Civic Intelligence

Sigma Chi Omega Chapter

990 • Fiscal year 2018 • EIN 36-1773970

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 01, 2019

2249 Sheridan RoadEvanston, IL 60201

(847) 835-0634

Siviq Scores

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

Liabilities / Assets

91st percentile

0.75x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.12x

Higher debt load relative to revenue than 56% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Asset Growth

6th percentile

-17%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-2.4%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$107,698

Down $22,534 (-17%) from 2017

Net Assets

Up

$26,996

Up $22,804 (+544%) from 2017

Liabilities

Down

$80,702

Down $45,338 (-36%) from 2017

Revenue

Down

$678,398

Down $16,877 (-2.4%) from 2017

Expenses

Down

$655,594

Down $142,306 (-18%) from 2017

Net Income

Up

$22,804

Up $125,429 (+122%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2012: $310,052Liabilities 2012: $93,905Net Assets 2012: $216,1472012Assets 2013: $409,055Liabilities 2013: $91,669Net Assets 2013: $317,3862013Assets 2014: $518,326Liabilities 2014: $145,747Net Assets 2014: $372,5792014Assets 2015: $331,049Liabilities 2015: $105,992Net Assets 2015: $225,0572015Assets 2016: $221,645Liabilities 2016: $114,828Net Assets 2016: $106,8172016Assets 2017: $130,232Liabilities 2017: $126,040Net Assets 2017: $4,1922017Assets 2018: $107,698Liabilities 2018: $80,702Net Assets 2018: $26,9962018Assets 2019: $86,597Liabilities 2019: $141,736Net Assets 2019: -$55,1392019Assets 2020: $48,690Liabilities 2020: $76,505Net Assets 2020: -$27,8152020Assets 2021: $55,174Liabilities 2021: $40,449Net Assets 2021: $14,7252021Assets 2022: $41,834Liabilities 2022: $107,492Net Assets 2022: -$65,6582022Assets 2023: $37,827Liabilities 2023: $2,879Net Assets 2023: $34,9482023Assets 2024: $17,533Net Assets 2024: $17,5332024Assets 2025: $17,533Net Assets 2025: $17,5332025

Highlighted filing

2018

Assets$107,698
Liabilities$80,702
Net Assets$26,996

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $700,0572012Expenses 2013: $638,4272013Revenue 2014: $752,040Expenses 2014: $705,376Net Income 2014: $46,6642014Revenue 2015: $754,532Expenses 2015: $902,054Net Income 2015: -$147,5222015Revenue 2016: $668,012Expenses 2016: $786,252Net Income 2016: -$118,2402016Revenue 2017: $695,275Expenses 2017: $797,900Net Income 2017: -$102,6252017Revenue 2018: $678,398Expenses 2018: $655,594Net Income 2018: $22,8042018Revenue 2019: $566,955Expenses 2019: $649,090Net Income 2019: -$82,1352019Revenue 2020: $489,920Expenses 2020: $462,596Net Income 2020: $27,3242020Revenue 2021: $248,428Expenses 2021: $152,367Net Income 2021: $96,0612021Revenue 2022: $1,436Expenses 2022: $81,819Net Income 2022: -$80,3832022Revenue 2023: $105,801Expenses 2023: $5,195Net Income 2023: $100,6062023Revenue 2024: $2,878Expenses 2024: $20,293Net Income 2024: -$17,4152024Revenue 2025: $0Expenses 2025: $0Net Income 2025: $02025

Highlighted filing

2018

Revenue$678,398
Expenses$655,594
Net Income$22,804
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 1, 2019
Return Version
2017v2.3
Gross Receipts
$678,398
Mission and Program Overview

Mission

To support operations, housing for members

To provide housing and board for members and pledges during the school year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$84,442$67,482▼ $16,960
Cash and Non-Interest-Bearing Accounts$3,342$22,019▲ $18,677
Savings and Temporary Cash Investments$42,448$18,197▼ $24,251
Total Assets$130,232$107,698▼ $22,534
Liabilities
Accounts Payable and Accrued Expenses$126,040$80,702▼ $45,338
Total Liabilities$126,040$80,702▼ $45,338
Net Assets / Fund Balance
Unrestricted Net Assets$4,192$26,996▲ $22,804
Total Net Assets Fund Balance$4,192$26,996▲ $22,804
Total Liabilities and Net Assets / Fund Balance$130,232$107,698▼ $22,534

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$67,482$342,260$409,742
Compensation and Service Providers

Board Members and Trustees

NameTitle
Trevor LystadPresident
Julian WallentinSecretary
William KohrTreasurer
Benjamin MarkstoneVice-pres
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$678,381
Investment Income
$17
Other Revenue
$0
Change in Net Assets
$22,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$655,594
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---$164,343
All Other Expenses---$86,689
Other Expenses---$18,117
Depreciation Depletion---$16,960
Insurance---$1,111
Total Functional Expenses$0$0$0$655,594
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Reviewed by chapter advisor

Form 990, Page 6, Part VI, Line 19

No documents made available to the public

Filing and Contact Details

Filer

Filer Name
Sigma Chi Omega Chapter
EIN
36-1773970
Phone
8478350634
Address
2249 SHERIDAN ROAD, EVANSTON, IL 60201

Signing Officer

Name
William Kohr
Title
Treasurer
Signed
2019-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trevor Lystad
Formed
1869
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Cjbs LLC
Address
2100 SANDERS RD STE 200, NORTHBROOK, IL 60062-6141
Preparer
Andrew R Lotts
Phone
8479452888
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Organization has chapter advisor, financial advisor, and uses alumni of other chapters to help in initiation.

Form 990, Part IX, Line 24E

National initation fees 14,427 0 0 d & c maintenance dues 13,301 0 0 travel 11,909 0 0 magister 8,787 0 0 brotherhood 7,370 0 0 non core service 6,242 0 0 special meals 6,196 0 0 ifc dues 4,663 0 0 board crew 2,840 0 0 composites 2,218 0 0 taxes 2,176 0 0 office supplies 2,054 0 0 initiation 1,000 0 0 security service 977 0 0 miscellaneous 842 0 0 scholarship 600 0 0 intramurals 540 0 0 exec operations 390 0 0 it costs 153 0 0 long distance 4 0 0 total 86,689 0 0

Raw XML Appendix261 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/FormationYr01869
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IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04192
IRS990/NetAssetsOrFundBalancesEOYAmt026996
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0164343
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SOCIAL
IRS990/OtherExpensesGrp/Desc2DERBY DAYS
IRS990/OtherExpensesGrp/Desc3RUSH
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TREVOR LYSTAD
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1ROOM CHARGES FROM MEMBERS
IRS990/ProgramServiceRevenueGrp/Desc2MEMBER DUES
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IRS990/PYTotalExpensesAmt016957
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION HAS CHAPTER ADVISOR, FINANCIAL ADVISOR, AND USES ALUMNI OF OTHER CHAPTERS TO HELP IN INITIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY CHAPTER ADVISOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NATIONAL INITATION FEES 14,427 0 0 D & C MAINTENANCE DUES 13,301 0 0 TRAVEL 11,909 0 0 MAGISTER 8,787 0 0 BROTHERHOOD 7,370 0 0 NON CORE SERVICE 6,242 0 0 SPECIAL MEALS 6,196 0 0 IFC DUES 4,663 0 0 BOARD CREW 2,840 0 0 COMPOSITES 2,218 0 0 TAXES 2,176 0 0 OFFICE SUPPLIES 2,054 0 0 INITIATION 1,000 0 0 SECURITY SERVICE 977 0 0 MISCELLANEOUS 842 0 0 SCHOLARSHIP 600 0 0 INTRAMURALS 540 0 0 EXEC OPERATIONS 390 0 0 IT COSTS 153 0 0 LONG DISTANCE 4 0 0 TOTAL 86,689 0 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/Filer/EIN0361773970
ReturnHeader/Filer/PhoneNum08478350634
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ReturnHeader/FilingSecurityInformation/IPTm008:41:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363524803
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600626141
ReturnHeader/PreparerPersonGrp/PhoneNum08479452888
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW R LOTTS
ReturnHeader/ReturnTs02019-07-15T08:41:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.00$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.03$0.20$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.03$0.35$1.06$0.05$1.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$1.07$0.66$0.01$0.82$0.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.40$0.15$2.48$1.52$0.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.77$0.28$4.90$4.63$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$1.42$0.55$5.67$6.49$0.82
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.81$0.27$6.78$6.56$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$1.26$0.04$6.95$7.98$1.03
2016Detailed filing. Detailed filing data is available for this year.$2.22$1.15$1.07$6.68$7.86$1.18
2015Detailed filing. Detailed filing data is available for this year.$3.31$1.06$2.25$7.55$9.02$1.48
2014Detailed filing. Detailed filing data is available for this year.$5.18$1.46$3.73$7.52$7.05$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.92$3.17$6.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.94$2.16$7.00