Civic Intelligence

Zeta Sigma Educational Foundation Inc

EIN 22-3867009 • 501(c)7 • Frisco, TX

Profile

Manage Operations of Fraternity House

11794 Coronado TrlFrisco, TX 75033-0232

www.aggiedelts.org

Siviq Scores

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

Liabilities / Assets

88th percentile

0.41x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

2.53x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

40%

Higher net margin than 92% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

55th percentile

2.3%

Faster asset growth than 55% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

0.0%

Faster revenue growth than 43% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$491,960

Up $11,004 (+2.3%) from 2020

Liabilities

Down

$201,601

Down $20,802 (-9.4%) from 2020

Net Assets

Up

$290,359

Up $31,806 (+12%) from 2020

Operations
Liabilities / Revenue98th percentileNet Margin92nd percentile

Revenue

Flat

$79,800

Flat from 2020

Expenses

Down

$47,994

Down $8,456 (-15%) from 2020

Net Income

Up

$31,806

Up $8,456 (+36%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2010: $447,122Liabilities 2010: $345,500Net Assets 2010: $101,6222010Assets 2011: $541,098Liabilities 2011: $336,000Net Assets 2011: $205,0982011Assets 2012: $538,873Liabilities 2012: $336,000Net Assets 2012: $202,8732012Assets 2013: $482,594Liabilities 2013: $395,095Net Assets 2013: $87,4992013Assets 2014: $481,423Liabilities 2014: $372,856Net Assets 2014: $108,5672014Assets 2015: $473,732Liabilities 2015: $351,293Net Assets 2015: $122,4392015Assets 2016: $473,636Liabilities 2016: $328,392Net Assets 2016: $145,2442016Assets 2017: $475,149Liabilities 2017: $304,0712017Assets 2018: $478,857Liabilities 2018: $278,2392018Assets 2019: $485,694Liabilities 2019: $250,491Net Assets 2019: $235,2032019Assets 2020: $480,956Liabilities 2020: $222,403Net Assets 2020: $258,5532020Assets 2021: $491,960Liabilities 2021: $201,601Net Assets 2021: $290,3592021

Highlighted filing

2021

Assets$491,960
Liabilities$201,601
Net Assets$290,359
Open 2021 Filing

Operations Trend

Revenue Growth43rd percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $66,0142010Revenue 2011: $67,800Expenses 2011: $69,526Net Income 2011: -$1,7262011Revenue 2012: $67,800Expenses 2012: $65,901Net Income 2012: $1,8992012Revenue 2013: $135,645Expenses 2013: $124,124Net Income 2013: $11,5212013Revenue 2014: $79,800Expenses 2014: $70,171Net Income 2014: $9,6292014Revenue 2015: $79,800Expenses 2015: $77,240Net Income 2015: $2,5602015Revenue 2016: $79,800Expenses 2016: $56,995Net Income 2016: $22,8052016Revenue 2017: $91,640Expenses 2017: $65,806Net Income 2017: $25,8342017Revenue 2018: $106,565Expenses 2018: $77,025Net Income 2018: $29,5402018Revenue 2019: $86,800Expenses 2019: $52,215Net Income 2019: $34,5852019Revenue 2020: $79,800Expenses 2020: $56,450Net Income 2020: $23,3502020Revenue 2021: $79,800Expenses 2021: $47,994Net Income 2021: $31,8062021

Highlighted filing

2021

Revenue$79,800
Expenses$47,994
Net Income$31,806
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$491,960
Liabilities
$201,601
Net assets
$290,359
Revenue
$79,800
Expenses
$47,994
Net income
$31,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.92$2.02$2.90$0.80$0.48$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.81$2.22$2.59$0.80$0.56$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.86$2.50$2.35$0.87$0.52$0.35
2018Summary only. Only limited summary data is available for this year.$4.79$2.78$1.07$0.77$0.30
2017Summary only. Only limited summary data is available for this year.$4.75$3.04$0.92$0.66$0.26
2016Detailed filing. Detailed filing data is available for this year.$4.74$3.28$1.45$0.80$0.57$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.74$3.51$1.22$0.80$0.77$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.81$3.73$1.09$0.80$0.70$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.83$3.95$0.87$1.36$1.24$0.12
2012Summary only. Only limited summary data is available for this year.$5.39$3.36$2.03$0.68$0.66$0.02
2011Summary only. Only limited summary data is available for this year.$5.41$3.36$2.05$0.68$0.70$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$3.46$1.02$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$79,800
Mission and Program Overview

Mission

Manage Operations of Fraternity House

Program Services

DescriptionGrantsExpenses
Maintained Fraternity house and managed operations.-$47,994
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chad KauffmanPresident-$0--
Jon KaslingVP Administrator-$0--
Kenneth HermanVP External Affairs-$0--
Trent BristowTreasurer-$0--
Dain TolbertSecretary-$0--
Robert MoritzHouse And Grounds Chairman-$0--
Filing and Contact Details

Filer

Filer Name
Zeta Sigma Educational Foundation
EIN
22-3867009
Address
11794 Coronado Trl, Frisco, TX 75033-0232

Signing Officer

Name
Trent Bristow
Title
Treasurer
Phone
8176805264
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Prewitt CPA PLLC
Address
4245 N Central Expy Ste 235, Dallas, TX 75205
Preparer
Brendan OConnor
Phone
2145284511
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountRent Income 79,800”

Description of other expenses Part I line 16

“Description AmountMortgage Interest 11,841”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearSecured Mortgages 222,403 201,601”

Raw XML Appendix131 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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IRS990EZ/BooksInCareOfDetail/PersonNm0Chad Kauffman
IRS990EZ/BooksInCareOfDetail/PhoneNum08176805264
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011794 Coronado Trl
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Frisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750330232
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015956
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026960
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031806
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0480956
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0491960
IRS990EZ/GrossReceiptsAmt079800
IRS990EZ/GrossReceiptsForPublicUseAmt079800
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0465000
IRS990EZ/LandAndBuildingsGrp/EOYAmt0465000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0258553
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0290359
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0258553
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0290359
IRS990EZ/OccupancyRentUtltsAndMaintAmt036153
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chad Kauffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jon Kasling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kenneth Herman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Trent Bristow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dain Tolbert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Robert Moritz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Administrator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP External Affairs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5House and Grounds Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011841
IRS990EZ/OtherRevenueTotalAmt079800
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Manage Operations of Fraternity House
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintained Fraternity house and managed operations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047994
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0222403
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0201601
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047994
IRS990EZ/TotalProgramServiceExpensesAmt047994
IRS990EZ/TotalRevenueAmt079800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.aggiedelts.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRent Income 79,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMortgage Interest 11,841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearSecured Mortgages 222,403 201,601
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Trent Bristow
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08176805264
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Zeta Sigma Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
ReturnHeader/Filer/EIN0223867009
ReturnHeader/Filer/USAddress/AddressLine1Txt011794 Coronado Trl
ReturnHeader/Filer/USAddress/CityNm0Frisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750330232
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471273764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Prewitt CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04245 N Central Expy Ste 235
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075205
ReturnHeader/PreparerPersonGrp/PhoneNum02145284511
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brendan OConnor
ReturnHeader/ReturnTs02022-11-15T15:23:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Trent
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bristow
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.