Civic Intelligence

Chi Omega Fraternity

990EZ • Fiscal year 2023 • EIN 63-0714274

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profile
PO Box 821769Troy, AL 36082-1769

(251) 228-1975

Siviq Scores

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

Liabilities / Assets

90th percentile

0.50x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.33x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

57th percentile

5.1%

Higher net margin than 57% 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

87th percentile

33%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

3.3%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$129,441

Up $31,768 (+33%) from 2022

Net Assets

Up

$64,624

Up $23,157 (+56%) from 2022

Liabilities

Up

$64,817

Up $8,611 (+15%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin57th percentile

Revenue

Up

$195,259

Up $6,193 (+3.3%) from 2022

Expenses

Down

$185,329

Down $28,737 (-13%) from 2022

Net Income

Up

$9,930

Up $34,930 (+140%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$200K$150K$100K$50K$0-$50KAssets 2010: $8,222Liabilities 2010: $02010Assets 2011: -$2,133Liabilities 2011: $02011Assets 2012: $3,740Liabilities 2012: $02012Assets 2013: $35,754Liabilities 2013: $02013Assets 2014: $114,914Liabilities 2014: $02014Assets 2015: $105,134Liabilities 2015: $21,743Net Assets 2015: $83,3902015Assets 2017: $138,218Liabilities 2017: $39,527Net Assets 2017: $98,6902017Assets 2018: $128,450Liabilities 2018: $44,416Net Assets 2018: $84,0342018Assets 2019: $139,005Liabilities 2019: $46,042Net Assets 2019: $92,9632019Assets 2020: $148,097Liabilities 2020: $47,6192020Assets 2021: $118,347Liabilities 2021: $51,8802021Assets 2022: $97,673Liabilities 2022: $56,206Net Assets 2022: $41,4672022Assets 2023: $129,441Liabilities 2023: $64,817Net Assets 2023: $64,6242023Assets 2024: $151,401Liabilities 2024: $92,997Net Assets 2024: $58,4042024

Highlighted filing

2023

Assets$129,441
Liabilities$64,817
Net Assets$64,624
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $39,880Expenses 2010: $46,181Net Income 2010: -$6,3012010Revenue 2011: $73,475Expenses 2011: $69,024Net Income 2011: $4,4512011Revenue 2012: $91,017Expenses 2012: $95,500Net Income 2012: -$4,4832012Revenue 2013: $130,795Expenses 2013: $98,781Net Income 2013: $32,0142013Revenue 2014: $175,384Expenses 2014: $96,223Net Income 2014: $79,1612014Revenue 2015: $215,444Expenses 2015: $133,526Net Income 2015: $81,9182015Revenue 2017: $229,358Expenses 2017: $218,982Net Income 2017: $10,3762017Revenue 2018: $236,707Expenses 2018: $251,363Net Income 2018: -$14,6562018Revenue 2019: $213,385Expenses 2019: $194,167Net Income 2019: $19,2182019Revenue 2020: $165,791Expenses 2020: $158,426Net Income 2020: $7,3652020Revenue 2021: $154,307Expenses 2021: $188,318Net Income 2021: -$34,0112021Revenue 2022: $189,066Expenses 2022: $214,066Net Income 2022: -$25,0002022Revenue 2023: $195,259Expenses 2023: $185,329Net Income 2023: $9,9302023Revenue 2024: $144,219Expenses 2024: $150,438Net Income 2024: -$6,2192024

Highlighted filing

2023

Revenue$195,259
Expenses$185,329
Net Income$9,930
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$195,259
Mission and Program Overview

Mission

College social fraternity - to develop and promote sisterhood community service and campus spirit involvement among the members of iota kappa chapter fo the chi omega fraternity

Program Services

DescriptionGrantsExpenses
Social events$0$27,025
Campus activities$0$12,718
Bid Day expenses$0$12,642
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Molly Kate ErwinPresidentPT$0--
Kaitlyn WilliamsonVice PresidentPT$0--
Alyssa RiddleTreasurerPT$0--
Abby GodshallNew Member EducatorPT$0--
Mallory TindelSecretaryPT$0--
Addyson PlierPersonnelPT$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity
EIN
63-0714274
In Care Of
% Kim Jones
Address
PO BOX 821769, TROY, AL 36082-1769

Signing Officer

Name
Kim Jones
Title
Financial Advisor
Signed
2024-05-15
Supplemental Narrative

Additional Explanations

Part I, line 8

“| Other Revenues:, Amount:| Formal Fee revenue, $7612| Savings Interest, $150| Miscellaneous revenue, $321| Philanthropy revenue, $38139| Tshirt revenue, $11880|”

Part I, line 16

“| Other Expenses:, Amount:| National Fees, $30655| Bank and credit card fees, $5196| National meetings, $342| Chapter donations, $5624| Chi Omega Foundation, $7000| composite, $4871| Officer Training, $2163| National Consultant, $587| Chapter gifts, $1677| VP Supplies, $92| Treasurer Supplies, $237| Bid Day expenses, $12642| New Member expenses, $2189| Initiation supplies, $277| Recruitment expenses, $9695| Panhellenic expenses, $2940| Donations, $32596| Social events, $27025| Marketing and PR, $4582| Sisterhood events, $6953| Community service expenses, $3238| Campus activities, $12718| Misc, $530| Tshirt expenses, $4108|”

Part I, line 20

“| Explanation:, Amount:| Change in fund balance, $13227|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Member payables deferred revenue, $56206, $64817|”

Raw XML Appendix131 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/BooksInCareOfDetail/PersonNm0KIM JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum02512281975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0664 Charleston Mills Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Midland City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036350
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097673
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129441
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09930
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129441
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0195259
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00273
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt04250
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0137157
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041467
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064624
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041467
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064624
IRS990EZ/OccupancyRentUtltsAndMaintAmt07305
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Molly Kate Erwin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kaitlyn Williamson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alyssa Riddle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Abby Godshall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mallory Tindel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Addyson Plier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3New member Educator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Personnel
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt013227
IRS990EZ/OtherExpensesTotalAmt0177937
IRS990EZ/OtherRevenueTotalAmt058102
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE SOCIAL FRATERNITY - TO DEVELOP AND PROMOTE SISTERHOOD COMMUNITY SERVICE AND CAMPUS SPIRIT INVOLVEMENT AMONG THE MEMBERS OF IOTA KAPPA CHAPTER FO THE CHI OMEGA FRATERNITY
IRS990EZ/PrintingPublicationsPostageAmt087
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bid Day expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Social events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Campus activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012642
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt127025
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212718
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt056206
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt064817
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0185329
IRS990EZ/TotalProgramServiceExpensesAmt052385
IRS990EZ/TotalRevenueAmt0195259
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| Formal Fee revenue, $7612| Savings Interest, $150| Miscellaneous revenue, $321| Philanthropy revenue, $38139| Tshirt revenue, $11880|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| National Fees, $30655| Bank and credit card fees, $5196| National meetings, $342| Chapter donations, $5624| Chi Omega Foundation, $7000| composite, $4871| Officer Training, $2163| National Consultant, $587| Chapter gifts, $1677| VP Supplies, $92| Treasurer Supplies, $237| Bid Day expenses, $12642| New Member expenses, $2189| Initiation supplies, $277| Recruitment expenses, $9695| Panhellenic expenses, $2940| Donations, $32596| Social events, $27025| Marketing and PR, $4582| Sisterhood events, $6953| Community service expenses, $3238| Campus activities, $12718| Misc, $530| Tshirt expenses, $4108|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, Amount:| Change in fund balance, $13227|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Member payables deferred revenue, $56206, $64817|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Advisor
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0630714274
ReturnHeader/Filer/ForeignPhoneNum02512281975
ReturnHeader/Filer/InCareOfNm0% Kim Jones
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 821769
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0360821769
ReturnHeader/ReturnTs02024-05-15T19:32:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,441
Liabilities
$64,817
Net assets
$64,624
Revenue
$195,259
Expenses
$185,329
Net income
$9,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.93$0.58$1.44$1.50$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.65$0.65$1.95$1.85$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.56$0.41$1.89$2.14$0.25
2021Summary only. Only limited summary data is available for this year.$1.18$0.52$1.54$1.88$0.34
2020Summary only. Only limited summary data is available for this year.$1.48$0.48$1.66$1.58$0.07
2019Summary only. Only limited summary data is available for this year.$1.39$0.46$0.93$2.13$1.94$0.19
2018Summary only. Only limited summary data is available for this year.$1.28$0.44$0.84$2.37$2.51$0.15
2017Summary only. Only limited summary data is available for this year.$1.38$0.40$0.99$2.29$2.19$0.10
2015Summary only. Only limited summary data is available for this year.$1.05$0.22$0.83$2.15$1.34$0.82
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$1.75$0.96$0.79
2013Summary only. Only limited summary data is available for this year.$0.36$0.00$1.31$0.99$0.32
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.91$0.96$0.04
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.73$0.69$0.04
2010Summary only. Only limited summary data is available for this year.$0.08$0.00$0.40$0.46$0.06