Civic Intelligence

Theta of Chi Phi Inc

990EZ • Fiscal year 2014 • EIN 14-6048771

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 05, 2014

1985 15th Street12180

(508) 830-1040

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

21st percentile

-9.6%

Higher net margin than 21% of similar nonprofits.

2014 filings • NTEE P20 • <$500k nonprofits • Source year 2014

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2014 filings • NTEE P20 • <$500k nonprofits • Source year 2014

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2014 filings • NTEE P20 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

-0.9%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • NTEE P20 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Flat

$25,392

Flat from 2014

Net Assets

$25,392

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$153,369

Flat from 2014

Expenses

Flat

$168,093

Flat from 2014

Net Income

Flat

-$14,724

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $124,635Liabilities 2010: $2,628Net Assets 2010: $122,0072010Assets 2011: $131,903Net Assets 2011: $131,9032011Assets 2012: $64,131Net Assets 2012: $64,1312012Assets 2013: $45,180Net Assets 2013: $45,1802013Assets 2014: $25,392Net Assets 2014: $25,3922014Assets 2014: $25,392Liabilities 2014: $02014Assets 2015: $62,487Liabilities 2015: $02015Assets 2016: $82,997Liabilities 2016: $02016Assets 2017: $94,211Liabilities 2017: $0Net Assets 2017: $94,2112017Assets 2018: $94,474Liabilities 2018: $0Net Assets 2018: $94,4742018Assets 2019: $85,031Liabilities 2019: $0Net Assets 2019: $85,0312019Assets 2020: $90,848Liabilities 2020: $0Net Assets 2020: $90,8482020Assets 2021: $104,814Liabilities 2021: $0Net Assets 2021: $104,8142021Assets 2022: $96,860Liabilities 2022: $0Net Assets 2022: $96,8602022Assets 2023: $43,098Liabilities 2023: $0Net Assets 2023: $43,0982023Assets 2024: $47,978Liabilities 2024: $0Net Assets 2024: $47,9782024Assets 2025: $10,848Liabilities 2025: $0Net Assets 2025: $10,8482025

Highlighted filing

2014

Assets$25,392
Liabilities-
Net Assets$25,392

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $126,939Expenses 2010: $105,814Net Income 2010: $21,1252010Revenue 2011: $146,638Expenses 2011: $136,742Net Income 2011: $9,8962011Revenue 2012: $196,763Expenses 2012: $264,535Net Income 2012: -$67,7722012Revenue 2013: $154,771Expenses 2013: $173,722Net Income 2013: -$18,9512013Revenue 2014: $153,369Expenses 2014: $168,093Net Income 2014: -$14,7242014Revenue 2014: $153,369Expenses 2014: $168,093Net Income 2014: -$14,7242014Revenue 2015: $176,593Expenses 2015: $139,498Net Income 2015: $37,0952015Revenue 2016: $195,819Expenses 2016: $175,309Net Income 2016: $20,5102016Revenue 2017: $208,484Expenses 2017: $197,270Net Income 2017: $11,2142017Revenue 2018: $176,523Expenses 2018: $176,260Net Income 2018: $2632018Revenue 2019: $201,458Expenses 2019: $210,901Net Income 2019: -$9,4432019Revenue 2020: $199,448Expenses 2020: $193,631Net Income 2020: $5,8172020Revenue 2021: $181,451Expenses 2021: $167,485Net Income 2021: $13,9662021Revenue 2022: $184,950Expenses 2022: $192,904Net Income 2022: -$7,9542022Revenue 2023: $170,284Expenses 2023: $203,459Net Income 2023: -$33,1752023Revenue 2024: $192,638Expenses 2024: $187,758Net Income 2024: $4,8802024Revenue 2025: $198,291Expenses 2025: $235,421Net Income 2025: -$37,1302025

Highlighted filing

2014

Revenue$153,369
Expenses$168,093
Net Income-$14,724
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 5, 2014
Return Version
2013v3.1
Gross Receipts
$153,369
Mission and Program Overview

Mission

Program and support of members geared towards their educational and professional development.

Program and support of members

Program Services

DescriptionGrantsExpenses
PROVIDED FACILITIES TO RESIDENT AND NON RESIDENT MEMBERS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW SHAPIROPresident-$0--
BRIAN DUNNVice President-$0--
NICK MARTONSecretary-$0--
ROBERT ROUHANITreasurer-$0--
Filing and Contact Details

Filer

EIN
14-6048771
Phone
5088301040

Signing Officer

Name
R Todd Sadler
Title
Officer
Signed
2014-12-05
Discuss with paid preparer
No

Preparer

Preparer
R Todd Sadler
Phone
5088301040
Supplemental Narrative

Additional Explanations

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

Conferences, conventions, and meetings 1,000

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

Supplies 2,159

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

Telephone 2,216

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

Composite 1,085

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

Advertising and Promotional Expenses 13,095

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

Property Taxes 24,264

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

Charitable donations 169

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

Leasehold Improvements 6,862

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

Bank service charges 39

Raw XML Appendix109 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/BenefitsPaidToOrForMembersAmt013036
IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum05182716376
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101985 15TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0TROY
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode012180
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034716
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019992
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14724
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040116
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025392
IRS990EZ/GrossReceiptsAmt0153369
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt05400
IRS990EZ/LandAndBuildingsGrp/EOYAmt05400
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0153369
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040116
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025392
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040116
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025392
IRS990EZ/OccupancyRentUtltsAndMaintAmt0104168
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW SHAPIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN DUNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICK MARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT ROUHANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050889
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROGRAM AND SUPPORT OF MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FACILITIES TO RESIDENT AND NON RESIDENT MEMBERS
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0168093
IRS990EZ/TotalRevenueAmt0153369
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 2,159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Telephone 2,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Composite 1,085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and Promotional Expenses 13,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Property Taxes 24,264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Charitable donations 169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Leasehold Improvements 6,862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank service charges 39
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0R TODD SADLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10THETA OF CHI PHI
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0146048771
ReturnHeader/Filer/PhoneNum05088301040
ReturnHeader/Filer/USAddress/AddressLine101985 15TH STREET
ReturnHeader/Filer/USAddress/City0TROY
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Sadler Financial Group LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1064 Industrial Park Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Plymouth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002360
ReturnHeader/PreparerPersonGrp/PhoneNum05088301040
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Todd Sadler
ReturnHeader/ReturnTs02014-12-05T10:16:54-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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.$0.11$0.00$0.11$1.98$2.35$0.37
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$1.93$1.88$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.70$2.03$0.33
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.85$1.93$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.81$1.67$0.14
2020Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$1.99$1.94$0.06
2019Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$2.01$2.11$0.09
2018Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$1.77$1.76$0.00
2017Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$2.08$1.97$0.11
2016Summary only. Only limited summary data is available for this year.$0.83$0.00$1.96$1.75$0.21
2015Summary only. Only limited summary data is available for this year.$0.62$0.00$1.77$1.39$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.25$1.53$1.68$0.15
2014Summary only. Only limited summary data is available for this year.$0.25$0.00$1.53$1.68$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$1.55$1.74$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.64$1.97$2.65$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$1.32$1.47$1.37$0.10
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.03$1.22$1.27$1.06$0.21