Civic Intelligence

Chi Omega Fraternity

990EZ • Fiscal year 2021 • EIN 54-6069358

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 25, 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

14th percentile

-20%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

3830%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$26,355

Down $6,398 (-20%) from 2020

Net Assets

Down

$26,355

Down $6,398 (-20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$45,432

Up $44,276 (+3830%) from 2020

Expenses

Up

$51,830

Up $44,033 (+565%) from 2020

Net Income

Up

-$6,398

Up $243 (+3.7%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$26,355
Liabilities$0
Net Assets$26,355

Operations Trend

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

2021

Revenue$45,432
Expenses$51,830
Net Income-$6,398
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 25, 2021
Return Version
2020v4.1
Gross Receipts
$45,432
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie CullenChapter President-$0--
Madeline BertagnolliChapter Vice President-$0--
Hadley DayChapter Secretary-$0--
Clare SavageChapter Treasurer-$0--
Jessica MarshallMember 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
Clare Savage
Title
Chapter Treasurer
Phone
2155109166
Signed
2021-10-25
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: 19.

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

Income: Gross Receipts: 4,298. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 4,298.

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: 19,030.

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

Description: Transfer to Housing. Amount: 8. Description: T-shirts/Favors. Amount: 1,539. Description: Senior Appreciation. Amount: 56. Description: Bank Fees. Amount: 1,424. Description: Marketing Expenses. Amount: 749. Description: Member Educator Expense. Amount: 702. Description: Chapter President Expenses. Amount: 309. Description: Dues & Subscriptions. Amount: 384. Description: Chapter Treasurer Expenses. Amount: 802. Description: Panhellenic Dues. Amount: 1,347. Description: Membership Dues. Amount: 25,480. Total to Form 990-EZ, line 16: 32,800.

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

Description: Prepaid Card Funds. Beg. of Year Amount: 1,880. End of Year Amount: 1,839.

Raw XML Appendix134 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/BOYAmt030873
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024516
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0247
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6398
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032753
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026355
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019030
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04298
IRS990EZ/GrossReceiptsAmt045432
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt04298
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt040868
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032753
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026355
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032753
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026355
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Cullen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Madeline Bertagnolli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Hadley Day
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Clare Savage
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jessica Marshall
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/BOYAmt01880
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01839
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt032800
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/TotalExpensesAmt051830
IRS990EZ/TotalRevenueAmt045432
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Income: Gross Receipts: 4,298. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 4,298.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Affiliate Name: Chi Omega Fraternity. Affiliate Address: 3395 Players Club Parkway Memphis, TN 38125. Purpose of Payment: National Fees. Amount of Payment: 19,030.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Transfer to Housing. Amount: 8. Description: T-shirts/Favors. Amount: 1,539. Description: Senior Appreciation. Amount: 56. Description: Bank Fees. Amount: 1,424. Description: Marketing Expenses. Amount: 749. Description: Member Educator Expense. Amount: 702. Description: Chapter President Expenses. Amount: 309. Description: Dues & Subscriptions. Amount: 384. Description: Chapter Treasurer Expenses. Amount: 802. Description: Panhellenic Dues. Amount: 1,347. Description: Membership Dues. Amount: 25,480. Total to Form 990-EZ, line 16: 32,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Prepaid Card Funds. Beg. of Year Amount: 1,880. End of Year Amount: 1,839.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Clare Savage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chapter Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02155109166
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
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/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/ReturnTs02021-11-01T08:11:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Clare
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Savage
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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