Civic Intelligence

Chi Omega Fraternity

EIN 61-6026148 • 501(c)7 • Lexington, KY

990-N Coverage

Profile

Promote education, social activities, and unity amongst the sorority members.

300 N BroadwayLexington, KY 40508

n/A

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

55th percentile

4.2%

Higher net margin than 55% of similar nonprofits.

501(c)7 • <$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.

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

10%

Faster revenue growth than 66% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$35,240

Up $3,424 (+11%) from 2024

Liabilities

Up

$7,565

Up $461 (+6.5%) from 2024

Net Assets

Up

$27,675

Up $2,963 (+12%) from 2024

Revenue

Up

$69,842

Up $6,441 (+10%) from 2024

Expenses

Up

$66,879

Up $3,977 (+6.3%) from 2024

Net Income

Up

$2,963

Up $2,464 (+494%) from 2024

Trend Graphs

Balance Sheet Trend

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

$40K$20K$0-$20KAssets 2011: $1,442Liabilities 2011: $02011Assets 2012: -$6,053Liabilities 2012: $02012Assets 2013: -$10,595Liabilities 2013: $02013Assets 2014: -$9,150Liabilities 2014: $02014Assets 2015: $25,716Liabilities 2015: $6,3422015Assets 2016: $38,847Liabilities 2016: $6,0172016Assets 2017: $18,963Liabilities 2017: $6,0172017Assets 2018: $16,242Liabilities 2018: $5,7962018Assets 2019: $18,220Liabilities 2019: $5,7282019Assets 2020: $17,936Liabilities 2020: $02020Assets 2021: $22,037Liabilities 2021: $02021Assets 2022: $24,541Liabilities 2022: $0Net Assets 2022: $24,5412022Assets 2023: $31,317Liabilities 2023: $7,104Net Assets 2023: $24,2132023Assets 2024: $31,816Liabilities 2024: $7,104Net Assets 2024: $24,7122024Assets 2025: $35,240Liabilities 2025: $7,565Net Assets 2025: $27,6752025

Highlighted filing

2025

Assets$35,240
Liabilities$7,565
Net Assets$27,675

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $54,197Expenses 2011: $66,789Net Income 2011: -$12,5922011Revenue 2012: $64,532Expenses 2012: $72,027Net Income 2012: -$7,4952012Revenue 2013: $74,260Expenses 2013: $78,802Net Income 2013: -$4,5422013Revenue 2014: $70,705Expenses 2014: $69,260Net Income 2014: $1,4452014Revenue 2015: $76,284Expenses 2015: $76,846Net Income 2015: -$5622015Revenue 2016: $98,576Expenses 2016: $85,120Net Income 2016: $13,4562016Revenue 2017: $70,729Expenses 2017: $90,613Net Income 2017: -$19,8842017Revenue 2018: $83,533Expenses 2018: $86,033Net Income 2018: -$2,5002018Revenue 2019: $64,247Expenses 2019: $62,201Net Income 2019: $2,0462019Revenue 2020: $49,458Expenses 2020: $42,946Net Income 2020: $6,5122020Revenue 2021: $43,036Expenses 2021: $38,935Net Income 2021: $4,1012021Revenue 2022: $65,046Expenses 2022: $62,542Net Income 2022: $2,5042022Revenue 2023: $55,179Expenses 2023: $55,507Net Income 2023: -$3282023Revenue 2024: $63,401Expenses 2024: $62,902Net Income 2024: $4992024Revenue 2025: $69,842Expenses 2025: $66,879Net Income 2025: $2,9632025

Highlighted filing

2025

Revenue$69,842
Expenses$66,879
Net Income$2,963

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$35.2$7.57$27.7$69.8$66.9$2.96
2024Detailed filing. Detailed filing data is available for this year.$31.8$7.10$24.7$63.4$62.9$0.50
2023Detailed filing. Detailed filing data is available for this year.$31.3$7.10$24.2$55.2$55.5$0.33
2022Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$65.0$62.5$2.50
2021Summary only. Only limited summary data is available for this year.$22.0$0.00$43.0$38.9$4.10
2020Summary only. Only limited summary data is available for this year.$17.9$0.00$49.5$42.9$6.51
2019Summary only. Only limited summary data is available for this year.$18.2$5.73$64.2$62.2$2.05
2018Summary only. Only limited summary data is available for this year.$16.2$5.80$83.5$86.0$2.50
2017Summary only. Only limited summary data is available for this year.$19.0$6.02$70.7$90.6$19.9
2016Summary only. Only limited summary data is available for this year.$38.8$6.02$98.6$85.1$13.5
2015Summary only. Only limited summary data is available for this year.$25.7$6.34$76.3$76.8$0.56
2014Summary only. Only limited summary data is available for this year.$9.15$0.00$70.7$69.3$1.45
2013Summary only. Only limited summary data is available for this year.$10.6$0.00$74.3$78.8$4.54
2012Summary only. Only limited summary data is available for this year.$6.05$0.00$64.5$72.0$7.50
2011Summary only. Only limited summary data is available for this year.$1.44$0.00$54.2$66.8$12.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jun 30, 2025
Return Version
2024v5.2
Gross Receipts
$69,842
Mission and Program Overview

Mission

Promote education, social activities, and unity amongst the sorority members.

Promote education, social activities, leadership, sisterhood and unity amongst the sorority members of Chi Omega Fraternity at Transylvania University.

Program Services

DescriptionGrantsExpenses
Promote education, social activities, and unity amongst the sorority members.-$69,760
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kaycee MoorePresidentPT$0--
Leia GrannisVice PresidentPT$0--
Morgan CaprenterSecretaryPT$0--
Lauren KaelinTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Chi Chapter of Chi Omega Fraternity
EIN
61-6026148
Phone
5027597096
Address
300 N Broadway, Lexington, KY 40508

Signing Officer

Name
Lauren Kaelin
Title
Treasurer
Signed
2025-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Manley Burke LPA
Address
225 W Court St, Cincinnati, OH 45202
Preparer
John Christopher
Phone
5137636748
Supplemental Narrative

Additional Explanations

Other Expenses.1

Chapter Expenses $35724

Other Expenses.2

Social Event Expenses $12355

Other Expenses.3

Marketing $5421

Other Expenses.4

Member Education $4707

Other Expenses.5

Community Service $2316

Other Expenses.6

Recruitment $1866

Other Expenses.7

Panhellenic Expenses $1328

Other Expenses.8

President Expenses $1262

Other Expenses.9

Treasurer Expenses $418

Other Expenses.10

Sisterhood Expenses $304

Other Expenses.11

Personnel Expenses $200

Other Expenses.12

Campus Activity Expenses $140

Other Expenses.13

Vice President Expenses $121

Other Expenses.14

Secretary Expenses $106

Other Assets.1005

Accounts Receivable - Beginning $7104 Accounts Receivable - Ending $7565

Total Liabilities.1003

Deferred Revenue - Beginning $7104 Deferred Revenue - Ending $7565

Part IV, Officers

Taxpayer has a number of officers serving in various capacities, including: Laura Brown (Member Educator), Allie Hinchman (Personnel Chair), Evan Paden (Recruitment Chair), Lily Jasper (Panhellenic Delegate), Carley Craig and Madelaine Bugg (Facility Managers), and others. A full list of officers can be found on the organization's website.

Header Line A

Taxpayer is a subordinate on a group exemption. During a prior tax year, Taxpayer's accounting period was improperly changed to align with the central organization's accounting period. Taxpayer and the central organization resolved the accounting period with the Internal Revenue Service and the correct accounting period (May 31) is reflected on the IRS Business Master File. Taxpayer affirms its May 31 accounting period and the balance at the end of the reporting year contained herein.

Raw XML Appendix147 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05027597096
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 N Broadway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040508
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024712
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024712
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kaycee Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leia Grannis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Morgan Caprenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Kaelin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07104
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07565
IRS990EZ/OtherExpensesTotalAmt066268
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote education, social activities, leadership, sisterhood and unity amongst the sorority members of Chi Omega Fraternity at Transylvania University.
IRS990EZ/PrintingPublicationsPostageAmt014
IRS990EZ/ProgramServiceRevenueAmt069842
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promote education, social activities, and unity amongst the sorority members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069760
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07104
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07565
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt066879
IRS990EZ/TotalProgramServiceExpensesAmt069760
IRS990EZ/TotalRevenueAmt069842
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0transy.chiomega.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Chapter Expenses $35724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Social Event Expenses $12355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Marketing $5421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Member Education $4707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Service $2316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Recruitment $1866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Panhellenic Expenses $1328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7President Expenses $1262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Treasurer Expenses $418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Sisterhood Expenses $304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Personnel Expenses $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Campus Activity Expenses $140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Vice President Expenses $121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Secretary Expenses $106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Receivable - Beginning $7104 Accounts Receivable - Ending $7565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Deferred Revenue - Beginning $7104 Deferred Revenue - Ending $7565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Taxpayer has a number of officers serving in various capacities, including: Laura Brown (Member Educator), Allie Hinchman (Personnel Chair), Evan Paden (Recruitment Chair), Lily Jasper (Panhellenic Delegate), Carley Craig and Madelaine Bugg (Facility Managers), and others. A full list of officers can be found on the organization's website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Taxpayer is a subordinate on a group exemption. During a prior tax year, Taxpayer's accounting period was improperly changed to align with the central organization's accounting period. Taxpayer and the central organization resolved the accounting period with the Internal Revenue Service and the correct accounting period (May 31) is reflected on the IRS Business Master File. Taxpayer affirms its May 31 accounting period and the balance at the end of the reporting year contained herein.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Part IV, Officers
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Header Line A
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauren Kaelin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Chi Chapter of Chi Omega Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0CHIC
ReturnHeader/Filer/EIN0616026148
ReturnHeader/Filer/PhoneNum05027597096
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 N Broadway
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040508
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310965171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Manley Burke LPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 W Court St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05137636748
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Christopher
ReturnHeader/ReturnTs02025-06-30T04:41:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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