Civic Intelligence

Delta Psi Building Company

990 • Fiscal year 2013 • EIN 23-7373038

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 11, 2014

c/o Britt Terrell4084 Camellia Ave91604

(818) 585-1001

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2013 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

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

2013 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2013

Net Margin

49th percentile

4.2%

Higher net margin than 49% of similar nonprofits.

2013 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2013 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$763,193

No earlier filing loaded for comparison.

Net Assets

$763,193

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$156,022

No earlier filing loaded for comparison.

Expenses

$149,478

No earlier filing loaded for comparison.

Net Income

$6,544

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.

$1.0M$500K$0Assets 2013: $763,193Liabilities 2013: $0Net Assets 2013: $763,1932013Assets 2014: $779,977Liabilities 2014: $0Net Assets 2014: $779,9772014Assets 2015: $772,664Liabilities 2015: $20,315Net Assets 2015: $752,3492015Assets 2016: $788,399Liabilities 2016: $15,178Net Assets 2016: $773,2212016Assets 2017: $798,224Liabilities 2017: $15,179Net Assets 2017: $783,0452017Assets 2018: $804,559Liabilities 2018: $15,179Net Assets 2018: $789,3802018Assets 2019: $812,777Liabilities 2019: $12,828Net Assets 2019: $799,9492019Assets 2020: $855,035Liabilities 2020: $12,778Net Assets 2020: $842,2572020Assets 2021: $832,924Liabilities 2021: $15,433Net Assets 2021: $817,4912021Assets 2022: $819,047Liabilities 2022: $14,249Net Assets 2022: $804,7982022Assets 2023: $902,411Liabilities 2023: $16,349Net Assets 2023: $886,0622023Assets 2024: $910,534Liabilities 2024: $16,499Net Assets 2024: $894,0352024

Highlighted filing

2013

Assets$763,193
Liabilities$0
Net Assets$763,193

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $156,022Expenses 2013: $149,478Net Income 2013: $6,5442013Revenue 2014: $163,038Expenses 2014: $146,254Net Income 2014: $16,7842014Revenue 2015: $155,192Expenses 2015: $182,820Net Income 2015: -$27,6282015Revenue 2016: $180,069Expenses 2016: $159,197Net Income 2016: $20,8722016Revenue 2017: $182,310Expenses 2017: $172,486Net Income 2017: $9,8242017Revenue 2018: $179,376Expenses 2018: $173,041Net Income 2018: $6,3352018Revenue 2019: $204,671Expenses 2019: $180,900Net Income 2019: $23,7712019Revenue 2020: $158,306Expenses 2020: $180,659Net Income 2020: -$22,3532020Revenue 2021: $176,484Expenses 2021: $152,142Net Income 2021: $24,3422021Revenue 2022: $175,877Expenses 2022: $188,057Net Income 2022: -$12,1802022Revenue 2023: $209,580Expenses 2023: $191,144Net Income 2023: $18,4362023Revenue 2024: $220,194Expenses 2024: $199,507Net Income 2024: $20,6872024

Highlighted filing

2013

Revenue$156,022
Expenses$149,478
Net Income$6,544
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 11, 2014
Return Version
2013v3.1
Gross Receipts
$156,022
Mission and Program Overview

Mission

The specific purpose of this exempt organization is to equip and maintain a fraternity house for the use of Delta Psi Chapter of Delta Tau Delta Fraternity, at the University of California at Santa Barbara.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$756,649$763,193▲ $6,544
Land, Buildings, and Equipment, Net$363,498$346,610▼ $16,888
Savings and Temporary Cash Investments$321,328$339,697▲ $18,369
Investments in Publicly Traded Securities$71,758$71,758→ $0
Cash and Non-Interest-Bearing Accounts$65$5,128▲ $5,063
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$756,649$763,193▲ $6,544
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$756,649$763,193▲ $6,544
Total Liabilities and Net Assets / Fund Balance$756,649$763,193▲ $6,544

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$65,471$209,770$275,241
Land$216,625-$216,625
Leasehold Improvements$64,514$124,677$189,191
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin McTaguePresident
Brad SevierDirector
Jeff DavisDirector
Joel WeinerDirector
Minh TranDirector
Steven BoydDirector
Ivan Michutka-CalelSecretary
R Britton TerrellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$149,561
Investment Income
$6,461
Other Revenue
$0
Change in Net Assets
$6,544
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,478
Grants and Similar Amounts Paid$26,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,000--$26,000
All Other Expenses$17,295$300-$17,595
Depreciation Depletion---$16,888
Fees for Services Management$10,469--$10,469
Insurance$9,304--$9,304
Other Expenses$6,728--$6,728
Fees for Services Accounting$2,405$2,406-$4,811
Fees for Services Legal$1,943$1,943-$3,886
Conferences and Meetings$2,430--$2,430
Office Expenses$15--$15
Total Functional Expenses$127,941$4,649$0$149,478
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Various Programs$12,000
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

1. Prior to filing the Form 990 each year, the president and treasurer review the draft Form 990.2. Prior to filing the Form 990 each year, the draft Form 990 is sent to all members of the Board for review.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Copies of any annual return Form 990 for the most recent three years and the organization's exemption application Form 1024 are available on request.

Filing and Contact Details

Filer

EIN
23-7373038
Phone
8185851001

Signing Officer

Name
R Britton Terrell
Title
Treasurer
Signed
2014-08-11
Discuss with paid preparer
Yes

Organization Details

Formed
1949
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Preparer
Dennis F Rose
Phone
8185017788
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

Bank Charge: Column (A) - Total = $300; Column (B) - Program Services = $0; Column (C) - Management & General = $300; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Cleaning and Maintenance: Column (A) - Total = $3235; Column (B) - Program Services = $3235; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Landscaping: Column (A) - Total = $3479; Column (B) - Program Services = $3479; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Plumbing and Electrical: Column (A) - Total = $1073; Column (B) - Program Services = $1073; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Delivery: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Rubbish Removal: Column (A) - Total = $3735; Column (B) - Program Services = $3735; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Supplies: Column (A) - Total = $82; Column (B) - Program Services = $82; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Utilities: Column (A) - Total = $1678; Column (B) - Program Services = $1678; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Water & Sewer: Column (A) - Total = $4013; Column (B) - Program Services = $4013; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Web Hosting: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/ProgramServiceRevenueGrp/Desc1Rent
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01405
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0148156
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0148156
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11405
IRS990/ProgSrvcAccomActy2Grp/Desc0Donations contributed to various philanthropies 501(c)3 organizations including UCSB Univeristy programs.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt026000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025000
IRS990/PYInvestmentIncomeAmt03218
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt099800
IRS990/PYProgramServiceRevenueAmt0150674
IRS990/PYRevenuesLessExpensesAmt029092
IRS990/PYTotalExpensesAmt0124800
IRS990/PYTotalRevenueAmt0153892
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06544
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0156022
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0756649
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0763193
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0321328
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0339697
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt065471
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0209770
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0275241
IRS990ScheduleD/LandGrp/BookValueAmt0216625
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0216625
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt064514
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0124677
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0189191
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0346610
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt012000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Various Programs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10UCSB Various Programs
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10Santa Barbara
IRS990ScheduleI/RecipientTable/USAddress/City0Santa Barbara
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode093106
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01. Prior to filing the Form 990 each year, the president and treasurer review the draft Form 990.2. Prior to filing the Form 990 each year, the draft Form 990 is sent to all members of the Board for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copies of any annual return Form 990 for the most recent three years and the organization's exemption application Form 1024 are available on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charge: Column (A) - Total = $300; Column (B) - Program Services = $0; Column (C) - Management & General = $300; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Cleaning and Maintenance: Column (A) - Total = $3235; Column (B) - Program Services = $3235; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Landscaping: Column (A) - Total = $3479; Column (B) - Program Services = $3479; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Plumbing and Electrical: Column (A) - Total = $1073; Column (B) - Program Services = $1073; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Postage and Delivery: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rubbish Removal: Column (A) - Total = $3735; Column (B) - Program Services = $3735; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies: Column (A) - Total = $82; Column (B) - Program Services = $82; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Utilities: Column (A) - Total = $1678; Column (B) - Program Services = $1678; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Water & Sewer: Column (A) - Total = $4013; Column (B) - Program Services = $4013; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Web Hosting: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0756649
IRS990/TotalAssetsEOYAmt0763193
IRS990/TotalAssetsGrp/BOYAmt0756649
IRS990/TotalAssetsGrp/EOYAmt0763193
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04649
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127941
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149478
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0756649
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0763193
IRS990/TotalProgramServiceExpensesAmt0123478
IRS990/TotalProgramServiceRevenueAmt0149561
IRS990/TotalRevenueGrp/ExclusionAmt07866
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148156
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156022
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0756649
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0763193
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0http://www.ucsbdelts.com/alumni/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R Britton Terrell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10Delta Psi Building Company
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0237373038
ReturnHeader/Filer/PhoneNum08185851001
ReturnHeader/Filer/USAddress/AddressLine10c/o Britt Terrell4084 Camellia Ave
ReturnHeader/Filer/USAddress/City0Studio City
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Dennis F Rose & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104312 Woodman Ave Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091423
ReturnHeader/PreparerPersonGrp/PhoneNum08185017788

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