Civic Intelligence

Chi Omega Fraternity

990EZ • Fiscal year 2020 • EIN 54-6069358

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 23, 2020

Organization ProfileN/A
PO Box 8793Williamsburg, VA 23187

(215) 510-9166

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

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

Liabilities / Revenue

52nd percentile

0.00x

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

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

Net Margin

1st percentile

-574%

Higher net margin than 1% 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

16th percentile

-17%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$32,753

Down $6,641 (-17%) from 2019

Net Assets

Down

$32,753

Down $6,641 (-17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin1st percentile

Revenue

Down

$1,156

Down $34,410 (-97%) from 2019

Expenses

Down

$7,797

Down $25,562 (-77%) from 2019

Net Income

Down

-$6,641

Down $8,848 (-401%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$60K$40K$20K$0Assets 2009: $0Liabilities 2009: $3,6852009Assets 2010: $1,355Liabilities 2010: $02010Assets 2011: $5,612Liabilities 2011: $02011Assets 2012: $3,575Liabilities 2012: $02012Assets 2013: $21,490Liabilities 2013: $02013Assets 2014: $26,398Liabilities 2014: $02014Assets 2015: $42,664Liabilities 2015: $02015Assets 2016: $52,070Liabilities 2016: $02016Assets 2017: $51,456Liabilities 2017: $02017Assets 2018: $37,187Liabilities 2018: $0Net Assets 2018: $37,1872018Assets 2019: $39,394Liabilities 2019: $0Net Assets 2019: $39,3942019Assets 2020: $32,753Liabilities 2020: $0Net Assets 2020: $32,7532020Assets 2021: $26,355Liabilities 2021: $0Net Assets 2021: $26,3552021Assets 2022: $26,213Liabilities 2022: $0Net Assets 2022: $26,2132022Assets 2023: $4,627Liabilities 2023: $0Net Assets 2023: $4,6272023

Highlighted filing

2020

Assets$32,753
Liabilities$0
Net Assets$32,753
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0-$50KRevenue 2009: $30,133Expenses 2009: $25,438Net Income 2009: $4,6952009Revenue 2010: $34,968Expenses 2010: $29,928Net Income 2010: $5,0402010Revenue 2011: $35,179Expenses 2011: $30,922Net Income 2011: $4,2572011Revenue 2012: $42,745Expenses 2012: $44,782Net Income 2012: -$2,0372012Revenue 2013: $59,947Expenses 2013: $42,032Net Income 2013: $17,9152013Revenue 2014: $79,938Expenses 2014: $75,030Net Income 2014: $4,9082014Revenue 2015: $92,566Expenses 2015: $76,300Net Income 2015: $16,2662015Revenue 2016: $111,823Expenses 2016: $102,417Net Income 2016: $9,4062016Revenue 2017: $81,849Expenses 2017: $82,463Net Income 2017: -$6142017Revenue 2018: $46,472Expenses 2018: $60,741Net Income 2018: -$14,2692018Revenue 2019: $35,566Expenses 2019: $33,359Net Income 2019: $2,2072019Revenue 2020: $1,156Expenses 2020: $7,797Net Income 2020: -$6,6412020Revenue 2021: $45,432Expenses 2021: $51,830Net Income 2021: -$6,3982021Revenue 2022: $15,580Expenses 2022: $15,722Net Income 2022: -$1422022Revenue 2023: $75,621Expenses 2023: $97,207Net Income 2023: -$21,5862023

Highlighted filing

2020

Revenue$1,156
Expenses$7,797
Net Income-$6,641
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 23, 2020
Return Version
2019v5.1
Gross Receipts
$1,156
Mission and Program Overview

Mission

Social and recreational.

Program Services

DescriptionGrantsExpenses
Promote education, social activities, and unity amongst sorority members.$0$0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sophia KingsleyChapter President-$0--
Elissa ClelandChapter Vice President-$0--
Sophie MorrisChapter Secretary-$0--
Madeline BertagnolliChapter Treasurer-$0--
Natalie LymanMember Educator-$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity
EIN
54-6069358
Phone
2155109166
Address
PO Box 8793, Williamsburg, VA 23187

Signing Officer

Name
Madelaine Bertagnolli
Title
Chapter Treasurer
Phone
2155109166
Signed
2020-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Pilc & Moseley LLC
Address
4312 Grove Avenue, Richmond, VA 23221
Preparer
Ellen A Moseley
Phone
8049188490
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 21.”

Form 990-EZ, Part I, Line 7 - Sales of Inventory

“Income: Gross Receipts: 352. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 352.”

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

“Affiliate Name: Chi Omega Fraternity. Affiliate Address: 3395 Players Club Parkway Memphis, TN 38125. Purpose of Payment: National Fees. Amount of Payment: 6,476.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Transfer to Housing. Amount: 40. Description: Flowers/gifts. Amount: 11. Description: Campus Activities Expense. Amount: 90. Description: Bank Fees. Amount: 33. Description: Community Service. Amount: 15. Description: Member Educator Expense. Amount: 691. Description: Recruitment Chair Expense. Amount: 313. Description: Dues & Subscriptions. Amount: 128. Total to Form 990-EZ, line 16: 1,321.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: Prepaid Card Funds. Beg. of Year Amount: 1,396. End of Year Amount: 1,880.”

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum02155109166
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 8793
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Williamsburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023187
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037998
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030873
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6641
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039394
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032753
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06476
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0352
IRS990EZ/GrossReceiptsAmt01156
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt0352
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0783
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039394
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032753
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039394
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032753
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm0Sophia Kingsley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elissa Cleland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sophie Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Madeline Bertagnolli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Natalie Lyman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chapter President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chapter Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chapter Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chapter Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member Educator
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01396
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01880
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01321
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Social and recreational.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promote education, social activities, and unity amongst sorority members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt07797
IRS990EZ/TotalRevenueAmt01156
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 21.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Income: Gross Receipts: 352. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 352.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Affiliate Name: Chi Omega Fraternity. Affiliate Address: 3395 Players Club Parkway Memphis, TN 38125. Purpose of Payment: National Fees. Amount of Payment: 6,476.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Transfer to Housing. Amount: 40. Description: Flowers/gifts. Amount: 11. Description: Campus Activities Expense. Amount: 90. Description: Bank Fees. Amount: 33. Description: Community Service. Amount: 15. Description: Member Educator Expense. Amount: 691. Description: Recruitment Chair Expense. Amount: 313. Description: Dues & Subscriptions. Amount: 128. Total to Form 990-EZ, line 16: 1,321.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Prepaid Card Funds. Beg. of Year Amount: 1,396. End of Year Amount: 1,880.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Madelaine Bertagnolli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chapter Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02155109166
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Chi Omega Fraternity
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0d/b/a Omicron Beta Chapter
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0546069358
ReturnHeader/Filer/PhoneNum02155109166
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 8793
ReturnHeader/Filer/USAddress/CityNm0Williamsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023187
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D0F0D09BCF98FF72FF083C57CA1D9023F6B2CE09
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD0050EFB2DD5789B1DA50DA11E5D710C708C80F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.131.1.0
ReturnHeader/FilingSecurityInformation/IPDt02020-10-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:07:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201826687
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pilc & Moseley LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04312 Grove Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023221
ReturnHeader/PreparerPersonGrp/PhoneNum08049188490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ellen A Moseley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-05T14:34:14-06:00
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
$32,753
Liabilities
$0
Net assets
$32,753
Revenue
$1,156
Expenses
$7,797
Net income
-$6,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.76$0.97$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.16$0.16$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.45$0.52$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.36$0.33$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.46$0.61$0.14
2017Summary only. Only limited summary data is available for this year.$0.51$0.00$0.82$0.82$0.01
2016Summary only. Only limited summary data is available for this year.$0.52$0.00$1.12$1.02$0.09
2015Summary only. Only limited summary data is available for this year.$0.43$0.00$0.93$0.76$0.16
2014Summary only. Only limited summary data is available for this year.$0.26$0.00$0.80$0.75$0.05
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.60$0.42$0.18
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.43$0.45$0.02
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.35$0.31$0.04
2010Summary only. Only limited summary data is available for this year.$0.01$0.00$0.35$0.30$0.05
2009Summary only. Only limited summary data is available for this year.$0.00$0.04$0.30$0.25$0.05