Civic Intelligence

Chi Psi Fraternity Alpha Omicron Chapter

990EZ • Fiscal year 2022 • EIN 54-0214207

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 05, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

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

Asset Growth

11th percentile

-28%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

54th percentile

15%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Down

$138,519

Down $53,299 (-28%) from 2021

Net Assets

Down

$138,519

Down $53,299 (-28%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$183,750

Up $23,750 (+15%) from 2021

Expenses

Up

$237,049

Up $132,528 (+127%) from 2021

Net Income

Down

-$53,299

Down $108,778 (-196%) from 2021

Historical Trend

Balance Sheet Trend

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: $136,339Liabilities 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

2022

Assets$138,519
Liabilities-
Net Assets$138,519

Operations Trend

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 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

2022

Revenue$183,750
Expenses$237,049
Net Income-$53,299
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 5, 2023
Return Version
2021v4.0
Gross Receipts
$183,750
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM DUGENPresidentPT$0--
ALEX FORWARDTreasurerPT$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
Alex Forward
Title
Treasurer
Phone
5404637131
Signed
2023-07-05
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 699 insurance 18,061 dues & fees to national 39,959 social expense 134,617 telephone 420 gifts 950 supplies - kitchen 1,241 groceries 17,231 taxes & licenses 1,845 automobile 189 bank service charges 40 subscriptions 100 tee shirts 4,808 miscellaneous 3,134 storage unit rent 1,475 non-investment depreciation 1,028 total 225,797

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 Appendix96 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/BOYAmt0158512
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106241
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-53299
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0191818
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0138519
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0600
IRS990EZ/GrossReceiptsAmt0183750
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00986
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt033306
IRS990EZ/LandAndBuildingsGrp/EOYAmt032278
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0183750
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0191818
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138519
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0191818
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138519
IRS990EZ/OccupancyRentUtltsAndMaintAmt07411
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM DUGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEX FORWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0225797
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE FRATERNITY CHAPTER
IRS990EZ/PrintingPublicationsPostageAmt03241
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/TotalExpensesAmt0237049
IRS990EZ/TotalRevenueAmt0183750
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 699 INSURANCE 18,061 DUES & FEES TO NATIONAL 39,959 SOCIAL EXPENSE 134,617 TELEPHONE 420 GIFTS 950 SUPPLIES - KITCHEN 1,241 GROCERIES 17,231 TAXES & LICENSES 1,845 AUTOMOBILE 189 BANK SERVICE CHARGES 40 SUBSCRIPTIONS 100 TEE SHIRTS 4,808 MISCELLANEOUS 3,134 STORAGE UNIT RENT 1,475 NON-INVESTMENT DEPRECIATION 1,028 TOTAL 225,797
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX FORWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05404637131
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-05
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/PreparerFirmEIN0201684249
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/PreparationDt02023-07-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN H JOHNSON CPA
ReturnHeader/ReturnTs02023-07-07T16:38:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORWARD
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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.$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
2022Detailed filing. Detailed filing data is available for this year.$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
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