Civic Intelligence

Upsilon Chapter Chi Omega Fraternity

990EZ • Fiscal year 2018 • EIN 62-6074045

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 04, 2018

Uu Box 2320 1050 Union Universit DrJackson, TN 38305

(731) 487-7181

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

54th percentile

3.8%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

88th percentile

35%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

18%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$9,799

Up $2,517 (+35%) from 2017

Net Assets

Up

$9,799

Up $2,517 (+35%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$65,672

Up $10,159 (+18%) from 2017

Expenses

Up

$63,155

Up $11,521 (+22%) from 2017

Net Income

Down

$2,517

Down $1,362 (-35%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $7,642Net Assets 2011: $7,6422011Assets 2012: $8,191Net Assets 2012: $8,1912012Assets 2013: $13,492Net Assets 2013: $13,4922013Assets 2014: $16,204Net Assets 2014: $16,2042014Assets 2015: $9,202Net Assets 2015: $9,2022015Assets 2016: $3,403Net Assets 2016: $3,4032016Assets 2017: $7,282Net Assets 2017: $7,2822017Assets 2018: $9,799Net Assets 2018: $9,7992018Assets 2019: $11,537Net Assets 2019: $11,5372019Assets 2020: $15,309Net Assets 2020: $15,3092020Assets 2021: $21,454Net Assets 2021: $21,4542021Assets 2022: $28,228Net Assets 2022: $28,2282022Assets 2023: $28,031Net Assets 2023: $28,0312023Assets 2024: $45,557Net Assets 2024: $45,5572024Assets 2025: $26,393Net Assets 2025: $26,3932025

Highlighted filing

2018

Assets$9,799
Liabilities-
Net Assets$9,799

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $51,289Expenses 2011: $48,103Net Income 2011: $3,1862011Revenue 2012: $52,933Expenses 2012: $52,384Net Income 2012: $5492012Revenue 2013: $51,268Expenses 2013: $45,967Net Income 2013: $5,3012013Revenue 2014: $54,307Expenses 2014: $51,595Net Income 2014: $2,7122014Revenue 2015: $62,994Expenses 2015: $69,996Net Income 2015: -$7,0022015Revenue 2016: $63,685Expenses 2016: $69,484Net Income 2016: -$5,7992016Revenue 2017: $55,513Expenses 2017: $51,634Net Income 2017: $3,8792017Revenue 2018: $65,672Expenses 2018: $63,155Net Income 2018: $2,5172018Revenue 2019: $70,173Expenses 2019: $68,435Net Income 2019: $1,7382019Revenue 2020: $53,915Expenses 2020: $50,143Net Income 2020: $3,7722020Revenue 2021: $73,552Expenses 2021: $67,407Net Income 2021: $6,1452021Revenue 2022: $83,112Expenses 2022: $76,338Net Income 2022: $6,7742022Revenue 2023: $77,459Expenses 2023: $77,656Net Income 2023: -$1972023Revenue 2024: $96,924Expenses 2024: $79,398Net Income 2024: $17,5262024Revenue 2025: $86,661Expenses 2025: $105,825Net Income 2025: -$19,1642025

Highlighted filing

2018

Revenue$65,672
Expenses$63,155
Net Income$2,517
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 4, 2018
Return Version
2017v2.3
Gross Receipts
$65,672
Mission and Program Overview

Mission

An intergenerational women's organization committed to promoting friendship, personal integrity, service to others, academic excellence, community involvement, and career development.

Program Services

DescriptionGrantsExpenses
COLLEGIATE WOMEN ENHANCED FRIENDSHIPS AND SOCIAL WELL-BEING. THE CHAPTER RECEIVED THE SCHOLARSHIP TROPHY FOR HIGHEST SORORITY GPA. THE CHAPTER SUPPORTS VARIOUS COMMUNITY SERVICE PROJECTS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HALEY HATHCOCKPresidentPT$0--
TRACEY KINGFinancial Ad-$0--
RACHEL BERNUIVice-PresidePT$0--
JESSIE MATHISSecretaryPT$0--
GRACE SLOANMember EducaPT$0--
EMILY PARRETTPersonnel ChPT$0--
HOPE MAGEERecruitmentPT$0--
SUMMER BASHAMPanhellenicPT$0--
JENNIFER BRILEYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Upsilon Chapter Chi Omega
EIN
62-6074045
Phone
7314877181
Address
UU BOX 2320 1050 UNION UNIVERSIT DR, JACKSON, TN 38305

Signing Officer

Name
Tracey King
Title
Financial Advisor
Signed
2018-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Polly Brasher CPA Pc
Address
2036 GREYSTONE SQ, JACKSON, TN 38305-3575
Preparer
Polly Brasher
Phone
7316647720
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses conferences/meetings 5,690 recruitment 6,733 social 11,891 sisterhood activities 2,021 bank & credit card fees 3,430 campus activities 2,257 career & pers development 18 scholarship activities 357 community service 428 panhellnic expenses 1,780 new member expenses 2,153 national fees 19,921 total 56,679

Form 990-ez, Part III

An intergenerational women's organization committed to promoting friendship, personal integrity, service to others, academic excellence, community involvement, and career development.

Raw XML Appendix126 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/PersonNm0JENNIFER BRILEY
IRS990EZ/BooksInCareOfDetail/PhoneNum07314877181
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 UNION UNIVERSITY DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07282
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09799
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02517
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07282
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09799
IRS990EZ/GrossReceiptsAmt065672
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00273
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt03750
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt065667
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07282
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09799
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07282
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09799
IRS990EZ/OccupancyRentUtltsAndMaintAmt05935
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HALEY HATHCOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACEY KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL BERNUI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSIE MATHIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GRACE SLOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMILY PARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HOPE MAGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUMMER BASHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JENNIFER BRILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCIAL AD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER EDUCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PERSONNEL CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PANHELLENIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056679
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AN INTERGENERATIONAL WOMEN'S ORGANIZATION COMMITTED TO PROMOTING FRIENDSHIP, PERSONAL INTEGRITY, SERVICE TO OTHERS, ACADEMIC EXCELLENCE, COMMUNITY INVOLVEMENT, AND CAREER DEVELOPMENT.
IRS990EZ/PrintingPublicationsPostageAmt0541
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGIATE WOMEN ENHANCED FRIENDSHIPS AND SOCIAL WELL-BEING. THE CHAPTER RECEIVED THE SCHOLARSHIP TROPHY FOR HIGHEST SORORITY GPA. THE CHAPTER SUPPORTS VARIOUS COMMUNITY SERVICE PROJECTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063155
IRS990EZ/TotalRevenueAmt065672
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 5,690 RECRUITMENT 6,733 SOCIAL 11,891 SISTERHOOD ACTIVITIES 2,021 BANK & CREDIT CARD FEES 3,430 CAMPUS ACTIVITIES 2,257 CAREER & PERS DEVELOPMENT 18 SCHOLARSHIP ACTIVITIES 357 COMMUNITY SERVICE 428 PANHELLNIC EXPENSES 1,780 NEW MEMBER EXPENSES 2,153 NATIONAL FEES 19,921 TOTAL 56,679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN INTERGENERATIONAL WOMEN'S ORGANIZATION COMMITTED TO PROMOTING FRIENDSHIP, PERSONAL INTEGRITY, SERVICE TO OTHERS, ACADEMIC EXCELLENCE, COMMUNITY INVOLVEMENT, AND CAREER DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/PersonNm0TRACEY KING
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSILON CHAPTER CHI OMEGA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FRATERNITY
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.159.190.141
ReturnHeader/FilingSecurityInformation/IPDt02018-10-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:58:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461220344
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02036 GREYSTONE SQ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0383053575
ReturnHeader/PreparerPersonGrp/PhoneNum07316647720
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0POLLY BRASHER
ReturnHeader/ReturnTs02018-10-04T13:58:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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.$0.26$0.26$0.87$1.06$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.97$0.79$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.77$0.78$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.83$0.76$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.74$0.67$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.54$0.50$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.70$0.68$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.66$0.63$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.56$0.52$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.64$0.69$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.63$0.70$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.54$0.52$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.13$0.51$0.46$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.53$0.52$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.51$0.48$0.03