Civic Intelligence

Lambda Chi Alpha Gamma Rho Zeta

990 • Fiscal year 2021 • EIN 73-0583070

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 15, 2022

Organization ProfileN/A
220 N Peters AvenueNorman, OK 73069

(405) 659-0662

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

27th percentile

0.00x

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Net Margin

7th percentile

-28%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

96th percentile

$32,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Asset Growth

1st percentile

-79%

Faster asset growth than 1% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-9.1%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$40,783

Down $149,064 (-79%) from 2020

Net Assets

Down

$40,783

Down $149,064 (-79%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin7th percentile

Revenue

Down

$525,174

Down $52,750 (-9.1%) from 2020

Expenses

Up

$674,465

Up $144,165 (+27%) from 2020

Net Income

Down

-$149,291

Down $196,915 (-413%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$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

2021

Assets$40,783
Liabilities$0
Net Assets$40,783
Open 2021 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$525,174
Expenses$674,465
Net Income-$149,291
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 15, 2022
Return Version
2020v4.2
Gross Receipts
$525,174
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
Savings and Temporary Cash Investments$189,847$40,783▼ $149,064
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$189,847$40,783▼ $149,064
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$189,847$40,783▼ $149,064
Total Net Assets Fund Balance$189,847$40,783▼ $149,064
Total Liabilities and Net Assets / Fund Balance$189,847$40,783▼ $149,064

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,062$2,062
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Carol RobertsHouse MotherFT$32,000$32,000

Board Members and Trustees

NameTitle
Matthew DawsonPresident/alpha
Cole VolmerVice President/beta
Reece CarterVice President/theta
Kyle HookSecretary/high Gamma
Ty FjesethTreasurer/tau
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$525,115
Investment Income
$59
Other Revenue
$0
Change in Net Assets
$-149,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$640,428
Salaries, Compensation, and Employee Benefits$34,037
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$187,840--$187,840
Fees for Services Other$137,765--$137,765
All Other Expenses$47,571$44-$47,615
Current Officers, Directors, Trustees, and Key Employees$32,000--$32,000
Other Expenses$19,218--$19,218
Fees for Services Accounting-$10,660-$10,660
Travel$2,848--$2,848
Payroll Taxes$2,037--$2,037
Total Functional Expenses$663,761$10,704$0$674,465
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
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Line 7a explanation - they elect officers who are responsible for governing the chapter. An alumni advisory board serves to provide oversight and ensures compliance with applicable university rules, regulations and policies as promulgated by the intra fraternity council of the university.”

Form 990, Part VI, Section A, Line 7B

“Line 7b explanation - major decisions involving the entire membership require the officers to take the issue to the membership for acceptance or revision or rejection.”

Form 990, Part VI, Section A, Line 8A

“Line 9 explanation - minutes of the meetings of the chapter are recorded.”

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

“After preparation by a cpa, it is reviewed by the organization's signing officer.”

Form 990, Part VI, Section B, Line 15B

“Any compensation for key persons or officers is brought before the board of directors and is decided on by the board.”

Form 990, Part VI, Section C, Line 19

“All are available upon request”

Filing and Contact Details

Filer

Filer Name
Lambda Chi Alpha Gamma Rho Zeta
EIN
73-0583070
Phone
4056590662
Address
220 N PETERS AVENUE, NORMAN, OK 73069
Doing Business As
Gamma Rho Zeta Chapter Lambda Chi Alpha

Signing Officer

Name
Tyler Barrett
Title
Financial Advisor
Phone
4056590662
Signed
2022-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tyler Barrett
Formed
1947
Legal Domicile
Ok
Voting Board Members
15
Independent Board Members
0
Employees
7
Volunteers
0

Preparer

Firm
Koskie & Eulberg Cpas Pc
Address
220 N PETERS AVE, NORMAN, OK 73069
Preparer
Jenyle Koskie
Phone
4053605210
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“National dues: program service expenses 133,070. Management and general expenses 0. Fundraising expenses 0. Total expenses 133,070. Ou ifc: program service expenses 4,695. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,695.”

Raw XML Appendix315 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/TitleTxt2TREASURER/TAU
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT/THETA
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/HIGH GAMMA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 7A EXPLANATION - THEY ELECT OFFICERS WHO ARE RESPONSIBLE FOR GOVERNING THE CHAPTER. AN ALUMNI ADVISORY BOARD SERVES TO PROVIDE OVERSIGHT AND ENSURES COMPLIANCE WITH APPLICABLE UNIVERSITY RULES, REGULATIONS AND POLICIES AS PROMULGATED BY THE INTRA FRATERNITY COUNCIL OF THE UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 7B EXPLANATION - MAJOR DECISIONS INVOLVING THE ENTIRE MEMBERSHIP REQUIRE THE OFFICERS TO TAKE THE ISSUE TO THE MEMBERSHIP FOR ACCEPTANCE OR REVISION OR REJECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 9 EXPLANATION - MINUTES OF THE MEETINGS OF THE CHAPTER ARE RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AFTER PREPARATION BY A CPA, IT IS REVIEWED BY THE ORGANIZATION'S SIGNING OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY COMPENSATION FOR KEY PERSONS OR OFFICERS IS BROUGHT BEFORE THE BOARD OF DIRECTORS AND IS DECIDED ON BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NATIONAL DUES: PROGRAM SERVICE EXPENSES 133,070. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,070. OU IFC: PROGRAM SERVICE EXPENSES 4,695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,695.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/TravelGrp/TotalAmt02848
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0131 E MAIN AT STE 220
IRS990/USAddress/CityNm0NORMAN
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073069
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TYLER BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04056590662
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAMBDA CHI ALPHA GAMMA RHO ZETA
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0730583070
ReturnHeader/Filer/PhoneNum04056590662
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 N PETERS AVENUE
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073069
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731398591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSKIE & EULBERG CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 N PETERS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073069
ReturnHeader/PreparerPersonGrp/PhoneNum04053605210
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENYLE KOSKIE
ReturnHeader/ReturnTs02022-06-15T13:19:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TYLER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARRETT
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,783
Liabilities
$0
Net assets
$40,783
Revenue
$525,174
Expenses
$674,465
Net income
-$149,291
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
2021Detailed filing. Detailed filing data is available for this year.$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