Civic Intelligence

Chi Omega Fraternity

990EZ • Fiscal year 2024 • EIN 61-6026148

Jun 01, 2023 to May 31, 2024 • Filed on Mar 03, 2025

300 N BroadwayLexington, KY 40508

(513) 535-2633

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.22x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.11x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

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

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.

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

Asset Growth

50th percentile

1.6%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

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

Assets

Up

$31,816

Up $499 (+1.6%) from 2023

Net Assets

Up

$24,712

Up $499 (+2.1%) from 2023

Liabilities

Flat

$7,104

Flat from 2023

Revenue

Up

$63,401

Up $8,222 (+15%) from 2023

Expenses

Up

$62,902

Up $7,395 (+13%) from 2023

Net Income

Up

$499

Up $827 (+252%) from 2023

Historical Trend

Balance Sheet Trend

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

$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

2024

Assets$31,816
Liabilities$7,104
Net Assets$24,712

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$63,401
Expenses$62,902
Net Income$499
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Mar 3, 2025
Return Version
2023v6.0
Gross Receipts
$63,401
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Promote education, social activities, and unity amongst the sorority members.-$62,902
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Taylor McGarveyPresidentPT$0--
Sara LewisVice PresidentPT$0--
Allie HinchmanSecretaryPT$0--
Katherine FosterTreasurerPT$0--
Isabella AndersonDirectorPT$0--
Zoe MillerDirectorPT$0--
Jenna HardinDirectorPT$0--
Emily JacksonDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Chi Chapter of Chi Omega Fraternity
EIN
61-6026148
Phone
5135352633
Address
300 N Broadway, Lexington, KY 40508

Signing Officer

Name
Katherine Foster
Title
Treasurer
Signed
2025-03-03
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.1005

Travel $1650

Other Expenses.1

National Fees $23770

Other Expenses.2

Officer Expenses $10483

Other Expenses.3

Marketing $7913

Other Expenses.4

Social Events $6278

Other Expenses.5

Member Education $4051

Other Expenses.6

Community Service $3010

Other Expenses.7

House Corporation $2202

Other Expenses.8

Recruitment $2139

Other Expenses.9

Panhellenic Delegate $885

Other Expenses.10

Sisterhood Director $321

Other Expenses.11

Personnel $200

Other Assets.1005

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

Total Liabilities.1003

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

Heading, Lines A and F

Chi Chapter of Chi Omega Fraternity's (the "Chapter") fiscal year ends in May. The Chapter is a subordinate to the national Chi Omega Fraternity, which has a fiscal year end in April. The Chapter and central organization are working together the revise the fiscal year end issue in the IRS Master Business List records, which improperly list the Chapter's fiscal year end as April.

Raw XML Appendix154 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/PersonNm0Katherine Foster Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum05022980821
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 N Broadway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040508
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024213
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024712
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0499
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt063401
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00273
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024213
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024712
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Taylor McGarvey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sara Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Allie Hinchman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katherine Foster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Isabella Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Zoe Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jenna Hardin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Emily Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07104
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07104
IRS990EZ/OtherExpensesTotalAmt062902
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote education, social activities, and unity amongst the sorority members.
IRS990EZ/ProgramServiceRevenueAmt063401
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promote education, social activities, and unity amongst the sorority members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062902
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07104
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07104
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062902
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IRS990EZ/TotalRevenueAmt063401
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $1650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1National Fees $23770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Officer Expenses $10483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Marketing $7913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Social Events $6278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Member Education $4051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Community Service $3010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7House Corporation $2202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Recruitment $2139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Panhellenic Delegate $885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Sisterhood Director $321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Personnel $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $7104 Accounts Receivable - Ending $7104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Deferred Revenue - Beginning $7104 Deferred Revenue - Ending $7104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Chi Chapter of Chi Omega Fraternity's (the "Chapter") fiscal year ends in May. The Chapter is a subordinate to the national Chi Omega Fraternity, which has a fiscal year end in April. The Chapter and central organization are working together the revise the fiscal year end issue in the IRS Master Business List records, which improperly list the Chapter's fiscal year end as April.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Heading, Lines A and F
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Foster
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Chi Chapter of Chi Omega Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0CHIC
ReturnHeader/Filer/EIN0616026148
ReturnHeader/Filer/PhoneNum05135352633
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/ReturnTs02025-03-03T09:40:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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