Civic Intelligence

Chi Omega Fraternity Aka Nu Alpha Chapter of Chi Omega Fraternity

990EZ • Fiscal year 2023 • EIN 77-0280617

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

Organization Profilewww.chiomega.com
c/o Pamela Wagner 8 Phillips RdPalo Alto, CA 94303

(650) 906-3020

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-37%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-13%

Faster asset growth than 21% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-24%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$72,759

Down $11,128 (-13%) from 2022

Net Assets

Down

$72,759

Down $11,128 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin7th percentile

Revenue

Down

$29,703

Down $9,543 (-24%) from 2022

Expenses

Up

$40,831

Up $2,582 (+6.8%) from 2022

Net Income

Down

-$11,128

Down $12,125 (-1216%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$100K$50K$0Assets 2010: $46,522Net Assets 2010: $46,5222010Assets 2011: $52,749Liabilities 2011: $02011Assets 2012: $55,141Liabilities 2012: $02012Assets 2013: $54,425Liabilities 2013: $02013Assets 2014: $54,689Liabilities 2014: $02014Assets 2015: $62,658Liabilities 2015: $02015Assets 2016: $65,173Liabilities 2016: $02016Assets 2017: $70,904Liabilities 2017: $02017Assets 2018: $90,926Liabilities 2018: $02018Assets 2019: $85,287Liabilities 2019: $02019Assets 2020: $86,149Liabilities 2020: $0Net Assets 2020: $86,1492020Assets 2021: $82,890Liabilities 2021: $0Net Assets 2021: $82,8902021Assets 2022: $83,887Liabilities 2022: $0Net Assets 2022: $83,8872022Assets 2023: $72,759Liabilities 2023: $0Net Assets 2023: $72,7592023Assets 2024: $66,215Liabilities 2024: $02024Assets 2025: $63,203Liabilities 2025: $0Net Assets 2025: $63,2032025

Highlighted filing

2023

Assets$72,759
Liabilities$0
Net Assets$72,759
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$100K$50K$0-$50KRevenue 2010: $53,314Expenses 2010: $55,146Net Income 2010: -$1,8322010Revenue 2011: $63,174Expenses 2011: $56,947Net Income 2011: $6,2272011Revenue 2012: $65,954Expenses 2012: $63,562Net Income 2012: $2,3922012Revenue 2013: $90,553Expenses 2013: $91,269Net Income 2013: -$7162013Revenue 2014: $73,132Expenses 2014: $72,868Net Income 2014: $2642014Revenue 2015: $74,947Expenses 2015: $66,978Net Income 2015: $7,9692015Revenue 2016: $91,076Expenses 2016: $88,561Net Income 2016: $2,5152016Revenue 2017: $86,166Expenses 2017: $80,435Net Income 2017: $5,7312017Revenue 2018: $94,482Expenses 2018: $74,460Net Income 2018: $20,0222018Revenue 2019: $82,282Expenses 2019: $87,921Net Income 2019: -$5,6392019Revenue 2020: $47,788Expenses 2020: $46,926Net Income 2020: $8622020Revenue 2021: $14,717Expenses 2021: $17,976Net Income 2021: -$3,2592021Revenue 2022: $39,246Expenses 2022: $38,249Net Income 2022: $9972022Revenue 2023: $29,703Expenses 2023: $40,831Net Income 2023: -$11,1282023Revenue 2024: $24,133Expenses 2024: $30,677Net Income 2024: -$6,5442024Revenue 2025: $30,280Expenses 2025: $33,292Net Income 2025: -$3,0122025

Highlighted filing

2023

Revenue$29,703
Expenses$40,831
Net Income-$11,128
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$29,703
Mission and Program Overview

Mission

Promote lasting enduring friendships among its members.

Program Services

DescriptionGrantsExpenses
Recruiting, pledging, initiation, and training for new and existing members.$1,213$25,840
Social and service activities for 53 members.$0$13,531
Administrative expenses.$0$1,460
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Annie BoylePresidentPT$0--
Julia FischerVice PresidentPT$0--
Caelan KochSecretaryPT$0--
Jenna ReedTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity
EIN
77-0280617
Phone
6509063020
Address
c/o Pamela Wagner 8 Phillips Rd, Palo Alto, CA 94303

Signing Officer

Name
Pamela Wagner
Title
CHI Omega Financial Advisor
Phone
6509063020
Signed
2023-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Recruiting, pledging, initiation, and training for new and existing members: $25,840, Social and service activities for 44 members: $13,531, Administrative Expenses: $1,460, Total on Part 1, Line 16: $40,831”

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Pamela Wagner
IRS990EZ/BooksInCareOfDetail/PhoneNum06509063020
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0c/o Pamela Wagner 8 Phillips Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palo Alto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094303
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083887
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072759
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01213
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11128
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt083887
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072759
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt029703
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00273
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt0150
IRS990EZ/InvestmentIncomeAmt057
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt028433
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083887
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072759
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083887
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072759
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Annie Boyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julia Fischer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Caelan Koch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jenna Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040831
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Promote lasting enduring friendships among its members.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Recruiting, pledging, initiation, and training for new and existing members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Social and service activities for 53 members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Administrative expenses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01213
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025840
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113531
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21460
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt040831
IRS990EZ/TotalProgramServiceExpensesAmt040831
IRS990EZ/TotalRevenueAmt029703
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.chiomega.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Recruiting, pledging, initiation, and training for new and existing members: $25,840, Social and service activities for 44 members: $13,531, Administrative Expenses: $1,460, Total on Part 1, Line 16: $40,831
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Pamela Wagner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chi Omega Financial Advisor
ReturnHeader/BusinessOfficerGrp/PhoneNum06509063020
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0770280617
ReturnHeader/Filer/PhoneNum06509063020
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Pamela Wagner 8 Phillips Rd
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094303
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-15T04:38:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,759
Liabilities
$0
Net assets
$72,759
Revenue
$29,703
Expenses
$40,831
Net income
-$11,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$63.2$0.00$63.2$30.3$33.3$3.01
2024Summary only. Only limited summary data is available for this year.$66.2$0.00$24.1$30.7$6.54
2023Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$29.7$40.8$11.1
2022Detailed filing. Detailed filing data is available for this year.$83.9$0.00$83.9$39.2$38.2$1.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.9$0.00$82.9$14.7$18.0$3.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.1$0.00$86.1$47.8$46.9$0.86
2019Summary only. Only limited summary data is available for this year.$85.3$0.00$82.3$87.9$5.64
2018Summary only. Only limited summary data is available for this year.$90.9$0.00$94.5$74.5$20.0
2017Summary only. Only limited summary data is available for this year.$70.9$0.00$86.2$80.4$5.73
2016Summary only. Only limited summary data is available for this year.$65.2$0.00$91.1$88.6$2.52
2015Summary only. Only limited summary data is available for this year.$62.7$0.00$74.9$67.0$7.97
2014Summary only. Only limited summary data is available for this year.$54.7$0.00$73.1$72.9$0.26
2013Summary only. Only limited summary data is available for this year.$54.4$0.00$90.6$91.3$0.72
2012Summary only. Only limited summary data is available for this year.$55.1$0.00$66.0$63.6$2.39
2011Summary only. Only limited summary data is available for this year.$52.7$0.00$63.2$56.9$6.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.5$46.5$53.3$55.1$1.83