Civic Intelligence

Theta Delta XI Sorority

EIN 20-1270017 • 501(c)3 • San Rafael, CA

Profile

The organization made cash grants to 24 501(c)(3) organizations in 2017.

c/o M Allen 17 Bayharbor WySan Rafael, CA 94901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $988 (-100%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $988 (-100%) from 2018

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $555 (-100%) from 2018

Expenses

Down

$988

Down $59,328 (-98%) from 2018

Net Income

Up

-$988

Up $58,773 (+98%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $49,202Liabilities 2011: $02011Assets 2012: $66,992Liabilities 2012: $02012Assets 2013: $63,507Liabilities 2013: $02013Assets 2014: $51,800Liabilities 2014: $0Net Assets 2014: $51,8002014Assets 2015: $54,330Liabilities 2015: $0Net Assets 2015: $54,3302015Assets 2016: $55,647Net Assets 2016: $55,6472016Assets 2017: $60,749Net Assets 2017: $60,7492017Assets 2018: $988Net Assets 2018: $9882018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities-
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $45,864Expenses 2011: $42,471Net Income 2011: $3,3932011Revenue 2012: $62,209Expenses 2012: $44,419Net Income 2012: $17,7902012Revenue 2013: $56,497Expenses 2013: $59,982Net Income 2013: -$3,4852013Revenue 2014: $44,974Expenses 2014: $56,681Net Income 2014: -$11,7072014Revenue 2015: $52,805Expenses 2015: $50,275Net Income 2015: $2,5302015Revenue 2016: $54,206Expenses 2016: $52,889Net Income 2016: $1,3172016Revenue 2017: $62,330Expenses 2017: $57,228Net Income 2017: $5,1022017Revenue 2018: $555Expenses 2018: $60,316Net Income 2018: -$59,7612018Revenue 2019: $0Expenses 2019: $988Net Income 2019: -$9882019

Highlighted filing

2019

Revenue$0
Expenses$988
Net Income-$988
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$0
Expenses
$988
Net income
-$988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.99$0.99
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.56$60.3$59.8
2017Detailed filing. Detailed filing data is available for this year.$60.7$60.7$62.3$57.2$5.10
2016Detailed filing. Detailed filing data is available for this year.$55.6$55.6$54.2$52.9$1.32
2015Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$52.8$50.3$2.53
2014Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$45.0$56.7$11.7
2013Summary only. Only limited summary data is available for this year.$63.5$0.00$56.5$60.0$3.49
2012Summary only. Only limited summary data is available for this year.$67.0$0.00$62.2$44.4$17.8
2011Summary only. Only limited summary data is available for this year.$49.2$0.00$45.9$42.5$3.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 1, 2020
Return Version
2019v5.0
Mission and Program Overview

Mission

The organization made cash grants to 24 501(c)(3) organizations in 2017.

Program Services

DescriptionGrantsExpenses
Organization made cash grants to 2 501(c)(3) organizations in 2019.$1-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yvonne GoddardPresident & CEO-$0--
Lynn AltschulerSecretary-$0--
Marilyn AllenTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Theta Delta Xi Sorority
EIN
20-1270017
Phone
4153067080
Address
c/o M Allen 17 Bayharbor Wy, San Rafael, CA 94901

Signing Officer

Name
Marilyn Allen
Title
Treasurer
Signed
2020-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Craig Kronman
Address
12 Geary Street Suite 405, San Francisco, CA 94108
Preparer
Craig Kronman
Phone
4155431979
Raw XML Appendix157 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/PersonNm0Marilyn Allen
IRS990EZ/BooksInCareOfDetail/PhoneNum04153067080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017 Bayharbor Wy
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Rafael
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0988
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-988
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0988
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0988
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0988
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0988
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Yvonne Goddard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lynn Altschuler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marilyn Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization made cash grants to 24 501(c)(3) organizations in 2017.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organization made cash grants to 2 501(c)(3) organizations in 2019.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0988
IRS990EZ/TotalProgramServiceExpensesAmt01
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt076705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt076457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt072838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0226555
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0226555
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072838
IRS990ScheduleA/Total509Grp/TotalAmt0226555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072838
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0226555
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-02-25
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12019-02-25
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0943152892
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1451504826
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0488
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt1500
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt033 Banbury Dr
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt12530 Taraval St
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0San Francisco
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1San Francisco
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd094132
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd194122
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marilyn Allen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Theta Delta Xi Sorority
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0201270017
ReturnHeader/Filer/PhoneNum04153067080
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o M Allen 17 Bayharbor Wy
ReturnHeader/Filer/USAddress/CityNm0San Rafael
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611496571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Craig Kronman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 Geary Street Suite 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04155431979
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig Kronman
ReturnHeader/ReturnTs02020-09-01T10:58:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.