Civic Intelligence

Upsilon Lambda Chapter of Chi Omega

EIN 31-1212633 • 501(c)7 • Madison, IN

Profile

Sorority house providing housing, meals and activities for its members.

PO Box 959Madison, IN 47250

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-1671%

Higher net margin than 1% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)7 • $500k-$1M nonprofits • Source year 2024

Asset Growth

28th percentile

-2.8%

Faster asset growth than 28% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$749,354

Down $21,214 (-2.8%) from 2023

Liabilities

Down

$0

Down $12,158 (-100%) from 2023

Net Assets

Down

$749,354

Down $9,056 (-1.2%) from 2023

Revenue

Down

$542

Down $321,298 (-100%) from 2023

Expenses

Down

$9,598

Down $241,358 (-96%) from 2023

Net Income

Down

-$9,056

Down $79,940 (-113%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2016: $306,952Liabilities 2016: $0Net Assets 2016: $306,9522016Assets 2019: $498,609Liabilities 2019: $0Net Assets 2019: $498,6092019Assets 2020: $560,551Liabilities 2020: $0Net Assets 2020: $560,5512020Assets 2021: $680,069Liabilities 2021: $319Net Assets 2021: $679,7502021Assets 2022: $687,853Liabilities 2022: $327Net Assets 2022: $687,5262022Assets 2023: $770,568Liabilities 2023: $12,158Net Assets 2023: $758,4102023Assets 2024: $749,354Liabilities 2024: $0Net Assets 2024: $749,3542024

Highlighted filing

2024

Assets$749,354
Liabilities$0
Net Assets$749,354

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2016: $288,811Expenses 2016: $254,347Net Income 2016: $34,4642016Revenue 2019: $294,123Expenses 2019: $240,426Net Income 2019: $53,6972019Revenue 2020: $301,779Expenses 2020: $239,837Net Income 2020: $61,9422020Revenue 2021: $354,622Expenses 2021: $235,423Net Income 2021: $119,1992021Revenue 2022: $272,269Expenses 2022: $264,493Net Income 2022: $7,7762022Revenue 2023: $321,840Expenses 2023: $250,956Net Income 2023: $70,8842023Revenue 2024: $542Expenses 2024: $9,598Net Income 2024: -$9,0562024

Highlighted filing

2024

Revenue$542
Expenses$9,598
Net Income-$9,056

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$542
Mission and Program Overview

Mission

Sorority house providing housing, meals and activities for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$758,410$749,354▼ $9,056
Cash and Non-Interest-Bearing Accounts$541,619$519,863▼ $21,756
Savings and Temporary Cash Investments$228,949$229,491▲ $542
Total Assets$770,568$749,354▼ $21,214
Liabilities
Accounts Payable and Accrued Expenses$12,158--
Total Liabilities$12,158$0▼ $12,158
Net Assets / Fund Balance
Total Net Assets Fund Balance$758,410$749,354▼ $9,056
Total Liabilities and Net Assets / Fund Balance$770,568$749,354▼ $21,214
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lisa PeterworthPresident
Erin WhickerVice President
Elisabeth EdwardsSecretary
Rachel StrongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$542
Other Revenue
$0
Change in Net Assets
$-9,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,048
Salaries, Compensation, and Employee Benefits$1,550
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$2,475$468-$2,475
Fees for Services Accounting-$2,344-$2,344
Payroll Taxes$1,550--$1,550
Insurance$853--$853
Occupancy$354--$354
Office Expenses-$26-$26
Total Functional Expenses$6,760$2,838$0$9,598
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Form 990 is reviewed by officer prior to signing.

CEO executive director top management comp Part VI line 15A

Hiring and compensation is approved by board of directors.

Other officer or key employee compensation Part VI line 15B

Key employees hiring and compensation is approved by board of directors.

Governing documents etc available to public Part VI line 19

Disclosure is made on a case by case basis.

Filing and Contact Details

Filer

Filer Name
Upsilon Lambda Chapter of Chi Omega
EIN
31-1212633
Address
PO BOX 959, MADISON, IN 47250

Signing Officer

Name
Rachel Strong
Title
Treasurer
Phone
8122735747
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Scott and Callicotte LLC
Address
511 W State Street, Madison, IN 47250
Preparer
John Callicotte
Phone
8122735747
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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