Civic Intelligence

Alpha Tau Omega Fraternity

EIN 56-0548039 • 501(c)7 • Chapel Hill, NC

Profile

To provide room and board for members and to provide social interaction for members and the surrounding college community.

PO Box 4633Chapel Hill, NC 27515

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

5th percentile

-94%

Faster asset growth than 5% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-53%

Faster revenue growth than 7% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,887

Down $30,186 (-94%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$1,887

Down $30,186 (-94%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$151,916

Down $170,918 (-53%) from 2023

Expenses

Down

$182,102

Down $170,053 (-48%) from 2023

Net Income

Down

-$30,186

Down $865 (-3.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0-$20KAssets 2011: $1,834Liabilities 2011: $4,907Net Assets 2011: -$3,0732011Assets 2012: $6,262Liabilities 2012: $0Net Assets 2012: $6,2622012Assets 2013: $6,419Liabilities 2013: $0Net Assets 2013: $6,4192013Assets 2014: $2,887Liabilities 2014: $0Net Assets 2014: $2,8872014Assets 2015: $997Liabilities 2015: $0Net Assets 2015: $9972015Assets 2016: $4,451Liabilities 2016: $0Net Assets 2016: $4,4512016Assets 2017: $11,529Liabilities 2017: $0Net Assets 2017: $11,5292017Assets 2018: $31,759Liabilities 2018: $0Net Assets 2018: $31,7592018Assets 2019: $57,576Liabilities 2019: $0Net Assets 2019: $57,5762019Assets 2020: $45,284Liabilities 2020: -$220Net Assets 2020: $45,5042020Assets 2021: $42,266Liabilities 2021: $0Net Assets 2021: $42,2662021Assets 2022: $61,394Liabilities 2022: $0Net Assets 2022: $61,3942022Assets 2023: $32,073Liabilities 2023: $0Net Assets 2023: $32,0732023Assets 2024: $1,887Net Assets 2024: $1,8872024

Highlighted filing

2024

Assets$1,887
Liabilities-
Net Assets$1,887
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $295,486Expenses 2011: $291,526Net Income 2011: $3,9602011Revenue 2012: $360,937Expenses 2012: $351,602Net Income 2012: $9,3352012Revenue 2013: $377,464Expenses 2013: $375,813Net Income 2013: $1,6512013Revenue 2014: $405,778Expenses 2014: $409,310Net Income 2014: -$3,5322014Revenue 2015: $430,223Expenses 2015: $432,113Net Income 2015: -$1,8902015Revenue 2016: $395,653Expenses 2016: $392,199Net Income 2016: $3,4542016Revenue 2017: $410,794Expenses 2017: $403,716Net Income 2017: $7,0782017Revenue 2018: $428,166Expenses 2018: $407,936Net Income 2018: $20,2302018Revenue 2019: $449,977Expenses 2019: $424,160Net Income 2019: $25,8172019Revenue 2020: $358,192Expenses 2020: $370,264Net Income 2020: -$12,0722020Revenue 2021: $281,239Expenses 2021: $284,477Net Income 2021: -$3,2382021Revenue 2022: $367,716Expenses 2022: $348,588Net Income 2022: $19,1282022Revenue 2023: $322,834Expenses 2023: $352,155Net Income 2023: -$29,3212023Revenue 2024: $151,916Expenses 2024: $182,102Net Income 2024: -$30,1862024

Highlighted filing

2024

Revenue$151,916
Expenses$182,102
Net Income-$30,186
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,887
Liabilities
-
Net assets
$1,887
Revenue
$151,916
Expenses
$182,102
Net income
-$30,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.02$1.52$1.82$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$3.23$3.52$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$3.68$3.49$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$2.81$2.84$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.46$3.58$3.70$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$4.50$4.24$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$4.28$4.08$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$4.11$4.04$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$3.96$3.92$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$4.30$4.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$4.06$4.09$0.04
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$3.77$3.76$0.02
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$3.61$3.52$0.09
2011Summary only. Only limited summary data is available for this year.$0.02$0.05$0.03$2.95$2.92$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$151,916
Mission and Program Overview

Mission

To provide room and board for members and to provide social interation for members and surrounding college community.

To provide room and board for members and to provide social interaction for members and the surrounding college community.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ROOM AND BOARD FOR MEMBERS AND TO PROVIDE SOCIAL INTERACTION FOR MEMBERS AND SURROUNDING COLLEGE COMMUNITY--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MASON EPPERLYPresident-$0--
Governance and Compliance

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11B:

“A review is done at the request of the national affiliation”

FORM 990, PART VI, SECTION C, LINE 19:

“The governing documents are available to the public by contacting the organization at the following address:po box 958chapel hill, nc 27514”

Filing and Contact Details

Filer

Filer Name
Alpha Tau Omega Fraternity
EIN
56-0548039
Phone
9199621159
Address
PO BOX 4633, CHAPEL HILL, NC 27515

Signing Officer

Name
Mason Epperly
Title
President
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Dodson Shelton & Nelson Pa
Address
603 DOLLEY MADISON RD SUITE 104, GREENSBORO, NC 27410
Preparer
Bradley W Whitley CPA
Phone
3362996061
Supplemental Narrative

Additional Explanations

Other Expenses.1

“FOOD SERVICE $40952”

Other Expenses.2

“EQUIPMENT RENTAL $4298”

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“Surrounding college community”

Raw XML Appendix103 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/PersonNm0MIKE LYONNAIS
IRS990EZ/BooksInCareOfDetail/PhoneNum09199621159
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4633
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027515
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032073
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01887
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0151914
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30186
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023650
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032073
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01887
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0151916
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032073
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01887
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032073
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01887
IRS990EZ/OccupancyRentUtltsAndMaintAmt0113082
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MASON EPPERLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ROOM AND BOARD FOR MEMBERS AND TO PROVIDE SOCIAL INTERACTION FOR MEMBERS AND THE SURROUNDING COLLEGE COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt0120
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ROOM AND BOARD FOR MEMBERS AND TO PROVIDE SOCIAL INTERACTION FOR MEMBERS AND SURROUNDING COLLEGE COMMUNITY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0182102
IRS990EZ/TotalRevenueAmt0151916
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOOD SERVICE $40952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT RENTAL $4298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SURROUNDING COLLEGE COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A REVIEW IS DONE AT THE REQUEST OF THE NATIONAL AFFILIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC BY CONTACTING THE ORGANIZATION AT THE FOLLOWING ADDRESS:PO BOX 958CHAPEL HILL, NC 27514
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MASON EPPERLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/DisasterReliefTxt0FEMA EM-3617-NC/EM-3608-NC
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA TAU OMEGA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0560548039
ReturnHeader/Filer/PhoneNum09199621159
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4633
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027515
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561684013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DODSON SHELTON & NELSON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0603 DOLLEY MADISON RD SUITE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027410
ReturnHeader/PreparerPersonGrp/PhoneNum03362996061
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley W Whitley CPA
ReturnHeader/ReturnTs02025-05-15T13:52:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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