Civic Intelligence

Theta Chi Fraternity Iota Omega Chapter

990 • Fiscal year 2011 • EIN 21-0577978

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 15, 2012

3330 Founders Road46268-1333
Siviq Scores

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

Liabilities / Assets

19th percentile

0.04x

Higher debt load relative to assets than 19% of similar nonprofits.

2011 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

86th percentile

9.3%

Faster asset growth than 86% of similar nonprofits.

2011 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,692,804

Up $314,465 (+9.3%) from 2010

Net Assets

Up

$3,543,662

Up $394,562 (+13%) from 2010

Liabilities

Down

$149,142

Down $80,097 (-35%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,316,676

Up $168,764 (+7.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $3,378,339Liabilities 2010: $229,239Net Assets 2010: $3,149,1002010Assets 2011: $3,692,804Liabilities 2011: $149,142Net Assets 2011: $3,543,6622011Assets 2012: $4,140,503Liabilities 2012: $317,881Net Assets 2012: $3,822,6222012Assets 2013: $4,225,417Liabilities 2013: $304,679Net Assets 2013: $3,920,7382013Assets 2014: $6,876,988Liabilities 2014: $2,741,852Net Assets 2014: $4,135,1362014Assets 2015: $6,591,653Liabilities 2015: $2,252,753Net Assets 2015: $4,338,9002015Assets 2016: $6,792,705Liabilities 2016: $2,346,551Net Assets 2016: $4,446,1542016Assets 2017: $6,852,956Liabilities 2017: $2,101,209Net Assets 2017: $4,751,7472017Assets 2018: $7,442,663Liabilities 2018: $2,513,826Net Assets 2018: $4,928,8372018Assets 2019: $7,884,499Liabilities 2019: $2,372,322Net Assets 2019: $5,512,1772019Assets 2020: $8,100,718Liabilities 2020: $2,404,829Net Assets 2020: $5,695,8892020Assets 2021: $7,978,485Liabilities 2021: $2,425,050Net Assets 2021: $5,553,4352021Assets 2022: $2,675,472Liabilities 2022: $1,004,825Net Assets 2022: $1,670,6472022Assets 2023: $1,868,008Liabilities 2023: $1,046,790Net Assets 2023: $821,2182023

Highlighted filing

2011

Assets$3,692,804
Liabilities$149,142
Net Assets$3,543,662

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,147,9122010Expenses 2011: $2,316,6762011Expenses 2012: $2,448,6862012Expenses 2013: $3,167,5392013Revenue 2014: $3,712,197Expenses 2014: $3,572,147Net Income 2014: $140,0502014Revenue 2015: $4,256,046Expenses 2015: $3,893,477Net Income 2015: $362,5692015Revenue 2016: $4,095,275Expenses 2016: $3,931,472Net Income 2016: $163,8032016Revenue 2017: $4,533,348Expenses 2017: $4,358,948Net Income 2017: $174,4002017Revenue 2018: $4,640,092Expenses 2018: $4,483,058Net Income 2018: $157,0342018Revenue 2019: $5,698,571Expenses 2019: $5,199,325Net Income 2019: $499,2462019Revenue 2020: $4,920,273Expenses 2020: $4,691,032Net Income 2020: $229,2412020Revenue 2021: $3,961,142Expenses 2021: $4,508,192Net Income 2021: -$547,0502021Revenue 2022: $5,783,656Expenses 2022: $9,661,080Net Income 2022: -$3,877,4242022Revenue 2023: $5,802,095Expenses 2023: $6,651,701Net Income 2023: -$849,6062023

Highlighted filing

2011

Revenue-
Expenses$2,316,676
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 15, 2012
Return Version
2010v3.4
Gross Receipts
$2,554,244
Mission and Program Overview

Mission

See schedule othe purpose of theta chi fraternity, inc., a new york corporation (the "corporation"), shall be to establish, maintain, govern, improve and promote the welfare of a fraternal order to be known as "theta chi fraternity" (the "fraternity"), which shall have for its objects: the mutual benefit and assistance of its members; the binding by closer bonds of its members one to another; the rendition of mutual assistance to its members during life and after their death to their dependents; the assisting of needy but deserving young men to obtain a higher education; the fostering of high scholastic achievement among its members; the extending of true charity to those who need such assistance; the promoting of good citizenship; the training and the developing of civic leaders; and, by all means within its power, the inculcation and the extension throughout the land of the highest ideals of honor, charity, tolerance, and true patriotism.

Major Activities

Activity 2
Deranian presidents conference: education leadership conference providing keynote speakers, breakout educational sessions, and human development. It is a 2 day event and includes leadership development, risk manangement, personal finance, and management skills.
Activity 3
Mid-year leadership conference: education leadership conference providing keynote speakers, breakout educational sessions, and human development. It is a 2 day event and includes leadership development, risk manangement, personal finance, and management skills.
Filing and Contact Details

Filer

EIN
21-0577978
Raw XML AppendixShowing 400 of 459 raw XML fields

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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0THE APPLICATION FOR THE GRANT FUNDS ARE SPECIFIC AS TO THE USE AND THEN THE FOUNDATION CHAPTER IS RESPONSIBLE FOR USING THE FUNDS ACCORDINGLY. THETA CHI FRATERNITY AND THE FOUNDATION CHAPTER BOTH RECEIVE AUDITED FINANCIAL STATEMENTS, THEREFORE THE FRATERNITY UTILIZES THESE AUDITS AS MONITORING MECHANISMS.
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IRS990ScheduleI/RecipientTable/AmountOfCashGrant035000
IRS990ScheduleI/RecipientTable/EINOfRecipient0214014559
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0FOR USE IN ACHIEVING THE MISSION OF THE FOUNDATION CHAPTER OF THETA CHI FRATERNITY, INC.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10THE FOUNDATION CHAPTER OF THETA CHI FRATERNITY INC
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE UNDERGRADUATE MEMBERSHIP NOMINATES INDIVIDUALS FOR ELECTION. ELECTIONS ARE HELD EVERY TWO YEARS AND IS VOTED ON BY THE UNDERGRADUATE MEMBERS ALONG WITH ALUMNUS MEMBERS. TERMS OF SERVICE ARE FOUR YEARS AND THEY CAN SERVE TWO CONSECUTIVE TERMS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE ASSOCIATE EXECUTIVE DIRECTOR BEFORE IT IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation2ALL EMPLOYEES AND VOLUNTEERS ARE REQUIRED TO READ AND SIGN OFF ON THE POLICY EVERY TWO YEARS. IT IS MONITORED BY THE HEADQUARTERS STAFF.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BOARD OF DIRECTORS HAVE AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR AND DETERMINE ANY SALARY INCREASES AT THAT TIME. THE NATIONAL TREASURER NOTIFIES PROPER STAFF TO THE SALARY OR BONUS COMPENSATION.
IRS990ScheduleO/GeneralExplanation/Explanation4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE HEADQUARTERS FOR REVIEW ANYTIME DURING REGULAR BUSINESS HOURS.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 166,125.
IRS990ScheduleO/GeneralExplanation/Explanation6THETA CHI FRATERNITY'S BOARD OF DIRECTORS ARE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier2CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0IN
IRS990/StatesWhereCopyOfReturnIsFiled0IN
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY020000
IRS990/TemporarilyRestrictedNetAssets/EOY012375
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine103330 FOUNDERS ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0INDIANAPOLIS
IRS990/TheBooksAreInCareOf/AddressUS/State0IN
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0462681333
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JAMES POWELL
IRS990/TheBooksAreInCareOf/TelephoneNumber03178241881
IRS990/TotalAssets/BOY03378339
IRS990/TotalAssetsBOY03378339
IRS990/TotalAssets/EOY03692804
IRS990/TotalAssetsEOY03692804
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear02316676
IRS990/TotalExpensesPriorYear02147912
IRS990/TotalFunctionalExpenses/Total02316676
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY0229239

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.87$1.05$0.82$5.80$6.65$0.85
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$1.00$1.67$5.78$9.66$3.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$2.43$5.55$3.96$4.51$0.55
2020Summary only. Only limited summary data is available for this year.$8.10$2.40$5.70$4.92$4.69$0.23
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.88$2.37$5.51$5.70$5.20$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$2.51$4.93$4.64$4.48$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.85$2.10$4.75$4.53$4.36$0.17
2016Detailed filing. Detailed filing data is available for this year.$6.79$2.35$4.45$4.10$3.93$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.59$2.25$4.34$4.26$3.89$0.36
2014Detailed filing. Detailed filing data is available for this year.$6.88$2.74$4.14$3.71$3.57$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.30$3.92$3.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.32$3.82$2.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.15$3.54$2.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.23$3.15$2.15
Peer Organizations

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