Civic Intelligence

Chi Omega Fraternity Phi Epsilon

990EZ • Fiscal year 2022 • EIN 35-6043044

Jun 01, 2021 to May 31, 2022 • Filed on Apr 18, 2023

CO Jo Boyce 4221 W Warren WayMuncie, IN 47304

(765) 282-8870

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

Down

$1,693

Down $30,703 (-95%) from 2016

Net Assets

Down

$1,693

Down $27,749 (-94%) from 2016

Liabilities

Down

$0

Down $2,954 (-100%) from 2016

Revenue

Down

$72,860

Down $81,674 (-53%) from 2016

Expenses

Down

$94,378

Down $52,522 (-36%) from 2016

Net Income

Down

-$21,518

Down $29,152 (-382%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2016: $32,396Liabilities 2016: $2,954Net Assets 2016: $29,4422016Assets 2022: $1,693Liabilities 2022: $0Net Assets 2022: $1,6932022Assets 2023: $11,891Liabilities 2023: $0Net Assets 2023: $11,8912023Assets 2024: $4,544Liabilities 2024: $0Net Assets 2024: $4,5442024Assets 2025: $6,752Liabilities 2025: $0Net Assets 2025: $6,7522025

Highlighted filing

2022

Assets$1,693
Liabilities$0
Net Assets$1,693

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $154,534Expenses 2016: $146,900Net Income 2016: $7,6342016Revenue 2022: $72,860Expenses 2022: $94,378Net Income 2022: -$21,5182022Revenue 2023: $94,854Expenses 2023: $84,656Net Income 2023: $10,1982023Revenue 2024: $117,900Expenses 2024: $125,247Net Income 2024: -$7,3472024Revenue 2025: $108,144Expenses 2025: $105,936Net Income 2025: $2,2082025

Highlighted filing

2022

Revenue$72,860
Expenses$94,378
Net Income-$21,518
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 18, 2023
Return Version
2021v4.2
Gross Receipts
$72,860
Mission and Program Overview

Mission

To promote lasting and enduring friendships among its members, to foster higher standards of intellectual achievement and ethical behavior among its members, to promote education of its chapter members, and to promote educational and social milieu of the college where its chapter is established.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROMOTED LASTING AND ENDURING FRIENDSHIPS AMONG ITS MEMBERS, AS WELL AS FOSTERING HIGHER STANDARDS OF INTELLECTUAL ACHIEVEMENT AND ETHICAL BEHAVIOR. IT ALSO PROMOTED EDUCATION OF CHAPTER MEMBERS AND THE SOCIAL MILIEU OF BALL STATE UNIVERSITY.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALYSSA BRINKMANChapter PresidentPT$0--
TEAGAN HAYESChapter Vice-PresidentPT$0--
ALEXANDRIA DEELChapter SecretaryPT$0--
BELLA ZOGLIOChapter TreasurerPT$0--
GRACE GRADYMember Educator-$0--
SAM FIGGPersonnel Chair-$0--
KALYN MELHAMRecruitement Chair-$0--
ALEXANDRA FRAUHIGERPanhellenic Delegate-$0--
ELLA WALDSPURGERFacility Manager-$0--
RILEY WOODRUFFDirector Of Marketing-$0--
KARLY SMITHDirector Of Career & Personal Devel-$0--
LEXIE ROBERTSONDirector Of Campus Activities-$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity Phi Epsilon
EIN
35-6043044
Phone
7652828870
Address
CO JO BOYCE 4221 W WARREN WAY, MUNCIE, IN 47304

Signing Officer

Name
Jo R Boyce
Title
Sponsor
Phone
7657301936
Signed
2023-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Whitinger & Company LLC
Address
1100 W WHITE RIVER BLVD, MUNCIE, IN 47303-3776
Preparer
Linn a Crull CPA
Phone
7652843384
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 4.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: fines. Amount: 712. Description: philanthropic events. Amount: 2,504. Total to form 990-ez, line 8: 3,216.

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

Activity classification: . Grantee name: various. Amount given: 2,140.

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

Description: credit card fees. Amount: 2,603. Description: travel. Amount: 1,503. Description: clothing and other items. Amount: 1,205. Description: education and training. Amount: 3,042. Description: misc supplies. Amount: 77. Description: personnel chair expenses. Amount: 688. Description: recruitment. Amount: 2,424. Description: social events. Amount: 4,489. Description: sisterhood team expenses. Amount: 3,347. Description: scholarship expenses. Amount: 264. Description: community service expenses. Amount: 1,031. Description: campus activities. Amount: 2,524. Description: career development expenses. Amount: 4,534. Description: national dues. Amount: 16,625. Description: panhellenic dues. Amount: 2,003. Description: badge fee. Amount: 5,500. Description: prepaid card expense. Amount: 6,912. Description: donations. Amount: 4,079. Total to form 990-ez, line 16: 62,850.

Raw XML Appendix174 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/BooksInCareOfDetail/PhoneNum07652828870
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MUNCIE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALYSSA BRINKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TEAGAN HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEXANDRIA DEEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BELLA ZOGLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GRACE GRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAM FIGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KALYN MELHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALEXANDRA FRAUHIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ELLA WALDSPURGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RILEY WOODRUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KARLY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LEXIE ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAPTER VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAPTER SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPTER TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER EDUCATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PERSONNEL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECRUITEMENT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PANHELLENIC DELEGATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FACILITY MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR OF MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR OF CAREER & PERSONAL DEVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR OF CAMPUS ACTIVITIES
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt062850
IRS990EZ/OtherRevenueTotalAmt03216
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE LASTING AND ENDURING FRIENDSHIPS AMONG ITS MEMBERS, TO FOSTER HIGHER STANDARDS OF INTELLECTUAL ACHIEVEMENT AND ETHICAL BEHAVIOR AMONG ITS MEMBERS, TO PROMOTE EDUCATION OF ITS CHAPTER MEMBERS, AND TO PROMOTE EDUCATIONAL AND SOCIAL MILIEU OF THE COLLEGE WHERE ITS CHAPTER IS ESTABLISHED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROMOTED LASTING AND ENDURING FRIENDSHIPS AMONG ITS MEMBERS, AS WELL AS FOSTERING HIGHER STANDARDS OF INTELLECTUAL ACHIEVEMENT AND ETHICAL BEHAVIOR. IT ALSO PROMOTED EDUCATION OF CHAPTER MEMBERS AND THE SOCIAL MILIEU OF BALL STATE UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt094378
IRS990EZ/TotalRevenueAmt072860
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://BALLSTATECHIOMEGA.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FINES. AMOUNT: 712. DESCRIPTION: PHILANTHROPIC EVENTS. AMOUNT: 2,504. TOTAL TO FORM 990-EZ, LINE 8: 3,216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 2,140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,603. DESCRIPTION: TRAVEL. AMOUNT: 1,503. DESCRIPTION: CLOTHING AND OTHER ITEMS. AMOUNT: 1,205. DESCRIPTION: EDUCATION AND TRAINING. AMOUNT: 3,042. DESCRIPTION: MISC SUPPLIES. AMOUNT: 77. DESCRIPTION: PERSONNEL CHAIR EXPENSES. AMOUNT: 688. DESCRIPTION: RECRUITMENT. AMOUNT: 2,424. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 4,489. DESCRIPTION: SISTERHOOD TEAM EXPENSES. AMOUNT: 3,347. DESCRIPTION: SCHOLARSHIP EXPENSES. AMOUNT: 264. DESCRIPTION: COMMUNITY SERVICE EXPENSES. AMOUNT: 1,031. DESCRIPTION: CAMPUS ACTIVITIES. AMOUNT: 2,524. DESCRIPTION: CAREER DEVELOPMENT EXPENSES. AMOUNT: 4,534. DESCRIPTION: NATIONAL DUES. AMOUNT: 16,625. DESCRIPTION: PANHELLENIC DUES. AMOUNT: 2,003. DESCRIPTION: BADGE FEE. AMOUNT: 5,500. DESCRIPTION: PREPAID CARD EXPENSE. AMOUNT: 6,912. DESCRIPTION: DONATIONS. AMOUNT: 4,079. TOTAL TO FORM 990-EZ, LINE 16: 62,850.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JO R BOYCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SPONSOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07657301936
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY PHI EPSILON
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0356043044
ReturnHeader/Filer/PhoneNum07652828870
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO JO BOYCE 4221 W WARREN WAY
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047304
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0350905017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITINGER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 W WHITE RIVER BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUNCIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0473033776
ReturnHeader/PreparerPersonGrp/PhoneNum07652843384
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINN A CRULL CPA
ReturnHeader/ReturnTs02023-04-18T16:38:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOYCE
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

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