Civic Intelligence

Chi Omega Fraternity XI Zeta Chapter

990EZ • Fiscal year 2023 • EIN 62-6073908

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 06, 2023

PO Box 133Martin, TN 38238

(731) 514-4022

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

52nd percentile

3.2%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

8.1%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2023

Assets

Up

$97,651

Up $14,148 (+17%) from 2021

Net Assets

Up

$97,651

Up $14,148 (+17%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$178,867

Up $50,634 (+39%) from 2021

Expenses

Up

$173,160

Up $61,381 (+55%) from 2021

Net Income

Down

$5,707

Down $10,747 (-65%) 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 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

2023

Assets$97,651
Liabilities-
Net Assets$97,651

Operations Trend

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

2023

Revenue$178,867
Expenses$173,160
Net Income$5,707
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$197,188
Mission and Program Overview

Mission

Education and social milieu of the members.

Program Services

DescriptionGrantsExpenses
SORORITY THAT COLLECTS DUES FROM MEMBERS TO SUPPORT EDUCATIONAL AND SOCIAL MILIEU OF THE MEMBERS.--
FUNDRAISING EVENTS TO SUPPORT COMMUNITY PROGRAMS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLI SHAWPresident-$0--
HANNAH FULBRIGHTVice Preside-$0--
CAITLIN PIERCESecretary-$0--
BAYLEE HARDINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity
EIN
62-6073908
Address
PO BOX 133, MARTIN, TN 38238

Signing Officer

Name
Alli Shaw
Title
President
Phone
7315144022
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Thompson Arnold Pllc
Address
304 NORTH LINDELL, MARTIN, TN 38237
Preparer
David W Hart CPA
Phone
7315875145
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses merchandise 45,221 marketing director 1,209 check order/treas supplies 105 vice president expenses 303 president expenses 3,696 secretary expenses 16 chapter expenses 379 national meetings lodging 882 national meetings travel 681 credit card fees 2,482 billhighway fees 409 member educator expenses 6,233 personnel chair expenses 1,594 recruitment chair expense 8,534 friendship/social expense 10,767 sisterhood team exp 5,229 campus activities 13,319 bank charges 125 panhellenic delegate exp 21,256 community service expense 14,422 career development 108 total 136,970

Form 990-ez, Part II, Line 24

5,630 5,630 less accumulated depreciation 5,630 5,630 total 0 0

Raw XML Appendix107 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/BenefitsPaidToOrForMembersAmt010640
IRS990EZ/BooksInCareOfDetail/PersonNm0ALLISON HUGHES
IRS990EZ/BooksInCareOfDetail/PhoneNum07315144022
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 133
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038238
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091944
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097651
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042359
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05707
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091944
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097651
IRS990EZ/FundraisingGrossIncomeAmt019158
IRS990EZ/GrossReceiptsAmt0197188
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06380
IRS990EZ/InvestmentIncomeAmt0346
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0129605
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091944
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097651
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091944
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097651
IRS990EZ/OccupancyRentUtltsAndMaintAmt025550
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLI SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HANNAH FULBRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAITLIN PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BAYLEE HARDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0136970
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND SOCIAL MILIEU OF THE MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt05720
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SORORITY THAT COLLECTS DUES FROM MEMBERS TO SUPPORT EDUCATIONAL AND SOCIAL MILIEU OF THE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDRAISING EVENTS TO SUPPORT COMMUNITY PROGRAMS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt018321
IRS990EZ/SpecialEventsNetIncomeLossAmt0837
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0173160
IRS990EZ/TotalRevenueAmt0178867
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MERCHANDISE 45,221 MARKETING DIRECTOR 1,209 CHECK ORDER/TREAS SUPPLIES 105 VICE PRESIDENT EXPENSES 303 PRESIDENT EXPENSES 3,696 SECRETARY EXPENSES 16 CHAPTER EXPENSES 379 NATIONAL MEETINGS LODGING 882 NATIONAL MEETINGS TRAVEL 681 CREDIT CARD FEES 2,482 BILLHIGHWAY FEES 409 MEMBER EDUCATOR EXPENSES 6,233 PERSONNEL CHAIR EXPENSES 1,594 RECRUITMENT CHAIR EXPENSE 8,534 FRIENDSHIP/SOCIAL EXPENSE 10,767 SISTERHOOD TEAM EXP 5,229 CAMPUS ACTIVITIES 13,319 BANK CHARGES 125 PANHELLENIC DELEGATE EXP 21,256 COMMUNITY SERVICE EXPENSE 14,422 CAREER DEVELOPMENT 108 TOTAL 136,970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15,630 5,630 LESS ACCUMULATED DEPRECIATION 5,630 5,630 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLI SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07315144022
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0XI ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0626073908
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 133
ReturnHeader/Filer/USAddress/CityNm0MARTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038238
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621110839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER THOMPSON ARNOLD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0304 NORTH LINDELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038237
ReturnHeader/PreparerPersonGrp/PhoneNum07315875145
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W HART CPA
ReturnHeader/ReturnTs02023-11-13T07:37:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHAW
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)7 • <$500k nonprofits