Civic Intelligence

Chi Omega Fraternity

990EZ • Fiscal year 2024 • EIN 61-6035491

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 10, 2024

Organization Profilewww.chiomega.com/betagamma
2018 Unity PlaceLouisville, KY 40208

(502) 537-5061

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

46th percentile

1.3%

Higher net margin than 46% 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

19th percentile

-15%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

56th percentile

6.4%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$14,710

Down $2,586 (-15%) from 2023

Net Assets

Up

$14,710

Up $993 (+7.2%) from 2023

Liabilities

Down

$0

Down $3,579 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin46th percentile

Revenue

Up

$73,812

Up $4,433 (+6.4%) from 2023

Expenses

Up

$72,819

Up $7,992 (+12%) from 2023

Net Income

Down

$993

Down $3,559 (-78%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30K$20K$10K$0Assets 2011: $6,142Liabilities 2011: $02011Assets 2012: $6,153Liabilities 2012: $02012Assets 2013: $10,807Liabilities 2013: $02013Assets 2014: $10,502Liabilities 2014: $02014Assets 2015: $21,998Liabilities 2015: $02015Assets 2017: $3,722Liabilities 2017: $0Net Assets 2017: $3,7222017Assets 2018: $1,946Liabilities 2018: $0Net Assets 2018: $1,9462018Assets 2019: $9,566Liabilities 2019: $1,535Net Assets 2019: $8,0312019Assets 2020: $28,866Liabilities 2020: $6,848Net Assets 2020: $22,0182020Assets 2021: $29,185Liabilities 2021: $8,982Net Assets 2021: $20,2032021Assets 2022: $18,949Liabilities 2022: $9,784Net Assets 2022: $9,1652022Assets 2023: $17,296Liabilities 2023: $3,579Net Assets 2023: $13,7172023Assets 2024: $14,710Liabilities 2024: $0Net Assets 2024: $14,7102024Assets 2025: $17,009Liabilities 2025: $0Net Assets 2025: $17,0092025

Highlighted filing

2024

Assets$14,710
Liabilities$0
Net Assets$14,710
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$100K$50K$0-$50KRevenue 2011: $68,654Expenses 2011: $69,181Net Income 2011: -$5272011Revenue 2012: $54,369Expenses 2012: $54,358Net Income 2012: $112012Revenue 2013: $72,199Expenses 2013: $71,130Net Income 2013: $1,0692013Revenue 2014: $79,904Expenses 2014: $75,799Net Income 2014: $4,1052014Revenue 2015: $81,288Expenses 2015: $71,526Net Income 2015: $9,7622015Revenue 2017: $38,643Expenses 2017: $58,638Net Income 2017: -$19,9952017Revenue 2018: $73,332Expenses 2018: $75,108Net Income 2018: -$1,7762018Revenue 2019: $48,159Expenses 2019: $42,074Net Income 2019: $6,0852019Revenue 2020: $71,275Expenses 2020: $65,069Net Income 2020: $6,2062020Revenue 2021: $38,061Expenses 2021: $39,875Net Income 2021: -$1,8142021Revenue 2022: $85,007Expenses 2022: $96,045Net Income 2022: -$11,0382022Revenue 2023: $69,379Expenses 2023: $64,827Net Income 2023: $4,5522023Revenue 2024: $73,812Expenses 2024: $72,819Net Income 2024: $9932024Revenue 2025: $50,705Expenses 2025: $48,407Net Income 2025: $2,2982025

Highlighted filing

2024

Revenue$73,812
Expenses$72,819
Net Income$993
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 10, 2024
Return Version
2023v5.0
Gross Receipts
$73,812
Mission and Program Overview

Mission

Social Organization

Program Services

DescriptionGrantsExpenses
Sisterhood Events - Unitity and bonding of Chapter participants-$18,090
National Dues - Collected from all members and paid to National Organization-$15,225
Social Activities benefitting more than 200 people-$10,848
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie GartnerPresidentPT$0--
Railey StonexVice PresidentPT$0--
Macy WaddleSecretary-$0--
Madie HallTreasurer-$0--
Patricia MasonFinancial Advisor-$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity
EIN
61-6035491
Phone
5025375061
Address
2018 Unity Place, Louisville, KY 40208

Signing Officer

Name
Patricia Ann Mason
Title
Financial Advisor
Phone
5025375061
Signed
2024-11-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Sorority expenses include National sorority dues, misc. fees, campus events, social events, supplies, etc.”

Form 990-EZ, Part II, Line 26

“Deferred revenue or not applicable”

Raw XML Appendix137 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Chi Omega Beta Gamma Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum05025375061
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02018 Unity Place
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013957
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014710
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0993
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017296
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014710
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt073812
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00273
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt03250
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt073812
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013717
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014710
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013717
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014710
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Gartner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Railey Stonex
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Macy Waddle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Madie Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Patricia Mason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Advisor
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03339
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt072819
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Social Organization
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0National Dues - Collected from all members and paid to National Organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Social Activities benefitting more than 200 people
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Sisterhood Events - Unitity and bonding of Chapter participants
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015225
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110848
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218090
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03579
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt072819
IRS990EZ/TotalProgramServiceExpensesAmt044163
IRS990EZ/TotalRevenueAmt073812
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Social club
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.chiomega.com/betagamma
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sorority expenses include National sorority dues, misc. fees, campus events, social events, supplies, etc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Deferred revenue or not applicable
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Ann Mason
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Advisor
ReturnHeader/BusinessOfficerGrp/PhoneNum05025375061
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0616035491
ReturnHeader/Filer/PhoneNum05025375061
ReturnHeader/Filer/USAddress/AddressLine1Txt02018 Unity Place
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040208
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-10T15:12:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,710
Liabilities
$0
Net assets
$14,710
Revenue
$73,812
Expenses
$72,819
Net income
$993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$50.7$48.4$2.30
2024Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$73.8$72.8$0.99
2023Detailed filing. Detailed filing data is available for this year.$17.3$3.58$13.7$69.4$64.8$4.55
2022Detailed filing. Detailed filing data is available for this year.$18.9$9.78$9.17$85.0$96.0$11.0
2021Detailed filing. Detailed filing data is available for this year.$29.2$8.98$20.2$38.1$39.9$1.81
2020Detailed filing. Detailed filing data is available for this year.$28.9$6.85$22.0$71.3$65.1$6.21
2019Detailed filing. Detailed filing data is available for this year.$9.57$1.54$8.03$48.2$42.1$6.09
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$73.3$75.1$1.78
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$38.6$58.6$20.0
2015Summary only. Only limited summary data is available for this year.$22.0$0.00$81.3$71.5$9.76
2014Summary only. Only limited summary data is available for this year.$10.5$0.00$79.9$75.8$4.11
2013Summary only. Only limited summary data is available for this year.$10.8$0.00$72.2$71.1$1.07
2012Summary only. Only limited summary data is available for this year.$6.15$0.00$54.4$54.4$0.01
2011Summary only. Only limited summary data is available for this year.$6.14$0.00$68.7$69.2$0.53