Civic Intelligence

Alpha Tau Omega Delta Lambda Chapter

990EZ • Fiscal year 2018 • EIN 31-6079721

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 29, 2018

Organization ProfileWWW.UCATO.ORG
319 Probasco StreetCincinnati, OH 45220

(216) 956-7720

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

37th percentile

-1.3%

Higher net margin than 37% 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

10th percentile

-29%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

31st percentile

-7.4%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$5,930

Down $2,457 (-29%) from 2017

Net Assets

Down

$5,930

Down $2,457 (-29%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin37th percentile

Revenue

Down

$183,091

Down $14,673 (-7.4%) from 2017

Expenses

Down

$185,548

Down $16,419 (-8.1%) from 2017

Net Income

Up

-$2,457

Up $1,746 (+42%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$15K$10K$5.0K$0Assets 2014: $10,000Liabilities 2014: $0Net Assets 2014: $10,0002014Assets 2015: $8,109Liabilities 2015: $0Net Assets 2015: $8,1092015Assets 2016: $12,590Liabilities 2016: $0Net Assets 2016: $12,5902016Assets 2017: $8,387Liabilities 2017: $0Net Assets 2017: $8,3872017Assets 2018: $5,930Liabilities 2018: $0Net Assets 2018: $5,9302018Assets 2019: $56Net Assets 2019: $562019

Highlighted filing

2018

Assets$5,930
Liabilities$0
Net Assets$5,930
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $166,811Expenses 2014: $162,004Net Income 2014: $4,8072014Revenue 2015: $183,384Expenses 2015: $185,275Net Income 2015: -$1,8912015Revenue 2016: $190,088Expenses 2016: $185,607Net Income 2016: $4,4812016Revenue 2017: $197,764Expenses 2017: $201,967Net Income 2017: -$4,2032017Revenue 2018: $183,091Expenses 2018: $185,548Net Income 2018: -$2,4572018Revenue 2019: $150,777Expenses 2019: $156,651Net Income 2019: -$5,8742019

Highlighted filing

2018

Revenue$183,091
Expenses$185,548
Net Income-$2,457
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 29, 2018
Return Version
2017v2.2
Gross Receipts
$183,091
Mission and Program Overview

Mission

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 110 MEMBERS FOR THE YEAR$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DREW FOSTERChaplain-$0--
THOMAS HONKENPresident-$0--
COREY MILLERTreasurer-$0--
SHANE ZWIERZCHOWSKIVice President-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Tau Omega
EIN
31-6079721
Phone
2169567720
Address
319 PROBASCO STREET, CINCINNATI, OH 45220

Signing Officer

Name
Corey Miller
Title
Treasurer
Phone
2169567720
Signed
2018-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
Melanie Powell CPA
Phone
7065710083
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: donation. Grantee name: boys and girls club of greater cincinnati. Grantee address: 600 dalton avenue cincinnati, oh 45203. Grantee relationship: none. Date of gift: 06/30/18. Amount given: 4,400.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: chapter operations. Amount: 44,403. Description: billing service. Amount: 5,400. Description: chapter dues/fees. Amount: 23,171. Description: philanthropy expense. Amount: 3,541. Total to form 990-ez, line 16: 76,515.”

Raw XML Appendix122 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COREY MILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02169567720
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0319 PROBASCO STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045220
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08387
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05930
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2457
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07779
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08387
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05930
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04400
IRS990EZ/GrossReceiptsAmt0183091
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00287
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0183091
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08387
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08387
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05930
IRS990EZ/OccupancyRentUtltsAndMaintAmt096854
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DREW FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS HONKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COREY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANE ZWIERZCHOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt076515
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY WHOSE PURPOSE IS TO PROVIDE MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 110 MEMBERS FOR THE YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0185548
IRS990EZ/TotalRevenueAmt0183091
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UCATO.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: BOYS AND GIRLS CLUB OF GREATER CINCINNATI. GRANTEE ADDRESS: 600 DALTON AVENUE CINCINNATI, OH 45203. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/30/18. AMOUNT GIVEN: 4,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 44,403. DESCRIPTION: BILLING SERVICE. AMOUNT: 5,400. DESCRIPTION: CHAPTER DUES/FEES. AMOUNT: 23,171. DESCRIPTION: PHILANTHROPY EXPENSE. AMOUNT: 3,541. TOTAL TO FORM 990-EZ, LINE 16: 76,515.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReasonableCauseExplanation/ExplanationTxt0THE ORGANIZATION'S OFFICERS ARE COMPRISED OF COLLEGE STUDENTS WHO SERVE IN THEIR CAPACITY AS OFFICERS ON A VOLUNTEER BASIS AND RECEIVE NO COMPENSATION FOR THEIR POSITION AS OFFICER. THE ORGANIZATION HAS HAD TURNOVER AMONG THE VARIOUS OFFICER POSITIONS IN THE CURRENT YEAR AND THE 990 FILING RESPONSIBILITIES WERE NOT WELL COMMUNICATED TO THE NEW OFFICERS. THE CURRENT OFFICERS REALIZED THAT THE 990 DUE DATE WAS ON 11/15/2018 AND IMMEDIATELY TOOK ACTION AND GATHERED THE INFORMATION NEEDED TO FILE A COMPLETE AND ACCURATE RETURN.BASED ON THE REASONS STATED ABOVE, WE ASK THAT YOU PLEASE WAIVE THE LATE FILING PENALTY. YOUR CONSIDERATION IN THE MATTER WILL BE GREATLY APPRECIATED.
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COREY MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02169567720
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA TAU OMEGA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DELTA LAMBDA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0316079721
ReturnHeader/Filer/PhoneNum02169567720
ReturnHeader/Filer/USAddress/AddressLine1Txt0319 PROBASCO STREET
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045220
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02018-11-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:46:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE POWELL CPA
ReturnHeader/ReturnTs02018-11-29T14:36:38-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,930
Liabilities
$0
Net assets
$5,930
Revenue
$183,091
Expenses
$185,548
Net income
-$2,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.51$1.57$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.83$1.86$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.98$2.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.90$1.86$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.83$1.85$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.67$1.62$0.05