Civic Intelligence

Chi Omega Fraternity Mu Chapter

990EZ • Fiscal year 2016 • EIN 94-6173394

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 17, 2016

Organization ProfileN/A
2421 Piedmont AvenueBerkeley, CA 94704

(510) 848-6964

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

77th percentile

16%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

99th percentile

250%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

7.8%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,726

Up $19,814 (+250%) from 2015

Net Assets

$27,726

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$132,969

Up $9,626 (+7.8%) from 2015

Expenses

Down

$111,956

Down $18,834 (-14%) from 2015

Net Income

Up

$21,013

Up $28,460 (+382%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$200K$100K$0-$100KAssets 2011: $5,498Liabilities 2011: -$2,5152011Assets 2012: $5,552Liabilities 2012: -$12,9282012Assets 2013: $4,234Liabilities 2013: -$11,9262013Assets 2014: $5,468Liabilities 2014: -$8,6922014Assets 2015: $7,912Liabilities 2015: $1,1992015Assets 2016: $27,726Net Assets 2016: $27,7262016Assets 2017: $47,699Liabilities 2017: $25,736Net Assets 2017: $21,9632017Assets 2018: $57,145Liabilities 2018: $20,278Net Assets 2018: $36,8672018Assets 2019: $56,349Liabilities 2019: $17,684Net Assets 2019: $38,6652019Assets 2020: $72,223Liabilities 2020: $20,880Net Assets 2020: $51,3432020Assets 2021: $104,847Liabilities 2021: $34,371Net Assets 2021: $70,4762021Assets 2022: $146,752Liabilities 2022: $65,365Net Assets 2022: $81,3872022Assets 2023: $164,596Liabilities 2023: $171,691Net Assets 2023: -$7,0952023Assets 2024: $95,644Liabilities 2024: $129,633Net Assets 2024: -$33,9892024Assets 2025: $94,938Liabilities 2025: $94,925Net Assets 2025: $132025

Highlighted filing

2016

Assets$27,726
Liabilities-
Net Assets$27,726
Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $115,466Expenses 2011: $102,707Net Income 2011: $12,7592011Revenue 2012: $99,821Expenses 2012: $89,354Net Income 2012: $10,4672012Revenue 2013: $110,738Expenses 2013: $113,062Net Income 2013: -$2,3242013Revenue 2014: $125,574Expenses 2014: $127,574Net Income 2014: -$2,0002014Revenue 2015: $123,343Expenses 2015: $130,790Net Income 2015: -$7,4472015Revenue 2016: $132,969Expenses 2016: $111,956Net Income 2016: $21,0132016Revenue 2017: $150,541Expenses 2017: $156,304Net Income 2017: -$5,7632017Revenue 2018: $137,661Expenses 2018: $122,757Net Income 2018: $14,9042018Revenue 2019: $139,305Expenses 2019: $137,507Net Income 2019: $1,7982019Revenue 2020: $127,692Expenses 2020: $115,014Net Income 2020: $12,6782020Revenue 2021: $115,681Expenses 2021: $96,548Net Income 2021: $19,1332021Revenue 2022: $69,159Expenses 2022: $58,248Net Income 2022: $10,9112022Revenue 2023: $107,981Expenses 2023: $196,463Net Income 2023: -$88,4822023Revenue 2024: $237,889Expenses 2024: $271,878Net Income 2024: -$33,9892024Revenue 2025: $220,795Expenses 2025: $220,782Net Income 2025: $132025

Highlighted filing

2016

Revenue$132,969
Expenses$111,956
Net Income$21,013
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 17, 2016
Return Version
2015v2.0
Gross Receipts
$132,969
Mission and Program Overview

Mission

Membership dues & assessments help the sorority contribute to their main charity which is the make a wish foundation.

Program Services

DescriptionGrantsExpenses
DONATIONS TO MAKE A WISH FOUNDATION & SCHOLARSHIPS FOR THE MEMBERS.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAYLOR ANDELMANPresidentPT$0--
RACHEL SCHUSTERVice PresidentPT$0--
TARA MULLENSecretaryPT$0--
SURAIYA LUECKETreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Chi Omega Fraternity Mu Chapter
EIN
94-6173394
Phone
5108486964
Address
2421 PIEDMONT AVENUE, BERKELEY, CA 94704

Signing Officer

Name
Suraiya Luecke
Title
Treasurer
Signed
2016-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Carol Carlson EA
Address
300 Mt Shasta Dr, San Rafael, CA 94903
Preparer
Carol Carlson EA
Phone
4155057653
Supplemental Narrative

Additional Explanations

Other Revenue.1

“MAKE A WISH $8029”

Other Revenue.2

“National membership fees $25572”

Other Revenue.3

“FINES $4195”

Other Revenue.4

“TRANSFERS $-553”

Other Expenses.1

“Chapter expense/national $58811”

Other Expenses.2

“SOCIAL $23643”

Other Expenses.3

“RECRUITMENT $7736”

Other Expenses.4

“SISTERHOOD $6519”

Other Expenses.5

“PANHELLENIC $4452”

Other Expenses.6

“ADMINISTRATION $3459”

Other Expenses.7

“EDUCATOR EXPENSE $2724”

Other Expenses.8

“COMMUNITY SERVICE $1436”

Other Expenses.9

“CAMPUS ACTIVITIES $1277”

Other Expenses.10

“SCHOLARSHIP $602”

Other Expenses.11

“PERSONNEL EXPENSE $411”

Other Expenses.12

“CAREER DEVELOPMENT $234”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $21833”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $2500”

Other Assets.1

“NATIONAL DUES & FEES - Beginning $0 NATIONAL DUES & FEES - Ending $3117”

Other Assets.2

“- Beginning $0 - Ending $-1650”

Total Liabilities.1

“DUE NATIONAL - Beginning $1199 DUE NATIONAL - Ending $0”

Raw XML Appendix145 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/PersonNm0SURAIYA LUECKE
IRS990EZ/BooksInCareOfDetail/PhoneNum05108486964
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02421 PIEDMONT AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0947044500
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07912
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01926
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021013
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0652
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07912
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027726
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0132969
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt082414
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06713
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027726
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06713
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027726
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAYLOR ANDELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL SCHUSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TARA MULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SURAIYA LUECKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025800
IRS990EZ/OtherExpensesTotalAmt0111304
IRS990EZ/OtherRevenueTotalAmt037243
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBERSHIP DUES & ASSESSMENTS HELP THE SORORITY CONTRIBUTE TO THEIR MAIN CHARITY WHICH IS THE MAKE A WISH FOUNDATION.
IRS990EZ/ProgramServiceRevenueAmt013293
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO MAKE A WISH FOUNDATION & SCHOLARSHIPS FOR THE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01199
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111956
IRS990EZ/TotalRevenueAmt0132969
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MAKE A WISH $8029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NATIONAL MEMBERSHIP FEES $25572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINES $4195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFERS $-553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHAPTER EXPENSE/NATIONAL $58811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOCIAL $23643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RECRUITMENT $7736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SISTERHOOD $6519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PANHELLENIC $4452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ADMINISTRATION $3459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EDUCATOR EXPENSE $2724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11COMMUNITY SERVICE $1436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CAMPUS ACTIVITIES $1277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SCHOLARSHIP $602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PERSONNEL EXPENSE $411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15CAREER DEVELOPMENT $234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Receivable - Beginning $0 Accounts Receivable - Ending $21833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18NATIONAL DUES & FEES - Beginning $0 NATIONAL DUES & FEES - Ending $3117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19- Beginning $0 - Ending $-1650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20DUE NATIONAL - Beginning $1199 DUE NATIONAL - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SURAIYA LUECKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHI OMEGA FRATERNITY MU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CHIO
ReturnHeader/Filer/EIN0946173394
ReturnHeader/Filer/PhoneNum05108486964
ReturnHeader/Filer/USAddress/AddressLine1Txt02421 PIEDMONT AVENUE
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carol Carlson EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Mt Shasta Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Rafael
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094903
ReturnHeader/PreparerPersonGrp/PhoneNum04155057653
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Carlson EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-17T10:37:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,726
Liabilities
-
Net assets
$27,726
Revenue
$132,969
Expenses
$111,956
Net income
$21,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.00$2.21$2.21$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$1.30$0.34$2.38$2.72$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.65$1.72$0.07$1.08$1.96$0.88
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.65$0.81$0.69$0.58$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.34$0.70$1.16$0.97$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.21$0.51$1.28$1.15$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.18$0.39$1.39$1.38$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.20$0.37$1.38$1.23$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.26$0.22$1.51$1.56$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.28$1.33$1.12$0.21
2015Summary only. Only limited summary data is available for this year.$0.08$0.01$1.23$1.31$0.07
2014Summary only. Only limited summary data is available for this year.$0.05$0.09$1.26$1.28$0.02
2013Summary only. Only limited summary data is available for this year.$0.04$0.12$1.11$1.13$0.02
2012Summary only. Only limited summary data is available for this year.$0.06$0.13$1.00$0.89$0.10
2011Summary only. Only limited summary data is available for this year.$0.05$0.03$1.15$1.03$0.13