Civic Intelligence

Chi Omega Fraternity Psi Beta Chapter

990EZ • Fiscal year 2020 • EIN 42-0179210

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

Organization Profile
260 Iowa Memorial UnionIowa City, IA 52242-1317

(319) 384-1855

Siviq Scores

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

Liabilities / Assets

74th percentile

0.09x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.06x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

59%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

3.3%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$116,562

Up $43,336 (+59%) from 2019

Net Assets

$106,142

No earlier filing loaded for comparison.

Liabilities

Up

$10,420

Up $10,420 from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin82nd percentile

Revenue

Up

$162,975

Up $5,169 (+3.3%) from 2019

Expenses

Down

$125,671

Down $50,197 (-29%) from 2019

Net Income

Up

$37,304

Up $55,366 (+307%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$200K$150K$100K$50K$0Assets 2012: $90,285Liabilities 2012: $02012Assets 2013: $96,591Liabilities 2013: $02013Assets 2014: $79,855Liabilities 2014: $6342014Assets 2015: $96,772Liabilities 2015: $02015Assets 2016: $45,162Liabilities 2016: $02016Assets 2018: $91,292Liabilities 2018: $02018Assets 2019: $73,226Liabilities 2019: $02019Assets 2020: $116,562Liabilities 2020: $10,420Net Assets 2020: $106,1422020Assets 2021: $149,192Liabilities 2021: $13,948Net Assets 2021: $135,2442021Assets 2022: $142,274Liabilities 2022: $16,243Net Assets 2022: $126,0312022Assets 2023: $184,222Liabilities 2023: $18,6332023Assets 2024: $175,652Liabilities 2024: $20,5832024Assets 2025: $144,863Liabilities 2025: $23,333Net Assets 2025: $121,5302025

Highlighted filing

2020

Assets$116,562
Liabilities$10,420
Net Assets$106,142
Open 2020 Filing

Operations Trend

Revenue Growth76th percentile

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

$200K$100K$0-$100KRevenue 2012: $102,310Expenses 2012: $85,527Net Income 2012: $16,7832012Revenue 2013: $106,113Expenses 2013: $99,808Net Income 2013: $6,3052013Revenue 2014: $119,826Expenses 2014: $137,194Net Income 2014: -$17,3682014Revenue 2015: $134,460Expenses 2015: $116,909Net Income 2015: $17,5512015Revenue 2016: $135,857Expenses 2016: $128,890Net Income 2016: $6,9672016Revenue 2018: $160,415Expenses 2018: $168,147Net Income 2018: -$7,7322018Revenue 2019: $157,806Expenses 2019: $175,868Net Income 2019: -$18,0622019Revenue 2020: $162,975Expenses 2020: $125,671Net Income 2020: $37,3042020Revenue 2021: $107,404Expenses 2021: $78,302Net Income 2021: $29,1022021Revenue 2022: $148,289Expenses 2022: $157,502Net Income 2022: -$9,2132022Revenue 2023: $151,220Expenses 2023: $111,662Net Income 2023: $39,5582023Revenue 2024: $157,985Expenses 2024: $168,505Net Income 2024: -$10,5202024Revenue 2025: $151,088Expenses 2025: $184,627Net Income 2025: -$33,5392025

Highlighted filing

2020

Revenue$162,975
Expenses$125,671
Net Income$37,304
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$162,975
Mission and Program Overview

Mission

Continue education & social environment

Program Services

DescriptionGrantsExpenses
MAINTAIN ENVIRONMENT TO ATTAIN PERSONAL ACADEMIC ACHIEVEMENT AND SOCIAL OPPORTUNITIES--
HOUSING--
MEMBERSHIP RECRUITMENT AND RETENTION--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MADELINE HUNTLEYTreasurerPT$0--
AMY TRIGGSFinancial Advisor-$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity Psi Beta Chapter
EIN
42-0179210
Address
260 IOWA MEMORIAL UNION, IOWA CITY, IA 52242-1317

Signing Officer

Name
Madeline Huntley
Title
Treasurer
Phone
3193841855
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Lincicum & Albertson LLC
Address
2525 N Ankeny Blvd Ste 117, Ankeny, IA 50023
Preparer
Troy Albertson CPA
Phone
5159642225
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountcampus activity events 1,161career development 97chapter leadership 14,496panhellenic dues 27,083social expenses 11,069new member educator 22,699motivation gifts 908recruitment chair 8,097sisterhood team events 7,512”

Other changes in net assets or fund balances Part I line 20

“Description amountprior year def rev adjustment (4,388)”

Description of other assets Part II line 24

“Category beginning of year end of yearmember dues receivable 4,388 10,420prepaid card funds 8,307 79”

Description of total liabilities Part II line 26

“Category beginning of year end of yeardeferred revenue 0 10,420”

Raw XML Appendix114 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MADELINE HUNTLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum03193841855
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0260 IOWA MEMORIAL UNION
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IOWA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0522421317
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060531
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106063
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt037304
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05008
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073226
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0116562
IRS990EZ/GrossReceiptsAmt0162975
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00273
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0162975
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073226
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106142
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073226
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106142
IRS990EZ/OccupancyRentUtltsAndMaintAmt027117
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MADELINE HUNTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY TRIGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCIAL ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012695
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010499
IRS990EZ/OtherChangesInNetAssetsAmt0-4388
IRS990EZ/OtherExpensesTotalAmt093122
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONTINUE EDUCATION & SOCIAL ENVIRONMENT
IRS990EZ/PrintingPublicationsPostageAmt0424
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN ENVIRONMENT TO ATTAIN PERSONAL ACADEMIC ACHIEVEMENT AND SOCIAL OPPORTUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOUSING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEMBERSHIP RECRUITMENT AND RETENTION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010420
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125671
IRS990EZ/TotalRevenueAmt0162975
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCAMPUS ACTIVITY EVENTS 1,161CAREER DEVELOPMENT 97CHAPTER LEADERSHIP 14,496PANHELLENIC DUES 27,083SOCIAL EXPENSES 11,069NEW MEMBER EDUCATOR 22,699MOTIVATION GIFTS 908RECRUITMENT CHAIR 8,097SISTERHOOD TEAM EVENTS 7,512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPRIOR YEAR DEF REV ADJUSTMENT (4,388)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARMEMBER DUES RECEIVABLE 4,388 10,420PREPAID CARD FUNDS 8,307 79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARDEFERRED REVENUE 0 10,420
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MADELINE HUNTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03193841855
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY PSI BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0420179210
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 IOWA MEMORIAL UNION
ReturnHeader/Filer/USAddress/CityNm0IOWA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0522421317
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A6F29CCC8AB7C2E54066A20CEC0D56C13FD41703
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A6F29CCC8AB7C2E54066A20CEC0D56C13FD41703
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04235922020317l44t5xl
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.201.70.210
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTm010:39:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270659395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lincicum & Albertson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02525 N Ankeny Blvd Ste 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ankeny
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050023
ReturnHeader/PreparerPersonGrp/PhoneNum05159642225
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Albertson CPA
ReturnHeader/ReturnTs02020-11-12T10:38:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,562
Liabilities
$10,420
Net assets
$106,142
Revenue
$162,975
Expenses
$125,671
Net income
$37,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.45$0.23$1.22$1.51$1.85$0.34
2024Summary only. Only limited summary data is available for this year.$1.76$0.21$1.58$1.69$0.11
2023Summary only. Only limited summary data is available for this year.$1.84$0.19$1.51$1.12$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.16$1.26$1.48$1.58$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.14$1.35$1.07$0.78$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.10$1.06$1.63$1.26$0.37
2019Summary only. Only limited summary data is available for this year.$0.73$0.00$1.58$1.76$0.18
2018Summary only. Only limited summary data is available for this year.$0.91$0.00$1.60$1.68$0.08
2016Summary only. Only limited summary data is available for this year.$0.45$0.00$1.36$1.29$0.07
2015Summary only. Only limited summary data is available for this year.$0.97$0.00$1.34$1.17$0.18
2014Summary only. Only limited summary data is available for this year.$0.80$0.01$1.20$1.37$0.17
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$1.06$1.00$0.06
2012Summary only. Only limited summary data is available for this year.$0.90$0.00$1.02$0.86$0.17