Civic Intelligence

Alpha Mu of Alpha Chi Omega Inc

EIN 35-6007524 • 501(c)7 • Bloomington, IN

Profile

Provide housing , leadership, sisterhood to active chapter members while attending Indiana University.

Greek Accounting PO Box 502Bloomington, IN 47402
Siviq Scores

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

Liabilities / Assets

21st percentile

0.14x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)7 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

1.21x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)7 • $5M-$10M nonprofits • Source year 2024

Net Margin

98th percentile

62%

Higher net margin than 98% of similar nonprofits.

501(c)7 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)7 • $5M-$10M nonprofits • Source year 2024

Asset Growth

65th percentile

5.5%

Faster asset growth than 65% of similar nonprofits.

501(c)7 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-9.8%

Faster revenue growth than 10% of similar nonprofits.

501(c)7 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,213,921

Up $273,141 (+5.5%) from 2023

Liabilities

Down

$721,817

Down $99,234 (-12%) from 2023

Net Assets

Up

$4,492,104

Up $372,375 (+9.0%) from 2023

Revenue

Down

$598,939

Down $65,397 (-9.8%) from 2023

Expenses

Up

$226,564

Up $39,922 (+21%) from 2023

Net Income

Down

$372,375

Down $105,319 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,114,592Liabilities 2020: $1,059,785Net Assets 2020: $3,054,8072020Assets 2021: $4,122,011Liabilities 2021: $1,007,885Net Assets 2021: $3,114,1262021Assets 2022: $4,558,417Liabilities 2022: $916,384Net Assets 2022: $3,642,0332022Assets 2023: $4,940,780Liabilities 2023: $821,051Net Assets 2023: $4,119,7292023Assets 2024: $5,213,921Liabilities 2024: $721,817Net Assets 2024: $4,492,1042024

Highlighted filing

2024

Assets$5,213,921
Liabilities$721,817
Net Assets$4,492,104

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2020: $335,071Expenses 2020: $184,788Net Income 2020: $150,2832020Revenue 2021: $180,040Expenses 2021: $120,721Net Income 2021: $59,3192021Revenue 2022: $692,643Expenses 2022: $164,736Net Income 2022: $527,9072022Revenue 2023: $664,336Expenses 2023: $186,642Net Income 2023: $477,6942023Revenue 2024: $598,939Expenses 2024: $226,564Net Income 2024: $372,3752024

Highlighted filing

2024

Revenue$598,939
Expenses$226,564
Net Income$372,375

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Feb 10, 2025
Return Version
2023v6.0
Gross Receipts
$598,939
Mission and Program Overview

Mission

Provide housing , leadership, sisterhood to active chapter members while attending Indiana University.

Provide leadership, sisterhood and housing for active chapter members while attending Indiana University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,095,030$4,434,499▲ $339,469
Savings and Temporary Cash Investments$700,133$620,471▼ $79,662
Cash and Non-Interest-Bearing Accounts$145,617$158,951▲ $13,334
Total Assets$4,940,780$5,213,921▲ $273,141
Liabilities
Mortgage Notes Payable Secured by Investment Property$821,051$721,817▼ $99,234
Total Liabilities$821,051$721,817▼ $99,234
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,119,729$4,492,104▲ $372,375
Total Net Assets Fund Balance$4,119,729$4,492,104▲ $372,375
Total Liabilities and Net Assets / Fund Balance$4,940,780$5,213,921▲ $273,141

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,521,268-$3,521,268
Equipment$813,231-$813,231
Land$100,000-$100,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Judy DowneyPresident
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$598,800
Investment Income
$139
Other Revenue
$0
Change in Net Assets
$372,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,564
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$140,178
Interest---$31,957
Insurance---$21,273
Fees for Services Accounting---$13,800
Other Expenses---$7,995
Office Expenses---$3,784
Conferences and Meetings---$2,500
Fees for Services Legal---$1,005
Information Technology---$795
Travel---$683
Total Functional Expenses$0$0$0$226,564
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

The 990 is presented to the Board for review at a meeting

Form 990, Part VI, Section B, Line 12C

Bpard members are informed of the Policy, If any such person shall thereafter refrain from discussing or voting on such matters related to the conflict on interest.

Filing and Contact Details

Filer

Filer Name
Alpha Mu of Alpha Chi Omega Inc
EIN
35-6007524
In Care Of
% Diana Holdman
Phone
8123334546
Address
Greek Accounting PO Box 502, Bloomington, IN 47402

Signing Officer

Name
Judy Downey
Title
President
Phone
8123334546
Signed
2025-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy Downey
Formed
1940
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Alpha & Omega INC
Address
608 N College Ave, Bloomington, IN 47404
Preparer
Diana Holdman
Phone
8123334848
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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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