Nonprofit · EIN 95-6054227
OMICRON THETA INCORPORATED
Tax-exempt · SAN JUAN CAPO, CA 92675
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $339,435 | $217,362 | $122,073 | $1,220,473 | $0 | $1,220,473 |
| March 31, 2025 | 990 | $307,852 | $327,920 | -$20,068 | $1,098,400 | $0 | $1,098,400 |
| March 31, 2024 | 990 | $298,222 | $405,759 | -$107,537 | $1,120,157 | $0 | $1,120,157 |
| March 31, 2023 | 990 | $364,562 | $490,220 | -$125,658 | $1,240,625 | $0 | $1,240,625 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $25,839
- Program service revenue
- $299,045
- Investment income
- $14,551
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $494
- Accounting fees
- $4,901
- Occupancy
- $92,136
- Depreciation
- $96,021
Balance sheet and other
- Total assets, start of year
- $1,098,400
- Total assets, end of year
- $1,220,473
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,220,473
- Land, buildings and equipment
- $633,679
- Net assets without donor restrictions
- $1,171,358
- Net assets with donor restrictions
- $49,115
- Gross unrelated business income
- $14,551
- Gross receipts
- $343,968
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1924
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE FOLEY | PRESIDENT Trustee or director, Officer | 25 | $0 |
| DANA MACFARLANE | VICE PRESIDENT Trustee or director, Officer | 25 | $0 |
| KATHY HANCOCK | SECRETARY/SCHOLARSHIP CHAIR Trustee or director, Officer | 1 | $0 |
| LESLIE COREA | TREASURER Trustee or director, Officer | 10 | $0 |
| ANDREA CASAW | FACILITY MGMT ADVISOR Trustee or director | 5 | $0 |
| AMELIA COONS | CHAPTER PRESIDENT Trustee or director | 1 | $0 |
| KATELYN SECOR | CHAPTER FINANCE Trustee or director | 1 | $0 |
| SIYA PATEL | CHAPTER FACILITY MANAGER Trustee or director | 1 | $0 |
990 for the year ended March 31, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE FOLEY | PRESIDENT Trustee or director, Officer | 25 | $0 |
| DANA MACFARLANE | VICE PRESIDENT Trustee or director, Officer | 25 | $0 |
| KATHY HANCOCK | SECRETARY Trustee or director, Officer | 5 | $0 |
| JACQUELINE ERDMAN | TREASURER Trustee or director, Officer | 5 | $0 |
| EILEEN PAULIN | PARLIAMENTARIAN Trustee or director | 5 | $0 |
| LAURIE WIXTED | FINANCE Trustee or director | 10 | $0 |
| ANDREA CASAW | FUNDRAISING CHAIR Trustee or director | 5 | $0 |
| JANET FELL | FACILITY/SAFETY CHAIR Trustee or director | 5 | $0 |
| SHELBY RIGG | MEMBER AT LARGE Trustee or director | 2 | $0 |
| ELENA WIECHMANN | SCHOLARSHIP CHAIR Trustee or director | 2 | $0 |
990 for the year ended March 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE FOLEY | PRESIDENT Trustee or director, Officer | 25 | $0 |
| DANA MACFARLANE | VICE PRESIDENT Trustee or director, Officer | 25 | $0 |
| KATHY KOLL HANCOCK | RECORDING SECRETARY AND SCHOLARSHIP Trustee or director, Officer | 5 | $0 |
| JACQUELINE LEGORRETA ERDMAN | TREASURER Trustee or director, Officer | 5 | $0 |
| EILEEN CANNON PAULIN | PARLIAMENTARIAN Trustee or director | 5 | $0 |
| LAURIE LOVE WIXTED | FINANCE Trustee or director | 10 | $0 |
| ANDREA GOODSON CASAW | FUNDRAISING CHAIR Trustee or director | 5 | $0 |
| JANET JOSEPH FELL | FACILITY/SAFETY CHAIR Trustee or director | 5 | $0 |
| SHELBY HEYN RIGG | MEMBER AT LARGE Trustee or director | 2 | $0 |
| ELENA MARTINHO WIECHMANN | SCHOLARSHIP CO CHAIR Trustee or director | 2 | $0 |
| BETSY MCKIBBIN | FRATERNITY FACILITY CONSULTANT Trustee or director | 2 | $0 |
990 for the year ended March 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE FOLEY | PRESIDENT Trustee or director, Officer | 35 | $0 |
| DANA MACFARLANE | VICE PRESIDENT Trustee or director, Officer | 35 | $0 |
| LAURIE WIXTED | SECRETARY Trustee or director, Officer | 15 | $0 |
| SHELBY RIGG | TREASURER Trustee or director, Officer | 8 | $0 |
| EILEEN PAULIN | PARLIMENTARIAN Trustee or director | 10 | $0 |
| ALICE NATHANSON | SCHOLARSHIP CHAIR Trustee or director | 5 | $0 |
| ANDREA CASAW | STRATEGIC PLANNING CHAIR Trustee or director | 5 | $0 |
| MELANIE FITCH | MEMBER AT LARGE Trustee or director | 5 | $0 |
| JANET FELL | HOUSE CHAIR Trustee or director | 10 | $0 |
| JACQUELINE ERDMAN | TREASURER ELECT Trustee or director | 10 | $0 |
| KRISTINA BANT JENKINS | MEMBER AT LARGE Trustee or director | 2 | $0 |
| ELENA MARTINHO | MEMBER AT LARGE Trustee or director | 2 | $0 |
| BETSY MCKIBBIN | NATIONAL ADVISOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 33781 CALLE CONEJO, SAN JUAN CAPO, CA 92675-5016
- In care of
- % TREASURER
- Principal officer (990 for 2025)
- BONNIE FOLEY, 33781 CALLE CONEJO, SAN JUAN CAPISTRANO, CA 92675
- Signed the 990
- BONNIE FOLEY, PRESIDENT
- Phone
- (949) 294-0719
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6054227 or by the name OMICRON THETA INCORPORATED.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
OPERATION OF SORORITY HOUSE
Program accomplishments
- THE ORGANIZATION PROVIDES AND MANAGES THE CHAPTER HEADQUARTERS FOR THE OMICRON THETA CHAPTER OF THE KAPPA ALPHA THETA COLLEGIATE SORORITY WHICH PROVIDES A PLACE TO FOSTER FRIENDSHIP, PROMOTE EDUCATION AND CULTURAL INTEREST AND DEVELOP THE MATURITY OF THE MEMBERS.
- PROVIDE SCHOLARSHIPS TO KAPPA ALPHA THETA OMICRON CHAPTER SORORITY COLLEGIANS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6054227
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,220,473
- Income (IRS master file)
- $343,968
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $339,435 | $217,362 | $1,220,473 | XML |
| 990 | March 2025 | $307,852 | $327,920 | $1,098,400 | XML |
| 990 | March 2024 | $298,222 | $405,759 | $1,120,157 | XML |
| 990 | March 2023 | $364,562 | $490,220 | $1,240,625 | XML |
| 990 | March 2022 | $114,483 | $284,855 | $1,364,975 | IRS |
| 990 | March 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-6054227).
Questions about OMICRON THETA INCORPORATED
- What is the EIN of OMICRON THETA INCORPORATED?
- The employer identification number (EIN) of OMICRON THETA INCORPORATED is 95-6054227.
- Is OMICRON THETA INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1979.
- Are donations to OMICRON THETA INCORPORATED tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OMICRON THETA INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OMICRON THETA INCORPORATED due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OMICRON THETA INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of OMICRON THETA INCORPORATED?
- The 990 for the year ended March 31, 2026 names BONNIE FOLEY.
- Who are the officers and directors of OMICRON THETA INCORPORATED?
- The 990 for the year ended March 31, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does OMICRON THETA INCORPORATED have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $339,435, expenses of $217,362 and total assets of $1,220,473 at year end.
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