Civic Intelligence

Alpha Zeta Chapter of Chi Omega

EIN 74-6084212 • 501(c)7 • San Marcos, TX

Profile

Collegiate sorority activity

428 HutchisonSan Marcos, TX 78666

n/A

Siviq Scores

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

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.30x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

27th percentile

-7.0%

Higher net margin than 27% 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

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

41st percentile

-2.9%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$328,302

Up $34,647 (+12%) from 2024

Liabilities

Up

$103,643

Up $58,703 (+131%) from 2024

Net Assets

Down

$224,659

Down $24,056 (-9.7%) from 2024

Operations
Liabilities / Revenue87th percentileNet Margin27th percentile

Revenue

Down

$344,137

Down $10,426 (-2.9%) from 2024

Expenses

Up

$368,193

Up $9,939 (+2.8%) from 2024

Net Income

Down

-$24,056

Down $20,365 (-552%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $102,781Liabilities 2011: $13,892Net Assets 2011: $88,8892011Assets 2012: $117,926Liabilities 2012: $12,214Net Assets 2012: $105,7122012Assets 2013: $125,699Liabilities 2013: $13,910Net Assets 2013: $111,7892013Assets 2014: $132,601Liabilities 2014: $24,284Net Assets 2014: $108,3172014Assets 2015: $148,294Liabilities 2015: $41,763Net Assets 2015: $106,5312015Assets 2016: $180,955Liabilities 2016: $46,092Net Assets 2016: $134,8632016Assets 2017: $239,636Liabilities 2017: $56,750Net Assets 2017: $182,8862017Assets 2018: $219,469Liabilities 2018: $11,775Net Assets 2018: $207,6942018Assets 2019: $253,448Liabilities 2019: $25,497Net Assets 2019: $227,9512019Assets 2021: $282,461Liabilities 2021: $49,731Net Assets 2021: $232,7302021Assets 2022: $304,499Liabilities 2022: $70,184Net Assets 2022: $234,3152022Assets 2023: $301,370Liabilities 2023: $48,964Net Assets 2023: $252,4062023Assets 2024: $293,655Liabilities 2024: $44,940Net Assets 2024: $248,7152024Assets 2025: $328,302Liabilities 2025: $103,643Net Assets 2025: $224,6592025

Highlighted filing

2025

Assets$328,302
Liabilities$103,643
Net Assets$224,659
Open 2025 Filing

Operations Trend

Revenue Growth41st percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $185,2292011Expenses 2012: $216,2652012Expenses 2013: $239,8562013Revenue 2014: $265,911Expenses 2014: $269,383Net Income 2014: -$3,4722014Revenue 2015: $227,099Expenses 2015: $228,885Net Income 2015: -$1,7862015Revenue 2016: $206,781Expenses 2016: $178,449Net Income 2016: $28,3322016Revenue 2017: $207,070Expenses 2017: $159,047Net Income 2017: $48,0232017Revenue 2018: $212,835Expenses 2018: $233,002Net Income 2018: -$20,1672018Revenue 2019: $258,836Expenses 2019: $238,579Net Income 2019: $20,2572019Revenue 2021: $180,998Expenses 2021: $202,806Net Income 2021: -$21,8082021Revenue 2022: $267,982Expenses 2022: $266,397Net Income 2022: $1,5852022Revenue 2023: $363,807Expenses 2023: $345,716Net Income 2023: $18,0912023Revenue 2024: $354,563Expenses 2024: $358,254Net Income 2024: -$3,6912024Revenue 2025: $344,137Expenses 2025: $368,193Net Income 2025: -$24,0562025

Highlighted filing

2025

Revenue$344,137
Expenses$368,193
Net Income-$24,056
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
$328,302
Liabilities
$103,643
Net assets
$224,659
Revenue
$344,137
Expenses
$368,193
Net income
-$24,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$1.04$2.25$3.44$3.68$0.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.45$2.49$3.55$3.58$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.49$2.52$3.64$3.46$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.70$2.34$2.68$2.66$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.50$2.33$1.81$2.03$0.22
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.25$2.28$2.59$2.39$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.12$2.08$2.13$2.33$0.20
2017Summary only. Only limited summary data is available for this year.$2.40$0.57$1.83$2.07$1.59$0.48
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.46$1.35$2.07$1.78$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.42$1.07$2.27$2.29$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.24$1.08$2.66$2.69$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.14$1.12$2.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.12$1.06$2.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.14$0.89$1.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 22, 2025
Return Version
2024v5.2
Gross Receipts
$434,770
Mission and Program Overview

Mission

Collegiate sorority activity

COLLEGE SORORITY

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$146,756$205,457▲ $58,701
Cash and Non-Interest-Bearing Accounts$140,550$105,729▼ $34,821
Savings and Temporary Cash Investments$6,349$17,116▲ $10,767
Total Assets$293,655$328,302▲ $34,647
Liabilities
Deferred Revenue$44,940$103,643▲ $58,703
Total Liabilities$44,940$103,643▲ $58,703
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$248,715$224,659▼ $24,056
Total Net Assets Fund Balance$248,715$224,659▼ $24,056
Total Liabilities and Net Assets / Fund Balance$293,655$328,302▲ $34,647
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Elly Rosales HernandezCOB Chair
Valerie ReyesDib Chair
Mallory BlandPersonnel Chair
Aly PelletierRecruitment Chair
Haley KanetskyPresident
Sophia MayerVice President
Rylee BaconCampus Activities Director
Soph FariasCareer Director
Jenna KrauseComm Service Director
Josie SessionsComm Service Director
Ariela BarronDirector of Programming
Kyndell MalaerMarketing Director
Reagan MorseSisterhood Director
Jayden HubbellSocial Director
Olivia LittleAlumnae Relations
Addie PrestidgeFacility Manager
Valerie IgbikiowuoboFoundation Ambassador
Madeline RitzMember Educator
Brynn Del BuonoPanhellic Delegate
Sarah HennigSecretary
Carly RiosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$382,136
Program Service Revenue
$0
Investment Income
$396
Other Revenue
$-38,395
Change in Net Assets
$-24,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$355,446
Grants and Similar Amounts Paid$12,747
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$112,240--$112,240
Payments to Affiliates$69,624--$69,624
Grants to Domestic Orgs$12,747--$12,747
Fees for Services Other$12,203$264-$12,467
Other Expenses$10,176--$10,176
Conferences and Meetings$4,968--$4,968
Advertising$2,500--$2,500
Fees for Services Accounting-$1,250-$1,250
Total Functional Expenses$366,679$1,514$0$368,193
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“Annual vote of members is taken to admit new members and elect officers”

Form 990 governing body review Part VI line 11

“Governing body reviews tax return prior to filing”

Conflict of interest policy compliance Part VI line 12C

“Potential conflicts of interest are monitored”

CEO executive director top management comp Part VI line 15A

“No compensation is paid to officers”

Other officer or key employee compensation Part VI line 15B

“The organization has no employees”

Governing documents etc available to public Part VI line 19

“All documents are held and made available upon request”

Filing and Contact Details

Filer

Filer Name
Alpha Zeta Chapter of Chi Omega
EIN
74-6084212
In Care Of
% CARLY RIOS
Phone
5127544430
Address
428 HUTCHISON, SAN MARCOS, TX 78666

Signing Officer

Name
Carly Rios
Title
Treasurer
Phone
5127544430
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Haley Kanetsky
Formed
1964
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
21
Employees
0

Preparer

Firm
Dan Musick CPA PLLC
Address
2108 Hunter Rd Ste 104, San Marcos, TX 78666
Preparer
Dan Musick CPA
Phone
5123530800
Raw XML AppendixShowing 400 of 437 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/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt090633
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0382136
IRS990/CYGrantsAndSimilarPaidAmt012747
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IRS990/CYOtherRevenueAmt0-38395
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-24056
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DeferredRevenueGrp/BOYAmt044940
IRS990/DeferredRevenueGrp/EOYAmt0103643
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE SORORITY COLLECTS FUNDS FROM MEMBERS FOR MERCHANDISE, PARLOR FEES FOR USE OF THE SORORITY HOUSE, TO FUND SCHOLARSHIPS, AND FUNDRAISERS INCLUDING GOLF AND BASKETBALL TOURNAMENTS. PROCEEDS ARE DONATED TO MAKE A WISH FOUNDATION.
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
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IRS990/FeesForServicesOtherGrp/TotalAmt012467
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SOCIAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER EDUCATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6FACILITY MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PERSONNEL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CAREER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9ALUMNAE RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF PROGRAMMING
IRS990/Form990PartVIISectionAGrp/TitleTxt14COMM SERVICE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SISTERHOOD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIB CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17COMM SERVICE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18FOUNDATION AMBASSADOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19COB CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CAMPUS ACTIVITIES DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUAL VOTE OF MEMBERS IS TAKEN TO ADMIT NEW MEMBERS AND ELECT OFFICERS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POTENTIAL CONFLICTS OF INTEREST ARE MONITORED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION IS PAID TO OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NO EMPLOYEES
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
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