Civic Intelligence

Theta Chi Alumni Foundation Inc.

990PF • Fiscal year 2013 • EIN 20-3690008

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 05, 2013

Organization Profile
PO Box 37713346
Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2013 filings • NTEE B • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

2013 filings • NTEE B • <$500k nonprofits • Source year 2013

Asset Growth

52nd percentile

3.7%

Faster asset growth than 52% of similar nonprofits.

2013 filings • NTEE B • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$442,459

Up $15,826 (+3.7%) from 2012

Net Assets

Up

$442,459

Up $15,826 (+3.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$66,600

Up $16,251 (+32%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$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

2013

Assets$442,459
Liabilities$0
Net Assets$442,459
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue-
Expenses$66,600
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 5, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS BALESTRATreasurer-$0--
PAUL LOBOPresident & CEO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-THE ORGANIZATION SUPPORTS AND SPONSORS GRANT PROGRAMS THAT FOSTER ADVANCES IN EDUCATION PERSONAL DEVELOPMENT AND/OR LEADERSHIP FOR STUDENTS AT COLGATE UNIVERSITY.NONEHAMILTON, NY, US$43,001
Paid Grant-THE ORGANIZATION SUPPORTS AND SPONSORS GRANT PROGRAMS THAT FOSTER ADVANCES IN EDUCATION PERSONAL DEVELOPMENT AND/OR LEADERSHIP FOR STUDENTS AT COLGATE UNIVERSITY.NONEHAMILTON, NY, US$3,894
Filing and Contact Details

Filer

EIN
20-3690008
Raw XML Appendix268 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount01500
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01500
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE 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.
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount017602
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/Description0MEMBER SURPLUS ALLOCATION
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/RelatedOrExemptFunctionIncome05982
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount017602
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome05982
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA023584
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome017602
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps046895
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss046895
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss045000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm017602
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm017602
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss017602
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01984
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome013381
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps013887
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss013887
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss05982
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm04221
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss04221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome017602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps062379
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss066600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome017602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses068584
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps015484
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04221
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss019705
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps097
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss097
IRS990PF/BalanceSheets/CashBOY05900
IRS990PF/BalanceSheets/CashEOY0366
IRS990PF/BalanceSheets/CashEOYFMV0366
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0308360
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0426775
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY095258
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0442093
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY017115
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY015318
IRS990PF/BalanceSheets/TotalAssetsBOY0426633
IRS990PF/BalanceSheets/TotalAssetsEOY0442459
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0442459
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0426633
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0442459
IRS990PF/BalanceSheets/TotalNetAssetsBOY0426633
IRS990PF/BalanceSheets/TotalNetAssetsEOY0442459
IRS990PF/BalanceSheets/UnrestrictedBOY0426633
IRS990PF/BalanceSheets/UnrestrictedEOY0442459
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01984
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases013842
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0442459
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0426633
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0442459
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0268
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0268
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0268
IRS990PF/DistributableAmount/TotalTax0268
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0268
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0268
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0268
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0268
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0442459
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHRIS BALESTRA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PAUL LOBO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President & CEO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10TACONIC INV PTRS 111 8TH AV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112020 12th ST NW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WASHINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1DC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode010011
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode120009
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions062379
IRS990PF/QualifyingDistributions/ExpensesAndContributions062379
IRS990PF/QualifyingDistributions/QualifyingDistributions062379
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10GAIR MERES
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03158243002
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 377
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HAMILTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0133461205
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10UNRESTRICTED GIFT TO COLGATE UNIVERSITY
IRS990PF/SummaryOfDirectCharitableActy/Description20GIFTS TO COLGATE UNIVERSITY FOR SCHOLARSHIPS
IRS990PF/SummaryOfDirectCharitableActy/Expenses1045000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03894
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount143001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0THE ORGANIZATION SUPPORTS AND SPONSORS GRANT PROGRAMS THAT FOSTER ADVANCES IN EDUCATION PERSONAL DEVELOPMENT AND/OR LEADERSHIP FOR STUDENTS AT COLGATE UNIVERSITY.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1THE ORGANIZATION SUPPORTS AND SPONSORS GRANT PROGRAMS THAT FOSTER ADVANCES IN EDUCATION PERSONAL DEVELOPMENT AND/OR LEADERSHIP FOR STUDENTS AT COLGATE UNIVERSITY.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0AWARDS SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1COLGATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0UNDERGRADUATE MEMBERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1013 OAK ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1113 OAK ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HAMILTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1HAMILTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode013346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode113346
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear046895
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship0THE IOTA CHAPTER IS THE UNDERGRADUATES OF THE THETA CHI AT COLGATE UNIVERSITY. THE UNDERGRADUATES WILL MAKE CONTRIBUTIONS SUPPORTING THE FOUNATION.
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship1THE ALUMNI ORGANIZATION SUPPORTS COLGATE UNIVERSTITY AND THE STUDENTS AT COLGATE UNIVERSITY. THE ALUMNI WILL FINANCIALLY SUPPORT THE FOUNDATION.
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship2THE FRATERNITY/SORORITY ALUMNI ASSOC. LLC MANAGES THE DAY TO DAY FINANCIAL AND OPERATIONAL AFFAIRS OF THE FOUNDATION THROUGHOUT THE YEAR.
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine10THETA CHI IOTA CHAPTER
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine11THETA CHI ALUMNI
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine12THE FRATERNITYSORORITY A
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization0501C7
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization1501C7
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization2LLC
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0true
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1025624
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2021057
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3041852
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4017497
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0168409
IRS990PF/UndistributedIncome/ExcessFromCurrentYear062379
IRS990PF/UndistributedIncome/ExcessFromYear1025624
IRS990PF/UndistributedIncome/ExcessFromYear2021057
IRS990PF/UndistributedIncome/ExcessFromYear3041852
IRS990PF/UndistributedIncome/ExcessFromYear4017497
IRS990PF/UndistributedIncome/QualifyingDistributions062379
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus062379
IRS990PF/UndistributedIncome/TotalCorpus0168409
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0106030
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0POSTAGE AND DELIVERY
OtherExpensesSchedule/OtherExpenses/Description1NYS TAXES
OtherExpensesSchedule/OtherExpenses/Description2INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpenses/Description3FSAA FEES AND EXPENSES
OtherExpensesSchedule/OtherExpenses/Description4FEDERAL TAXES
OtherExpensesSchedule/OtherExpenses/Description5ALLOCATION BETWEEN MEMBERS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps052
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1110
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2270
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps37654
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps4267
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps55534
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks052
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1110
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2270
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks37654
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4267
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks55534
OtherIncomeSchedule2/OtherIncome/Description0MEMBER SURPLUS ALLOCATION
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks05982
OtherIncreasesSchedule/OtherIncreases/Amount013842
OtherIncreasesSchedule/OtherIncreases/Description0CHANGE IN MARKET VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount04221
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome04221
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0203690008
ReturnHeader/Filer/Name/BusinessNameLine10THETA CHI ALUMNI FOUNDATION INC
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/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-05
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/Name0Sarah Marshall CPA
ReturnHeader/Preparer/Phone03153636949
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-05T05:33:43-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$442,459
Liabilities
$0
Net assets
$442,459
Revenue
-
Expenses
$66,600
Net income
-
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