Civic Intelligence

Zeta Lambda Chapter of Chi Omega Fraternity

EIN 56-1438720 • 501(c)7 • Winston Salem, NC

990-N CoverageNTEE N50

Profile

Sorority

PO Box 6025Winston Salem, NC 27109
Siviq Scores

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

Liabilities / Assets

86th percentile

0.18x

Higher debt load relative to assets than 86% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Source year 2025

Net Margin

30th percentile

-3.3%

Higher net margin than 30% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE N50 • <$500k nonprofits • Source year 2025

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

105%

Faster revenue growth than 92% of similar nonprofits.

NTEE N50 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$191,284

Down $905 (-0.5%) from 2024

Liabilities

Up

$33,895

Up $33,895 from 2024

Net Assets

Down

$157,389

Down $34,800 (-18%) from 2024

Operations
Liabilities / Revenue87th percentileNet Margin30th percentile

Revenue

Up

$163,990

Up $84,051 (+105%) from 2024

Expenses

Up

$169,375

Up $96,146 (+131%) from 2024

Net Income

Down

-$5,385

Down $12,095 (-180%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$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

2025

Assets$191,284
Liabilities$33,895
Net Assets$157,389
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$163,990
Expenses$169,375
Net Income-$5,385
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,284
Liabilities
$33,895
Net assets
$157,389
Revenue
$163,990
Expenses
$169,375
Net income
-$5,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.91$0.34$1.57$1.64$1.69$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.80$0.73$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.18$1.59$1.87$1.70$0.17
2021Summary only. Only limited summary data is available for this year.$1.20$0.17$0.89$1.37$0.48
2020Summary only. Only limited summary data is available for this year.$1.67$0.16$1.66$1.22$0.44
2019Summary only. Only limited summary data is available for this year.$1.22$1.22$1.75$1.44$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.10$0.22$1.26$1.24$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.03$0.20$1.29$1.31$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.03$0.22$1.25$1.30$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$163,990
Mission and Program Overview

Mission

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).

Membership Status

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caroline WoodTreasurerPT$0--
Haley SummersPresidentPT$0--
Calista DudasVice PresidentPT$0--
Jane BostickSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity
EIN
56-1438720
Phone
0000000000
Address
PO BOX 6025, WINSTON SALEM, NC 27109

Signing Officer

Name
Kate Reece
Title
Financial Advisor
Phone
0000000000
Signed
2025-11-17
Supplemental Narrative

Additional Explanations

Schedule O:

“President Expenses: $3263 Vice President Expenses: $1325 Social Director Expenses: $39009 Secretary Expenses: $50 Treasurer Expense: $130 Panhellenic Delegate Expenses: $9785 New Member Educator: $14408 Recruitment Chair: $6494 Journal Entry to Account for Past Book Keeping Error: ($10547)”

Raw XML Appendix127 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/BenefitsPaidToOrForMembersAmt0103008
IRS990EZ/BooksInCareOfDetail/PersonNm0Kate Reece
IRS990EZ/BooksInCareOfDetail/PhoneNum03362533266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01834 Wake Forest Road Unit 7959
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winston Salem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt0163990
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5385
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0182524
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0191284
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0163990
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0163990
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162774
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0157389
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0162773
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0157389
IRS990EZ/OccupancyRentUtltsAndMaintAmt02450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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/PersonNm0Caroline Wood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Haley Summers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Calista Dudas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jane Bostick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0182524
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0191284
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt063917
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Membership Status
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019751
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt033895
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0169375
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0163990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0President Expenses: $3263 Vice President Expenses: $1325 Social Director Expenses: $39009 Secretary Expenses: $50 Treasurer Expense: $130 Panhellenic Delegate Expenses: $9785 New Member Educator: $14408 Recruitment Chair: $6494 Journal Entry to Account for Past Book Keeping Error: ($10547)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kate Reece
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Advisor
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0561438720
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6025
ReturnHeader/Filer/USAddress/CityNm0WINSTON SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-17T19:00:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE N50 • <$500k nonprofits