Civic Intelligence

California Polytechnic State University San Luis Obispo Chapter

EIN 45-5220105 • 501(c)7 • San Luis Obispo, CA

Profile

Recruit and support members in a STEM sorority

1 Grand Avenuebox 257San Luis Obispo, CA 93407

cpalphaomegaepsilon.wixsite.com/home

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

75th percentile

14%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

159%

Faster revenue growth than 97% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$13,502

Down $545 (-3.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$13,502

Down $545 (-3.9%) from 2022

Operations
Liabilities / Revenue58th percentileNet Margin75th percentile

Revenue

Up

$24,773

Up $4,821 (+24%) from 2022

Expenses

Up

$25,318

Up $8,256 (+48%) from 2022

Net Income

Down

-$545

Down $3,435 (-119%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$15K$10K$5.0K$0Assets 2021: $11,157Liabilities 2021: $0Net Assets 2021: $11,1572021Assets 2022: $14,047Liabilities 2022: $0Net Assets 2022: $14,0472022Assets 2023: $13,502Liabilities 2023: $0Net Assets 2023: $13,5022023

Highlighted filing

2023

Assets$13,502
Liabilities$0
Net Assets$13,502
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$30K$20K$10K$0-$10KRevenue 2021: $7,692Expenses 2021: $6,916Net Income 2021: $7762021Revenue 2022: $19,952Expenses 2022: $17,062Net Income 2022: $2,8902022Revenue 2023: $24,773Expenses 2023: $25,318Net Income 2023: -$5452023

Highlighted filing

2023

Revenue$24,773
Expenses$25,318
Net Income-$545
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,502
Liabilities
$0
Net assets
$13,502
Revenue
$24,773
Expenses
$25,318
Net income
-$545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$24.8$25.3$0.55
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$20.0$17.1$2.89
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$7.69$6.92$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 19, 2024
Return Version
2022v5.0
Gross Receipts
$24,773
Mission and Program Overview

Mission

Recruit and support members in a STEM sorority.

Recruit and support members in a STEM sorority

Program Services

DescriptionGrantsExpenses
Recruited more members through events--
Celebrated graduating members and transitioned them to alumni status--
Held bonding social and professional events for members--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ella LebackPresidentPT$0--
Liv SpringerVice President-$0--
Bonna HerlocherSecretary-$0--
Jamie LunaTreasurer-$0--
Ashley ClarkMembership Educator-$0--
Filing and Contact Details

Filer

Filer Name
California Polytechnic State University San Luis Obispo Chapter
EIN
45-5220105
Phone
0000000000
Address
1 GRAND AVENUEBOX 257, SAN LUIS OBISPO, CA 93407

Signing Officer

Name
Carmen Glim
Title
Treasurer
Phone
6693507815
Signed
2024-07-19
Supplemental Narrative

Additional Explanations

Schedule O:

“Expenses for Line 16: 7325 in international dues, 4048.86 in membership educator/new member event expenses, 4980 in social event expenses, 1507.58 in philanthropy expenses, 485.74 in professional/academic event expenses, 1801.01 in recruitment event expenses, 4959.81 in other event expenses (grad ceremony, member events, miscellaneous). Total for Line 16: 25108.”

Raw XML Appendix135 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Carmen Glim
IRS990EZ/BooksInCareOfDetail/PhoneNum06693507815
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06038 Guadalupe Mines Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095120
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014407
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013502
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-545
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014407
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013502
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt024773
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024773
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014047
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013502
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014407
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013502
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ella Leback
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Liv Springer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bonna Herlocher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jamie Luna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ashley Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership Educator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025108
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Recruit and support members in a STEM sorority
IRS990EZ/PrintingPublicationsPostageAmt0210
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Recruited more members through events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Celebrated graduating members and transitioned them to alumni status
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Held bonding social and professional events for members
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025318
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt024773
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Expenses for Line 16: 7325 in international dues, 4048.86 in membership educator/new member event expenses, 4980 in social event expenses, 1507.58 in philanthropy expenses, 485.74 in professional/academic event expenses, 1801.01 in recruitment event expenses, 4959.81 in other event expenses (grad ceremony, member events, miscellaneous). Total for Line 16: 25108.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carmen Glim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06693507815
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0455220105
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt01 GRAND AVENUEBOX 257
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093407
ReturnHeader/ReturnTs02024-07-19T03:30:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Carmen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Glim
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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