Civic Intelligence

Theta Sigma Associate Chapter of Pi Kappa Phi Fraternity

990EZ • Fiscal year 2023 • EIN 20-8430778

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 16, 2024

Organization ProfileN/A
503 Rose AveLong Beach, CA 90802

(858) 705-5531

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

57th percentile

4.9%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

98th percentile

178%

Faster asset growth than 98% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$5,801

Up $3,714 (+178%) from 2022

Net Assets

Up

$5,801

Up $3,714 (+178%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$75,455

Up $10,383 (+16%) from 2022

Expenses

Up

$71,741

Up $7,827 (+12%) from 2022

Net Income

Up

$3,714

Up $2,556 (+221%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$20K$15K$10K$5.0K$0Assets 2013: $9,427Net Assets 2013: $9,4272013Assets 2014: $9,754Net Assets 2014: $9,7542014Assets 2015: $5,451Liabilities 2015: $02015Assets 2016: $19,739Liabilities 2016: $0Net Assets 2016: $19,7392016Assets 2017: $10,006Liabilities 2017: $0Net Assets 2017: $10,0062017Assets 2022: $2,087Net Assets 2022: $2,0872022Assets 2023: $5,801Net Assets 2023: $5,8012023Assets 2024: $5,801Net Assets 2024: $5,8012024Assets 2025: $5,801Liabilities 2025: $0Net Assets 2025: $5,8012025

Highlighted filing

2023

Assets$5,801
Liabilities-
Net Assets$5,801
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $87,714Expenses 2013: $91,680Net Income 2013: -$3,9662013Revenue 2014: $88,560Expenses 2014: $91,943Net Income 2014: -$3,3832014Revenue 2015: $89,099Expenses 2015: $93,075Net Income 2015: -$3,9762015Revenue 2016: $67,169Expenses 2016: $52,881Net Income 2016: $14,2882016Revenue 2017: $71,397Expenses 2017: $81,130Net Income 2017: -$9,7332017Revenue 2022: $65,072Expenses 2022: $63,914Net Income 2022: $1,1582022Revenue 2023: $75,455Expenses 2023: $71,741Net Income 2023: $3,7142023Revenue 2024: $77,607Expenses 2024: $77,607Net Income 2024: $02024Revenue 2025: $108,644Expenses 2025: $108,644Net Income 2025: $02025

Highlighted filing

2023

Revenue$75,455
Expenses$71,741
Net Income$3,714
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 16, 2024
Return Version
2022v5.0
Gross Receipts
$75,455
Mission and Program Overview

Mission

To provide brotherhood and develop leadership

To create an uncommon and lifelong brotherhood that develops leaders and encourages service to others for the betterment of our communities.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZACHARY ALLUMSTreasurer-$0--
NIKO MARQUEZArchon-$0--
DEVIN MUNITZSecretary-$0--
KAI MUHLWOODChaplain-$0--
Filing and Contact Details

Filer

Filer Name
Theta Sigma Associate Chapter
EIN
20-8430778
Phone
8587055531
Address
503 ROSE AVE, LONG BEACH, CA 90802

Signing Officer

Name
Zachary Allums
Title
Treasurer
Signed
2024-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses chapter dues & fees 17,377 chapter operations 27,114 total 44,491”

Form 990-ez, Part III

“To create an uncommon and lifelong brotherhood that develops leaders and encourages service to others for the betterment of our communities.”

Raw XML Appendix99 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/PersonNm0ZACHARY ALLUMS
IRS990EZ/BooksInCareOfDetail/PhoneNum08587055531
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02204 CONQUISTA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090815
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02087
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05801
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03714
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06404
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02087
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05801
IRS990EZ/GrossReceiptsAmt075455
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt04715
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02087
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05801
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02087
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05801
IRS990EZ/OccupancyRentUtltsAndMaintAmt020846
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ZACHARY ALLUMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NIKO MARQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEVIN MUNITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAI MUHLWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPLAIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044491
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CREATE AN UNCOMMON AND LIFELONG BROTHERHOOD THAT DEVELOPS LEADERS AND ENCOURAGES SERVICE TO OTHERS FOR THE BETTERMENT OF OUR COMMUNITIES.
IRS990EZ/ProgramServiceRevenueAmt075455
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071741
IRS990EZ/TotalRevenueAmt075455
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAPTER DUES & FEES 17,377 CHAPTER OPERATIONS 27,114 TOTAL 44,491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO CREATE AN UNCOMMON AND LIFELONG BROTHERHOOD THAT DEVELOPS LEADERS AND ENCOURAGES SERVICE TO OTHERS FOR THE BETTERMENT OF OUR COMMUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ZACHARY ALLUMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA SIGMA ASSOCIATE CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF PI KAPPA PHI FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0208430778
ReturnHeader/Filer/PhoneNum08587055531
ReturnHeader/Filer/USAddress/AddressLine1Txt0503 ROSE AVE
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090802
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02024-06-14T15:01:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERRETTI
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,801
Liabilities
-
Net assets
$5,801
Revenue
$75,455
Expenses
$71,741
Net income
$3,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.09$1.09$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.78$0.78$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.75$0.72$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.65$0.64$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.71$0.81$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.67$0.53$0.14
2015Summary only. Only limited summary data is available for this year.$0.05$0.00$0.89$0.93$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.89$0.92$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.09$0.88$0.92$0.04