Civic Intelligence

Alpha Iota Chapter of Omega Nu

EIN 94-6094854 • 501(c)7

Profile

Raise funds for distribution to charitable purposes.

PO Box 355295370

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

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

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.

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

Asset Growth

63rd percentile

6.0%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

83rd percentile

28%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$73,676

Up $4,171 (+6.0%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$73,676

Up $4,171 (+6.0%) from 2013

Operations
Liabilities / Revenue59th percentileNet Margin75th percentile

Revenue

Up

$28,106

Up $6,228 (+28%) from 2013

Expenses

Up

$23,935

Up $3,600 (+18%) from 2013

Net Income

Up

$4,171

Up $2,628 (+170%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $61,651Net Assets 2011: $61,6512011Assets 2012: $67,962Net Assets 2012: $67,9622012Assets 2013: $69,505Net Assets 2013: $69,5052013Assets 2014: $73,676Net Assets 2014: $73,6762014

Highlighted filing

2014

Assets$73,676
Liabilities-
Net Assets$73,676
Open 2014 Filing

Operations Trend

Revenue Growth83rd percentile

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

$60K$40K$20K$0Revenue 2011: $22,291Expenses 2011: $20,090Net Income 2011: $2,2012011Revenue 2012: $58,532Expenses 2012: $52,221Net Income 2012: $6,3112012Revenue 2013: $21,878Expenses 2013: $20,335Net Income 2013: $1,5432013Revenue 2014: $28,106Expenses 2014: $23,935Net Income 2014: $4,1712014

Highlighted filing

2014

Revenue$28,106
Expenses$23,935
Net Income$4,171
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,676
Liabilities
-
Net assets
$73,676
Revenue
$28,106
Expenses
$23,935
Net income
$4,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$73.7$73.7$28.1$23.9$4.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.5$69.5$21.9$20.3$1.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.0$68.0$58.5$52.2$6.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.7$61.7$22.3$20.1$2.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 8, 2014
Return Version
2013v3.1
Gross Receipts
$40,671
Mission and Program Overview

Mission

Raise funds for distribution to charitable purposes.

Program Services

DescriptionGrantsExpenses
ORGANIZATION RAISED FUNDS AND DISTRIBUTED TO CHARITABLE ORGANIZATIONS.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY CROSSRecording Secy-$0--
MARIANN BLOOMParliamentarian-$0--
LESLIE CHAPPELLPresident-$0--
NANCY HOYTVice President-$0--
MARIANNE COOMBESCorresp. Secy-$0--
SUE KLEINERTGuard-$0--
JEANIE CARLBERGTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$17,976$16,695$508$16,187
Event 2$12,376$11,833$1,190$10,643
Total Events$35,881$33,860$11,766$22,094
Filing and Contact Details

Filer

EIN
94-6094854

Signing Officer

Name
Jeannie Carlberg
Title
Treasurer
Signed
2014-09-08
Discuss with paid preparer
Yes

Preparer

Preparer
Jose Aguilera
Phone
2095320077
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $167”

Other Expenses.1005

“Travel $65”

Other Expenses.1012

“Insurance $310”

Other Expenses.1

“Charitable donations $14195”

Other Expenses.2

“SCHOLORSHIPS $7500”

Other Expenses.3

“CONCLAVE EXPENSES $603”

Other Expenses.5

“Dues & subscriptions $198”

Other Expenses.6

“FOUNDER'S DAY $181”

Other Expenses.7

“RETREAT $116”

Other Expenses.8

“GIFTS $108”

Other Expenses.9

“BANK CHARGES $52”

Other Expenses.10

“LUNCHEN EXPENSSES $50”

Other Expenses.11

“SUPPLIES $25”

Other Expenses.12

“FEES $20”

Other Expenses.13

“MISCELLANEOUS $11”

Other Assets.1

“DEPOSIT - Beginning $0 DEPOSIT - Ending $300”

Raw XML Appendix172 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEANIE CARLBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum02095889345
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1014350 KIRK ALAN LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SONORA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095370
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069505
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073376
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03941
IRS990EZ/CostOfGoodsSoldAmt0799
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04171
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069505
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073676
IRS990EZ/FundraisingGrossIncomeAmt033860
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0388
IRS990EZ/GrossReceiptsAmt040671
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01187
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01683
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069505
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073676
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069505
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073676
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY CROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIANN BLOOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LESLIE CHAPPELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY HOYT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIANNE COOMBES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUE KLEINERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEANIE CARLBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Recording Secy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESP. SECY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5GUARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0300
IRS990EZ/OtherExpensesTotalAmt023601
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS FOR DISTRIBUTION TO CHARITABLE PURPOSES.
IRS990EZ/PrintingPublicationsPostageAmt0334
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION RAISED FUNDS AND DISTRIBUTED TO CHARITABLE ORGANIZATIONS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011766
IRS990EZ/SpecialEventsNetIncomeLossAmt022094
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023935
IRS990EZ/TotalRevenueAmt028106
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02021
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01281
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0543
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0197
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011766
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0100
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0459
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0459
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05529
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033860
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0RUMMAGE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FALL LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022094
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01698
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0508
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01190
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04730
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03979
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt0800
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHARITABLE DONATIONS $14195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLORSHIPS $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONCLAVE EXPENSES $603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES & SUBSCRIPTIONS $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FOUNDER'S DAY $181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RETREAT $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GIFTS $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGES $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LUNCHEN EXPENSSES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLIES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FEES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISCELLANEOUS $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DEPOSIT - Beginning $0 DEPOSIT - Ending $300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNIE CARLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALPHA IOTA CHAPTER OF OMEGA NU
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0946094854
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 3552
ReturnHeader/Filer/USAddress/City0SONORA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HOHNE HOYT & AGUILERA CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10216 S SHEPHERD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SONORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0953704734
ReturnHeader/PreparerPersonGrp/PhoneNum02095320077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jose Aguilera
ReturnHeader/ReturnTs02014-09-08T10:40:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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