OMICRON THETA INC

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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

1924

Legal Domicile

Principal Officer

BONNIE FOLEY

Phone

9492940719

Tax Period

2024-04-01 to 2025-03-31

OMICRON THETA INC, founded in 1924, is a small nonprofit that reported $308K in total revenue in fiscal year 2024. Net assets of $1.1M represent 43 months of operating reserves.

Mission

OPERATION OF SORORITY HOUSE

Program Service Accomplishments

Program 1

THE ORGANIZATION PROVIDES AND MANAGES THE CHAPTER HEADQUARTERS FOR THE OMICRON THETA CHAPTER OF THE KAPPA ALPHA THETA COLLEGIATE SORORITY WHICH PROVIDES A PLACE TO FOSTER FRIENDSHIP, PROMOTE...

THE ORGANIZATION PROVIDES AND MANAGES THE CHAPTER HEADQUARTERS FOR THE OMICRON THETA CHAPTER OF THE KAPPA ALPHA THETA COLLEGIATE SORORITY WHICH PROVIDES A PLACE TO FOSTER FRIENDSHIP, PROMOTE EDUCATION AND CULTURAL INTEREST AND DEVELOP THE MATURITY OF THE MEMBERS.

Program 2

PROVIDE SCHOLARSHIPS TO KAPPA ALPHA THETA SORORITY ALUMNAE AND COLLEGIANS.

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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 $0

Program Service Revenue $300,009

Investment Income $7,843

Other Revenue $0

TOTAL REVENUE $307,852

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $322,920

TOTAL EXPENSES $327,920

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,852	$298,222	+0.0%
Expenses	$327,920	$405,759	-0.2%
Net Income	$-20,068	$-107,537	-0.8%

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
BONNIE FOLEY	PRESIDENT	25.00	Officer Director	$0	$0	$0
DANA MACFARLANE	VICE PRESIDENT	25.00	Officer Director	$0	$0	$0
KATHY HANCOCK	SECRETARY	5.00	Officer Director	$0	$0	$0
JACQUELINE ERDMAN	TREASURER	5.00	Officer Director	$0	$0	$0
EILEEN PAULIN	PARLIAMENTARIAN	5.00	Director	$0	$0	$0
LAURIE WIXTED	FINANCE	10.00	Director	$0	$0	$0
ANDREA CASAW	FUNDRAISING CHAIR	5.00	Director	$0	$0	$0
JANET FELL	FACILITY/SAFETY CHAIR	5.00	Director	$0	$0	$0
SHELBY RIGG	MEMBER AT LARGE	2.00	Director	$0	$0	$0
ELENA WIECHMANN	SCHOLARSHIP CHAIR	2.00	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	$307,852	$327,920	$1,098,400	$-20,068
2024	$298,222	$405,759	$1,120,157	$-107,537
2023	$364,562	$490,220	$1,240,625	$-125,658
2022	$114,483	$284,855	$1,364,975	$-170,372
2021	$7,039	$236,327	$1,535,347	$-229,288
2020	$194,387	$367,307	$1,764,635	$-172,920