Civic Intelligence

Chi Omega Fraternity - Iota Lambda

990EZ • Fiscal year 2018 • EIN 23-2660844

Jul 01, 2017 to Jun 30, 2018 • Filed on May 11, 2018

800 Lancaster AvenueVillanova, PA 19085

(610) 993-8340

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

0.74x

Higher debt load relative to assets than 94% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.14x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

9th percentile

-26%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

4th percentile

-58%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

-3.2%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$27,376

Down $37,090 (-58%) from 2017

Net Assets

Down

$7,220

Down $37,633 (-84%) from 2017

Liabilities

Up

$20,156

Up $543 (+2.8%) from 2017

Revenue

Down

$145,032

Down $4,731 (-3.2%) from 2017

Expenses

Up

$182,665

Up $53,299 (+41%) from 2017

Net Income

Down

-$37,633

Down $58,030 (-285%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $3,920Net Assets 2011: $3,9202011Assets 2012: $4,805Net Assets 2012: $4,8052012Assets 2013: $21,938Liabilities 2013: $2,640Net Assets 2013: $19,2982013Assets 2014: $28,311Liabilities 2014: $3,587Net Assets 2014: $24,7242014Assets 2015: $36,030Liabilities 2015: $4,225Net Assets 2015: $31,8052015Assets 2016: $30,172Liabilities 2016: $5,716Net Assets 2016: $24,4562016Assets 2017: $64,466Liabilities 2017: $19,613Net Assets 2017: $44,8532017Assets 2018: $27,376Liabilities 2018: $20,156Net Assets 2018: $7,2202018Assets 2019: $38,735Net Assets 2019: $38,7352019Assets 2020: $60,823Net Assets 2020: $60,8232020Assets 2021: $56,196Net Assets 2021: $56,1962021Assets 2022: $54,450Net Assets 2022: $54,4502022Assets 2023: $68,477Net Assets 2023: $68,4772023Assets 2024: $95,423Net Assets 2024: $95,4232024

Highlighted filing

2018

Assets$27,376
Liabilities$20,156
Net Assets$7,220

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $87,801Expenses 2011: $87,535Net Income 2011: $2662011Revenue 2012: $104,047Expenses 2012: $103,162Net Income 2012: $8852012Revenue 2013: $107,599Expenses 2013: $93,106Net Income 2013: $14,4932013Revenue 2014: $111,305Expenses 2014: $105,879Net Income 2014: $5,4262014Revenue 2015: $137,618Expenses 2015: $130,537Net Income 2015: $7,0812015Revenue 2016: $126,021Expenses 2016: $133,370Net Income 2016: -$7,3492016Revenue 2017: $149,763Expenses 2017: $129,366Net Income 2017: $20,3972017Revenue 2018: $145,032Expenses 2018: $182,665Net Income 2018: -$37,6332018Revenue 2019: $155,742Expenses 2019: $124,227Net Income 2019: $31,5152019Revenue 2020: $138,867Expenses 2020: $116,779Net Income 2020: $22,0882020Revenue 2021: $61,424Expenses 2021: $66,051Net Income 2021: -$4,6272021Revenue 2022: $80,701Expenses 2022: $82,447Net Income 2022: -$1,7462022Revenue 2023: $77,678Expenses 2023: $63,651Net Income 2023: $14,0272023Revenue 2024: $78,001Expenses 2024: $51,055Net Income 2024: $26,9462024

Highlighted filing

2018

Revenue$145,032
Expenses$182,665
Net Income-$37,633
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 11, 2018
Return Version
2017v2.2
Gross Receipts
$145,032
Mission and Program Overview

Mission

College Sorority

Program Services

DescriptionGrantsExpenses
We are a fraternal organizaiton that collects dues from its members twice a year. These dues are used to fund social events as well as overall character development of the members-$182,665
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTONELLA UBIERNAPresidentPT$0--
NICOLETTE COTANATreasurerPT$0--
KATHERINE RILEYVice PresidentPT$0--
RAYNA KWOSecretaryPT$0--
ALEXANDRA QUATRELLAPersonnel Chair-$0--
MADELEINE SUSZKARecruitment Chair-$0--
EMILY LEGAARDPanhellenic Delegate-$0--
OLIVIA HACKERDirector Of Programming-$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity - Iota Lambda
EIN
23-2660844
Phone
6109938340
Address
800 LANCASTER AVENUE, VILLANOVA, PA 19085

Signing Officer

Name
Nicolette Cotana
Title
Treasurer
Phone
6109938340
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Lutz & Travers Pc
Address
633 SWEDESFORD ROAD, FRAZER, PA 19355
Preparer
Andrew C Lutz
Phone
6109938340
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

MEMBERSHIP DUES 8475.

Form 990EZ, Part I, Line 16

Risk management fee 8900.

Form 990EZ, Part I, Line 16

NEW MEMBER FEE 6500.

Form 990EZ, Part I, Line 16

MERCHANDISE 1942.

Form 990EZ, Part I, Line 16

OFFICER EXPENSES 9861.

Form 990EZ, Part I, Line 16

MEMBER EDUCATION 22140.

Form 990EZ, Part I, Line 16

RECRUITMENT 8277.

Form 990EZ, Part I, Line 16

PANHELLENIC 8056.

Form 990EZ, Part I, Line 16

EVENTS 51672.

Form 990EZ, Part I, Line 16

National chapter fees 5960.

Form 990EZ, Part I, Line 16

BANK/CC FEES 3525.

Form 990EZ, Part I, Line 16

TRAVEL 2234.

Form 990EZ, Part I, Line 16

HOUSE CORPORATION 44900.

Form 990EZ, Part I, Line 16

SCHOLARSHIP EXPENSE 223.

Form 990EZ, Part II, Line 24

Member receivables 19613. 20156.

Form 990EZ, Part II, Line 26

Deferred revenue 19613. 20156.

Raw XML Appendix161 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum06109938340
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 LANCASTER AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VILLANOVA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044853
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03296
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-37633
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064466
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027376
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0145032
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0141736
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044853
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07220
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044853
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANTONELLA UBIERNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLETTE COTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHERINE RILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RAYNA KWO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEXANDRA QUATRELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MADELEINE SUSZKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EMILY LEGAARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7OLIVIA HACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PERSONNEL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECRUITMENT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PANHELLENIC DELEGATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR OF PROGRAMMING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019613
IRS990EZ/OtherAssetsTotalDetail/EOYAmt020156
IRS990EZ/OtherExpensesTotalAmt0182665
IRS990EZ/PrimaryExemptPurposeTxt0College Sorority
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We are a fraternal organizaiton that collects dues from its members twice a year. These dues are used to fund social events as well as overall character development of the members
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0182665
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019613
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020156
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0182665
IRS990EZ/TotalProgramServiceExpensesAmt0182665
IRS990EZ/TotalRevenueAmt0145032
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP DUES 8475.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RISK MANAGEMENT FEE 8900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEW MEMBER FEE 6500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MERCHANDISE 1942.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICER EXPENSES 9861.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBER EDUCATION 22140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RECRUITMENT 8277.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PANHELLENIC 8056.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EVENTS 51672.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NATIONAL CHAPTER FEES 5960.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK/CC FEES 3525.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TRAVEL 2234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HOUSE CORPORATION 44900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SCHOLARSHIP EXPENSE 223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Member receivables 19613. 20156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Deferred revenue 19613. 20156.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLETTE COTANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06109938340
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY - IOTA LAMBDA
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0232660844
ReturnHeader/Filer/PhoneNum06109938340
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 LANCASTER AVENUE
ReturnHeader/Filer/USAddress/CityNm0VILLANOVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019085
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B3C9514630DB0B08D3E02F5408011D7A5A0BE82C
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.246.187.113
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm007:02:42
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ & TRAVERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0633 SWEDESFORD ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRAZER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019355
ReturnHeader/PreparerPersonGrp/PhoneNum06109938340
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW C LUTZ
ReturnHeader/ReturnTs02018-11-14T07:03:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.78$0.51$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.78$0.64$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.81$0.82$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.61$0.66$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.39$1.17$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.39$1.56$1.24$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.20$0.07$1.45$1.83$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.20$0.45$1.50$1.29$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.06$0.24$1.26$1.33$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.04$0.32$1.38$1.31$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.04$0.25$1.11$1.06$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.03$0.19$1.08$0.93$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$1.04$1.03$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.88$0.88$0.00