Civic Intelligence

Beta Kappa Chapter of Chi Omega

EIN 95-2772475 • 501(c)8 • Pomona, CA

Profile

To promote community service among its members

3801 W Temple AvePomona, CA 91768

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

66th percentile

9.7%

Faster revenue growth than 66% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2021 to 2024

Assets

Up

$144,394

Up $46,434 (+47%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$144,394

Up $46,434 (+47%) from 2021

Revenue

Up

$72,224

Up $17,442 (+32%) from 2021

Expenses

Up

$87,271

Up $48,291 (+124%) from 2021

Net Income

Down

-$15,047

Down $30,849 (-195%) from 2021

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $45,174Liabilities 2012: $2,7702012Assets 2013: $66,340Liabilities 2013: $02013Assets 2014: $58,263Liabilities 2014: $02014Assets 2015: $59,758Liabilities 2015: $02015Assets 2017: $58,600Liabilities 2017: $0Net Assets 2017: $58,6002017Assets 2018: $38,806Liabilities 2018: $0Net Assets 2018: $38,8062018Assets 2019: $48,500Liabilities 2019: $02019Assets 2020: $82,158Liabilities 2020: $0Net Assets 2020: $82,1582020Assets 2021: $97,960Liabilities 2021: $0Net Assets 2021: $97,9602021Assets 2024: $144,394Net Assets 2024: $144,3942024

Highlighted filing

2024

Assets$144,394
Liabilities-
Net Assets$144,394

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $66,450Expenses 2012: $85,452Net Income 2012: -$19,0022012Revenue 2013: $141,585Expenses 2013: $117,649Net Income 2013: $23,9362013Revenue 2014: $119,120Expenses 2014: $127,197Net Income 2014: -$8,0772014Revenue 2015: $152,737Expenses 2015: $151,242Net Income 2015: $1,4952015Revenue 2017: $136,525Expenses 2017: $138,206Net Income 2017: -$1,6812017Revenue 2018: $123,739Expenses 2018: $143,533Net Income 2018: -$19,7942018Revenue 2019: $94,109Expenses 2019: $84,415Net Income 2019: $9,6942019Revenue 2020: $115,661Expenses 2020: $82,003Net Income 2020: $33,6582020Revenue 2021: $54,782Expenses 2021: $38,980Net Income 2021: $15,8022021Revenue 2024: $72,224Expenses 2024: $87,271Net Income 2024: -$15,0472024

Highlighted filing

2024

Revenue$72,224
Expenses$87,271
Net Income-$15,047

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 2, 2024
Return Version
2023v5.1
Gross Receipts
$72,224
Mission and Program Overview

Mission

To promote community service among its members

Program Services

DescriptionGrantsExpenses
Coordinate various service projects in the local community--
Make-A-Wish Banquet--
Hosted Back-to-School drive with free school supplies--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ava KugelmanPresidentPT$0--
Isabella MarvinVice PresidentPT$0--
Rylee DueslerSecretaryPT$0--
Anna Loya VazquezTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Beta Kappa Chapter of Chi Omega
EIN
95-2772475
Phone
9092259090
Address
3801 W Temple Ave, Pomona, CA 91768

Signing Officer

Name
Carina McCarthy
Title
Advisor
Phone
9092259090
Signed
2024-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Steven H Spears
Address
1765 N 2nd Ave, Upland, CA 91784
Preparer
Steven Spears
Phone
9095602243
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Chapter Expense 32513.

Form 990EZ, Part I, Line 16

President Expenses 6384.

Form 990EZ, Part I, Line 16

Vice-President Expense 2788.

Form 990EZ, Part I, Line 16

Treasurer Expenses 6.

Form 990EZ, Part I, Line 16

Member Educator Expenses 3307.

Form 990EZ, Part I, Line 16

Recruitment Chair Expenses 3209.

Form 990EZ, Part I, Line 16

Panhellenic Expenses 28.

Form 990EZ, Part I, Line 16

Social Events Director Expense 11278.

Form 990EZ, Part I, Line 16

Sisterhood Director Expenses 7123.

Form 990EZ, Part I, Line 16

Community Service Director Expenses 14685.

Form 990EZ, Part I, Line 16

Campus Activies Director Expenses 1871.

Form 990EZ, Part I, Line 16

Career & Personal Development 55.

Form 990EZ, Part I, Line 16

Secretary Expenses 106.

Form 990EZ, Part I, Line 16

Housing Fund 3881.

Form 990EZ, Part I, Line 16

Marketing Director 37.

Form 990EZ, Part II, Line 24

Prepaid Card Fund 2713. 141.

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Carina McCarthy
IRS990EZ/BooksInCareOfDetail/PhoneNum09092259090
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03801 W Temple Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pomona
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091768
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0156728
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0144253
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-15047
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt072223
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0159441
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0144394
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0159441
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0144394
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ava Kugelman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Isabella Marvin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rylee Duesler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Anna Loya Vazquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02713
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0141
IRS990EZ/OtherExpensesTotalAmt087271
IRS990EZ/PrimaryExemptPurposeTxt0To promote community service among its members
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Coordinate various service projects in the local community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Make-A-Wish Banquet
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Hosted Back-to-School drive with free school supplies
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087271
IRS990EZ/TotalRevenueAmt072224
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Chapter Expense 32513.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1President Expenses 6384.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Vice-President Expense 2788.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Treasurer Expenses 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Member Educator Expenses 3307.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Recruitment Chair Expenses 3209.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Panhellenic Expenses 28.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Social Events Director Expense 11278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Sisterhood Director Expenses 7123.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Community Service Director Expenses 14685.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Campus Activies Director Expenses 1871.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Career & Personal Development 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Secretary Expenses 106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Housing Fund 3881.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Marketing Director 37.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Prepaid Card Fund 2713. 141.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carina McCarthy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Advisor
ReturnHeader/BusinessOfficerGrp/PhoneNum09092259090
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Kappa Chapter of Chi Omega
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0952772475
ReturnHeader/Filer/PhoneNum09092259090
ReturnHeader/Filer/USAddress/AddressLine1Txt03801 W Temple Ave
ReturnHeader/Filer/USAddress/CityNm0Pomona
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091768
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven H Spears
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01765 N 2nd Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Upland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091784
ReturnHeader/PreparerPersonGrp/PhoneNum09095602243
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven Spears
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-19T09:10:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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