Civic Intelligence

Chi Omega Fraternity

990EZ • Fiscal year 2021 • EIN 87-0440889

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 02, 2021

1435 East 100 SouthSalt Lake City, UT 84102-1802

(801) 673-0758

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.26x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.23x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

6.9%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

28th percentile

-17%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2021

Assets

Up

$112,543

Up $37,728 (+50%) from 2019

Net Assets

Up

$83,188

Up $8,781 (+12%) from 2019

Liabilities

Up

$29,355

Up $28,947 (+7095%) from 2019

Revenue

Down

$127,496

Down $55,673 (-30%) from 2019

Expenses

Down

$118,715

Down $39,207 (-25%) from 2019

Net Income

Down

$8,781

Down $16,466 (-65%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $16,685Net Assets 2011: $16,6852011Assets 2012: $1,916Liabilities 2012: $02012Assets 2013: $8,842Liabilities 2013: $02013Assets 2017: $53,520Liabilities 2017: $26,6932017Assets 2018: $86,360Liabilities 2018: $37,201Net Assets 2018: $49,1592018Assets 2019: $74,815Liabilities 2019: $408Net Assets 2019: $74,4072019Assets 2021: $112,543Liabilities 2021: $29,355Net Assets 2021: $83,1882021Assets 2022: $161,270Liabilities 2022: $45,725Net Assets 2022: $115,5452022Assets 2023: $158,603Liabilities 2023: $54,027Net Assets 2023: $104,5762023Assets 2024: $138,560Liabilities 2024: $62,345Net Assets 2024: $76,2152024Assets 2025: $161,036Liabilities 2025: $88,143Net Assets 2025: $72,8932025

Highlighted filing

2021

Assets$112,543
Liabilities$29,355
Net Assets$83,188

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $112,609Expenses 2011: $98,993Net Income 2011: $13,6162011Revenue 2012: $58,747Expenses 2012: $73,516Net Income 2012: -$14,7692012Revenue 2013: $72,532Expenses 2013: $65,606Net Income 2013: $6,9262013Revenue 2017: $117,920Expenses 2017: $118,384Net Income 2017: -$4642017Revenue 2018: $136,687Expenses 2018: $114,355Net Income 2018: $22,3322018Revenue 2019: $183,169Expenses 2019: $157,922Net Income 2019: $25,2472019Revenue 2021: $127,496Expenses 2021: $118,715Net Income 2021: $8,7812021Revenue 2022: $200,944Expenses 2022: $184,168Net Income 2022: $16,7762022Revenue 2023: $197,366Expenses 2023: $208,335Net Income 2023: -$10,9692023Revenue 2024: $394,582Expenses 2024: $422,943Net Income 2024: -$28,3612024Revenue 2025: $508,004Expenses 2025: $511,326Net Income 2025: -$3,3222025

Highlighted filing

2021

Revenue$127,496
Expenses$118,715
Net Income$8,781
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 2, 2021
Return Version
2020v4.0
Gross Receipts
$127,496
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
NATIONAL DUES: DUES PAID TO SUPPORT THE NATIONAL CHI OMEGA SORORITY ORGANIZATION--
SOCIAL ACTIVITIES: PROVIDED SOCIAL ACTIVITIES FOR 90-100 MEMBERS--
PRESIDENTIAL BUDGET: FUNDED PRESIDENTIAL DUTIES INCLUDING OFFICER TRAINING/RETREATS, NATIONAL CONVENTION/FIRESIDE, NATIONAL CONSULTANT VISIT, AND CHAPTER PHOTO COMPOSITE--
NATIONAL DUES: DUES PAID TO SUPPORT THE NATIONAL CHI OMEGA SORORITY ORGANIZATION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMMA LEISHMANPresident-$0--
ANNA VAN'T HOFFVice Preside-$0--
OLIVIA MERRILLSecretary-$0--
NATALIE SCHMIDTTreasurer-$0--
GRACE PENNINGTONNewmbr Educa-$0--
NINA OKAWAPersonnel Ch-$0--
SARAH BARKERPanhellenicd-$0--
JULIA SELTHRecruit Chai-$0--
LILY PRICEDirector Of Progr-$0--
Filing and Contact Details

Filer

Filer Name
Xi Alpha Chapter
EIN
87-0440889
Phone
8016730758
Address
1435 EAST 100 SOUTH, SALT LAKE CITY, UT 84102-1802

Signing Officer

Name
Emma Leishman
Title
President
Phone
8013631040
Signed
2021-12-02

Preparer

Firm
The Jensen Group Cpas Inc
Address
1730 S 1100 E, SALT LAKE CITY, UT 84105
Preparer
Scott C Jensen CPA
Phone
8013631040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Badge fee 7,645 merchandise 3,780 other income 345 study abroad internship 255 fines 147 total 12,172

Form 990-ez, Part I, Line 16

Expenses administration 17,374 career development 39 chapter expenses 62 foundation ambassador exp 31 friendship/social 8,622 member educator 5,811 panhellenic 12,005 recruitment chair 2,616 scholarship 170 sisterhood team 557 marketing director 2,327 chapter expense 68,473 personal chair expense 628 total 118,715

Form 990-ez, Part II, Line 24

Accounts receivable 27,167 31,910 members receivable - philanthropy 190 0 prepaid expenses and deferred charges 350 218 total 27,707 32,128

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 408 781 deferred revenue 0 28,574 deferred revenue - philanthropy 0 0 deferred revenue - national 0 0

Form 990-ez, Part III, Line 31

National dues: dues paid to support the national chi omega sorority organization

Raw XML Appendix142 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0EMMA LEISHMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1ANNA VANT HOFF
CompensationExplanation/CompensationExplanationGrp/PersonNm2OLIVIA MERRILL
CompensationExplanation/CompensationExplanationGrp/PersonNm3NATALIE SCHMIDT
CompensationExplanation/CompensationExplanationGrp/PersonNm4GRACE PENNINGTON
CompensationExplanation/CompensationExplanationGrp/PersonNm5NINA OKAWA
CompensationExplanation/CompensationExplanationGrp/PersonNm6SARAH BARKER
CompensationExplanation/CompensationExplanationGrp/PersonNm7JULIA SELTH
CompensationExplanation/CompensationExplanationGrp/PersonNm8LILY PRICE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NATALIE SCHMIDT
IRS990EZ/BooksInCareOfDetail/PhoneNum08013631040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01435 EAST 100 SOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047108
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080415
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08781
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074815
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112543
IRS990EZ/GrossReceiptsAmt0127496
IRS990EZ/GrossReceiptsForPublicUseAmt0109142
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06125
IRS990EZ/InvestmentIncomeAmt057
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0115267
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074407
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083188
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074407
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083188
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMMA LEISHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNA VAN'T HOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2OLIVIA MERRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATALIE SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GRACE PENNINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NINA OKAWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH BARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIA SELTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LILY PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NEWMBR EDUCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PERSONNEL CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PANHELLENICD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECRUIT CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIR OF PROGR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt027707
IRS990EZ/OtherAssetsTotalDetail/EOYAmt032128
IRS990EZ/OtherExpensesTotalAmt0118715
IRS990EZ/OtherRevenueTotalAmt012172
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NATIONAL DUES: DUES PAID TO SUPPORT THE NATIONAL CHI OMEGA SORORITY ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SOCIAL ACTIVITIES: PROVIDED SOCIAL ACTIVITIES FOR 90-100 MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PRESIDENTIAL BUDGET: FUNDED PRESIDENTIAL DUTIES INCLUDING OFFICER TRAINING/RETREATS, NATIONAL CONVENTION/FIRESIDE, NATIONAL CONSULTANT VISIT, AND CHAPTER PHOTO COMPOSITE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3NATIONAL DUES: DUES PAID TO SUPPORT THE NATIONAL CHI OMEGA SORORITY ORGANIZATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0408
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt029355
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0118715
IRS990EZ/TotalRevenueAmt0127496
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0UTAHCHIOS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BADGE FEE 7,645 MERCHANDISE 3,780 OTHER INCOME 345 STUDY ABROAD INTERNSHIP 255 FINES 147 TOTAL 12,172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATION 17,374 CAREER DEVELOPMENT 39 CHAPTER EXPENSES 62 FOUNDATION AMBASSADOR EXP 31 FRIENDSHIP/SOCIAL 8,622 MEMBER EDUCATOR 5,811 PANHELLENIC 12,005 RECRUITMENT CHAIR 2,616 SCHOLARSHIP 170 SISTERHOOD TEAM 557 MARKETING DIRECTOR 2,327 CHAPTER EXPENSE 68,473 PERSONAL CHAIR EXPENSE 628 TOTAL 118,715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 27,167 31,910 MEMBERS RECEIVABLE - PHILANTHROPY 190 0 PREPAID EXPENSES AND DEFERRED CHARGES 350 218 TOTAL 27,707 32,128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 408 781 DEFERRED REVENUE 0 28,574 DEFERRED REVENUE - PHILANTHROPY 0 0 DEFERRED REVENUE - NATIONAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NATIONAL DUES: DUES PAID TO SUPPORT THE NATIONAL CHI OMEGA SORORITY ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EMMA LEISHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08013631040
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0XI ALPHA CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHI OMEGA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0XIAL
ReturnHeader/Filer/EIN0870440889
ReturnHeader/Filer/PhoneNum08016730758
ReturnHeader/Filer/USAddress/AddressLine1Txt01435 EAST 100 SOUTH
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd0841021802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472129470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE JENSEN GROUP CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01730 S 1100 E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084105
ReturnHeader/PreparerPersonGrp/PhoneNum08013631040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT C JENSEN CPA
ReturnHeader/ReturnTs02021-12-02T18:41:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NATALIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMIDT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings