Civic Intelligence

Theta Chi Fraternity Alumni

990EZ • Fiscal year 2011 • EIN 16-6071498

Jul 01, 2010 to Jun 30, 2011 • Filed on Oct 24, 2011

PO Box 37713346
Siviq Scores

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

Liabilities / Assets

93rd percentile

0.77x

Higher debt load relative to assets than 93% of similar nonprofits.

2011 filings • 501(c)7 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

81st percentile

0.32x

Higher debt load relative to revenue than 81% of similar nonprofits.

2011 filings • 501(c)7 • <$500k nonprofits • Source year 2011

Net Margin

98th percentile

64%

Higher net margin than 98% of similar nonprofits.

2011 filings • 501(c)7 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Assets

$16,020

No earlier filing loaded for comparison.

Net Assets

$3,636

No earlier filing loaded for comparison.

Liabilities

$12,384

No earlier filing loaded for comparison.

Revenue

$38,173

No earlier filing loaded for comparison.

Expenses

$13,719

No earlier filing loaded for comparison.

Net Income

$24,454

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $16,020Liabilities 2011: $12,384Net Assets 2011: $3,6362011Assets 2013: $22,645Liabilities 2013: $02013Assets 2014: $9,256Liabilities 2014: $02014Assets 2015: $8,728Net Assets 2015: $8,7282015Assets 2016: $1,918Net Assets 2016: $1,9182016Assets 2017: $5,068Net Assets 2017: $5,0682017Assets 2018: $1,886Net Assets 2018: $1,8862018Assets 2019: $12,576Net Assets 2019: $12,5762019Assets 2020: $55,457Net Assets 2020: $55,4572020Assets 2021: $11,669Net Assets 2021: $11,6692021Assets 2022: $27,982Liabilities 2022: $0Net Assets 2022: $27,9822022Assets 2023: $59,204Liabilities 2023: $02023Assets 2024: $110,389Liabilities 2024: $02024Assets 2025: $68,771Net Assets 2025: $68,7712025

Highlighted filing

2011

Assets$16,020
Liabilities$12,384
Net Assets$3,636

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $38,173Expenses 2011: $13,719Net Income 2011: $24,4542011Revenue 2013: $20,459Expenses 2013: $25,508Net Income 2013: -$5,0492013Revenue 2014: $15,024Expenses 2014: $28,413Net Income 2014: -$13,3892014Revenue 2015: $23,935Expenses 2015: $24,463Net Income 2015: -$5282015Revenue 2016: $28,052Expenses 2016: $34,862Net Income 2016: -$6,8102016Revenue 2017: $116,524Expenses 2017: $113,374Net Income 2017: $3,1502017Revenue 2018: $12,649Expenses 2018: $15,831Net Income 2018: -$3,1822018Revenue 2019: $85,816Expenses 2019: $75,126Net Income 2019: $10,6902019Revenue 2020: $103,851Expenses 2020: $60,970Net Income 2020: $42,8812020Revenue 2021: $7,066Expenses 2021: $50,854Net Income 2021: -$43,7882021Revenue 2022: $363,293Expenses 2022: $346,980Net Income 2022: $16,3132022Revenue 2023: $61,990Expenses 2023: $30,768Net Income 2023: $31,2222023Revenue 2024: $106,399Expenses 2024: $55,214Net Income 2024: $51,1852024Revenue 2025: $5,620Expenses 2025: $47,238Net Income 2025: -$41,6182025

Highlighted filing

2011

Revenue$38,173
Expenses$13,719
Net Income$24,454
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Oct 24, 2011
Return Version
2010v3.2
Mission and Program Overview

Mission

Manage the day to day activites of the Theta Chi Fraternity Alumni organization

Filing and Contact Details

Filer

EIN
16-6071498
Raw XML Appendix143 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/EOY016020
IRS990EZ/ContributionsGiftsGrantsEtc031274
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear024454
IRS990EZ/FeesAndOthPymtToIndContractors01743
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets06167
IRS990EZ/GrantsAndSimilarAmountsPaid02200
IRS990EZ/GrossReceipts038173
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome0732
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0-18551
IRS990EZ/NetAssetsOrFundBalancesBOY0-18551
IRS990EZ/NetAssetsOrFundBalances/EOY03636
IRS990EZ/NetAssetsOrFundBalancesEOY03636
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10TACONIC INV PTRS 111 8TH AVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine113601 CONNECTICUT AV NW APT 605
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1WASHINGTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1DC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode010011
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode120008
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Chris Balestra
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1PAUL LOBO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0true
IRS990EZ/OrganizationHadUBI0true
IRS990EZ/OtherChangesInNetAssets0-2267
IRS990EZ/OtherExpensesTotal09776
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Manage the day to day activites of the Theta Chi Fraternity Alumni organization
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0RESPONSIBILITIES INCLUDE ADMINISTRATION OF DAILY OPERATIONS OF THE CHAPTER AS WELL AS MANAGEMENT OF FUNDS REQUIRED TO PAY ANNUAL OPERATING EXPENSES. THESE ACTIVITIES ARE CONSISTENT WITH THE ORGANIZATIONS EXEMPT PURPOSE.
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0NY
IRS990EZ/SumOfTotalLiabilities/BOY018551
IRS990EZ/SumOfTotalLiabilities/EOY012384
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 377
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0HAMILTON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode013346
IRS990EZ/TheBooksAreInCareOf/NamePerson0CO FSAA GAIR MERES
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03158243002
IRS990EZ/TotalAssets/BOY00
IRS990EZ/TotalAssets/EOY016020
IRS990EZ/TotalExpenses013719
IRS990EZ/TotalRevenue038173
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0N/A
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0DUE TO FSAA - Beginning $18551 DUE TO FSAA - Ending $12384
IRS990ScheduleO/GeneralExplanation/Explanation1PORTFOLIO DEPRECIATION NOT REALIZED $2267
IRS990ScheduleO/GeneralExplanation/Explanation2OFFICE EXPENSES $44
IRS990ScheduleO/GeneralExplanation/Explanation3SCHOLARSHIPS $350
IRS990ScheduleO/GeneralExplanation/Explanation4TELEPHONE AND INTERNET $354
IRS990ScheduleO/GeneralExplanation/Explanation5FSAA FEES AND EXPENSES $459
IRS990ScheduleO/GeneralExplanation/Explanation6G MERE BONUS $500
IRS990ScheduleO/GeneralExplanation/Explanation7TAXES FEDERAL AND NYS $523
IRS990ScheduleO/GeneralExplanation/Explanation8MEETINGS AND SEMINARS $921
IRS990ScheduleO/GeneralExplanation/Explanation9STEWART HOWE FEES $5675
IRS990ScheduleO/GeneralExplanation/Explanation10Travel $950
IRS990ScheduleO/GeneralExplanation/Explanation11Client Note 1 - THE AMOUNTS SHOWN ON THIS RETURN ARE SHOWN FOR PURPOSES OF DISCLOSURE OF DETAILS OF OPERATIONS.THE INCOME AND EXPENSES ARE REPORTED TO THE ENTITY BY A FRATERNAL MANAGEMENT ORGANIZATION THE FRATERNITY SORORITY MANAGEMENT ASSOCIATION ON A K-1ID #16-1585855.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 20.1
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference0Total Liabilities.1
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Changes In Net Assets Or Fund Balances - Other Decreases.1
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.1005
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0166071498
ReturnHeader/Filer/Name/BusinessNameLine10THETA CHI FRATERNITY
ReturnHeader/Filer/Name/BusinessNameLine20ALUMNI
ReturnHeader/Filer/NameControl0THET
ReturnHeader/Filer/Phone03158243002
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 377
ReturnHeader/Filer/USAddress/City0HAMILTON
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode013346
ReturnHeader/Officer/DateSigned02011-10-24
ReturnHeader/Officer/Name0PAUL LOBO
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARSHALL & HATFIELD INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10317 MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ONEIDA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0134212144
ReturnHeader/Preparer/Name0G William Hatfield CPA
ReturnHeader/Preparer/Phone03153633338
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-10-24T06:00:54-07:00

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.$0.69$0.69$0.06$0.47$0.42
2024Summary only. Only limited summary data is available for this year.$1.10$0.00$1.06$0.55$0.51
2023Summary only. Only limited summary data is available for this year.$0.59$0.00$0.62$0.31$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$3.63$3.47$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.07$0.51$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.55$1.04$0.61$0.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.13$0.86$0.75$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.02$0.13$0.16$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.05$1.17$1.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.28$0.35$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.24$0.24$0.01
2014Summary only. Only limited summary data is available for this year.$0.09$0.00$0.15$0.28$0.13
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.20$0.26$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.12$0.04$0.38$0.14$0.24