Civic Intelligence

Zeta Omega Chapter of Sigma Chi Fraternity

EIN 23-7067147 • 501(c)7 • Johnson City, TN

Profile

Social Club - Fraternity. 40 Members.

734 West Maple StreetJohnson City, TN 37604

www.sigmachi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

132%

Faster revenue growth than 97% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$66,535

Up $12,196 (+22%) from 2023

Liabilities

Flat

$1,425

Flat from 2023

Net Assets

Up

$65,110

Up $12,196 (+23%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin73rd percentile

Revenue

Up

$90,008

Up $51,283 (+132%) from 2023

Expenses

Up

$77,812

Up $36,167 (+87%) from 2023

Net Income

Up

$12,196

Up $15,116 (+518%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2021: $46,151Liabilities 2021: $10,075Net Assets 2021: $36,0762021Assets 2022: $57,729Liabilities 2022: $1,895Net Assets 2022: $55,8342022Assets 2023: $54,339Liabilities 2023: $1,425Net Assets 2023: $52,9142023Assets 2024: $66,535Liabilities 2024: $1,425Net Assets 2024: $65,1102024

Highlighted filing

2024

Assets$66,535
Liabilities$1,425
Net Assets$65,110
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2021: $53,678Expenses 2021: $47,584Net Income 2021: $6,0942021Revenue 2022: $87,783Expenses 2022: $77,025Net Income 2022: $10,7582022Revenue 2023: $38,725Expenses 2023: $41,645Net Income 2023: -$2,9202023Revenue 2024: $90,008Expenses 2024: $77,812Net Income 2024: $12,1962024

Highlighted filing

2024

Revenue$90,008
Expenses$77,812
Net Income$12,196
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,535
Liabilities
$1,425
Net assets
$65,110
Revenue
$90,008
Expenses
$77,812
Net income
$12,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.5$1.43$65.1$90.0$77.8$12.2
2023Detailed filing. Detailed filing data is available for this year.$54.3$1.43$52.9$38.7$41.6$2.92
2022Detailed filing. Detailed filing data is available for this year.$57.7$1.90$55.8$87.8$77.0$10.8
2021Detailed filing. Detailed filing data is available for this year.$46.2$10.1$36.1$53.7$47.6$6.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jun 20, 2025
Return Version
2023v6.0
Gross Receipts
$90,208
Mission and Program Overview

Mission

Social Club - Fraternity. 72 Members.

Social Club - Fraternity. 70 Members.

Program Services

DescriptionGrantsExpenses
Social Events/Gatherings--
Member Education and Enrichment--
Community Service and Philanthropy--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brady AdamsPresident (Start April 24)PT$0--
Devin HerzogPresident (End Mar 24)PT$0--
Noah MorrisonVice President (Start Apr 24)PT$0--
Brady AdamsVice President (End Mar 24)PT$0--
Thomas BalesSecretary (Start Apr 24)-$0--
Connor ByersSecretary (End Mar 24)-$0--
Leyton PatrickTreasurer (Start Apr 24)PT$0--
Luke CarrierTreasurer (End Mar 24)PT$0--
Filing and Contact Details

Filer

Filer Name
Zeta Omega Chapter of Sigma Chi Fraternity
EIN
23-7067147
Phone
8478693655
Address
734 West Maple Street, Johnson City, TN 37604

Signing Officer

Name
Casey Fitzwater
Title
Treasurer
Phone
8478693655
Signed
2025-06-20
Discuss with paid preparer
Yes

Preparer

Preparer
Norman Klonowski CPA
Phone
5869426583
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Grantee: Sigma Chi Fraternity, Inc. 1714 Hinman Avenue, Evanston, IL. 60201. Amount: $20,556. Relationship: Central Organization. Classification: Payment to Affiliate: Dues and Brotherhood activities. Philanthropic Payments: $4,026, Scholarships: $100.”

Form 990-EZ, Part I, Line 16

“Chapter Operations: $34,832, Insurance: $10,743, Apparel: $2,722, Inter-Fraternity Council Dues: $2,660”

Form 990-EZ, Part II, Line 24

“Member Receivables”

Form 990-EZ, Part II, Line 26

“Member Refund Due”

Raw XML Appendix166 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Casey Fitzwater
IRS990EZ/BooksInCareOfDetail/PhoneNum08478693655
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0734 West Maple Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Johnson City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033041
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03676
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt012196
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02173
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054339
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066535
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024682
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt090208
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt010500
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt086532
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052914
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065110
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052914
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065110
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt612
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt712
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brady Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Devin Herzog
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Noah Morrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brady Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Thomas Bales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Connor Byers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Leyton Patrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Luke Carrier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President (start April 24)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President (end Mar 24)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President (start Apr 24)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President (end Mar 24)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary (start Apr 24)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary (end Mar 24)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer (start Apr 24)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer (end Mar 24)
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt039169
IRS990EZ/OtherAssetsTotalDetail/EOYAmt033494
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050957
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Social Club - Fraternity. 70 Members.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Social Events/Gatherings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Member Education and Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community Service and Philanthropy
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt0200
IRS990EZ/SpecialEventsNetIncomeLossAmt0-200
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01425
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01425
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt077812
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt090008
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.sigmachi.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee: Sigma Chi Fraternity, Inc. 1714 Hinman Avenue, Evanston, IL. 60201. Amount: $20,556. Relationship: Central Organization. Classification: Payment to Affiliate: Dues and Brotherhood activities. Philanthropic Payments: $4,026, Scholarships: $100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Chapter Operations: $34,832, Insurance: $10,743, Apparel: $2,722, Inter-Fraternity Council Dues: $2,660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Member Receivables
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Member Refund Due
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0Zeta Omega is requesting an abatement of any penalties or late filing fees for the late filing of our Chapter's TY23 (6/30/2024) tax Form 990-EZ, for "reasonable cause". I acknowledge and sincerely apologize for the late filing of our Chapter's TY23 tax Form 990-EZ. The Zeta Omega Chapter is a tax-exempt organization operating under IRS Code Section 501c7. We are a college fraternity supported by dues paying members to provide an opportunity for members to commingle, engage in personal contact, pursue common goals, and aspirations. Personally, I am the Treasurer for the fraternity, and I am responsible for the ultimate filing of the tax Form 990-EZ. The governance responsibilities of a college fraternity are extremely fluid due to officers continually being in transition annually due to graduation from school. This I believe is the primary reason why the Form 990-EZ is being filed late. Our new governance structure acted (completion/filing the tax return) as soon as we became aware of the specific 990 filing requirements. Unfortunately, such corrective action was also protracted since our new governance structure had to familiarize itself with the detailed Form 990 informational filing requirements, aligning our historical financial information with the 990 requirements, along with an associated search for a Certified Professional Accountant (CPA) for tax return preparation/assistance. Going forward, Zeta Omega intends to comply with all Form 990 filing requirements. Finally, I have designed procedures to ensure that future officer transition will include the Form 990 filing requirements and associated completion procedures. Again, I sincerely apologize and hope that you will consider the abatement of any penalties or late filing fees owed for "reasonable cause". I am willing to provide any clarifications that you may require. Sincerely, Casey Fitzwater, Treasurer, Zeta Omega Chapter - Sigma Chi Fraternity.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Casey Fitzwater
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08478693655
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Zeta Omega Chapter of Sigma Chi Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
ReturnHeader/Filer/EIN0237067147
ReturnHeader/Filer/PhoneNum08478693655
ReturnHeader/Filer/USAddress/AddressLine1Txt0734 West Maple Street
ReturnHeader/Filer/USAddress/CityNm0Johnson City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerPersonGrp/PhoneNum05869426583
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Norman Klonowski CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-23T14:17:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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