Civic Intelligence

Zeta Lambda Chapter of Chi Omega Fraternity

990EZ • Fiscal year 2024 • EIN 56-1438720

May 01, 2023 to Apr 30, 2024 • Filed on Nov 13, 2024

PO Box 6025Winston Salem, NC 27109

(336) 758-5692

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2024 filings • NTEE N50 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • NTEE N50 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

8.4%

Higher net margin than 59% of similar nonprofits.

2024 filings • NTEE N50 • <$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.

2024 filings • NTEE N50 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

8.4%

Faster asset growth than 59% of similar nonprofits.

2024 filings • NTEE N50 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • NTEE N50 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$192,189

Up $14,821 (+8.4%) from 2023

Net Assets

Up

$192,189

Up $32,834 (+21%) from 2023

Liabilities

Down

$0

Down $18,013 (-100%) from 2023

Revenue

Down

$79,939

Down $107,465 (-57%) from 2023

Expenses

Down

$73,229

Down $96,864 (-57%) from 2023

Net Income

Down

$6,710

Down $10,601 (-61%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $25,456Liabilities 2012: $3,370Net Assets 2012: $22,0862012Assets 2013: $23,063Liabilities 2013: $2,862Net Assets 2013: $20,2012013Assets 2014: $32,301Liabilities 2014: $10,204Net Assets 2014: $22,0972014Assets 2019: $121,895Liabilities 2019: $121,8952019Assets 2020: $167,084Liabilities 2020: $15,5292020Assets 2021: $119,778Liabilities 2021: $16,7162021Assets 2023: $177,368Liabilities 2023: $18,013Net Assets 2023: $159,3552023Assets 2024: $192,189Liabilities 2024: $0Net Assets 2024: $192,1892024Assets 2025: $191,284Liabilities 2025: $33,895Net Assets 2025: $157,3892025

Highlighted filing

2024

Assets$192,189
Liabilities$0
Net Assets$192,189

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $124,501Expenses 2012: $130,171Net Income 2012: -$5,6702012Revenue 2013: $128,991Expenses 2013: $130,876Net Income 2013: -$1,8852013Revenue 2014: $125,696Expenses 2014: $123,800Net Income 2014: $1,8962014Revenue 2019: $175,239Expenses 2019: $143,631Net Income 2019: $31,6082019Revenue 2020: $165,788Expenses 2020: $121,891Net Income 2020: $43,8972020Revenue 2021: $88,858Expenses 2021: $137,350Net Income 2021: -$48,4922021Revenue 2023: $187,404Expenses 2023: $170,093Net Income 2023: $17,3112023Revenue 2024: $79,939Expenses 2024: $73,229Net Income 2024: $6,7102024Revenue 2025: $163,990Expenses 2025: $169,375Net Income 2025: -$5,3852025

Highlighted filing

2024

Revenue$79,939
Expenses$73,229
Net Income$6,710
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$79,939
Mission and Program Overview

Mission

Sorority

A sorority's primary exempt purpose for tax purposes generally falls under "charitable, educational, or social" activities. Our organization's primary purpose is social and any income generated is used to support these activities. Our earnings do not benefit private individuals or shareholders (such as members receiving a profit from the organization).

Program Services

DescriptionGrantsExpenses
Chapter President Expenses-$600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Grace MurphyVice PresidentPT$0--
Sarah DavenportPresidentPT$0--
Tatum DaileyTreasurerPT$0--
Rowan HenchySecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity
EIN
56-1438720
Phone
3367585692
Address
PO Box 6025, Winston Salem, NC 27109

Signing Officer

Name
Kate Reece
Title
Financial Advisor
Phone
3367585692
Signed
2024-11-13
Supplemental Narrative

Additional Explanations

CAMPUS ACTIVITIES DIRECTOR EXPENSES:

359

CHAPTER EXPENSES:

46,941

CHAPTER PRESIDENT EXPENSES:

600

COMMUNITY SERVICE DIRECTOR EXPENSES:

21

HOUSE CORPORATION EXPENSES:

1,225

Line Number: Part I Line 16-

Other expenses structured explanation

MARKETING DIRECTOR EXPENSES:

802

MEMBER EDUCATOR EXPENSES:

55

PANHELLINIC DELEGATE EXPENSES:

2,030

RECRUITMENT CHAIR EXPENSES:

462

SISTERHOOD DIRECTOR EXPENSES:

5,768

SOCIAL EVENTS DIRECTOR EXPENSES:

14,967

TOTAL EXPENSES:

72,229

Raw XML Appendix131 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/BenefitsPaidToOrForMembersAmt045710
IRS990EZ/BooksInCareOfDetail/PersonNm0Kate Reece Financial Advisor
IRS990EZ/BooksInCareOfDetail/PhoneNum03362533266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01834 Wake Forest Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winston Salem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0182524
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0192189
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06710
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0182524
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0192189
IRS990EZ/GrossReceiptsAmt079939
IRS990EZ/GrossReceiptsForPublicUseAmt01294
IRS990EZ/InitiationFeesAndCapContriAmt079939
IRS990EZ/InvestmentIncomeAmt01294
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt078645
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0182524
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0192189
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0182524
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0192189
IRS990EZ/OccupancyRentUtltsAndMaintAmt01225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Grace Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sarah Davenport
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tatum Dailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rowan Henchy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02955
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt026294
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A sorority's primary exempt purpose for tax purposes generally falls under "charitable, educational, or social" activities. Our organization's primary purpose is social and any income generated is used to support these activities. Our earnings do not benefit private individuals or shareholders (such as members receiving a profit from the organization).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Chapter President Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073229
IRS990EZ/TotalProgramServiceExpensesAmt0600
IRS990EZ/TotalRevenueAmt079939
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt146,941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41,225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other expenses structured explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt82,030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt105,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1114,967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1272,229
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0CAMPUS ACTIVITIES DIRECTOR EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CHAPTER EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CHAPTER PRESIDENT EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3COMMUNITY SERVICE DIRECTOR EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4HOUSE CORPORATION EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Line Number: Part I Line 16-
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6MARKETING DIRECTOR EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7MEMBER EDUCATOR EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PANHELLINIC DELEGATE EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9RECRUITMENT CHAIR EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10SISTERHOOD DIRECTOR EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11SOCIAL EVENTS DIRECTOR EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12TOTAL EXPENSES:
ReasonableCauseExplanation/ExplanationTxt0Our parent organization changed its tax period and our organization wasn't aware. We were under the impression it remained July - June, so we apoologize for not filing on time.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kate Reece
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Advisor
ReturnHeader/BusinessOfficerGrp/PhoneNum03367585692
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0561438720
ReturnHeader/Filer/PhoneNum03367585692
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6025
ReturnHeader/Filer/USAddress/CityNm0Winston Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027109
ReturnHeader/ReturnTs02024-11-13T16:28:20Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

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