Civic Intelligence

Theta Chi Alumni Foundation Inc.

990PF • Fiscal year 2019 • EIN 20-3690008

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 05, 2019

Organization Profile
PO Box 377Hamilton, NY 13346

(315) 824-3002

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2019 filings • NTEE B • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.00x

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

2019 filings • NTEE B • $500k-$1M nonprofits • Source year 2019

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2019 filings • NTEE B • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2019 filings • NTEE B • $500k-$1M nonprofits • Source year 2019

Asset Growth

54th percentile

5.2%

Faster asset growth than 54% of similar nonprofits.

2019 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

117%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$504,379

Up $24,801 (+5.2%) from 2018

Net Assets

Up

$504,379

Up $24,801 (+5.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin83rd percentile

Revenue

Up

$72,259

Up $38,937 (+117%) from 2018

Expenses

Down

$52,387

Down $1,733 (-3.2%) from 2018

Net Income

Up

$19,872

Up $40,670 (+196%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$504,379
Liabilities$0
Net Assets$504,379
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

2019

Revenue$72,259
Expenses$52,387
Net Income$19,872
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 5, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL LOBOPresident-$0--
CHRIS BALESTRATreasurer-$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$32,551
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$1,000
Filing and Contact Details

Filer

Filer Name
Theta Chi Alumni Foundation Inc
EIN
20-3690008
Phone
3158243002
Address
PO BOX 377, HAMILTON, NY 13346

Signing Officer

Name
Paul Lobo
Title
President
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Marshall & Hatfield Inc
Address
317 MAIN ST, ONEIDA, NY 13421-2144
Preparer
Sarah Marshall CPA
Phone
3153636949
Raw XML Appendix258 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE 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.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL LOBO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRIS BALESTRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0GIFTS TO COLGATE UNIVERSITY UNDERGRADUATE MEMBERS FOR SCHOLARSHIPS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1THE ORGANIZATION SUPPORTS AND SPONSORS GRANT PROGRAMS THAT FOSTER ADVANCES IN EDUCATION, PERSONAL DEVELOPMENT AND/OR LEADERSHIP FOR STUDENTS AT COLGATE UNIVERSITY.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt2THETA CHI IOTA CHAPTER
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0THE FRATERNITY/SORORITY ALUMNI ASSOC. LLC MANAGES THE DAY TO DAY FINANCIAL AND OPERATIONAL AFFAIRS OF THE FOUNDATION THROUGHOUT THE YEAR.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt1THE ALUMNI ORGANIZATION SUPPORTS COLGATE UNIVERSTITY AND THE STUDENTS AT COLGATE UNIVERSITY. THE ALUMNI WILL FINANCIALLY SUPPORT THE FOUNDATION.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt2THE IOTA CHAPTER IS THE UNDERGRADUATES OF THE THETA CHI AT COLGATE UNIVERSITY. THE UNDERGRADUATES WILL MAKE CONTRIBUTIONS SUPPORTING THE FOUNDATION.
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt058026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt058026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0325654
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046122
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt090205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt048071
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046122
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046122
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0383680
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0337558
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FSAA FEES AND EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TAXES - FEDERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TAXES - NEW YORK
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09641
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05698
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1467
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05698
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19641
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3467
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04929
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LOBO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA CHI ALUMNI FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0203690008
ReturnHeader/Filer/PhoneNum03158243002
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 377
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013346
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/ZIPCd0134212144
ReturnHeader/PreparerPersonGrp/PhoneNum03153636949
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah Marshall CPA
ReturnHeader/ReturnTs02019-11-05T08:54:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$504,379
Liabilities
$0
Net assets
$504,379
Revenue
$72,259
Expenses
$52,387
Net income
$19,872
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
2019Detailed filing. Detailed filing data is available for this year.$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