Civic Intelligence

Chi Omega Fraternity Mu Chapter

990EZ • Fiscal year 2018 • EIN 94-6173394

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 07, 2018

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

86th percentile

0.35x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.15x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-8.6%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$57,145

Up $9,446 (+20%) from 2017

Net Assets

Up

$36,867

Up $14,904 (+68%) from 2017

Liabilities

Down

$20,278

Down $5,458 (-21%) from 2017

Revenue

Down

$137,661

Down $12,880 (-8.6%) from 2017

Expenses

Down

$122,757

Down $33,547 (-21%) from 2017

Net Income

Up

$14,904

Up $20,667 (+359%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$57,145
Liabilities$20,278
Net Assets$36,867

Operations Trend

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

2018

Revenue$137,661
Expenses$122,757
Net Income$14,904
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 7, 2018
Return Version
2017v2.2
Gross Receipts
$137,661
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE SARCHETPresidentPT$0--
SONNET PHELPSVice PresidentPT$0--
NATALIE QUEATHEMSecretaryPT$0--
ADELE BLOCHTreasurerPT$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
Adele Bloch
Title
Treasurer
Signed
2018-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Carol Carlson EA
Address
3240 Broad Street, Newport Beach, CA 92663
Preparer
Carol Carlson
Phone
4155057653
Supplemental Narrative

Additional Explanations

Other Revenue.1

MAKE A WISH $9333

Other Revenue.2

National membership fees $43251

Other Revenue.3

FINES $2870

Other Revenue.4

TRANSFERS $-1348

Other Revenue.5

BILLHIGHWAY $375

Other Expenses.1

CHAPTER EXPENSE $62906

Other Expenses.2

SOCIAL EVENTS $15353

Other Expenses.3

MEMBER EDUCATOR $10338

Other Expenses.4

PANHELLENIC $9725

Other Expenses.5

RECRUITMENT CHAIR $8917

Other Expenses.6

SISTERHOOD $7742

Other Expenses.7

Chapter president expenses $3457

Other Expenses.8

COMMUNITY SERVICE $2147

Other Expenses.9

Chapter treasurers expense $942

Other Expenses.10

CAMPUS ACTIVITIES $433

Other Expenses.11

SCHOLARSHIP $249

Other Expenses.12

HOUSE CORPORATION $158

Other Expenses.13

Chapter secretary expenses $105

Other Expenses.14

PERSONNEL CHAIR $96

Other Expenses.15

CAREER DEVELOPMENT $48

Other Assets.1005

Accounts Receivable - Beginning $5820 Accounts Receivable - Ending $361

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $64 Prepaid Expenses and Deferred Charges - Ending $3033

Other Assets.1

NATIONAL DUES & FEES - Beginning $16853 NATIONAL DUES & FEES - Ending $4069

Total Liabilities.1003

Deferred Revenue - Beginning $5820 Deferred Revenue - Ending $361

Total Liabilities.1

DUE NATIONAL - Beginning $19916 DUE NATIONAL - Ending $19917

Raw XML Appendix156 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/PersonNm0ADELE BLOCH
IRS990EZ/BooksInCareOfDetail/PhoneNum05108486964
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02421 PIEDMONT AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0947044500
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024962
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049682
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014904
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0141
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt079391
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021963
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036867
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021963
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036867
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BONNIE SARCHET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SONNET PHELPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATALIE QUEATHEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADELE BLOCH
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/BOYAmt022737
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07463
IRS990EZ/OtherExpensesTotalAmt0122616
IRS990EZ/OtherRevenueTotalAmt054481
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/ProgramServiceRevenueAmt03718
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO MAKE A WISH FOUNDATION & SCHOLARSHIPS FOR THE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt025736
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020278
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0122757
IRS990EZ/TotalRevenueAmt0137661
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MAKE A WISH $9333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NATIONAL MEMBERSHIP FEES $43251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINES $2870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFERS $-1348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BILLHIGHWAY $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHAPTER EXPENSE $62906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOCIAL EVENTS $15353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBER EDUCATOR $10338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PANHELLENIC $9725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9RECRUITMENT CHAIR $8917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SISTERHOOD $7742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CHAPTER PRESIDENT EXPENSES $3457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12COMMUNITY SERVICE $2147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13CHAPTER TREASURERS EXPENSE $942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14CAMPUS ACTIVITIES $433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SCHOLARSHIP $249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16HOUSE CORPORATION $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17CHAPTER SECRETARY EXPENSES $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18PERSONNEL CHAIR $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19CAREER DEVELOPMENT $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Accounts Receivable - Beginning $5820 Accounts Receivable - Ending $361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Prepaid Expenses and Deferred Charges - Beginning $64 Prepaid Expenses and Deferred Charges - Ending $3033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22NATIONAL DUES & FEES - Beginning $16853 NATIONAL DUES & FEES - Ending $4069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Deferred Revenue - Beginning $5820 Deferred Revenue - Ending $361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24DUE NATIONAL - Beginning $19916 DUE NATIONAL - Ending $19917
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Revenue.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADELE BLOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-07
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/AddressLine1Txt03240 Broad Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092663
ReturnHeader/PreparerPersonGrp/PhoneNum04155057653
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Carlson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-07T11:56:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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