Civic Intelligence

Chi Psi Fraternity Alpha Omicron Chapter

990EZ • Fiscal year 2020 • EIN 54-0214207

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 08, 2021

Organization ProfileN/A
C/O Swisher Johnson PO Box 1489Lexington, VA 24450

(540) 463-7131

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

74th percentile

15%

Higher net margin than 74% 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

80th percentile

25%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

84th percentile

11%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$136,339

Flat from 2020

Net Assets

$136,339

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Flat

$175,431

Flat from 2020

Expenses

Flat

$148,404

Flat from 2020

Net Income

Flat

$27,027

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$200K$150K$100K$50K$0Assets 2011: $23,865Liabilities 2011: $02011Assets 2013: $19,130Liabilities 2013: $02013Assets 2014: $82,262Liabilities 2014: $02014Assets 2015: $92,166Liabilities 2015: $02015Assets 2016: $107,599Net Assets 2016: $107,5992016Assets 2017: $108,107Liabilities 2017: $02017Assets 2018: $136,697Net Assets 2018: $136,6972018Assets 2019: $109,312Liabilities 2019: $02019Assets 2020: $136,339Net Assets 2020: $136,3392020Assets 2020: $136,339Liabilities 2020: $02020Assets 2021: $191,818Net Assets 2021: $191,8182021Assets 2022: $138,519Net Assets 2022: $138,5192022Assets 2023: $124,537Liabilities 2023: $02023Assets 2024: $119,453Net Assets 2024: $119,4532024Assets 2025: $122,880Net Assets 2025: $122,8802025

Highlighted filing

2020

Assets$136,339
Liabilities-
Net Assets$136,339
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $30,046Expenses 2011: $41,247Net Income 2011: -$11,2012011Revenue 2013: $60,629Expenses 2013: $46,025Net Income 2013: $14,6042013Revenue 2014: $107,845Expenses 2014: $44,713Net Income 2014: $63,1322014Revenue 2015: $105,200Expenses 2015: $95,296Net Income 2015: $9,9042015Revenue 2016: $108,500Expenses 2016: $93,067Net Income 2016: $15,4332016Revenue 2017: $159,000Expenses 2017: $158,492Net Income 2017: $5082017Revenue 2018: $197,084Expenses 2018: $168,494Net Income 2018: $28,5902018Revenue 2019: $158,250Expenses 2019: $185,635Net Income 2019: -$27,3852019Revenue 2020: $175,431Expenses 2020: $148,404Net Income 2020: $27,0272020Revenue 2020: $175,431Expenses 2020: $148,404Net Income 2020: $27,0272020Revenue 2021: $160,000Expenses 2021: $104,521Net Income 2021: $55,4792021Revenue 2022: $183,750Expenses 2022: $237,049Net Income 2022: -$53,2992022Revenue 2023: $197,227Expenses 2023: $211,209Net Income 2023: -$13,9822023Revenue 2024: $194,495Expenses 2024: $199,579Net Income 2024: -$5,0842024Revenue 2025: $198,472Expenses 2025: $195,045Net Income 2025: $3,4272025

Highlighted filing

2020

Revenue$175,431
Expenses$148,404
Net Income$27,027
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 8, 2021
Return Version
2019v5.0
Gross Receipts
$175,431
Mission and Program Overview

Mission

College fraternity chapter

Program Services

DescriptionGrantsExpenses
COLLEGE FRATERNITY CHAPTER PROVIDING SOCIAL EVENTS, AND RELATED SERVICES TO LOCAL MEMBERSHIP OF A NATIONAL FRATERNAL ORGANIZATION ON THE CAMPUS OF AN EDUCATIONAL INSTITUTION.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLE MCPHEETERSPresidentPT$0--
WILLIAM HEIDTMANTreasurerPT$0--
SAM DUGANSecretaryPT$0--
SMITH O'LEARYVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Chi Psi Fraternity
EIN
54-0214207
Phone
5404637131
Address
C/O SWISHER JOHNSON PO BOX 1489, LEXINGTON, VA 24450

Signing Officer

Name
William Heidtman
Title
Treasurer
Phone
5404637131
Signed
2021-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Swisher & Johnson Cpas Plc
Address
PO DRAWER 1489, LEXINGTON, VA 24450
Preparer
Susan H Johnson CPA
Phone
5404637131
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 668 postage & delivery 169 pictures 2,013 bank service charges 17 insurance 18,961 dues & fees to national 24,879 social expense 77,601 telephone 385 contributions 3,525 supplies - kitchen 574 misc 432 groceries 15,662 equipment & furnishings 385 total 145,271”

Form 990-ez, Part III, Line 28

“College fraternity chapter providing social events, and related services to local membership of a national fraternal organization on the campus of an educational institution.”

Raw XML Appendix99 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/PersonNm0SWISHER JOHNSON CPAS
IRS990EZ/BooksInCareOfDetail/PhoneNum05404637131
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt059 HUNTER HILL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073948
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0102004
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027027
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0109312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0136339
IRS990EZ/GrossReceiptsAmt0175431
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00986
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt035364
IRS990EZ/LandAndBuildingsGrp/EOYAmt034335
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0175431
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0136339
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0109312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0136339
IRS990EZ/OccupancyRentUtltsAndMaintAmt03133
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COLE MCPHEETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM HEIDTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAM DUGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SMITH O'LEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0145271
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE FRATERNITY CHAPTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE FRATERNITY CHAPTER PROVIDING SOCIAL EVENTS, AND RELATED SERVICES TO LOCAL MEMBERSHIP OF A NATIONAL FRATERNAL ORGANIZATION ON THE CAMPUS OF AN EDUCATIONAL INSTITUTION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0148404
IRS990EZ/TotalRevenueAmt0175431
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 668 POSTAGE & DELIVERY 169 PICTURES 2,013 BANK SERVICE CHARGES 17 INSURANCE 18,961 DUES & FEES TO NATIONAL 24,879 SOCIAL EXPENSE 77,601 TELEPHONE 385 CONTRIBUTIONS 3,525 SUPPLIES - KITCHEN 574 MISC 432 GROCERIES 15,662 EQUIPMENT & FURNISHINGS 385 TOTAL 145,271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COLLEGE FRATERNITY CHAPTER PROVIDING SOCIAL EVENTS, AND RELATED SERVICES TO LOCAL MEMBERSHIP OF A NATIONAL FRATERNAL ORGANIZATION ON THE CAMPUS OF AN EDUCATIONAL INSTITUTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM HEIDTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05404637131
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI PSI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPHA OMICRON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CHIP
ReturnHeader/Filer/EIN0540214207
ReturnHeader/Filer/PhoneNum05404637131
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SWISHER JOHNSON PO BOX 1489
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWISHER & JOHNSON CPAS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER 1489
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024450
ReturnHeader/PreparerPersonGrp/PhoneNum05404637131
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN H JOHNSON CPA
ReturnHeader/ReturnTs02021-07-14T11:12:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
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
$136,339
Liabilities
-
Net assets
$136,339
Revenue
$175,431
Expenses
$148,404
Net income
$27,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$1.23$1.98$1.95$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.19$1.19$1.94$2.00$0.05
2023Summary only. Only limited summary data is available for this year.$1.25$0.00$1.97$2.11$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$1.39$1.84$2.37$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$1.92$1.60$1.05$0.55
2020Detailed filing. Detailed filing data is available for this year.$1.36$1.36$1.75$1.48$0.27
2020Summary only. Only limited summary data is available for this year.$1.36$0.00$1.75$1.48$0.27
2019Summary only. Only limited summary data is available for this year.$1.09$0.00$1.58$1.86$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$1.37$1.97$1.68$0.29
2017Summary only. Only limited summary data is available for this year.$1.08$0.00$1.59$1.58$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.08$1.08$1.09$0.93$0.15
2015Summary only. Only limited summary data is available for this year.$0.92$0.00$1.05$0.95$0.10
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$1.08$0.45$0.63
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$0.61$0.46$0.15
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.30$0.41$0.11