Civic Intelligence

Zeta Lambda Chapter of Chi Omega Fraternity

990EZ • Fiscal year 2023 • EIN 56-1438720

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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

81st percentile

0.10x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • NTEE N50 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.10x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • NTEE N50 • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

9.2%

Higher net margin than 55% of similar nonprofits.

2023 filings • NTEE N50 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE N50 • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

2023 filings • NTEE N50 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

80th percentile

45%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • NTEE N50 • <$500k nonprofits • Annualized from 2021 to 2023

Assets

Up

$177,368

Up $57,590 (+48%) from 2021

Net Assets

$159,355

No earlier filing loaded for comparison.

Liabilities

Up

$18,013

Up $1,297 (+7.8%) from 2021

Revenue

Up

$187,404

Up $98,546 (+111%) from 2021

Expenses

Up

$170,093

Up $32,743 (+24%) from 2021

Net Income

Up

$17,311

Up $65,803 (+136%) from 2021

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

2023

Assets$177,368
Liabilities$18,013
Net Assets$159,355

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

2023

Revenue$187,404
Expenses$170,093
Net Income$17,311
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$187,404
Mission and Program Overview

Mission

Sorority

Program Services

DescriptionGrantsExpenses
Chapter President Expenses--
Member Educator Expenses--
Chapter Vice President Expenses--
Chapter Treasurer Expenses--
Personnel Chair Expenses--
Recruitment Chair Expenses--
Panhellenic Delegate Expenses--
Social Events Expenses--
Sisterhood Director Expenses--
Community Service Director Expenses--
Career and Personal Development Expenses--
DEI Expenses--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gentian FairmanSecretaryPT$0--
Samantha SpeegleTreasurerPT$0--
Schuyler BordeauVice PresidentPT$0--
Lee SaundersPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Zeta Lambda Chapter of 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
2023-11-15
Supplemental Narrative

Additional Explanations

Part I, Line 20

Liabilities

Raw XML Appendix112 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/BenefitsPaidToOrForMembersAmt0167453
IRS990EZ/BooksInCareOfDetail/PersonNm0Kate Reece Financial Advisor
IRS990EZ/BooksInCareOfDetail/PhoneNum03362533266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0409 Lawndale Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winston Salem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0160057
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0177368
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017311
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0160057
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0177368
IRS990EZ/GrossReceiptsAmt0187404
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt08500
IRS990EZ/InvestmentIncomeAmt0165
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0187239
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0143039
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0159355
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0143039
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0159355
IRS990EZ/OccupancyRentUtltsAndMaintAmt02640
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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/PersonNm0Gentian Fairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Samantha Speegle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Schuyler Bordeau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lee Saunders
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-995
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sorority
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Chapter President Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Member Educator Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Chapter Vice President Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Chapter Treasurer Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Personnel Chair Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Recruitment Chair Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Panhellenic Delegate Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Social Events Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8Sisterhood Director Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt9Community Service Director Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt10Career and Personal Development Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt11DEI Expenses
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017018
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018013
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0170093
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0187404
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kate Reece
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Advisor
ReturnHeader/BusinessOfficerGrp/PhoneNum03367585692
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZETA LAMBDA CHAPTER OF CHI OMEGA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
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/ReturnTs02023-11-15T08:36:51Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings