Civic Intelligence

Clovia Sorority - Beta Chapter

EIN 41-6169821 • 501(c)7 • Minneapolis, MN

Profile

Social club providing collegiate sorority housing, activities and environment

2221 University Ave SE Ste 111Minneapolis, MN 55414

umnbetaofclovia.org

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

38th percentile

-2.4%

Faster revenue growth than 38% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$292,565

Up $51,731 (+21%) from 2024

Liabilities

Up

$36,346

Up $25,509 (+235%) from 2024

Net Assets

Up

$256,219

Up $26,222 (+11%) from 2024

Revenue

Down

$197,225

Down $4,887 (-2.4%) from 2024

Expenses

Down

$171,004

Down $5,976 (-3.4%) from 2024

Net Income

Up

$26,221

Up $1,089 (+4.3%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $80,451Liabilities 2011: $7,4052011Assets 2012: $94,863Liabilities 2012: $9,6152012Assets 2013: $111,464Liabilities 2013: $13,9872013Assets 2014: $122,878Liabilities 2014: $18,0112014Assets 2015: $132,177Liabilities 2015: $21,5332015Assets 2016: $156,898Liabilities 2016: $02016Assets 2017: $163,601Liabilities 2017: $14,5612017Assets 2018: $185,471Liabilities 2018: $22,5672018Assets 2019: $186,327Liabilities 2019: $9,7372019Assets 2020: $198,969Liabilities 2020: $27,401Net Assets 2020: $171,5682020Assets 2021: $230,036Liabilities 2021: $45,672Net Assets 2021: $184,3642021Assets 2022: $197,967Liabilities 2022: $4,056Net Assets 2022: $193,9112022Assets 2023: $219,623Liabilities 2023: $14,760Net Assets 2023: $204,8632023Assets 2024: $240,834Liabilities 2024: $10,837Net Assets 2024: $229,9972024Assets 2025: $292,565Liabilities 2025: $36,346Net Assets 2025: $256,2192025

Highlighted filing

2025

Assets$292,565
Liabilities$36,346
Net Assets$256,219

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $122,753Expenses 2011: $127,970Net Income 2011: -$5,2172011Revenue 2012: $140,261Expenses 2012: $128,059Net Income 2012: $12,2022012Revenue 2013: $157,376Expenses 2013: $145,147Net Income 2013: $12,2292013Revenue 2014: $163,990Expenses 2014: $156,599Net Income 2014: $7,3912014Revenue 2015: $165,555Expenses 2015: $159,778Net Income 2015: $5,7772015Revenue 2016: $171,512Expenses 2016: $147,163Net Income 2016: $24,3492016Revenue 2017: $163,673Expenses 2017: $149,626Net Income 2017: $14,0472017Revenue 2018: $170,082Expenses 2018: $156,217Net Income 2018: $13,8652018Revenue 2019: $168,686Expenses 2019: $155,001Net Income 2019: $13,6852019Revenue 2020: $136,306Expenses 2020: $141,328Net Income 2020: -$5,0222020Revenue 2021: $153,341Expenses 2021: $140,545Net Income 2021: $12,7962021Revenue 2022: $173,433Expenses 2022: $163,886Net Income 2022: $9,5472022Revenue 2023: $189,123Expenses 2023: $178,172Net Income 2023: $10,9512023Revenue 2024: $202,112Expenses 2024: $176,980Net Income 2024: $25,1322024Revenue 2025: $197,225Expenses 2025: $171,004Net Income 2025: $26,2212025

Highlighted filing

2025

Revenue$197,225
Expenses$171,004
Net Income$26,221

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.36$2.56$1.97$1.71$0.26
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.11$2.30$2.02$1.77$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.15$2.05$1.89$1.78$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.04$1.94$1.73$1.64$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.46$1.84$1.53$1.41$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.27$1.72$1.36$1.41$0.05
2019Summary only. Only limited summary data is available for this year.$1.86$0.10$1.69$1.55$0.14
2018Summary only. Only limited summary data is available for this year.$1.85$0.23$1.70$1.56$0.14
2017Summary only. Only limited summary data is available for this year.$1.64$0.15$1.64$1.50$0.14
2016Summary only. Only limited summary data is available for this year.$1.57$0.00$1.72$1.47$0.24
2015Summary only. Only limited summary data is available for this year.$1.32$0.22$1.66$1.60$0.06
2014Summary only. Only limited summary data is available for this year.$1.23$0.18$1.64$1.57$0.07
2013Summary only. Only limited summary data is available for this year.$1.11$0.14$1.57$1.45$0.12
2012Summary only. Only limited summary data is available for this year.$0.95$0.10$1.40$1.28$0.12
2011Summary only. Only limited summary data is available for this year.$0.80$0.07$1.23$1.28$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$197,563
Mission and Program Overview

Mission

SOCIAL CLUB

Social club providing collegiate sorority housing, activities and environment

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$229,997$256,219▲ $26,222
Savings and Temporary Cash Investments$144,001$219,289▲ $75,288
Cash and Non-Interest-Bearing Accounts$79,219$58,433▼ $20,786
Accounts Receivable$8,703$6,637▼ $2,066
Inventories for Sale or Use$3,063$2,607▼ $456
Land, Buildings, and Equipment, Net$2,937$2,332▼ $605
Investments Program Related$1,911$2,267▲ $356
Total Assets$240,834$292,565▲ $51,731
Other Assets Total$1,000$1,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,237$31,146▲ $25,909
Other Liabilities$4,200$5,200▲ $1,000
Deferred Revenue$1,400--
Total Liabilities$10,837$36,346▲ $25,509
Net Assets / Fund Balance
Total Net Assets Fund Balance$229,997$256,219▲ $26,222
Total Liabilities and Net Assets / Fund Balance$240,834$292,565▲ $51,731

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,332$2,764-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Morgan PickettPresident
Breelee BerkenpasVice President
Katrina StangerFood Manager
Sarah EversoleHouse Contractor
Rachel VisserHouse Maintenance
Avery RielandRecruitment
Kaitlin ReitmeierRecruitment
Katie PickettRecruitment
Liv VeissethSecretary
Annika BromanSisterhood Relations
Katie RadmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100
Program Service Revenue
$195,098
Investment Income
$793
Other Revenue
$1,234
All Other Contributions
$100
Change in Net Assets
$26,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,332
Grants and Similar Amounts Paid$2,672
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$104,056$0$0$104,056
Fees for Services Accounting$5,358$0$0$5,358
Grants to Domestic Orgs$2,672--$2,672
Office Expenses$2,608$0$0$2,608
Conferences and Meetings$1,248$0$0$1,248
Advertising$710$0$0$710
Depreciation Depletion$605$0$0$605
Total Functional Expenses$171,004$0$0$171,004
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,158
Fundraising Direct Expenses$338
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
Member Deposits$5,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Clovia Sorority - Beta Chapter
EIN
41-6169821
Phone
6126245015
Address
2221 UNIVERSITY AVE SE STE 111, MINNEAPOLIS, MN 55414

Signing Officer

Name
Katie Radman
Title
Treasurer
Phone
6126245015
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morgan Pickett
Formed
1937
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
53

Preparer

Firm
Fraternity Purchasing Association
Address
2221 University Ave SE Ste 11, Minneapolis, MN 55414
Preparer
Michelle Ballensky
Phone
6126245015
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Yes, the organization has members that are undergraduate students attending the university of mn and have been initiated in the beta of clovia sorority.

Pt VI, Line 7B

Members in good standing do have the power to elect or appoint one or members of the governing body.

Pt VI, Line 11B

The treasurer reviews the form 990 before signing and filing the tax return.

Pt VI, Line 7A

Yes, the organization has members that are undergraduate students of the university of minnesota and have been initiated into beta of clovia sorority.

Raw XML Appendix392 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/TitleTxt0PRESIDENT
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IRS990/OtherLiabilitiesGrp/EOYAmt05200
IRS990/OtherRevenueMiscGrp/BusinessCd0813410
IRS990/OtherRevenueMiscGrp/BusinessCd1813410
IRS990/OtherRevenueMiscGrp/Desc0FINES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0205
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1209
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0205
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1209
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0414
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MORGAN PICKETT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0721310
IRS990/ProgramServiceRevenueGrp/BusinessCd1721310
IRS990/ProgramServiceRevenueGrp/BusinessCd2813410
IRS990/ProgramServiceRevenueGrp/BusinessCd3813410
IRS990/ProgramServiceRevenueGrp/Desc0RENT,PARLOR
IRS990/ProgramServiceRevenueGrp/Desc1BOARD INCOME
IRS990/ProgramServiceRevenueGrp/Desc2CHAPTER DUES
IRS990/ProgramServiceRevenueGrp/Desc3SOCIAL ACTIVITIES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0108458
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt134200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt249775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32665
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt08782
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt11600
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0125
IRS990/PYGrantsAndSimilarPaidAmt01621
IRS990/PYInvestmentIncomeAmt0275
IRS990/PYOtherExpensesAmt0175359
IRS990/PYOtherRevenueAmt02163
IRS990/PYProgramServiceRevenueAmt0199549
IRS990/PYRevenuesLessExpensesAmt025132
IRS990/PYTotalExpensesAmt0176980
IRS990/PYTotalRevenueAmt0202112
IRS990/ReconcilationRevenueExpnssAmt026221
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0229997
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0256219
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0144001
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0219289
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02332
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02764
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt05096
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02332
IRS990ScheduleD/TotalLiabilityAmt05200
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES, THE ORGANIZATION HAS MEMBERS THAT ARE UNDERGRADUATE STUDENTS ATTENDING THE UNIVERSITY OF MN AND HAVE BEEN INITIATED IN THE BETA OF CLOVIA SORORITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS IN GOOD STANDING DO HAVE THE POWER TO ELECT OR APPOINT ONE OR MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER REVIEWS THE FORM 990 BEFORE SIGNING AND FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YES, THE ORGANIZATION HAS MEMBERS THAT ARE UNDERGRADUATE STUDENTS OF THE UNIVERSITY OF MINNESOTA AND HAVE BEEN INITIATED INTO BETA OF CLOVIA SORORITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7a
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0240834
IRS990/TotalAssetsEOYAmt0292565
IRS990/TotalAssetsGrp/BOYAmt0240834
IRS990/TotalAssetsGrp/EOYAmt0292565
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0100
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0171004
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171004
IRS990/TotalGrossUBIAmt011995
IRS990/TotalLiabilitiesBOYAmt010837
IRS990/TotalLiabilitiesEOYAmt036346
IRS990/TotalLiabilitiesGrp/BOYAmt010837
IRS990/TotalLiabilitiesGrp/EOYAmt036346
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0229997
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0256219
IRS990/TotalProgramServiceRevenueAmt0195098
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0185130
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0197225
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt011995
IRS990/TotalVolunteersCnt053
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0240834
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0292565
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt02067 CARTER AVE
IRS990/USAddress/CityNm0SAINT PAUL
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055108
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0UMNBETAOFCLOVIA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE RADMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06126245015
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLOVIA SORORITY - BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CLOV
ReturnHeader/Filer/EIN0416169821
ReturnHeader/Filer/PhoneNum06126245015
ReturnHeader/Filer/USAddress/AddressLine1Txt02221 UNIVERSITY AVE SE STE 111
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055414
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410265424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fraternity Purchasing Association
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02221 University Ave SE Ste 11
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055414
ReturnHeader/PreparerPersonGrp/PhoneNum06126245015
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE BALLENSKY
ReturnHeader/ReturnTs02025-11-14T06:43:43-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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