Civic Intelligence

Chi Omega Fraternity - Iota Lambda

990EZ • Fiscal year 2017 • EIN 23-2660844

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 07, 2018

Organization ProfileN/A
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

85th percentile

0.30x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.13x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

75th percentile

14%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

96th percentile

114%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

19%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$64,466

Up $34,294 (+114%) from 2016

Net Assets

Up

$44,853

Up $20,397 (+83%) from 2016

Liabilities

Up

$19,613

Up $13,897 (+243%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin75th percentile

Revenue

Up

$149,763

Up $23,742 (+19%) from 2016

Expenses

Down

$129,366

Down $4,004 (-3.0%) from 2016

Net Income

Up

$20,397

Up $27,746 (+378%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

2017

Assets$64,466
Liabilities$19,613
Net Assets$44,853
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

2017

Revenue$149,763
Expenses$129,366
Net Income$20,397
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 7, 2018
Return Version
2016v3.0
Gross Receipts
$149,763
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-$129,366
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEANNA PASSARETTIPresidentPT$0--
ANN DOHERTYTreasurerPT$0--
DANA DEGANNEROVice PresidentPT$0--
KATHERINE RILEYSecretaryPT$0--
ALEXANDRA SHAWPersonnel Chair-$0--
KATHERINE FITZPATRICKRecruitment Chair-$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
Ann Doherty
Title
Treasurer
Phone
6109938340
Signed
2018-02-07
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 15295.”

Form 990EZ, Part I, Line 16

“NEW MEMBER FEE 6490.”

Form 990EZ, Part I, Line 16

“Risk management fee 2000.”

Form 990EZ, Part I, Line 16

“REGISTRATION FEE 1200.”

Form 990EZ, Part I, Line 16

“MERCHANDISE 3025.”

Form 990EZ, Part I, Line 16

“OFFICER EXPENSES 1397.”

Form 990EZ, Part I, Line 16

“MEMBER EDUCATION 13180.”

Form 990EZ, Part I, Line 16

“RECRUITMENT 8984.”

Form 990EZ, Part I, Line 16

“PANHELLENIC 6364.”

Form 990EZ, Part I, Line 16

“EVENTS 38244.”

Form 990EZ, Part I, Line 16

“COMMUNITY SERVICE 7518.”

Form 990EZ, Part I, Line 16

“BANK/CC FEES 2004.”

Form 990EZ, Part I, Line 16

“TRAVEL 1506.”

Form 990EZ, Part I, Line 16

“HOUSE CORPORATION 3445.”

Form 990EZ, Part I, Line 16

“SCHOLARSHIP EXPENSE 179.”

Form 990EZ, Part I, Line 16

“Sisterhood team expenses 18535.”

Form 990EZ, Part II, Line 24

“Member receivables 5716. 19613.”

Form 990EZ, Part II, Line 26

“Deferred revenue 5716. 19613.”

Raw XML Appendix159 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEANNA PASSARETTI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANA DEGANNERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHERINE RILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEXANDRA SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHERINE FITZPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PERSONNEL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECRUITMENT CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05716
IRS990EZ/OtherAssetsTotalDetail/EOYAmt019613
IRS990EZ/OtherExpensesTotalAmt0129366
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0129366
IRS990EZ/TotalProgramServiceExpensesAmt0129366
IRS990EZ/TotalRevenueAmt0149763
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP DUES 15295.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEW MEMBER FEE 6490.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RISK MANAGEMENT FEE 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGISTRATION FEE 1200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MERCHANDISE 3025.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBER EDUCATION 13180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RECRUITMENT 8984.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PANHELLENIC 6364.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EVENTS 38244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COMMUNITY SERVICE 7518.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK/CC FEES 2004.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TRAVEL 1506.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13HOUSE CORPORATION 3445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SCHOLARSHIP EXPENSE 179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SISTERHOOD TEAM EXPENSES 18535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Member receivables 5716. 19613.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Deferred revenue 5716. 19613.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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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 I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 26
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ReturnHeader/BusinessOfficerGrp/PhoneNum06109938340
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ReturnHeader/FilingSecurityInformation/IPDt02018-03-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm005:38:16
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0633 SWEDESFORD ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRAZER
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ReturnHeader/PreparerPersonGrp/PhoneNum06109938340
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW C LUTZ
ReturnHeader/ReturnTs02018-03-01T05:38:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,466
Liabilities
$19,613
Net assets
$44,853
Revenue
$149,763
Expenses
$129,366
Net income
$20,397
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