Civic Intelligence

Chi Omega Fraternity Zeta Zeta Chapter

EIN 63-6061835 • 501(c)7 • Homewood, AL

Profile

Fraternity chapter with community and campus activities for members

Samford University Box 2293Homewood, AL 35229

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

49th percentile

1.6%

Higher net margin than 49% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

7.7%

Faster revenue growth than 63% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$76,265

Down $16,284 (-18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$76,265

Down $16,284 (-18%) from 2024

Operations
Liabilities / Revenue59th percentileNet Margin49th percentile

Revenue

Up

$299,680

Up $21,522 (+7.7%) from 2024

Expenses

Up

$294,792

Up $18,464 (+6.7%) from 2024

Net Income

Up

$4,888

Up $3,058 (+167%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$150K$100K$50K$0Assets 2022: $107,509Liabilities 2022: $0Net Assets 2022: $107,5092022Assets 2023: $90,719Liabilities 2023: $0Net Assets 2023: $90,7192023Assets 2024: $92,549Liabilities 2024: $0Net Assets 2024: $92,5492024Assets 2025: $76,265Liabilities 2025: $0Net Assets 2025: $76,2652025

Highlighted filing

2025

Assets$76,265
Liabilities$0
Net Assets$76,265
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

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

$300K$200K$100K$0-$100KRevenue 2022: $259,513Expenses 2022: $245,948Net Income 2022: $13,5652022Revenue 2023: $272,104Expenses 2023: $288,894Net Income 2023: -$16,7902023Revenue 2024: $278,158Expenses 2024: $276,328Net Income 2024: $1,8302024Revenue 2025: $299,680Expenses 2025: $294,792Net Income 2025: $4,8882025

Highlighted filing

2025

Revenue$299,680
Expenses$294,792
Net Income$4,888
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$76,265
Liabilities
$0
Net assets
$76,265
Revenue
$299,680
Expenses
$294,792
Net income
$4,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$3.00$2.95$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$2.78$2.76$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$2.72$2.89$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$2.60$2.46$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$299,680
Mission and Program Overview

Mission

Fraternity chapter with community and campus activities for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$40,869$43,993▲ $3,124
Cash and Non-Interest-Bearing Accounts$41,343$21,935▼ $19,408
Land, Buildings, and Equipment, Net$10,337$10,337→ $0
Total Assets$92,549$76,265▼ $16,284
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$92,549$76,265▼ $16,284
Total Net Assets Fund Balance$92,549$76,265▼ $16,284
Total Liabilities and Net Assets / Fund Balance$92,549$76,265▼ $16,284

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,337-$10,337
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Rachel StricklandChapter President
Carly DurhamChapter Treasurer
Amy SimpsonFinancial Advisor, as Needed
Andrea BenesPersonnel Advisor, as Needed
Revenue and Support

Revenue Composition

Contributions and Grants
$292,278
Program Service Revenue
$0
Investment Income
$956
Other Revenue
$6,446
All Other Contributions
$5,140
Change in Net Assets
$4,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$36,938--$36,938
Other Expenses$25,663--$25,663
All Other Expenses$2,547$14,389-$16,936
Fees for Services Accounting-$2,150-$2,150
Office Expenses-$696-$696
Total Functional Expenses$277,557$17,235$0$294,792
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The f990 is provided to and approved by the board before filing”

Form 990, Part VI, Section C, Line 19

“The organization makes any requested documents availbale to members of the public upon written or verbal request to the board”

Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity Zeta Zeta Chapter
EIN
63-6061835
Phone
8595168969
Address
SAMFORD UNIVERSITY BOX 2293, HOMEWOOD, AL 35229

Signing Officer

Name
Carly Durham
Title
President
Phone
8595168969
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Strickland
Formed
1940
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Dipiazza Larocca Heeter & Co LLC
Address
P O BOX 530095, BIRMINGHAM, AL 35253-0095
Preparer
Morgan Hill CPA
Phone
2058719973
Raw XML Appendix283 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/TitleTxt1FINANCIAL ADVISOR, AS NEEDED
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAPTER TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAPTER PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ANY REQUESTED DOCUMENTS AVAILBALE TO MEMBERS OF THE PUBLIC UPON WRITTEN OR VERBAL REQUEST TO THE BOARD
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ReturnHeader/ReturnTs02025-11-14T10:33:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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