Civic Intelligence

Alpha Chi Omega Fraternity Inc

EIN 63-0007480 • 501(c)7 • Tuscaloosa, AL

Profile

Alpha chi omega is a national women's organization that enhances the lives of members through lifetime opportunities for friendship, leadership, learning and service.

PO Box 1880Tuscaloosa, AL 35403-1880

www.alphachiua.com

Siviq Scores

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

Liabilities / Assets

79th percentile

0.35x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.29x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2018

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

30%

Faster asset growth than 90% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

7.1%

Faster revenue growth than 54% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$641,259

Up $146,083 (+30%) from 2017

Liabilities

Up

$226,707

Up $7,225 (+3.3%) from 2017

Net Assets

Up

$414,552

Up $138,858 (+50%) from 2017

Operations
Liabilities / Revenue72nd percentileNet Margin75th percentile

Revenue

Up

$791,600

Up $52,143 (+7.1%) from 2017

Expenses

Up

$652,742

Up $46,053 (+7.6%) from 2017

Net Income

Up

$138,858

Up $6,090 (+4.6%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$800K$600K$400K$200K$0Assets 2011: $124,690Liabilities 2011: $32,229Net Assets 2011: $92,4612011Assets 2014: $434,409Liabilities 2014: $115,746Net Assets 2014: $318,6632014Assets 2015: $285,935Liabilities 2015: $176,185Net Assets 2015: $109,7502015Assets 2016: $345,886Liabilities 2016: $202,960Net Assets 2016: $142,9262016Assets 2017: $495,176Liabilities 2017: $219,482Net Assets 2017: $275,6942017Assets 2018: $641,259Liabilities 2018: $226,707Net Assets 2018: $414,5522018

Highlighted filing

2018

Assets$641,259
Liabilities$226,707
Net Assets$414,552
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$800K$600K$400K$200K$0Revenue 2011: $491,425Expenses 2011: $462,270Net Income 2011: $29,1552011Revenue 2014: $772,652Expenses 2014: $612,662Net Income 2014: $159,9902014Revenue 2015: $723,896Expenses 2015: $682,809Net Income 2015: $41,0872015Revenue 2016: $692,396Expenses 2016: $559,220Net Income 2016: $133,1762016Revenue 2017: $739,457Expenses 2017: $606,689Net Income 2017: $132,7682017Revenue 2018: $791,600Expenses 2018: $652,742Net Income 2018: $138,8582018

Highlighted filing

2018

Revenue$791,600
Expenses$652,742
Net Income$138,858
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$641,259
Liabilities
$226,707
Net assets
$414,552
Revenue
$791,600
Expenses
$652,742
Net income
$138,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$6.41$2.27$4.15$7.92$6.53$1.39
2017Detailed filing. Detailed filing data is available for this year.$4.95$2.19$2.76$7.39$6.07$1.33
2016Detailed filing. Detailed filing data is available for this year.$3.46$2.03$1.43$6.92$5.59$1.33
2015Detailed filing. Detailed filing data is available for this year.$2.86$1.76$1.10$7.24$6.83$0.41
2014Detailed filing. Detailed filing data is available for this year.$4.34$1.16$3.19$7.73$6.13$1.60
2011Summary only. Only limited summary data is available for this year.$1.25$0.32$0.92$4.91$4.62$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 14, 2018
Return Version
2017v2.3
Gross Receipts
$791,600
Mission and Program Overview

Mission

Undergraduate chapter of national collegiate social sorority

Undergraduate chapter of national social sorority.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$390,536$539,843▲ $149,307
Rtn Earn Endowment Incm Other Fnds$275,694$414,552▲ $138,858
Accounts Receivable$104,640$101,416▼ $3,224
Total Assets$495,176$641,259▲ $146,083
Liabilities
Deferred Revenue$219,482$226,707▲ $7,225
Total Liabilities$219,482$226,707▲ $7,225
Net Assets / Fund Balance
Total Net Assets Fund Balance$275,694$414,552▲ $138,858
Total Liabilities and Net Assets / Fund Balance$495,176$641,259▲ $146,083
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Allie CooglerPresident
Addison HarrisonPanhellenic
Brittany WarrenVP Facility/
Natalie HaganVP Finance
Carlisle WashburneVP Intellect
Grace DunbarVP Member Pr
Rhyan PlumleeVP New Mem E
Lacey BeasleyVP Philanthr
Kelly HoffmanVP Public Re
Anna CollinsVP Recruitme
Haley CottonVP Recruitme
Kate ThompsonVP Risk Mgmt
Megan MccroryVP Ritual Ap
Liz HanrahanVP Standards
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$790,902
Investment Income
$698
Other Revenue
$0
Change in Net Assets
$138,858
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$617,742
Grants and Similar Amounts Paid$35,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$187,803
Other Expenses---$52,318
Grants to Domestic Orgs---$35,000
Conferences and Meetings---$17,836
Fees for Services Accounting---$4,595
Office Expenses---$24
Total Functional Expenses$0$0$0$652,742
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Chi Omega FoundationIndianapolis, IN3Contribution$35,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
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 9

“Allie coogler msc870414 tuscaloosa, al 35487 grace dunbar”

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

“The return is e-mailed to the executive board prior to filing. Any changes are made prior to the return being filed.”

Form 990, Page 6, Part VI, Line 19

“All documents are available to the public between regular business hours upon request to the president or treasurer of the organization.”

Filing and Contact Details

Filer

Filer Name
Alpha Chi Omega Fraternity Inc
EIN
63-0007480
Phone
2057587754
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880

Signing Officer

Name
Natalie Hagan
Title
VP Finance
Signed
2018-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allie Coogler
Formed
1924
Legal Domicile
Al
Voting Board Members
14
Independent Board Members
0
Employees
0
Volunteers
30

Preparer

Firm
Greek Resource Services Inc
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

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

“Provided chapter programming for members of national collegiate social sorority.”

Form 990, Part IX, Line 24E

“Philanthropy 44,816 0 0 badges 30,625 0 0 recruitment 27,327 0 0 panhellenic 23,523 0 0 public relations & market 16,459 0 0 membership 11,229 0 0 risk management 9,828 0 0 composite 9,002 0 0 president 4,593 0 0 facility ops 3,276 0 0 vp int. Development 2,798 0 0 ritual 2,580 0 0 bad debts & collection 1,304 0 0 finance 443 0 0 total 187,803 0 0”

Form 990, Part XI, Line 9

“Transfer to house corporation 0”

Raw XML Appendix332 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP STANDARDS
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PANHELLENIC
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP FACILITY/
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP INTELLECT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP PUBLIC RE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP RECRUITME
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP RECRUITME
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP MEMBER PR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP PHILANTHR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP RISK MGMT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP NEW MEM E
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP RITUAL AP
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01924
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDED CHAPTER PROGRAMMING FOR MEMBERS OF NATIONAL COLLEGIATE SOCIAL SORORITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALLIE COOGLER MSC870414 TUSCALOOSA, AL 35487 GRACE DUNBAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS E-MAILED TO THE EXECUTIVE BOARD PRIOR TO FILING. ANY CHANGES ARE MADE PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC BETWEEN REGULAR BUSINESS HOURS UPON REQUEST TO THE PRESIDENT OR TREASURER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PHILANTHROPY 44,816 0 0 BADGES 30,625 0 0 RECRUITMENT 27,327 0 0 PANHELLENIC 23,523 0 0 PUBLIC RELATIONS & MARKET 16,459 0 0 MEMBERSHIP 11,229 0 0 RISK MANAGEMENT 9,828 0 0 COMPOSITE 9,002 0 0 PRESIDENT 4,593 0 0 FACILITY OPS 3,276 0 0 VP INT. DEVELOPMENT 2,798 0 0 RITUAL 2,580 0 0 BAD DEBTS & COLLECTION 1,304 0 0 FINANCE 443 0 0 TOTAL 187,803 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFER TO HOUSE CORPORATION 0
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE HAGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA CHI OMEGA FRATERNITY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPHA UPSILON CHAPTER
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.243.162.178
ReturnHeader/FilingSecurityInformation/IPDt02018-12-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:13:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631044933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
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ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02018-12-16T14:13:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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