Civic Intelligence

Chi Omega Fraternity XI Zeta Chapter

EIN 62-6073908 • 501(c)7 • Martin, TN

Profile

Education and social milieu of the members.

PO Box 133Martin, TN 38237

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

72nd percentile

13%

Higher net margin than 72% 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

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

46th percentile

-0.5%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$152,519

Up $27,587 (+22%) from 2024

Liabilities

Up

$2,576

Up $1,755 (+214%) from 2024

Net Assets

Up

$149,943

Up $25,832 (+21%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin72nd percentile

Revenue

Down

$204,822

Down $1,061 (-0.5%) from 2024

Expenses

Up

$178,990

Up $3,453 (+2.0%) from 2024

Net Income

Down

$25,832

Down $4,514 (-15%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$200K$150K$100K$50K$0Assets 2011: $29,682Liabilities 2011: $0Net Assets 2011: $29,6822011Assets 2012: $34,132Net Assets 2012: $34,1322012Assets 2013: $39,447Net Assets 2013: $39,4472013Assets 2014: $48,099Net Assets 2014: $48,0992014Assets 2015: $48,213Net Assets 2015: $48,2132015Assets 2016: $45,027Net Assets 2016: $45,0272016Assets 2017: $48,349Liabilities 2017: $02017Assets 2018: $31,994Net Assets 2018: $31,9942018Assets 2019: $36,923Net Assets 2019: $36,9232019Assets 2020: $67,049Net Assets 2020: $67,0492020Assets 2021: $83,503Net Assets 2021: $83,5032021Assets 2023: $97,651Net Assets 2023: $97,6512023Assets 2024: $124,932Liabilities 2024: $821Net Assets 2024: $124,1112024Assets 2025: $152,519Liabilities 2025: $2,576Net Assets 2025: $149,9432025

Highlighted filing

2025

Assets$152,519
Liabilities$2,576
Net Assets$149,943
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $116,507Expenses 2011: $100,273Net Income 2011: $16,2342011Revenue 2012: $169,593Expenses 2012: $165,143Net Income 2012: $4,4502012Revenue 2013: $168,388Expenses 2013: $163,073Net Income 2013: $5,3152013Revenue 2014: $150,990Expenses 2014: $142,338Net Income 2014: $8,6522014Revenue 2015: $150,785Expenses 2015: $150,672Net Income 2015: $1132015Revenue 2016: $151,716Expenses 2016: $154,902Net Income 2016: -$3,1862016Revenue 2017: $149,780Expenses 2017: $146,458Net Income 2017: $3,3222017Revenue 2018: $113,747Expenses 2018: $130,101Net Income 2018: -$16,3542018Revenue 2019: $128,861Expenses 2019: $123,932Net Income 2019: $4,9292019Revenue 2020: $144,836Expenses 2020: $114,710Net Income 2020: $30,1262020Revenue 2021: $128,233Expenses 2021: $111,779Net Income 2021: $16,4542021Revenue 2023: $178,867Expenses 2023: $173,160Net Income 2023: $5,7072023Revenue 2024: $205,883Expenses 2024: $175,537Net Income 2024: $30,3462024Revenue 2025: $204,822Expenses 2025: $178,990Net Income 2025: $25,8322025

Highlighted filing

2025

Revenue$204,822
Expenses$178,990
Net Income$25,832
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$152,519
Liabilities
$2,576
Net assets
$149,943
Revenue
$204,822
Expenses
$178,990
Net income
$25,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.53$0.03$1.50$2.05$1.79$0.26
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$2.06$1.76$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.98$1.79$1.73$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.84$1.28$1.12$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.45$1.15$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.29$1.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.32$1.14$1.30$0.16
2017Summary only. Only limited summary data is available for this year.$0.48$0.00$1.50$1.46$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$1.52$1.55$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.51$1.51$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.51$1.42$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.39$1.68$1.63$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.34$1.70$1.65$0.04
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$1.17$1.00$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$217,601
Mission and Program Overview

Mission

Education and social milieu of the members.

Education and social milieu of the members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$122,139$143,998▲ $21,859
Prepaid Expenses and Deferred Charges$2,107$6,079▲ $3,972
Accounts Receivable$686$2,442▲ $1,756
Total Assets$124,932$152,519▲ $27,587
Liabilities
Deferred Revenue$686$2,442▲ $1,756
Accounts Payable and Accrued Expenses$135$134▼ $1
Total Liabilities$821$2,576▲ $1,755
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$124,111$149,943▲ $25,832
Total Net Assets Fund Balance$124,111$149,943▲ $25,832
Total Liabilities and Net Assets / Fund Balance$124,932$152,519▲ $27,587
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Kayte Marie GreerPresident
Emma McbrideSecretary
Blair JamesTreasurer
Macy CarmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$183,327
Investment Income
$1,361
Other Revenue
$20,134
Change in Net Assets
$25,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,990
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$47,581$2,758-$50,339
Occupancy$25,000--$25,000
Other Expenses$17,925--$17,925
Fees for Services Legal-$325-$325
Total Functional Expenses$175,907$3,083$0$178,990
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,942
Fundraising Direct Expenses$12,779
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$24,942$24,942$12,779$12,163
Total Events$24,942$24,942$12,779$12,163
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity Xi Zeta
EIN
62-6073908
Address
PO BOX 133, MARTIN, TN 38237

Signing Officer

Name
Blair James
Title
Treasurer
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kayte Marie Greer
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Crs Cpas
Address
304 BROADWAY ST, MARTIN, TN 38237
Preparer
Chloe Humphrey CPA
Phone
7315874221
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Education and social milieu of the members”

Form 990, Part IX, Line 24E

“New member educator exp 9,907 0 0 panhellinic delegate exp 9,483 0 0 recruitment chair exp 8,183 0 0 sisterhood team exp 6,852 0 0 president exp 4,502 0 0 credit card fees 0 2,444 0 national meeting reg fees 2,100 0 0 personnel chair exp 1,798 0 0 national meetings travel 1,162 0 0 marketing director exp 755 0 0 chapter expenses 674 0 0 facility manager exp 668 0 0 vice president exp 561 0 0 meetings lodging 432 0 0 secretary exp 320 0 0 billhighway fees 0 264 0 check order/treasurer 184 0 0 bank charges 0 50 0 total 47,581 2,758 0”

Raw XML Appendix273 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.

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IRS990/FundraisingDirectExpensesAmt012779
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IRS990/GrossReceiptsAmt0217601
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION AND SOCIAL MILIEU OF THE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEW MEMBER EDUCATOR EXP 9,907 0 0 PANHELLINIC DELEGATE EXP 9,483 0 0 RECRUITMENT CHAIR EXP 8,183 0 0 SISTERHOOD TEAM EXP 6,852 0 0 PRESIDENT EXP 4,502 0 0 CREDIT CARD FEES 0 2,444 0 NATIONAL MEETING REG FEES 2,100 0 0 PERSONNEL CHAIR EXP 1,798 0 0 NATIONAL MEETINGS TRAVEL 1,162 0 0 MARKETING DIRECTOR EXP 755 0 0 CHAPTER EXPENSES 674 0 0 FACILITY MANAGER EXP 668 0 0 VICE PRESIDENT EXP 561 0 0 MEETINGS LODGING 432 0 0 SECRETARY EXP 320 0 0 BILLHIGHWAY FEES 0 264 0 CHECK ORDER/TREASURER 184 0 0 BANK CHARGES 0 50 0 TOTAL 47,581 2,758 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY XI ZETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0626073908
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 133
ReturnHeader/Filer/USAddress/CityNm0MARTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038237
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273218230
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0304 BROADWAY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038237
ReturnHeader/PreparerPersonGrp/PhoneNum07315874221
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHLOE HUMPHREY CPA
ReturnHeader/ReturnTs02025-11-14T12:16:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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