Civic Intelligence

Chi Omega Fraternity - Sigma Beta

EIN 81-0119510 • 501(c)7 • Bozeman, MT

990-N Coverage

Profile

Provide social events and entertainment to sorority members.

405 West GarfieldBozeman, MT 59715

n/A

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.65x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.32x

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

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

Net Margin

63rd percentile

7.3%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

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

Asset Growth

92nd percentile

55%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

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

Assets

Up

$51,690

Up $18,435 (+55%) from 2024

Liabilities

Up

$33,622

Up $10,595 (+46%) from 2024

Net Assets

Up

$18,068

Up $7,840 (+77%) from 2024

Revenue

Up

$106,694

Up $13,253 (+14%) from 2024

Expenses

Down

$98,853

Down $138 (-0.1%) from 2024

Net Income

Up

$7,841

Up $13,391 (+241%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $752Liabilities 2011: $2,4102011Assets 2012: $118Liabilities 2012: $02012Assets 2013: $3,904Liabilities 2013: $02013Assets 2014: $5,100Liabilities 2014: $3,1512014Assets 2015: $4,763Liabilities 2015: $3,2552015Assets 2016: $20,018Liabilities 2016: $3,5402016Assets 2018: $13,324Liabilities 2018: $7,362Net Assets 2018: $5,9622018Assets 2019: $35,037Liabilities 2019: $9,4522019Assets 2020: $9,903Liabilities 2020: $9,4882020Assets 2021: $32,584Liabilities 2021: $10,107Net Assets 2021: $22,4772021Assets 2022: $28,207Liabilities 2022: $12,092Net Assets 2022: $16,1152022Assets 2023: $28,818Liabilities 2023: $13,040Net Assets 2023: $15,7782023Assets 2024: $33,255Liabilities 2024: $23,027Net Assets 2024: $10,2282024Assets 2025: $51,690Liabilities 2025: $33,622Net Assets 2025: $18,0682025

Highlighted filing

2025

Assets$51,690
Liabilities$33,622
Net Assets$18,068

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $129,412Expenses 2011: $132,740Net Income 2011: -$3,3282011Revenue 2012: $33,114Expenses 2012: $31,338Net Income 2012: $1,7762012Revenue 2013: $41,569Expenses 2013: $34,873Net Income 2013: $6,6962013Revenue 2014: $44,030Expenses 2014: $48,894Net Income 2014: -$4,8642014Revenue 2015: $43,425Expenses 2015: $43,866Net Income 2015: -$4412015Revenue 2016: $57,636Expenses 2016: $42,666Net Income 2016: $14,9702016Revenue 2018: $68,982Expenses 2018: $63,902Net Income 2018: $5,0802018Revenue 2019: $70,158Expenses 2019: $50,535Net Income 2019: $19,6232019Revenue 2020: $67,326Expenses 2020: $92,497Net Income 2020: -$25,1712020Revenue 2021: $54,759Expenses 2021: $32,697Net Income 2021: $22,0622021Revenue 2022: $63,320Expenses 2022: $69,696Net Income 2022: -$6,3762022Revenue 2023: $76,054Expenses 2023: $76,391Net Income 2023: -$3372023Revenue 2024: $93,441Expenses 2024: $98,991Net Income 2024: -$5,5502024Revenue 2025: $106,694Expenses 2025: $98,853Net Income 2025: $7,8412025

Highlighted filing

2025

Revenue$106,694
Expenses$98,853
Net Income$7,841

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.52$0.34$0.18$1.07$0.99$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.23$0.10$0.93$0.99$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.13$0.16$0.76$0.76$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.12$0.16$0.63$0.70$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.10$0.22$0.55$0.33$0.22
2020Summary only. Only limited summary data is available for this year.$0.10$0.09$0.67$0.92$0.25
2019Summary only. Only limited summary data is available for this year.$0.35$0.09$0.70$0.51$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.07$0.06$0.69$0.64$0.05
2016Summary only. Only limited summary data is available for this year.$0.20$0.04$0.58$0.43$0.15
2015Summary only. Only limited summary data is available for this year.$0.05$0.03$0.43$0.44$0.00
2014Summary only. Only limited summary data is available for this year.$0.05$0.03$0.44$0.49$0.05
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.42$0.35$0.07
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.33$0.31$0.02
2011Summary only. Only limited summary data is available for this year.$0.01$0.02$1.29$1.33$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 25, 2025
Return Version
2024v5.0
Gross Receipts
$106,694
Mission and Program Overview

Mission

Provide social events and entertainment to sorority members.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SOCIAL EVENTS AND ENTERTAINMENT TO SORORITY MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BAILEI SCHMTTPresident-$0--
LAUREN HOXIEVice Preside-$0--
HANNAH MARSHALLSecretary-$0--
ELLIE KRAUSTreasurer-$0--
SARAH NELL HARPNew Member E-$0--
MEGAN ERKONENPersonnel-$0--
PAIGE LAPARDRecruitment-$0--
KEELEY MAHONEYCardinal CAB-$0--
SAVANNA BOSLEYPanhellenic-$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity - Sigma Beta
EIN
81-0119510
Phone
2096146993
Address
405 WEST GARFIELD, BOZEMAN, MT 59715

Signing Officer

Name
Ellie Kraus
Title
Treasurer
Phone
4066335841
Signed
2025-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Hpw Cpas & Advisors Pllp
Address
1247 STONERIDGE DR, BOZEMAN, MT 59718
Preparer
Kevin M Hubley CPA
Phone
4065860281
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

Chi omega fraternity - sigma beta

Form 990-ez, Part I, Line 16

Expenses chapter expense 69,178 chapter president 4,195 chapter vice president 687 chapter secretary 1,796 chapter treasurer 430 member educator expenses 4,138 personnel chair expenses 583 recruitment expenses 3,150 panhellenic dues 6,100 director of programming 160 social expenses 2,956 sisterhood team expenses 1,161 marketing director 475 community service 3,421 campus activities directo 189 career development 135 house corporation 99 total 98,853

Form 990-ez, Part II, Line 24

Pledges receivable 23,027 33,622 total 23,027 33,622

Form 990-ez, Part II, Line 26

Deferred revenue 23,027 33,622

Raw XML Appendix125 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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IRS990EZ/BooksInCareOfDetail/PersonNm0ELLIE KRAUS
IRS990EZ/BooksInCareOfDetail/PhoneNum06363121798
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0405 WEST GARFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059715
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010227
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018068
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07841
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033254
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051690
IRS990EZ/GrossReceiptsAmt0106694
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010227
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018068
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010227
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BAILEI SCHMTT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELLIE KRAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH NELL HARP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGAN ERKONEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAIGE LAPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KEELEY MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SAVANNA BOSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NEW MEMBER E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PERSONNEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CARDINAL CAB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PANHELLENIC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt023027
IRS990EZ/OtherAssetsTotalDetail/EOYAmt033622
IRS990EZ/OtherExpensesTotalAmt098853
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SOCIAL EVENTS AND ENTERTAINMENT TO SORORITY MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt0106694
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SOCIAL EVENTS AND ENTERTAINMENT TO SORORITY MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt023027
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098853
IRS990EZ/TotalRevenueAmt0106694
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHI OMEGA FRATERNITY - SIGMA BETA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CHAPTER EXPENSE 69,178 CHAPTER PRESIDENT 4,195 CHAPTER VICE PRESIDENT 687 CHAPTER SECRETARY 1,796 CHAPTER TREASURER 430 MEMBER EDUCATOR EXPENSES 4,138 PERSONNEL CHAIR EXPENSES 583 RECRUITMENT EXPENSES 3,150 PANHELLENIC DUES 6,100 DIRECTOR OF PROGRAMMING 160 SOCIAL EXPENSES 2,956 SISTERHOOD TEAM EXPENSES 1,161 MARKETING DIRECTOR 475 COMMUNITY SERVICE 3,421 CAMPUS ACTIVITIES DIRECTO 189 CAREER DEVELOPMENT 135 HOUSE CORPORATION 99 TOTAL 98,853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEDGES RECEIVABLE 23,027 33,622 TOTAL 23,027 33,622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 23,027 33,622
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
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ReturnHeader/PreparerPersonGrp/PhoneNum04065860281
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HUBLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-29T10:20:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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