Civic Intelligence

Theta Chi Fraternity Alumni

990EZ • Fiscal year 2024 • EIN 16-6071498

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 27, 2024

Organization ProfileN/A
PO Box 377Hamilton, NY 13346

(315) 430-0906

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

95th percentile

48%

Higher net margin than 95% of similar nonprofits.

2024 filings • 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.

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

Asset Growth

95th percentile

86%

Faster asset growth than 95% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

72%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$110,389

Flat from 2024

Net Assets

$110,389

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Flat

$106,399

Flat from 2024

Expenses

Flat

$55,214

Flat from 2024

Net Income

Flat

$51,185

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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: $110,389Net Assets 2024: $110,3892024Assets 2024: $110,389Liabilities 2024: $02024Assets 2025: $68,771Net Assets 2025: $68,7712025

Highlighted filing

2024

Assets$110,389
Liabilities-
Net Assets$110,389
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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 2024: $106,399Expenses 2024: $55,214Net Income 2024: $51,1852024Revenue 2025: $5,620Expenses 2025: $47,238Net Income 2025: -$41,6182025

Highlighted filing

2024

Revenue$106,399
Expenses$55,214
Net Income$51,185
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 27, 2024
Return Version
2023v5.1
Gross Receipts
$106,399
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
RESPONSIBILITIES 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.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLIE LIEBSCHUTZPresident-$0--
CHRIS BALESTRATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Theta Chi Fraternity
EIN
16-6071498
Phone
3154300906
Address
PO BOX 377, HAMILTON, NY 13346

Signing Officer

Name
Charlie Liebschutz
Title
President
Signed
2024-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Marshall & Hatfield Inc
Address
317 MAIN ST, ONEIDA, NY 13421
Preparer
Sarah Marshall CPA
Phone
3153636949
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $421”

Other Expenses.1

“OUTSIDE SERVICES $17426”

Other Expenses.2

“Developmental services $16986”

Other Expenses.3

“Fsaa membership fees $11164”

Other Expenses.4

“TRAVEL $5582”

Other Expenses.5

“Charitable gifts other $1000”

Other Expenses.6

“GIFT TO MANAGER $800”

Other Expenses.7

“STATE TAX $250”

Statement 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.”

Raw XML Appendix115 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/BooksInCareOfDetail/PersonNm0SCOTT DINSKI
IRS990EZ/BooksInCareOfDetail/PhoneNum03154300906
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 377
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013346
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059204
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110389
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0105370
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt051185
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01585
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059204
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110389
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0106399
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00241
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0182
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059204
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110389
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059204
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110389
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLIE LIEBSCHUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS BALESTRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053629
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Manage the day to day activites of the Theta Chi Fraternity Alumni organization
IRS990EZ/ProgramServiceRevenueAmt0847
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESPONSIBILITIES 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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt055214
IRS990EZ/TotalRevenueAmt0106399
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUTSIDE SERVICES $17426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEVELOPMENTAL SERVICES $16986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FSAA MEMBERSHIP FEES $11164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAVEL $5582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHARITABLE GIFTS OTHER $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GIFT TO MANAGER $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STATE TAX $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Statement Note 1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLIE LIEBSCHUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA CHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALUMNI
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0166071498
ReturnHeader/Filer/PhoneNum03154300906
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 377
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013346
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161482630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARSHALL & HATFIELD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0317 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONEIDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013421
ReturnHeader/PreparerPersonGrp/PhoneNum03153636949
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah Marshall CPA
ReturnHeader/ReturnTs02024-10-27T14:44:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,389
Liabilities
-
Net assets
$110,389
Revenue
$106,399
Expenses
$55,214
Net income
$51,185
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
2024Detailed filing. Detailed filing data is available for this year.$1.10$1.10$1.06$0.55$0.51
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