Civic Intelligence

Theta Chi Alumni Foundation Inc

EIN 20-3690008 • Hamilton, NY

PO Box 377Hamilton, NY 13346
Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE B • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE B • $500k-$1M nonprofits • Source year 2025

Net Margin

2nd percentile

-303%

Higher net margin than 2% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

NTEE B • $500k-$1M nonprofits • Source year 2025

Asset Growth

44th percentile

3.1%

Faster asset growth than 44% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-2.4%

Faster revenue growth than 35% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$541,807

Up $16,406 (+3.1%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$541,807

No earlier filing loaded for comparison.

Revenue

Down

$11,798

Down $290 (-2.4%) from 2024

Expenses

Up

$47,601

Up $5,820 (+14%) from 2024

Net Income

Down

-$35,803

Down $6,110 (-21%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $423,792Liabilities 2011: $0Net Assets 2011: $423,7922011Assets 2012: $426,633Liabilities 2012: $0Net Assets 2012: $426,6332012Assets 2013: $442,459Liabilities 2013: $0Net Assets 2013: $442,4592013Assets 2014: $493,278Liabilities 2014: $0Net Assets 2014: $493,2782014Assets 2015: $483,577Liabilities 2015: $0Net Assets 2015: $483,5772015Assets 2016: $467,215Liabilities 2016: $1Net Assets 2016: $467,2142016Assets 2017: $509,297Liabilities 2017: $0Net Assets 2017: $509,2972017Assets 2018: $479,578Liabilities 2018: $0Net Assets 2018: $479,5782018Assets 2019: $504,379Liabilities 2019: $0Net Assets 2019: $504,3792019Assets 2020: $518,502Liabilities 2020: $0Net Assets 2020: $518,5022020Assets 2021: $576,318Liabilities 2021: $0Net Assets 2021: $576,3182021Assets 2022: $469,962Liabilities 2022: $0Net Assets 2022: $469,9622022Assets 2023: $499,020Liabilities 2023: $0Net Assets 2023: $499,0202023Assets 2024: $525,401Liabilities 2024: $12024Assets 2025: $541,807Liabilities 2025: $0Net Assets 2025: $541,8072025

Highlighted filing

2025

Assets$541,807
Liabilities$0
Net Assets$541,807

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $45,3322011Expenses 2012: $50,3492012Expenses 2013: $66,6002013Revenue 2014: $83,048Expenses 2014: $62,492Net Income 2014: $20,5562014Revenue 2015: $69,784Expenses 2015: $53,945Net Income 2015: $15,8392015Revenue 2016: $102,036Expenses 2016: $96,444Net Income 2016: $5,5922016Revenue 2017: $109,606Expenses 2017: $93,705Net Income 2017: $15,9012017Revenue 2018: $33,322Expenses 2018: $54,120Net Income 2018: -$20,7982018Revenue 2019: $72,259Expenses 2019: $52,387Net Income 2019: $19,8722019Revenue 2020: $103,880Expenses 2020: $87,679Net Income 2020: $16,2012020Revenue 2021: $44,291Expenses 2021: $26,438Net Income 2021: $17,8532021Revenue 2022: $12,470Expenses 2022: $28,178Net Income 2022: -$15,7082022Revenue 2023: $12,878Expenses 2023: $36,724Net Income 2023: -$23,8462023Revenue 2024: $12,088Expenses 2024: $41,781Net Income 2024: -$29,6932024Revenue 2025: $11,798Expenses 2025: $47,601Net Income 2025: -$35,8032025

Highlighted filing

2025

Revenue$11,798
Expenses$47,601
Net Income-$35,803

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.12$0.48$0.36
2024Summary only. Only limited summary data is available for this year.$5.25$0.00$0.12$0.42$0.30
2023Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.13$0.37$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$0.00$4.70$0.12$0.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.44$0.26$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.04$0.88$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.72$0.52$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.33$0.54$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.00$5.09$1.10$0.94$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.00$4.67$1.02$0.96$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.70$0.54$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.83$0.62$0.21
2013Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.67
2012Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.50
2011Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 31, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL LOBOPresident-$0--
CHRIS BALESTRATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Theta Chi Alumni Foundation Inc
EIN
20-3690008
Phone
3154300906
Address
PO BOX 377, HAMILTON, NY 13346

Signing Officer

Name
Paul Lobo
Title
President
Signed
2025-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Marshall & Hatfield Inc
Address
317 MAIN ST, ONEIDA, NY 13421
Preparer
Sarah Marshall CPA
Phone
3153636949
Raw XML Appendix237 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
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011798
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0THE FRATERNITYSORORITY A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt1THETA CHI ALUMNI
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt2THETA CHI IOTA CHAPTER
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GIFTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TAXES - FEDERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22496
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3168
OtherIncreasesSchedule/OtherIncreasesDetail/Amt052209
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05762
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LOBO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA CHI ALUMNI FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0203690008
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/ReturnTs02025-07-31T14:29:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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