Civic Intelligence

Zeta Beta Tau Fraternity - Theta

EIN 23-1247231 • 501(c)7 • New York, NY

Profile

Fraternity house - to maintain and operate a facility in connection with the univeristy of pennsylvania for members of the organization.

345 E 94th St Apt 12ENew York, NY 10128

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

88th percentile

30%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

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

Asset Growth

55th percentile

2.6%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

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

Assets

Up

$34,072

Up $848 (+2.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$34,072

Up $848 (+2.6%) from 2020

Revenue

Down

$2,838

Down $9,861 (-78%) from 2020

Expenses

Down

$1,990

Down $9,701 (-83%) from 2020

Net Income

Down

$848

Down $160 (-16%) from 2020

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $31,350Liabilities 2011: $0Net Assets 2011: $31,3502011Assets 2012: $52,119Liabilities 2012: $0Net Assets 2012: $52,1192012Assets 2013: $39,077Liabilities 2013: $0Net Assets 2013: $39,0772013Assets 2014: $32,721Liabilities 2014: $0Net Assets 2014: $32,7212014Assets 2015: $25,701Liabilities 2015: $0Net Assets 2015: $25,7012015Assets 2016: $35,737Liabilities 2016: $0Net Assets 2016: $35,7372016Assets 2017: $27,004Liabilities 2017: $0Net Assets 2017: $27,0042017Assets 2018: $23,376Liabilities 2018: $0Net Assets 2018: $23,3762018Assets 2019: $32,216Liabilities 2019: $0Net Assets 2019: $32,2162019Assets 2020: $33,224Liabilities 2020: $0Net Assets 2020: $33,2242020Assets 2021: $34,072Liabilities 2021: $0Net Assets 2021: $34,0722021

Highlighted filing

2021

Assets$34,072
Liabilities$0
Net Assets$34,072

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $9,996Expenses 2011: $14,281Net Income 2011: -$4,2852011Revenue 2012: $22,846Expenses 2012: $2,077Net Income 2012: $20,7692012Revenue 2013: $9,160Expenses 2013: $22,202Net Income 2013: -$13,0422013Revenue 2014: $17,188Expenses 2014: $23,544Net Income 2014: -$6,3562014Revenue 2015: $11,982Expenses 2015: $19,002Net Income 2015: -$7,0202015Revenue 2016: $29,901Expenses 2016: $19,865Net Income 2016: $10,0362016Revenue 2017: $9,261Expenses 2017: $17,994Net Income 2017: -$8,7332017Revenue 2018: $34,927Expenses 2018: $38,555Net Income 2018: -$3,6282018Revenue 2019: $22,843Expenses 2019: $14,003Net Income 2019: $8,8402019Revenue 2020: $12,699Expenses 2020: $11,691Net Income 2020: $1,0082020Revenue 2021: $2,838Expenses 2021: $1,990Net Income 2021: $8482021

Highlighted filing

2021

Revenue$2,838
Expenses$1,990
Net Income$848

Filings

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Gross Receipts
$12,699
Mission and Program Overview

Mission

Fraternity house - to maintain and operate a facility in connection with the univeristy of pennsylvania for members of the organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,199$23,998▲ $2,799
Cash and Non-Interest-Bearing Accounts$11,017$9,226▼ $1,791
Total Assets$32,216$33,224▲ $1,008
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,216$33,224▲ $1,008
Total Net Assets Fund Balance$32,216$33,224▲ $1,008
Total Liabilities and Net Assets / Fund Balance$32,216$33,224▲ $1,008
Compensation and Service Providers

Board Members and Trustees

NameTitle
Samuel FarberTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$9,900
Program Service Revenue
$0
Investment Income
$2,799
Other Revenue
$0
Change in Net Assets
$1,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,691
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$9,891
Fees for Services Accounting---$1,800
Total Functional Expenses$0$0$0$11,691
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Zeta Beta Tau Fraternity - Theta
EIN
23-1247231
Phone
5085593520
Address
345 E 94TH ST APT 12E, NEW YORK, NY 10128

Signing Officer

Name
Samuel Farber
Title
Trustee
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samuel Farber
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Strouss Hui Roomberg Ellis Pc
Address
101 GREENWOOD AVENUE SUITE 202, JENKINTOWN, PA 19046-2634
Preparer
Lance Rultenberg
Phone
2158863100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Fraternity house - to maintain and operate a facility in connection with the univeristy of pennsylvania for members of the organization.

Form 990, Part IX, Line 11G

Bank fees 20 0 0 fraternity dinners/receptions 9,871 0 0 total 9,891 0 0

Raw XML Appendix212 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FRATERNITY HOUSE - TO MAINTAIN AND OPERATE A FACILITY IN CONNECTION WITH THE UNIVERISTY OF PENNSYLVANIA FOR MEMBERS OF THE ORGANIZATION.
IRS990/BooksInCareOfDetail/PersonNm0SAMUEL FARBER
IRS990/BooksInCareOfDetail/PhoneNum05085593520
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0245 E 93RD STREET APT 2B
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010128
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt011017
IRS990/CashNonInterestBearingGrp/EOYAmt09226
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt09900
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02799
IRS990/CYOtherExpensesAmt011691
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01008
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt011691
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012699
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FRATERNITY HOUSE - TO MAINTAIN AND OPERATE A FACILITY IN CONNECTION WITH THE UNIVERISTY OF PENNSYLVANIA FOR MEMBERS OF THE ORGANIZATION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01800
IRS990/FeesForServicesOtherGrp/TotalAmt09891
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0SAMUEL FARBER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt012699
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02799
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt02799
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021199
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023998
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt09900
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FRATERNITY HOUSE - TO MAINTAIN AND OPERATE A FACILITY IN CONNECTION WITH THE UNIVERISTY OF PENNSYLVANIA FOR MEMBERS OF THE ORGANIZATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt032216
IRS990/NetAssetsOrFundBalancesEOYAmt033224
IRS990/NetUnrelatedBusTxblIncmAmt0879
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt032216
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt033224
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SAMUEL FARBER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FRATERNITY HOUSE - TO MAINTAIN AND OPERATE A FACILITY IN CONNECTION WITH THE UNIVERISTY OF PENNSYLVANIA FOR MEMBERS OF THE ORGANIZATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt011691
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020064
IRS990/PYInvestmentIncomeAmt02779
IRS990/PYOtherExpensesAmt014003
IRS990/PYRevenuesLessExpensesAmt08840
IRS990/PYTotalExpensesAmt014003
IRS990/PYTotalRevenueAmt022843
IRS990/ReconcilationRevenueExpnssAmt01008
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FRATERNITY HOUSE - TO MAINTAIN AND OPERATE A FACILITY IN CONNECTION WITH THE UNIVERISTY OF PENNSYLVANIA FOR MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES 20 0 0 FRATERNITY DINNERS/RECEPTIONS 9,871 0 0 TOTAL 9,891 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt032216
IRS990/TotalAssetsEOYAmt033224
IRS990/TotalAssetsGrp/BOYAmt032216
IRS990/TotalAssetsGrp/EOYAmt033224
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt09900
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt011691
IRS990/TotalGrossUBIAmt02799
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032216
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033224
IRS990/TotalOtherProgSrvcExpenseAmt011691
IRS990/TotalProgramServiceExpensesAmt011691
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012699
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02799
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032216
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt033224
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
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IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010128
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL FARBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZETA BETA TAU FRATERNITY - THETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER TRUSTEE CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
ReturnHeader/Filer/EIN0231247231
ReturnHeader/Filer/PhoneNum05085593520
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 E 94TH ST APT 12E
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010128
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232866276
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 GREENWOOD AVENUE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190462634
ReturnHeader/PreparerPersonGrp/PhoneNum02158863100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANCE RULTENBERG
ReturnHeader/ReturnTs02021-05-13T10:13:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMUEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FARBER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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