Civic Intelligence

Chi Omega Fraternity Iota Chapter

990 • Fiscal year 2014 • EIN 74-6084213

Jul 01, 2013 to Jun 30, 2014 • Filed on May 10, 2015

7200 N MoPac Expressway No 32078731

(512) 498-7526

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

68th percentile

9.6%

Higher net margin than 68% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$227,577

Up $21,183 (+10%) from 2013

Net Assets

Up

$227,577

Up $21,183 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$439,212

No earlier filing loaded for comparison.

Expenses

Down

$396,919

Down $75,522 (-16%) from 2013

Net Income

$42,293

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $275,849Liabilities 2011: $0Net Assets 2011: $275,8492011Assets 2012: $275,096Liabilities 2012: $0Net Assets 2012: $275,0962012Assets 2013: $206,394Liabilities 2013: $0Net Assets 2013: $206,3942013Assets 2014: $227,577Liabilities 2014: $0Net Assets 2014: $227,5772014Assets 2015: $266,952Liabilities 2015: $0Net Assets 2015: $266,9522015Assets 2016: $210,281Liabilities 2016: $0Net Assets 2016: $210,2812016Assets 2017: $215,254Liabilities 2017: $0Net Assets 2017: $215,2542017Assets 2018: $115,237Liabilities 2018: $0Net Assets 2018: $115,2372018Assets 2019: $25,339Liabilities 2019: $0Net Assets 2019: $25,3392019Assets 2020: $54,636Liabilities 2020: $0Net Assets 2020: $54,6362020Assets 2021: $81,863Liabilities 2021: $0Net Assets 2021: $81,8632021Assets 2022: $38,566Liabilities 2022: $0Net Assets 2022: $38,5662022Assets 2023: $16,556Liabilities 2023: $0Net Assets 2023: $16,5562023Assets 2024: $58,900Liabilities 2024: $0Net Assets 2024: $58,9002024

Highlighted filing

2014

Assets$227,577
Liabilities$0
Net Assets$227,577

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $238,9252011Expenses 2012: $269,6282012Expenses 2013: $472,4412013Revenue 2014: $439,212Expenses 2014: $396,919Net Income 2014: $42,2932014Revenue 2015: $371,410Expenses 2015: $332,035Net Income 2015: $39,3752015Revenue 2016: $343,456Expenses 2016: $400,127Net Income 2016: -$56,6712016Revenue 2017: $327,236Expenses 2017: $322,263Net Income 2017: $4,9732017Revenue 2018: $479,619Expenses 2018: $579,636Net Income 2018: -$100,0172018Revenue 2019: $278,577Expenses 2019: $368,475Net Income 2019: -$89,8982019Revenue 2020: $349,511Expenses 2020: $320,214Net Income 2020: $29,2972020Revenue 2021: $292,291Expenses 2021: $265,064Net Income 2021: $27,2272021Revenue 2022: $412,150Expenses 2022: $455,447Net Income 2022: -$43,2972022Revenue 2023: $396,171Expenses 2023: $418,181Net Income 2023: -$22,0102023Revenue 2024: $427,275Expenses 2024: $384,931Net Income 2024: $42,3442024

Highlighted filing

2014

Revenue$439,212
Expenses$396,919
Net Income$42,293
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 10, 2015
Return Version
2013v4.0
Gross Receipts
$439,212
Mission and Program Overview

Mission

Sisters inspired by our values who serve the world while keeping chi omega ever at heart.

Chi Omega Iota Chapters purpose is to operate a local collegiate chapter of a nation college fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$206,394$227,577▲ $21,183
Rtn Earn Endowment Incm Other Fnds$206,394$227,577▲ $21,183
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$206,394$227,577▲ $21,183
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$206,394$227,577▲ $21,183
Total Liabilities and Net Assets / Fund Balance$206,394$227,577▲ $21,183
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy HollandPresident
Maddie FogelPresident
Emily LannVice President
Maddie PiconeVice President
Julie OlschwangerAssistant NM Educator
Katie KaelinAssistant NM Educator
Selena AlbaneseAssistant NM Educator
Daphne DesjardinsHouse Manager
Katie MooreHouse Manager
Cristin DoyleNew Member Educator
Meredith GunnNew Member Educator
Megan HinajosaPanhellenic
Megan LuedkePanhellenic
Corrine TraboldPersonnel
Jennifer LittlePersonnel
Hannah WhippleRush Captain
Macaully ShumateRush Captain
Allie GrossSecretary
Christina BasileceSecretary
Danielle SisemoreTreasurer
Elizabeth HermansonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$290,497
Program Service Revenue
$148,715
Investment Income
$0
Other Revenue
$0
All Other Contributions
$7,482
Change in Net Assets
$42,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$396,919
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$152,701--$152,701
Other Expenses$42,008--$42,008
Total Functional Expenses$396,919$0$0$396,919
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
Backup withholding compliance
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

Line 11a explanation - A copy of the Form 990 is provided to the members of the board to review and discuss before it is filed.

Form 990, Part VI, Section C, line 19

Upon request.

Filing and Contact Details

Filer

EIN
74-6084213
Phone
5124987526

Signing Officer

Name
Charlotte Gunn
Title
Treasurer
Phone
5124987526
Signed
2015-05-10
Discuss with paid preparer
Yes

Organization Details

Formed
1904
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
0

Preparer

Preparer
Michael R Grimes CPA
Phone
5126717711
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

New member expenses: Program service expenses 36,963. Management and general expenses 0. Fundraising expenses 0. Total expenses 36,963. Social: Program service expenses 27,924. Management and general expenses 0. Fundraising expenses 0. Total expenses 27,924. Make a wish event: Program service expenses 19,511. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,511. Special Events: Program service expenses 17,467. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,467. Sisterhood: Program service expenses 10,706. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,706. President: Program service expenses 8,625. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,625. Treasurer: Program service expenses 7,238. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,238. Brand manager: Program service expenses 5,292. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,292. Panhellenic: Program service expenses 5,187. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,187. Personnel: Program service expenses 3,805. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,805. Community Service: Program service expenses 3,660. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,660. Vice President: Program service expenses 2,879. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,879. House manager: Program service expenses 2,359. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,359. Secretary: Program service expenses 1,085. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,085.

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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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IRS990/OtherExpensesGrp/ProgramServicesAmt262170
IRS990/OtherExpensesGrp/ProgramServicesAmt342008
IRS990/OtherExpensesGrp/TotalAmt071104
IRS990/OtherExpensesGrp/TotalAmt168936
IRS990/OtherExpensesGrp/TotalAmt262170
IRS990/OtherExpensesGrp/TotalAmt342008
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PriorPeriodAdjustmentsAmt0-21110
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Make A Wish Income
IRS990/ProgramServiceRevenueGrp/Desc1T-Shirst Income-Revolv
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0103371
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt145344
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0103371
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt145344
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Maintain and run a local collegiate chapter of a national college fraternity.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0209188
IRS990/PYContributionsGrantsAmt0344538
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0256665
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt059201
IRS990/PYRevenuesLessExpensesAmt0-68702
IRS990/PYSalariesCompEmpBnftPaidAmt06588
IRS990/PYTotalExpensesAmt0472441
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0403739
IRS990/ReconcilationRevenueExpnssAmt042293
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0148715
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0206394
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0227577
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 11a explanation - A copy of the Form 990 is provided to the members of the board to review and discuss before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2New member expenses: Program service expenses 36,963. Management and general expenses 0. Fundraising expenses 0. Total expenses 36,963. Social: Program service expenses 27,924. Management and general expenses 0. Fundraising expenses 0. Total expenses 27,924. Make a wish event: Program service expenses 19,511. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,511. Special Events: Program service expenses 17,467. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,467. Sisterhood: Program service expenses 10,706. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,706. President: Program service expenses 8,625. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,625. Treasurer: Program service expenses 7,238. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,238. Brand manager: Program service expenses 5,292. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,292. Panhellenic: Program service expenses 5,187. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,187. Personnel: Program service expenses 3,805. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,805. Community Service: Program service expenses 3,660. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,660. Vice President: Program service expenses 2,879. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,879. House manager: Program service expenses 2,359. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,359. Secretary: Program service expenses 1,085. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,085.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0206394
IRS990/TotalAssetsEOYAmt0227577
IRS990/TotalAssetsGrp/BOYAmt0206394
IRS990/TotalAssetsGrp/EOYAmt0227577
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0290497
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0396919
IRS990/TotalFunctionalExpensesGrp/TotalAmt0396919
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0206394
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0227577
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0396919
IRS990/TotalProgramServiceRevenueAmt0148715
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148715
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0439212
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0206394
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0227577
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine107200 N MoPac Expressway No 320
IRS990/USAddress/City0Austin
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode078731
IRS990/VotingMembersGoverningBodyCnt021
IRS990/VotingMembersIndependentCnt021
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Charlotte Gunn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05124987526
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Chi Omega Fraternity Iota Chapter
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0746084213
ReturnHeader/Filer/PhoneNum05124987526
ReturnHeader/Filer/USAddress/AddressLine107200 N MoPac Expressway No 320
ReturnHeader/Filer/USAddress/City0Austin
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078731
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260446053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HAMILTON PYLE & BOWMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108303 N Mopac Expy Suite A-120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode078759
ReturnHeader/PreparerPersonGrp/PhoneNum05126717711
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael R Grimes CPA
ReturnHeader/ReturnTs02015-05-13T11:01:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$4.27$3.85$0.42
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$3.96$4.18$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$4.12$4.55$0.43
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$2.92$2.65$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$3.50$3.20$0.29
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$2.79$3.68$0.90
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$4.80$5.80$1.00
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$3.27$3.22$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$3.43$4.00$0.57
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$3.71$3.32$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$4.39$3.97$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.00$2.06$4.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$2.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.00$2.76$2.39