Civic Intelligence

Chi Epsilon Incorporated

EIN 74-1318727 • 501(c)3 • San Luis Obispo, CA

Profile

The mission of chi epsilon is to achieve its vision through its four pillars: scholarship - recognizing excellence and achievement in academic and professional endeavors character - upholding the integrity and responsibility of the civil engineering ommunity through our service and the ethical practice of our profession practicality - educating and encouraging our members to improve our world through innovative and impactful solutions sociability - connecting our members while engaging the broader civil engineering community

1 Grand AveSan Luis Obispo, CA 93407

www.chi-epsilon.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $290,205 (-100%) from 2021

Liabilities

Down

$0

Down $131,000 (-100%) from 2021

Net Assets

Down

$0

Down $159,205 (-100%) from 2021

Revenue

Down

$0

Down $197,772 (-100%) from 2021

Expenses

Down

$0

Down $376,590 (-100%) from 2021

Net Income

Up

$0

Up $178,818 (+100%) from 2021

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $838,959Liabilities 2010: $0Net Assets 2010: $838,9592010Assets 2011: $903,091Liabilities 2011: $2,847Net Assets 2011: $900,2442011Assets 2012: $884,691Liabilities 2012: $1,618Net Assets 2012: $883,0732012Assets 2013: $912,959Liabilities 2013: $0Net Assets 2013: $912,9592013Assets 2014: $818,383Liabilities 2014: $900Net Assets 2014: $817,4832014Assets 2015: $757,969Liabilities 2015: $1,602Net Assets 2015: $756,3672015Assets 2016: $672,608Liabilities 2016: $1,914Net Assets 2016: $670,6942016Assets 2017: $698,772Liabilities 2017: $10,222Net Assets 2017: $688,5502017Assets 2018: $549,736Liabilities 2018: $8,342Net Assets 2018: $541,3942018Assets 2019: $521,237Liabilities 2019: $8,628Net Assets 2019: $512,6092019Assets 2020: $367,168Liabilities 2020: $41,459Net Assets 2020: $325,7092020Assets 2021: $290,205Liabilities 2021: $131,000Net Assets 2021: $159,2052021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $368,4122010Revenue 2011: $371,416Expenses 2011: $301,940Net Income 2011: $69,4762011Expenses 2012: $437,5992012Revenue 2013: $265,711Expenses 2013: $322,626Net Income 2013: -$56,9152013Revenue 2014: $362,776Expenses 2014: $480,614Net Income 2014: -$117,8382014Revenue 2015: $393,512Expenses 2015: $401,137Net Income 2015: -$7,6252015Revenue 2016: $357,703Expenses 2016: $476,222Net Income 2016: -$118,5192016Revenue 2017: $452,609Expenses 2017: $455,871Net Income 2017: -$3,2622017Revenue 2018: $395,319Expenses 2018: $506,110Net Income 2018: -$110,7912018Revenue 2019: $348,640Expenses 2019: $411,959Net Income 2019: -$63,3192019Revenue 2020: $195,238Expenses 2020: $382,472Net Income 2020: -$187,2342020Revenue 2021: $197,772Expenses 2021: $376,590Net Income 2021: -$178,8182021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2022

Revenue$0
Expenses$0
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

The mission of chi epsilon is to achieve its vision through its four pillars: scholarship - recognizing excellence and achievement in academic and professional endeavors character - upholding the integrity and responsibility of the civil engineering ommunity through our service and the ethical practice of our profession practicality - educating and encouraging our members to improve our world through innovative and impactful solutions sociability - connecting our members while engaging the broader civil engineering community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$238,584--
Cash and Non-Interest-Bearing Accounts$29,469--
Inventories for Sale or Use$22,152--
Total Assets$290,205$0▼ $290,205
Liabilities
Other Liabilities$131,000--
Total Liabilities$131,000$0▼ $131,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$159,205--
Total Net Assets Fund Balance$159,205$0▼ $159,205
Total Liabilities and Net Assets / Fund Balance$290,205$0▼ $290,205
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles ChadwellPresident
Ed PentonDirector
Edgar MedinaDirector
Karyna UribeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The government of chi epsilon shall be vested in a duly authorized general assembly and a duly elected national council. The general assembly shall consist of an official delegation consisting of one active undergraduate or graduate member selected from each active chapter in good standing with the society. Chapters shall be grouped into geographical districts with one district councilor selected from each district. A district councilor shall be elected by a majority vote of the delegates from that district. To qualify as a candidate for the position of district councilor, the candidate must be a member of chi epsilon and may not be a student member. Collectively, the district councilors shall be known as the national council. The national council shall facilitate operation of chapters and provide liaison between the chapters and the advisory board and the executive director, and shall oversee the ceremonial and recognition aspects of the society. The advisory board shall review policies and issues related to the societys finances and business operations and provide advice to the executive director. The advisory board shall also provide leadership regarding fundraising activities in support of the societys mission. The initial advisory board shall be an interim board selected by the executive director in consultation with the national council. Subsequent board members shall be elected to staggered terms by the general assembly. The national council shall appoint an executive director in consultation with the advisory board. The executive director shall execute the day-to-day operation of the society. The executive director shall report to the national council. The executive director must be a member of chi epsilon and may not be a student member.

Form 990, Page 6, Part VI, Line 7B

Decisions are not subject to the approval of members. However, the national council acts for the national conclave when it is not in session, so the next conclave could change what has been decided upon by the national council if needed.

Form 990, Page 6, Part VI, Line 10B

The chi epsilon national organization has a constitution and by laws and parop (operation manuel) which outline how the national organization operate and how local chapters operate with respect to things that affect the national organization. Each chapter has full control of its individual affairs, subject to the constitution and bylaws of chi epsilon.

Form 990, Page 6, Part VI, Line 11B

Executive director reviews 990 prior to filing

Form 990, Page 6, Part VI, Line 15B

Review and approval of compensation is required for all national office employees at national council meetings.

Form 990, Page 6, Part VI, Line 19

All governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Chi Epsilon Incorporated
EIN
74-1318727
Phone
8055914563
Address
1 GRAND AVE, SAN LUIS OBISPO, CA 93407

Signing Officer

Name
Charles Chadwell
Title
President
Signed
2023-11-13

Organization Details

Principal Officer
Charles Chadwell
Formed
1922
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Psk Llp
Address
3001 MEDLIN DR STE 100, ARLINGTON, TX 76015
Preparer
Kylie Lindsey
Phone
8176643000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of chi epsilon is to achieve its vision through its four pillars: scholarship - recognizing excellence and achievement in academic and professional endeavors character - upholding the integrity and responsibility of the civil engineering ommunity through our service and the ethical practice of our profession practicality - educating and encouraging our members to improve our world through innovative and impactful solutions sociability - connecting our members while engaging the broader civil engineering community

Form 990, Part XI, Line 9

Direct expenses on sales 0 direct expenses on sales 0 transfer to chi epsilon international -159,205 total -159,205

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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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IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE N
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF CHI EPSILON IS TO ACHIEVE ITS VISION THROUGH ITS FOUR PILLARS: SCHOLARSHIP - RECOGNIZING EXCELLENCE AND ACHIEVEMENT IN ACADEMIC AND PROFESSIONAL ENDEAVORS CHARACTER - UPHOLDING THE INTEGRITY AND RESPONSIBILITY OF THE CIVIL ENGINEERING OMMUNITY THROUGH OUR SERVICE AND THE ETHICAL PRACTICE OF OUR PROFESSION PRACTICALITY - EDUCATING AND ENCOURAGING OUR MEMBERS TO IMPROVE OUR WORLD THROUGH INNOVATIVE AND IMPACTFUL SOLUTIONS SOCIABILITY - CONNECTING OUR MEMBERS WHILE ENGAGING THE BROADER CIVIL ENGINEERING COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNMENT OF CHI EPSILON SHALL BE VESTED IN A DULY AUTHORIZED GENERAL ASSEMBLY AND A DULY ELECTED NATIONAL COUNCIL. THE GENERAL ASSEMBLY SHALL CONSIST OF AN OFFICIAL DELEGATION CONSISTING OF ONE ACTIVE UNDERGRADUATE OR GRADUATE MEMBER SELECTED FROM EACH ACTIVE CHAPTER IN GOOD STANDING WITH THE SOCIETY. CHAPTERS SHALL BE GROUPED INTO GEOGRAPHICAL DISTRICTS WITH ONE DISTRICT COUNCILOR SELECTED FROM EACH DISTRICT. A DISTRICT COUNCILOR SHALL BE ELECTED BY A MAJORITY VOTE OF THE DELEGATES FROM THAT DISTRICT. TO QUALIFY AS A CANDIDATE FOR THE POSITION OF DISTRICT COUNCILOR, THE CANDIDATE MUST BE A MEMBER OF CHI EPSILON AND MAY NOT BE A STUDENT MEMBER. COLLECTIVELY, THE DISTRICT COUNCILORS SHALL BE KNOWN AS THE NATIONAL COUNCIL. THE NATIONAL COUNCIL SHALL FACILITATE OPERATION OF CHAPTERS AND PROVIDE LIAISON BETWEEN THE CHAPTERS AND THE ADVISORY BOARD AND THE EXECUTIVE DIRECTOR, AND SHALL OVERSEE THE CEREMONIAL AND RECOGNITION ASPECTS OF THE SOCIETY. THE ADVISORY BOARD SHALL REVIEW POLICIES AND ISSUES RELATED TO THE SOCIETYS FINANCES AND BUSINESS OPERATIONS AND PROVIDE ADVICE TO THE EXECUTIVE DIRECTOR. THE ADVISORY BOARD SHALL ALSO PROVIDE LEADERSHIP REGARDING FUNDRAISING ACTIVITIES IN SUPPORT OF THE SOCIETYS MISSION. THE INITIAL ADVISORY BOARD SHALL BE AN INTERIM BOARD SELECTED BY THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE NATIONAL COUNCIL. SUBSEQUENT BOARD MEMBERS SHALL BE ELECTED TO STAGGERED TERMS BY THE GENERAL ASSEMBLY. THE NATIONAL COUNCIL SHALL APPOINT AN EXECUTIVE DIRECTOR IN CONSULTATION WITH THE ADVISORY BOARD. THE EXECUTIVE DIRECTOR SHALL EXECUTE THE DAY-TO-DAY OPERATION OF THE SOCIETY. THE EXECUTIVE DIRECTOR SHALL REPORT TO THE NATIONAL COUNCIL. THE EXECUTIVE DIRECTOR MUST BE A MEMBER OF CHI EPSILON AND MAY NOT BE A STUDENT MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS ARE NOT SUBJECT TO THE APPROVAL OF MEMBERS. HOWEVER, THE NATIONAL COUNCIL ACTS FOR THE NATIONAL CONCLAVE WHEN IT IS NOT IN SESSION, SO THE NEXT CONCLAVE COULD CHANGE WHAT HAS BEEN DECIDED UPON BY THE NATIONAL COUNCIL IF NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CHI EPSILON NATIONAL ORGANIZATION HAS A CONSTITUTION AND BY LAWS AND PAROP (OPERATION MANUEL) WHICH OUTLINE HOW THE NATIONAL ORGANIZATION OPERATE AND HOW LOCAL CHAPTERS OPERATE WITH RESPECT TO THINGS THAT AFFECT THE NATIONAL ORGANIZATION. EACH CHAPTER HAS FULL CONTROL OF ITS INDIVIDUAL AFFAIRS, SUBJECT TO THE CONSTITUTION AND BYLAWS OF CHI EPSILON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE DIRECTOR REVIEWS 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEW AND APPROVAL OF COMPENSATION IS REQUIRED FOR ALL NATIONAL OFFICE EMPLOYEES AT NATIONAL COUNCIL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DIRECT EXPENSES ON SALES 0 DIRECT EXPENSES ON SALES 0 TRANSFER TO CHI EPSILON INTERNATIONAL -159,205 TOTAL -159,205
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt0290205
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0290205
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0131000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0131000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0159205
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0290205
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 GRAND AVE
IRS990/USAddress/CityNm0SAN LUIS OBISPO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093407
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP://WWW.CHI-EPSILON.ORG/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES CHADWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI EPSILON INCORPORATED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COLLEGE OF ENGINEERING CAL POLY
ReturnHeader/Filer/BusinessNameControlTxt0CHIE
ReturnHeader/Filer/EIN0741318727
ReturnHeader/Filer/PhoneNum08055914563
ReturnHeader/Filer/USAddress/AddressLine1Txt01 GRAND AVE
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093407
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751486711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PSK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03001 MEDLIN DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076015
ReturnHeader/PreparerPersonGrp/PhoneNum08176643000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLIE LINDSEY
ReturnHeader/ReturnTs02023-11-15T18:08:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHADWELL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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