Civic Intelligence

Gamma Phi Beta Sorority Inc Beta Omega Chapter

990 • Fiscal year 2017 • EIN 86-0222441

Aug 01, 2016 to Jul 31, 2017 • Filed on Oct 19, 2017

PO Box 6036Flagstaff, AZ 86011

(702) 267-7985

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.71x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.13x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

5.3%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

4th percentile

-55%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

94th percentile

64%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Down

$39,370

Down $153,341 (-80%) from 2015

Net Assets

$11,529

No earlier filing loaded for comparison.

Liabilities

Down

$27,841

Down $151,103 (-84%) from 2015

Revenue

Up

$217,195

Up $136,516 (+169%) from 2015

Expenses

Up

$205,666

Up $134,208 (+188%) from 2015

Net Income

Up

$11,529

Up $2,308 (+25%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $2,152Liabilities 2011: $02011Assets 2012: $43,652Liabilities 2012: $38,383Net Assets 2012: $5,2692012Assets 2013: $257,437Liabilities 2013: $249,8692013Assets 2015: $192,711Liabilities 2015: $178,9442015Assets 2017: $39,370Liabilities 2017: $27,841Net Assets 2017: $11,5292017Assets 2018: $87,677Liabilities 2018: $47,147Net Assets 2018: $40,5302018Assets 2019: $122,059Liabilities 2019: $58,292Net Assets 2019: $63,7672019Assets 2020: $110,201Liabilities 2020: $32,825Net Assets 2020: $77,3762020Assets 2021: $83,012Liabilities 2021: $0Net Assets 2021: $83,0122021Assets 2022: $42,360Liabilities 2022: $0Net Assets 2022: $42,3602022Assets 2023: $24,789Liabilities 2023: $0Net Assets 2023: $24,7892023Assets 2024: $36,973Liabilities 2024: $0Net Assets 2024: $36,9732024Assets 2025: $53,939Net Assets 2025: $53,9392025

Highlighted filing

2017

Assets$39,370
Liabilities$27,841
Net Assets$11,529

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $83,208Expenses 2011: $81,056Net Income 2011: $2,1522011Revenue 2012: $54,566Expenses 2012: $51,449Net Income 2012: $3,1172012Revenue 2013: $120,683Expenses 2013: $118,384Net Income 2013: $2,2992013Revenue 2015: $80,679Expenses 2015: $71,458Net Income 2015: $9,2212015Revenue 2017: $217,195Expenses 2017: $205,666Net Income 2017: $11,5292017Revenue 2018: $204,601Expenses 2018: $207,584Net Income 2018: -$2,9832018Revenue 2019: $90,969Expenses 2019: $67,732Net Income 2019: $23,2372019Revenue 2020: $22,487Expenses 2020: $30,849Net Income 2020: -$8,3622020Revenue 2021: $117,298Expenses 2021: $111,662Net Income 2021: $5,6362021Revenue 2022: $143,241Expenses 2022: $183,893Net Income 2022: -$40,6522022Revenue 2023: $125,863Expenses 2023: $143,434Net Income 2023: -$17,5712023Revenue 2024: $122,267Expenses 2024: $110,082Net Income 2024: $12,1852024Revenue 2025: $134,892Expenses 2025: $117,926Net Income 2025: $16,9662025

Highlighted filing

2017

Revenue$217,195
Expenses$205,666
Net Income$11,529
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Oct 19, 2017
Return Version
2016v3.0
Gross Receipts
$217,195
Mission and Program Overview

Mission

SORORITY ASSOCIATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$56,604$27,668▼ $28,936
Savings and Temporary Cash Investments$13,577--
Cash and Non-Interest-Bearing Accounts$8,278$11,702▲ $3,424
Rtn Earn Endowment Incm Other Fnds$21,855$11,529▼ $10,326
Prepaid Expenses and Deferred Charges$268--
Total Assets$78,727$39,370▼ $39,357
Liabilities
Deferred Revenue$56,604$27,668▼ $28,936
Accounts Payable and Accrued Expenses$268$173▼ $95
Total Liabilities$56,872$27,841▼ $29,031
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,855$11,529▼ $10,326
Total Liabilities and Net Assets / Fund Balance$78,727$39,370▼ $39,357
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$217,180
Program Service Revenue
$0
Investment Income
$15
Other Revenue
$0
All Other Contributions
$8,847
Change in Net Assets
$11,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$205,666
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$90,096$2,178-$92,274
Travel$10,996--$10,996
Conferences and Meetings$9,262--$9,262
Other Expenses$9,115$8,902-$9,115
Office Expenses-$6,524-$6,524
Total Functional Expenses$188,062$17,604$0$205,666
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
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
Filing and Contact Details

Filer

Filer Name
Beta Omega Chapter of Gamma Phi
EIN
86-0222441
Phone
7022677985
Address
PO BOX 6036, FLAGSTAFF, AZ 86011

Signing Officer

Name
Kristen George
Title
President
Phone
7022677985
Signed
2017-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristen George
Formed
1956
Legal Domicile
Az
Voting Board Members
165
Independent Board Members
165
Employees
0
Volunteers
6

Preparer

Firm
Pay-tech Inc
Address
3420 E SHEA BLVD SUITE 170, PHOENIX, AZ 85028
Preparer
Richard Humphrey
Phone
6027881317
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The officers of the sorority review the 990 before it is filed

Pt VI, Line 6

The organization is a sorority and they have members in this organization.

Form 990EZ, Part I, Line 16

ADMINISTRATIVE 8902.

Form 990EZ, Part I, Line 16

Membership education 29375.

Form 990EZ, Part I, Line 16

FINANCIAL 6524.

Form 990EZ, Part I, Line 16

House corporation fees 9115.

Form 990EZ, Part I, Line 16

Collegiate intl dues 50214.

Form 990EZ, Part I, Line 16

MEMBERSHIP 22962.

Form 990EZ, Part I, Line 16

CARD EXPENSES 2178.

Form 990EZ, Part I, Line 16

Panhellenic affairs 3069.

Form 990EZ, Part I, Line 16

PRESIDENT 18776.

Form 990EZ, Part I, Line 16

PUBLIC RELATIONS 54551.

Form 990EZ, Part II, Line 24

Accounts receivable 56604. 27668.

Form 990EZ, Part II, Line 26

Chapter security deposit 173.

Form 990EZ, Part II, Line 26

Chapter deferred revenue 56604. 27668.

Form 990, Part IX, Line 24E

MEMBERSHIP 22962. 22962.

Form 990, Part IX, Line 24E

Panhellenic delegate 3069. 3069.

Form 990, Part IX, Line 24E

Card expenses 2178. 2178.

Form 990, Part IX, Line 24E

PRESIDENT 9514. 9514.

Form 990, Part IX, Line 24E

Public relations 54551. 54551.

Raw XML Appendix309 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.

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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS OF THE SORORITY REVIEW THE 990 BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A SORORITY AND THEY HAVE MEMBERS IN THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE 8902.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EDUCATION 29375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL 6524.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA OMEGA CHAPTER OF GAMMA PHI
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ReturnHeader/Filer/PhoneNum07022677985
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6036
ReturnHeader/Filer/USAddress/CityNm0FLAGSTAFF
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd086011
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05C219B3600F8D941993581910DD1AA1BBC0B5F07
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A598A386D182F3BDDCDE815E36DFBB65151D8E2D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.183.24.11
ReturnHeader/FilingSecurityInformation/IPDt02017-10-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:47:03
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAY-TECH INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03420 E SHEA BLVD SUITE 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085028
ReturnHeader/PreparerPersonGrp/PhoneNum06027881317
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD HUMPHREY
ReturnHeader/ReturnTs02017-10-19T08:47:13-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

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