Civic Intelligence

Zeta Sigma Educational Foundation Inc

990EZ • Fiscal year 2016 • EIN 22-3867009

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profilewww.aggiedelts.org
11794 Coronado TrlFrisco, TX 75033-0232

(214) 425-0302

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.69x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

4.12x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

89th percentile

29%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-0.0%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

0.0%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$473,636

Down $96 (-0.0%) from 2015

Net Assets

Up

$145,244

Up $22,805 (+19%) from 2015

Liabilities

Down

$328,392

Down $22,901 (-6.5%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin89th percentile

Revenue

Flat

$79,800

Flat from 2015

Expenses

Down

$56,995

Down $20,245 (-26%) from 2015

Net Income

Up

$22,805

Up $20,245 (+791%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2016

Assets$473,636
Liabilities$328,392
Net Assets$145,244
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

2016

Revenue$79,800
Expenses$56,995
Net Income$22,805
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$79,800
Mission and Program Overview

Mission

Manage Operations of Fraternity House

Program Services

DescriptionGrantsExpenses
Maintained Fraternity house and managed operations-$20,756
Compensation and Service Providers
Top Officer Pay92nd percentile

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
Chad Kauffman
Title
President
Phone
2144250302
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Prewitt CPA PLLC
Address
4245 N Central Expy Ste 235, Dallas, TX 75205
Preparer
John Mark Prewitt
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 AmountBank Charges 8Mortgage Interest & Escrow Account 30,996”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearSecured Mortgages 307,468 292,706Notes Payable - Road Construct 43,825 35,686”

Raw XML Appendix135 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/PhoneNum02144250302
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011794 Coronado Trl
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Frisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750330232
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08732
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08636
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022805
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05235
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0473732
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IRS990EZ/GrossReceiptsAmt079800
IRS990EZ/GrossReceiptsForPublicUseAmt079800
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0465000
IRS990EZ/LandAndBuildingsGrp/EOYAmt0465000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0122439
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0145244
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0122439
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/OtherExpensesTotalAmt031004
IRS990EZ/OtherRevenueTotalAmt079800
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Manage Operations of Fraternity House
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintained Fraternity house and managed operations
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020756
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0351293
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0328392
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056995
IRS990EZ/TotalProgramServiceExpensesAmt020756
IRS990EZ/TotalRevenueAmt079800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.aggiedelts.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRent Income 79,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Charges 8Mortgage Interest & Escrow Account 30,996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearSecured Mortgages 307,468 292,706Notes Payable - Road Construct 43,825 35,686
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chad Kauffman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02144250302
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07562102017319n2rleer
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.161.136.43
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTm015:50:36
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/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Mark Prewitt
ReturnHeader/ReturnTs02017-11-14T17:03:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,636
Liabilities
$328,392
Net assets
$145,244
Revenue
$79,800
Expenses
$56,995
Net income
$22,805
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