Civic Intelligence

Chi Omega Fraternity Phi Theta Chapter

990EZ • Fiscal year 2022 • EIN 73-1280595

Oct 01, 2021 to Sep 30, 2022 • Filed on Nov 23, 2022

P O Box 807Ada, OK 74821

(580) 320-7330

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

53rd percentile

3.8%

Higher net margin than 53% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

69th percentile

9.0%

Faster asset growth than 69% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

327%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Flat

$22,137

Flat from 2022

Net Assets

$22,137

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$47,712

Flat from 2022

Expenses

Flat

$45,884

Flat from 2022

Net Income

Flat

$1,828

Flat from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2008: $19,773Liabilities 2008: $02008Assets 2009: $23,436Liabilities 2009: $02009Assets 2010: $22,287Liabilities 2010: $02010Assets 2011: $15,510Liabilities 2011: $02011Assets 2012: $20,255Liabilities 2012: $02012Assets 2013: $17,467Liabilities 2013: $02013Assets 2014: $14,646Liabilities 2014: $02014Assets 2015: $35,090Liabilities 2015: $02015Assets 2016: $33,507Liabilities 2016: $02016Assets 2017: $39,098Liabilities 2017: $02017Assets 2018: $31,909Liabilities 2018: $02018Assets 2019: $24,707Liabilities 2019: $02019Assets 2020: $19,283Net Assets 2020: $19,2832020Assets 2021: $20,309Net Assets 2021: $20,3092021Assets 2022: $22,137Net Assets 2022: $22,1372022Assets 2022: $22,137Liabilities 2022: $02022Assets 2023: $53,180Liabilities 2023: $02023Assets 2024: $47,786Net Assets 2024: $47,7862024Assets 2025: $62,584Net Assets 2025: $62,5842025

Highlighted filing

2022

Assets$22,137
Liabilities-
Net Assets$22,137

Operations Trend

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

$100K$50K$0-$50KRevenue 2008: $26,835Expenses 2008: $28,639Net Income 2008: -$1,8042008Revenue 2009: $31,616Expenses 2009: $27,953Net Income 2009: $3,6632009Revenue 2010: $32,710Expenses 2010: $33,859Net Income 2010: -$1,1492010Revenue 2011: $26,826Expenses 2011: $33,603Net Income 2011: -$6,7772011Revenue 2012: $37,561Expenses 2012: $32,816Net Income 2012: $4,7452012Revenue 2013: $37,934Expenses 2013: $40,722Net Income 2013: -$2,7882013Revenue 2014: $42,251Expenses 2014: $45,072Net Income 2014: -$2,8212014Revenue 2015: $64,395Expenses 2015: $43,951Net Income 2015: $20,4442015Revenue 2016: $51,478Expenses 2016: $53,061Net Income 2016: -$1,5832016Revenue 2017: $51,551Expenses 2017: $45,960Net Income 2017: $5,5912017Revenue 2018: $43,485Expenses 2018: $50,674Net Income 2018: -$7,1892018Revenue 2019: $32,503Expenses 2019: $39,705Net Income 2019: -$7,2022019Revenue 2020: $6,180Expenses 2020: $11,604Net Income 2020: -$5,4242020Revenue 2021: $11,180Expenses 2021: $10,154Net Income 2021: $1,0262021Revenue 2022: $47,712Expenses 2022: $45,884Net Income 2022: $1,8282022Revenue 2022: $47,712Expenses 2022: $45,884Net Income 2022: $1,8282022Revenue 2023: $73,866Expenses 2023: $42,823Net Income 2023: $31,0432023Revenue 2024: $40,156Expenses 2024: $45,550Net Income 2024: -$5,3942024Revenue 2025: $51,735Expenses 2025: $36,937Net Income 2025: $14,7982025

Highlighted filing

2022

Revenue$47,712
Expenses$45,884
Net Income$1,828
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Nov 23, 2022
Return Version
2021v4.2
Gross Receipts
$47,712
Mission and Program Overview

Mission

Raise funds to meet educational needs and leadership development of students

Program Services

DescriptionGrantsExpenses
To raise scholarship dollars to provide financial assistance to students in the ECU college district.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liberty MurrayPresident-$0--
Kori StanleySecretary-$0--
Jadie WrayVice President-$0--
Andrea SolorioTreasurer-$0--
Janet WilburnAdvisor Treasurer-$0--
Amber RansomAdvisor Personnel-$0--
Katie HayesPersonnel-$0--
Katie MackenzieRecruitment-$0--
Emily RosenbergNew Member Educator-$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity Phi Theta Chapter
EIN
73-1280595
Phone
5803207330
Address
P O Box 807, Ada, OK 74821

Signing Officer

Name
Janet Wilburn
Title
Advisosr Treasurer
Phone
5803207330
Signed
2022-11-23
Discuss with paid preparer
No

Preparer

Firm
Jackson Professional Tax Service LLC
Address
P O Box 2243, Ada, OK 74821
Preparer
Jami L Jackson
Phone
5802796287
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Travel 1,700

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 31,020

Form 990-EZ, Part I, Line 16, Other Expenses

Charitable donations 4,284

Raw XML Appendix134 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/PersonNm0Janet Wilburn
IRS990EZ/BooksInCareOfDetail/PhoneNum05803325316
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Ada
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ada
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074820
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020309
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022137
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01828
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020309
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022137
IRS990EZ/GrossReceiptsAmt047712
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt047712
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020309
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022137
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020309
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022137
IRS990EZ/OccupancyRentUtltsAndMaintAmt08880
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Liberty Murray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kori Stanley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jadie Wray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrea Solorio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Janet Wilburn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Amber Ransom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Katie Hayes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Katie Mackenzie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Emily Rosenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Advisor Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Advisor Personnel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Personnel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Recruitment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8New Member Educator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037004
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise funds to meet educational needs and leadership development of students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To raise scholarship dollars to provide financial assistance to students in the ECU college district.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045884
IRS990EZ/TotalRevenueAmt047712
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0501c7
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 1,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 31,020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Charitable donations 4,284
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Janet Wilburn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Advisosr Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05803207330
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Chi Omega Fraternity Phi Theta Chapter
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0731280595
ReturnHeader/Filer/PhoneNum05803207330
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 807
ReturnHeader/Filer/USAddress/CityNm0Ada
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074821
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820814304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jackson Professional Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 2243
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ada
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074821
ReturnHeader/PreparerPersonGrp/PhoneNum05802796287
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jami L Jackson
ReturnHeader/ReturnTs02022-11-23T11:50:32-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Janet
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wilburn
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$62.6$62.6$51.7$36.9$14.8
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.8$47.8$40.2$45.6$5.39
2023Summary only. Only limited summary data is available for this year.$53.2$0.00$73.9$42.8$31.0
2022Detailed filing. Detailed filing data is available for this year.$22.1$22.1$47.7$45.9$1.83
2022Summary only. Only limited summary data is available for this year.$22.1$0.00$47.7$45.9$1.83
2021Detailed filing. Detailed filing data is available for this year.$20.3$20.3$11.2$10.2$1.03
2020Detailed filing. Detailed filing data is available for this year.$19.3$19.3$6.18$11.6$5.42
2019Summary only. Only limited summary data is available for this year.$24.7$0.00$32.5$39.7$7.20
2018Summary only. Only limited summary data is available for this year.$31.9$0.00$43.5$50.7$7.19
2017Summary only. Only limited summary data is available for this year.$39.1$0.00$51.6$46.0$5.59
2016Summary only. Only limited summary data is available for this year.$33.5$0.00$51.5$53.1$1.58
2015Summary only. Only limited summary data is available for this year.$35.1$0.00$64.4$44.0$20.4
2014Summary only. Only limited summary data is available for this year.$14.6$0.00$42.3$45.1$2.82
2013Summary only. Only limited summary data is available for this year.$17.5$0.00$37.9$40.7$2.79
2012Summary only. Only limited summary data is available for this year.$20.3$0.00$37.6$32.8$4.75
2011Summary only. Only limited summary data is available for this year.$15.5$0.00$26.8$33.6$6.78
2010Summary only. Only limited summary data is available for this year.$22.3$0.00$32.7$33.9$1.15
2009Summary only. Only limited summary data is available for this year.$23.4$0.00$31.6$28.0$3.66
2008Summary only. Only limited summary data is available for this year.$19.8$0.00$26.8$28.6$1.80