Civic Intelligence

Beta Kappa Chapter of Chi Omega

990EZ • Fiscal year 2018 • EIN 95-2772475

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

3801 W Temple AvePomona, CA 91768

(909) 225-9090

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

14th percentile

-16%

Higher net margin than 14% 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

8th percentile

-34%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

27th percentile

-9.4%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Down

$38,806

Down $19,794 (-34%) from 2017

Net Assets

Down

$38,806

Down $19,794 (-34%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$123,739

Down $12,786 (-9.4%) from 2017

Expenses

Up

$143,533

Up $5,327 (+3.9%) from 2017

Net Income

Down

-$19,794

Down $18,113 (-1078%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$38,806
Liabilities$0
Net Assets$38,806

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$123,739
Expenses$143,533
Net Income-$19,794
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$123,739
Mission and Program Overview

Mission

To promote community service among its members

Program Services

DescriptionGrantsExpenses
COORDINATE VARIOUS COMMUNITY SERVICE PROJECTS IN THE LOCAL COMMUNITY$0$0
MAKE-A-WISH$0$0
POMONA DAY BEAUTIFICATION PROJECT$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN FARLEYPresidentPT$0--
LAURYN SAN JUANVice PresidentPT$0--
ALLIE NELSONSecretaryPT$0--
AKEMI KIMURATreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Beta Kappa Chapter of
EIN
95-2772475
Phone
9092259090
Address
3801 W TEMPLE AVE, POMONA, CA 91768

Signing Officer

Name
Carina Mccarthy
Title
Advisor
Phone
9092259090
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
3401 CENTRELAKE DRIVE SUITE 500, ONTARIO, CA 91761
Preparer
Steven Spears
Phone
9099857286
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 39.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: campus activities expenses. Amount: 1,426. Description: career development expenses. Amount: 84. Description: chapter expense. Amount: 50,687. Description: chapter president expenses. Amount: 2,405. Description: chapter secretary expenses. Amount: 83. Description: chapter treasurer expenses. Amount: 103. Description: community service expenses. Amount: 16,421. Description: friendship/social expenses. Amount: 17,989. Description: member educator expenses. Amount: 8,707. Description: panhellenic expenses. Amount: 16,261. Description: personnel chair expenses. Amount: 33. Description: recruitment chair expenses. Amount: 10,252. Description: scholarship expenses. Amount: 4,560. Description: sisterhood team expenses. Amount: 14,515. Description: chapter vice pres expenses. Amount: 7. Total to form 990-ez, line 16: 143,533.

Raw XML Appendix125 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARINA SPEARS
IRS990EZ/BooksInCareOfDetail/PhoneNum09092259090
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03801 W TEMPLE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POMONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091768
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058600
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038806
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt022565
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-19794
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058600
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038806
IRS990EZ/GrossReceiptsAmt0123739
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0101135
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058600
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038806
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058600
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038806
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/PersonNm0MEGAN FARLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURYN SAN JUAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLIE NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AKEMI KIMURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0143533
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE COMMUNITY SERVICE AMONG ITS MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COORDINATE VARIOUS COMMUNITY SERVICE PROJECTS IN THE LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MAKE-A-WISH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2POMONA DAY BEAUTIFICATION PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0143533
IRS990EZ/TotalRevenueAmt0123739
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://CPP.CHIOMEGA.COM/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 39.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CAMPUS ACTIVITIES EXPENSES. AMOUNT: 1,426. DESCRIPTION: CAREER DEVELOPMENT EXPENSES. AMOUNT: 84. DESCRIPTION: CHAPTER EXPENSE. AMOUNT: 50,687. DESCRIPTION: CHAPTER PRESIDENT EXPENSES. AMOUNT: 2,405. DESCRIPTION: CHAPTER SECRETARY EXPENSES. AMOUNT: 83. DESCRIPTION: CHAPTER TREASURER EXPENSES. AMOUNT: 103. DESCRIPTION: COMMUNITY SERVICE EXPENSES. AMOUNT: 16,421. DESCRIPTION: FRIENDSHIP/SOCIAL EXPENSES. AMOUNT: 17,989. DESCRIPTION: MEMBER EDUCATOR EXPENSES. AMOUNT: 8,707. DESCRIPTION: PANHELLENIC EXPENSES. AMOUNT: 16,261. DESCRIPTION: PERSONNEL CHAIR EXPENSES. AMOUNT: 33. DESCRIPTION: RECRUITMENT CHAIR EXPENSES. AMOUNT: 10,252. DESCRIPTION: SCHOLARSHIP EXPENSES. AMOUNT: 4,560. DESCRIPTION: SISTERHOOD TEAM EXPENSES. AMOUNT: 14,515. DESCRIPTION: CHAPTER VICE PRES EXPENSES. AMOUNT: 7. TOTAL TO FORM 990-EZ, LINE 16: 143,533.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARINA MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09092259090
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA KAPPA CHAPTER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHI 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/FilingSecurityInformation/AtSubmissionCreationDeviceId01163F2703C142B8AEA81BE89D0CF340018EA0271
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId033F877C3ABFBB78B8EF2964D67A95BC3B590144C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:35:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03401 CENTRELAKE DRIVE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONTARIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091761
ReturnHeader/PreparerPersonGrp/PhoneNum09099857286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN SPEARS
ReturnHeader/ReturnTs02018-11-13T17:37:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings