Civic Intelligence

Chi Eta Phi Sorority Incorporated

990 • Fiscal year 2017 • EIN 54-6040360

Jun 01, 2016 to May 31, 2017 • Filed on Sep 25, 2017

3029 13th StreetWashington, DC 20009

(202) 232-3858

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

64th percentile

8.4%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-12%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,157,437

Up $244,445 (+8.4%) from 2016

Net Assets

Up

$3,157,437

Up $244,445 (+8.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$772,073

Down $107,979 (-12%) from 2016

Expenses

Down

$527,627

Down $223,211 (-30%) from 2016

Net Income

Up

$244,446

Up $115,232 (+89%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,587,522Liabilities 2012: $223Net Assets 2012: $2,587,2992012Assets 2013: $2,783,728Liabilities 2013: $0Net Assets 2013: $2,783,7282013Assets 2014: $2,821,879Liabilities 2014: $0Net Assets 2014: $2,821,8792014Assets 2015: $2,870,702Liabilities 2015: $0Net Assets 2015: $2,870,7022015Assets 2016: $2,912,992Liabilities 2016: $0Net Assets 2016: $2,912,9922016Assets 2017: $3,157,437Liabilities 2017: $0Net Assets 2017: $3,157,4372017Assets 2018: $3,087,016Liabilities 2018: $0Net Assets 2018: $3,087,0162018Assets 2019: $3,195,739Liabilities 2019: $0Net Assets 2019: $3,195,7392019Assets 2020: $2,798,490Liabilities 2020: $0Net Assets 2020: $2,798,4902020Assets 2021: $3,106,555Liabilities 2021: $17,276Net Assets 2021: $3,089,2792021Assets 2022: $2,830,290Liabilities 2022: $5,033Net Assets 2022: $2,825,2572022Assets 2023: $3,064,039Liabilities 2023: $69,753Net Assets 2023: $2,994,2862023Assets 2024: $2,649,785Liabilities 2024: $259,625Net Assets 2024: $2,390,1602024

Highlighted filing

2017

Assets$3,157,437
Liabilities$0
Net Assets$3,157,437

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $648,685Expenses 2012: $784,417Net Income 2012: -$135,7322012Expenses 2013: $455,6342013Revenue 2014: $664,786Expenses 2014: $667,367Net Income 2014: -$2,5812014Revenue 2015: $570,114Expenses 2015: $470,639Net Income 2015: $99,4752015Revenue 2016: $880,052Expenses 2016: $750,838Net Income 2016: $129,2142016Revenue 2017: $772,073Expenses 2017: $527,627Net Income 2017: $244,4462017Revenue 2018: $707,017Expenses 2018: $777,438Net Income 2018: -$70,4212018Revenue 2019: $679,310Expenses 2019: $570,587Net Income 2019: $108,7232019Revenue 2020: $554,268Expenses 2020: $951,515Net Income 2020: -$397,2472020Revenue 2021: $923,490Expenses 2021: $631,198Net Income 2021: $292,2922021Revenue 2022: $837,860Expenses 2022: $1,069,993Net Income 2022: -$232,1332022Revenue 2023: $1,067,559Expenses 2023: $896,712Net Income 2023: $170,8472023Revenue 2024: $1,221,008Expenses 2024: $1,392,911Net Income 2024: -$171,9032024

Highlighted filing

2017

Revenue$772,073
Expenses$527,627
Net Income$244,446
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Sep 25, 2017
Return Version
2016v3.0
Gross Receipts
$772,073
Mission and Program Overview

Mission

Chi Eta Phi Sororitys membership consists of registered professional nurses and professional nursing students, and strives to stimulate a close and friendly relationship among members and constantly identify nursing leaders within membership to function as agents of social change on the national, regional and local levels.

To promote higher standards for nurses

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,682,170$1,802,426▲ $120,256
Cash and Non-Interest-Bearing Accounts$1,075,212$1,164,561▲ $89,349
Land, Buildings, and Equipment, Net$137,331$174,848▲ $37,517
Total Assets$2,912,992$3,157,437▲ $244,445
Other Assets Total$18,279$15,602▼ $2,677
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,700,973$2,945,418▲ $244,445
Temporarily Rstr Net Assets$212,019$212,019→ $0
Total Net Assets Fund Balance$2,912,992$3,157,437▲ $244,445
Total Liabilities and Net Assets / Fund Balance$2,912,992$3,157,437▲ $244,445

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$125,000-$125,000
Buildings$42,222$53,434$95,656
Equipment$316$57,645$57,961
Land$7,310-$7,310

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$212,019---$212,019
2015$212,019---$212,019
2014$212,019---$212,019
2013$195,239$16,780--$212,019
2012$195,239---$195,239
Compensation and Service Providers

Board Members and Trustees

NameTitle
Glennis GrayMiddlesouth Regional Director
Nutrena TateMiddlewest Regional Director
Juanita HallNortheast Regional Director
Rhonda HollisSoutheast Regional Director
Jo Anne FairSouthwest Regional Director
Priscilla MurphyFirst Supreme Anti-basileus
Mildred FennalImmediate Past Supreme Basileus
Zenobia RichbourghNational Dean of Membership
Brenda S IngramNational Dean of Sponsors
Pearl FidelNational Historian
Linda TellisonNational Organizer
Gwendolyn JohnsonNational Secretary
Pamela LatimoreNational Tamias
Fayrene J TolbertNational Tamiochus
Sarah KillianSecond Supreme Anti-basileus
Elcedo BradleySupreme Basileus
Revenue and Support

Revenue Composition

Contributions and Grants
$373,727
Program Service Revenue
$64,205
Investment Income
$120,496
Other Revenue
$213,645
Change in Net Assets
$244,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$772,073
Total Revenue per Audited Statements
$772,073
Total Revenue per Form 990
$772,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$482,766
Salaries, Compensation, and Employee Benefits$44,861
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$0$111,170$0$111,170
All Other Expenses$0$64,642$0$64,642
Other Salaries and Wages$0$40,133$0$40,133
Other Expenses$33,995$0$0$33,995
Fees for Services Accounting$0$30,730$0$30,730
Occupancy$0$18,199$0$18,199
Fees for Services Legal$0$13,425$0$13,425
Advertising$0$7,416$0$7,416
Payroll Taxes$0$4,728$0$4,728
Travel$0$829$0$829
Total Functional Expenses$236,355$291,272$0$527,627

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$557,627
Total Expenses per Audited Statements$557,627
Total Expenses per Form 990$557,627
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Chi Eta Phi Inc
EIN
54-6040360
Phone
2022323858
Address
3029 13TH STREET, WASHINGTON, DC 20009

Signing Officer

Name
Fayrene Tolbert
Title
Financial Secretary
Phone
2022323858
Signed
2017-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fayrene Tolbert
Formed
1951
Legal Domicile
Dc
Voting Board Members
16
Independent Board Members
16
Employees
2
Volunteers
9

Preparer

Firm
Burge & Associates Pc
Address
315 W PONCE DE LEON AVE STE 700, DECATUR, GA 30030
Preparer
Theresa Connors
Phone
7704466649
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The 990 is distributed to the executive board before the return is filed.

Pt VI, Line 12C

Each member must submit a voucher

Form 990, Part IX, Line 24E

Printing 5928. 0. 5928. 0.

Form 990, Part IX, Line 24E

Postage/freight 9644. 0. 9644. 0.

Form 990, Part IX, Line 24E

Adminsitrative 49070. 0. 49070. 0.

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IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt012200
IRS990/OtherExpensesGrp/ProgramServicesAmt175358
IRS990/OtherExpensesGrp/ProgramServicesAmt2114802
IRS990/OtherExpensesGrp/ProgramServicesAmt333995
IRS990/OtherExpensesGrp/TotalAmt012200
IRS990/OtherExpensesGrp/TotalAmt175358
IRS990/OtherExpensesGrp/TotalAmt2114802
IRS990/OtherExpensesGrp/TotalAmt333995
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt013819
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013819
IRS990/OtherRevenueTotalAmt013819
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt040133
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt040133
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04728
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt04728
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0FAYRENE TOLBERT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0244446
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt064205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0437932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0474504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0389898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0486135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0466830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02255299
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0120496
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017897
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt072063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt098762
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021429
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0330647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0119826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0119342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0106263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0446391
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0120496
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017897
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt072063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt098762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021429
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0330647
IRS990ScheduleA/InvestmentIncomeCYPct00.10900
IRS990ScheduleA/InvestmentIncomePYPct00.08910
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.89100
IRS990ScheduleA/PublicSupportPY509Pct00.91090
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt02701690
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0557758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0593846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0496161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0551470
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0502455
IRS990ScheduleA/Total509Grp/TotalAmt02701690
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03032337
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt042222
IRS990ScheduleD/BuildingsGrp/DepreciationAmt053434
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt095656
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0212019
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0212019
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0212019
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0212019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0212019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0212019
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0195239
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016780
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0212019
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0195239
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0195239
IRS990ScheduleD/EquipmentGrp/BookValueAmt0316
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057645
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt057961
IRS990ScheduleD/ExpensesSubtotalAmt0557627
IRS990ScheduleD/LandGrp/BookValueAmt07310
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07310
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0125000
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0125000
IRS990ScheduleD/RevenueSubtotalAmt0772073
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0174848
IRS990ScheduleD/TotalExpensesPerForm990Amt0557627
IRS990ScheduleD/TotalRevenuePerForm990Amt0772073
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0772073
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0557627
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS DISTRIBUTED TO THE EXECUTIVE BOARD BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER MUST SUBMIT A VOUCHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRINTING 5928. 0. 5928. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POSTAGE/FREIGHT 9644. 0. 9644. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINSITRATIVE 49070. 0. 49070. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0212019
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0212019
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02912992
IRS990/TotalAssetsEOYAmt03157437
IRS990/TotalAssetsGrp/BOYAmt02912992

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