Civic Intelligence

Alpha Chi Omega Alpha Upsilon House

990 • Fiscal year 2020 • EIN 63-6050535

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 02, 2020

PO Box 1880Tuscaloosa, AL 35403-1880

(205) 348-4665

Siviq Scores

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

Liabilities / Assets

85th percentile

0.62x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

3.83x

Higher debt load relative to revenue than 97% of similar nonprofits.

2020 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2020

Net Margin

42nd percentile

2.4%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2020 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2020

Asset Growth

8th percentile

-6.1%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-32%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$17,242,922

Down $1,127,796 (-6.1%) from 2019

Net Assets

Up

$6,606,416

Up $65,319 (+1.0%) from 2019

Liabilities

Down

$10,636,506

Down $1,193,115 (-10%) from 2019

Revenue

Down

$2,778,972

Down $1,326,440 (-32%) from 2019

Expenses

Down

$2,713,653

Down $1,078,050 (-28%) from 2019

Net Income

Down

$65,319

Down $248,390 (-79%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $2,458,579Liabilities 2011: $542,447Net Assets 2011: $1,916,1322011Assets 2012: $3,026,528Liabilities 2012: $556,847Net Assets 2012: $2,469,6812012Assets 2013: $3,576,533Liabilities 2013: $993,007Net Assets 2013: $2,583,5262013Assets 2014: $4,854,156Liabilities 2014: $1,290,791Net Assets 2014: $3,563,3652014Assets 2015: $18,115,166Liabilities 2015: $13,687,095Net Assets 2015: $4,428,0712015Assets 2016: $18,644,529Liabilities 2016: $13,662,252Net Assets 2016: $4,982,2772016Assets 2017: $19,088,574Liabilities 2017: $13,550,180Net Assets 2017: $5,538,3942017Assets 2018: $17,598,358Liabilities 2018: $11,370,991Net Assets 2018: $6,227,3672018Assets 2019: $18,370,718Liabilities 2019: $11,829,621Net Assets 2019: $6,541,0972019Assets 2020: $17,242,922Liabilities 2020: $10,636,506Net Assets 2020: $6,606,4162020Assets 2021: $17,447,674Liabilities 2021: $10,224,232Net Assets 2021: $7,223,4422021Assets 2022: $17,872,945Liabilities 2022: $10,074,267Net Assets 2022: $7,798,6782022Assets 2023: $18,472,839Liabilities 2023: $9,950,549Net Assets 2023: $8,522,2902023Assets 2024: $19,048,548Liabilities 2024: $9,513,900Net Assets 2024: $9,534,6482024Assets 2025: $17,615,102Liabilities 2025: $6,747,488Net Assets 2025: $10,867,6142025

Highlighted filing

2020

Assets$17,242,922
Liabilities$10,636,506
Net Assets$6,606,416

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,217,863Expenses 2011: $814,845Net Income 2011: $403,0182011Revenue 2012: $1,383,649Expenses 2012: $830,100Net Income 2012: $553,5492012Revenue 2013: -$537,227Expenses 2013: $838,138Net Income 2013: -$1,375,3652013Revenue 2014: $2,014,146Expenses 2014: $1,184,307Net Income 2014: $829,8392014Revenue 2015: $3,082,579Expenses 2015: $2,467,873Net Income 2015: $614,7062015Revenue 2016: $2,953,989Expenses 2016: $2,499,783Net Income 2016: $454,2062016Revenue 2017: $4,072,394Expenses 2017: $3,516,277Net Income 2017: $556,1172017Revenue 2018: $6,249,598Expenses 2018: $5,560,625Net Income 2018: $688,9732018Revenue 2019: $4,105,412Expenses 2019: $3,791,703Net Income 2019: $313,7092019Revenue 2020: $2,778,972Expenses 2020: $2,713,653Net Income 2020: $65,3192020Revenue 2021: $3,886,913Expenses 2021: $3,269,887Net Income 2021: $617,0262021Revenue 2022: $3,140,605Expenses 2022: $2,565,369Net Income 2022: $575,2362022Revenue 2023: $4,277,946Expenses 2023: $3,554,334Net Income 2023: $723,6122023Revenue 2024: $4,689,386Expenses 2024: $3,677,028Net Income 2024: $1,012,3582024Revenue 2025: $4,091,109Expenses 2025: $2,879,247Net Income 2025: $1,211,8622025

Highlighted filing

2020

Revenue$2,778,972
Expenses$2,713,653
Net Income$65,319
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 2, 2020
Return Version
2019v5.0
Gross Receipts
$2,778,972
Mission and Program Overview

Mission

Provide meals and housing for undergraduate chapter of a national collegiate social sorority.

Provide housing for undergraduate chapter of a national collegiate social sorority.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,841,292$13,370,707▼ $470,585
Rtn Earn Endowment Incm Other Fnds$6,541,097$6,606,416▲ $65,319
Savings and Temporary Cash Investments$3,843,149$3,030,808▼ $812,341
Accounts Receivable$654,580$821,363▲ $166,783
Prepaid Expenses and Deferred Charges$31,697$20,044▼ $11,653
Total Assets$18,370,718$17,242,922▼ $1,127,796
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,593,719$9,251,508▼ $342,211
Deferred Revenue$1,261,206$1,204,685▼ $56,521
Accounts Payable and Accrued Expenses$974,696$180,313▼ $794,383
Total Liabilities$11,829,621$10,636,506▼ $1,193,115
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,541,097$6,606,416▲ $65,319
Total Liabilities and Net Assets / Fund Balance$18,370,718$17,242,922▼ $1,127,796

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,032,524$2,379,254$15,411,778
Equipment$338,183$854,496$1,192,679
Compensation and Service Providers

Board Members and Trustees

NameTitle
Janet CrowderPresident
Caroline FulmerChapter Advi
Whitney HubbardChapter Advi
Angela HamiterMember at La
Dena PrinceMember at La
Jewel HowardMember at La
Joanne LukasikMember at La
Kathy RaughleyMember at La
Marion AlmonMember at La
Martha Jean WeaverMember at La
Mary Beth ChambersMember at La
Millie PageMember at La
Sandee Kerby WittMember at La
Sharon MooreMember at La
Susan Biship WilliamsMember at La
Tamara EdwardsMember at La
Melanie EdwardsSecretary
Sunee LavenderTreasurer
Merline SpiveyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$18,667
Program Service Revenue
$2,736,285
Investment Income
$24,020
Other Revenue
$0
All Other Contributions
$18,667
Change in Net Assets
$65,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,620,614
Salaries, Compensation, and Employee Benefits$90,339
Professional Fundraising Fees$2,700
Total Fundraising Expense$2,700
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$541,788--$541,788
Interest$519,147--$519,147
Occupancy$421,147--$421,147
Fees for Services Accounting$82,726--$82,726
All Other Expenses$74,278--$74,278
Other Salaries and Wages$72,028--$72,028
Other Expenses$48,581--$48,581
Other Employee Benefits$18,311--$18,311
Fees for Services Management$11,400--$11,400
Fees for Services Professional Fundraising--$2,700$2,700
Office Expenses$1,810--$1,810
Fees for Services Legal$544--$544
Total Functional Expenses$2,710,953$0$2,700$2,713,653
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,700
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 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

The return is e-mailed to the board of directors for review prior to filing. Any changes would then be submitted to the preparer for correction if necessary.

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 Alpha Upsilon House
EIN
63-6050535
Phone
2053484665
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880

Signing Officer

Name
Sunee Lavender
Title
Treasurer
Signed
2020-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Crowder
Formed
1955
Legal Domicile
Al
Voting Board Members
19
Independent Board Members
0
Employees
0
Volunteers
20

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
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IRS990/MembersOrStockholdersInd0false
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IRS990/OfficeExpensesGrp/ProgramServicesAmt01810
IRS990/OfficeExpensesGrp/TotalAmt01810
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc1SUPPLIES & ACCESSORIES
IRS990/OtherExpensesGrp/Desc2CREDIT CARD DISCOUNTS
IRS990/OtherExpensesGrp/Desc3SECURITY
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IRS990/OtherExpensesGrp/ProgramServicesAmt173468
IRS990/OtherExpensesGrp/ProgramServicesAmt269365
IRS990/OtherExpensesGrp/ProgramServicesAmt348581
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IRS990/OtherExpensesGrp/TotalAmt173468
IRS990/OtherExpensesGrp/TotalAmt269365
IRS990/OtherExpensesGrp/TotalAmt348581
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt072028
IRS990/OtherSalariesAndWagesGrp/TotalAmt072028
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt031697
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020044
IRS990/PrincipalOfficerNm0JANET CROWDER
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IRS990/ProgramServiceRevenueGrp/Desc1MEALS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt240487
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IRS990/PYGrantsAndSimilarPaidAmt0850000
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt02379254
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt015411778
IRS990ScheduleD/EquipmentGrp/BookValueAmt0338183
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0854496
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01192679
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013370707
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS E-MAILED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. ANY CHANGES WOULD THEN BE SUBMITTED TO THE PREPARER FOR CORRECTION IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC BETWEEN REGULAR BUSINESS HOURS UPON REQUEST TO THE PRESIDENT OR TREASURER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt018370718
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IRS990/TotalContributionsAmt018667
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02710953
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IRS990/TotalGrossUBIAmt024020
IRS990/TotalLiabilitiesBOYAmt011829621
IRS990/TotalLiabilitiesEOYAmt010636506
IRS990/TotalLiabilitiesGrp/BOYAmt011829621
IRS990/TotalLiabilitiesGrp/EOYAmt010636506
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06541097
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06606416
IRS990/TotalProgramServiceRevenueAmt02736285
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02736285
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02778972
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt024020
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018370718
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017242922
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0MSC870414
IRS990/USAddress/AddressLine2Txt01831 UNIVERSITY STATION
IRS990/USAddress/CityNm0TUSCALOOSA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035487
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUNEE LAVENDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA CHI OMEGA ALPHA UPSILON HOUSE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0636050535
ReturnHeader/Filer/PhoneNum02053484665
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0354031880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0375FD39E8B3739072499081DD6AC13EE639AC502
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0698190695D5BF5F5F9190EB3CEBD472B78FD0974
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-12-04

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.6$6.75$10.9$4.09$2.88$1.21
2024Detailed filing. Detailed filing data is available for this year.$19.0$9.51$9.53$4.69$3.68$1.01
2023Detailed filing. Detailed filing data is available for this year.$18.5$9.95$8.52$4.28$3.55$0.72
2022Detailed filing. Detailed filing data is available for this year.$17.9$10.1$7.80$3.14$2.57$0.58
2021Detailed filing. Detailed filing data is available for this year.$17.4$10.2$7.22$3.89$3.27$0.62
2020Detailed filing. Detailed filing data is available for this year.$17.2$10.6$6.61$2.78$2.71$0.07
2019Detailed filing. Detailed filing data is available for this year.$18.4$11.8$6.54$4.11$3.79$0.31
2018Detailed filing. Detailed filing data is available for this year.$17.6$11.4$6.23$6.25$5.56$0.69
2017Detailed filing. Detailed filing data is available for this year.$19.1$13.6$5.54$4.07$3.52$0.56
2016Detailed filing. Detailed filing data is available for this year.$18.6$13.7$4.98$2.95$2.50$0.45
2015Detailed filing. Detailed filing data is available for this year.$18.1$13.7$4.43$3.08$2.47$0.61
2014Detailed filing. Detailed filing data is available for this year.$4.85$1.29$3.56$2.01$1.18$0.83
2013Summary only. Only limited summary data is available for this year.$3.58$0.99$2.58$0.54$0.84$1.38
2012Summary only. Only limited summary data is available for this year.$3.03$0.56$2.47$1.38$0.83$0.55
2011Summary only. Only limited summary data is available for this year.$2.46$0.54$1.92$1.22$0.81$0.40