Civic Intelligence

Lambda Chi Alpha Gamma Rho Zeta

EIN 73-0583070 • 501(c)7 • Norman, OK

Profile

Social fraternity with the mission to provide room and board and a place to study and socialize, a home away from home in a group setting.

220 N Peters AveNorman, OK 73069

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)7 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)7 • $500k-$1M nonprofits • Source year 2025

Net Margin

41st percentile

1.9%

Higher net margin than 41% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

97th percentile

$39,472

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Revenue Growth

28th percentile

-3.6%

Faster revenue growth than 28% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$16,728

Down $20,968 (-56%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$16,728

Down $20,968 (-56%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin41st percentile

Revenue

Up

$919,440

Up $86,895 (+10%) from 2023

Expenses

Up

$901,524

Up $82,634 (+10%) from 2023

Net Income

Up

$17,916

Up $4,261 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KAssets 2011: $89,431Liabilities 2011: $45,783Net Assets 2011: $43,6482011Assets 2012: $30,901Liabilities 2012: $76Net Assets 2012: $30,8252012Assets 2013: $110,624Liabilities 2013: $42Net Assets 2013: $110,5822013Assets 2014: $84,176Liabilities 2014: $67Net Assets 2014: $84,1092014Assets 2015: $22,093Liabilities 2015: -$228Net Assets 2015: $22,3212015Assets 2016: $42,139Liabilities 2016: $39,046Net Assets 2016: $3,0932016Assets 2017: $12,090Liabilities 2017: $12Net Assets 2017: $12,0782017Assets 2018: $44,698Liabilities 2018: $40,147Net Assets 2018: $4,5512018Assets 2019: $142,222Liabilities 2019: $0Net Assets 2019: $142,2222019Assets 2020: $189,847Liabilities 2020: $0Net Assets 2020: $189,8472020Assets 2021: $40,783Liabilities 2021: $0Net Assets 2021: $40,7832021Assets 2022: $24,041Liabilities 2022: $0Net Assets 2022: $24,0412022Assets 2023: $37,696Liabilities 2023: $0Net Assets 2023: $37,6962023Assets 2025: $16,728Liabilities 2025: $0Net Assets 2025: $16,7282025

Highlighted filing

2025

Assets$16,728
Liabilities$0
Net Assets$16,728
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $599,5122011Expenses 2012: $636,0572012Expenses 2013: $483,6022013Revenue 2014: $636,146Expenses 2014: $662,619Net Income 2014: -$26,4732014Revenue 2015: $720,340Expenses 2015: $732,419Net Income 2015: -$12,0792015Revenue 2016: $714,695Expenses 2016: $736,112Net Income 2016: -$21,4172016Revenue 2017: $707,666Expenses 2017: $698,681Net Income 2017: $8,9852017Revenue 2018: $721,050Expenses 2018: $728,576Net Income 2018: -$7,5262018Revenue 2019: $826,333Expenses 2019: $688,661Net Income 2019: $137,6722019Revenue 2020: $577,924Expenses 2020: $530,300Net Income 2020: $47,6242020Revenue 2021: $525,174Expenses 2021: $674,465Net Income 2021: -$149,2912021Revenue 2022: $880,030Expenses 2022: $896,933Net Income 2022: -$16,9032022Revenue 2023: $832,545Expenses 2023: $818,890Net Income 2023: $13,6552023Revenue 2025: $919,440Expenses 2025: $901,524Net Income 2025: $17,9162025

Highlighted filing

2025

Revenue$919,440
Expenses$901,524
Net Income$17,916
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
$16,728
Liabilities
$0
Net assets
$16,728
Revenue
$919,440
Expenses
$901,524
Net income
$17,916
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$9.19$9.02$0.18
2023Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$8.33$8.19$0.14
2022Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$8.80$8.97$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$5.25$6.74$1.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$5.78$5.30$0.48
2019Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$8.26$6.89$1.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.40$0.05$7.21$7.29$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$7.08$6.99$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.39$0.03$7.15$7.36$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$7.20$7.32$0.12
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$6.36$6.63$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$4.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$6.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.46$0.44$6.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Jan 16, 2026
Return Version
2024v5.2
Gross Receipts
$938,990
Mission and Program Overview

Mission

Social Fraternity with the mission to provide room and board and a place to study and socialize, a home away from home in a group setting.

Social fraternity with the mission to provide room and board and a place to study and socialize; a home away from home in a group setting.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$-1,186$16,728▲ $17,914
Rtn Earn Endowment Incm Other Fnds$-1,186$16,728▲ $17,914
Total Assets$-1,186$16,728▲ $17,914
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,186$16,728▲ $17,914
Total Liabilities and Net Assets / Fund Balance$-1,186$16,728▲ $17,914

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,493$2,493
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Connie McquayHouse MotherFT$39,472$39,472

Board Members and Trustees

NameTitle
Dylan MoenPresidentalpha
Luke PortmanVice Presidentbeta
Carson KellyVice Presidenttheta
Tyler BarrettFinancial Advisor
Scott OrdersSecretaryhigh Gamma
Drew MabreyTreasurertau
Revenue and Support

Revenue Composition

Contributions and Grants
$2,312
Program Service Revenue
$916,139
Investment Income
$289
Other Revenue
$700
All Other Contributions
$2,312
Change in Net Assets
$17,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$858,932
Salaries, Compensation, and Employee Benefits$42,592
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$427,763--$427,763
Fees for Services Other$92,851--$92,851
All Other Expenses$40,871--$40,871
Current Officers, Directors, Trustees, and Key Employees$39,472--$39,472
Fees for Services Accounting-$16,095-$16,095
Other Expenses$3,522--$3,522
Payroll Taxes$3,120--$3,120
Travel$1,575--$1,575
Depreciation Depletion$432--$432
Total Functional Expenses$885,429$16,095$0$901,524
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,250
Fundraising Direct Expenses$19,550
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hourathon$20,250$20,250$19,550$700
Total Events$20,250$20,250$19,550$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
Yes
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“The entire membership is involved.”

Governing body decisions Part VI line 7B

“Major decisions involving the entire membership require the officers to take the issue to the membership for acceptance or revision or rejection.”

Form 990 governing body review Part VI line 11

“No review was or will be conducted.”

Governing documents etc available to public Part VI line 19

“All are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lambda Chi Alpha Gamma Rho Zeta
EIN
73-0583070
In Care Of
% TYLER BARRETT
Phone
4056590662
Address
220 N PETERS AVE, NORMAN, OK 73069
Doing Business As
Gamma Rho Zeta Chapter

Signing Officer

Name
Tyler Barrett
Title
Financial Advisor
Phone
4056590662
Signed
2026-01-16
Discuss with paid preparer
Yes

Organization Details

Formed
1947
Legal Domicile
Ok
Voting Board Members
15
Independent Board Members
0
Employees
1

Preparer

Firm
Sherry a Bennett CPA Pllc
Address
220 N PETERS AVE, NORMAN, OK 73069
Preparer
Jenyle Koskie
Phone
4053605210
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“ROUNDING ADJUSTMENT.”

List of other fees for services expenses Part IX line 11G

“Mandatory dues paid to lambda chi alpha national headquarters.”

Raw XML Appendix321 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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IRS990/CompensationProcessCEOInd0false
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IRS990/DonorAdvisedFundInd0false
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt0885429
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016095
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm2DYLAN MOEN
IRS990/Form990PartVIISectionAGrp/PersonNm3CARSON KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm4DREW MABREY
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT ORDERS
IRS990/Form990PartVIISectionAGrp/PersonNm6LUKE PORTMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt039472
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0HOUSE MOTHER
IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCIAL ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENTALPHA
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENTTHETA
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURERTAU
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARYHIGH GAMMA
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENTBETA
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENTIRE MEMBERSHIP IS INVOLVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAJOR DECISIONS INVOLVING THE ENTIRE MEMBERSHIP REQUIRE THE OFFICERS TO TAKE THE ISSUE TO THE MEMBERSHIP FOR ACCEPTANCE OR REVISION OR REJECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING ADJUSTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MANDATORY DUES PAID TO LAMBDA CHI ALPHA NATIONAL HEADQUARTERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
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ReturnHeader/BusinessOfficerGrp/PersonNm0TYLER BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL ADVISOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAMBDA CHI ALPHA GAMMA RHO ZETA
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ReturnHeader/Filer/USAddress/AddressLine1Txt0220 N PETERS AVE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERRY A BENNETT CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 N PETERS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073069
ReturnHeader/PreparerPersonGrp/PhoneNum04053605210
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENYLE KOSKIE
ReturnHeader/ReturnTs02026-01-20T12:38:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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