELIZABETH GERHARDT	VP RITUAL AND FRATERNITY APPRECIATION	2.00	Officer Director	$0	$0	$0
OLIVIA DELAPP	VP RECRUITMENT INFORMATION	2.00	Officer Director	$0	$0	$0
KAITLYN HANSON-PUFFER	VP NEW MEMBER EDUCATION	2.00	Officer Director	$0	$0	$0
CHRISTINE NAM	SOCIAL CHAIR	2.00	Officer Director	$0	$0	$0
CHARLIZE DIANNE PANGANIBAN	VP FINANCE	2.00	Officer Director	$0	$0	$0
ELIZABETH LIBERTOR	VP INTELLECTUAL DEVELOPMENT	2.00	Officer Director	$0	$0	$0
TAYLOR SMITH	VP FACILITY OPERATIONS	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
2024	$264,913	$210,766	$282,035	$54,147
2023	$691,351	$735,418	$226,786	$-44,067

ALPHA PSI CHAPTER OF ALPHA CHI OMEGA FRATERNITY