Civic Intelligence

Theta XI Fraternity

EIN 24-0741215 • 501(c)7 • Bethleham, PA

990-N Coverage

Profile

Maintain the high ideals and standards of the theta xi fraternity.

96 Upper Sayre Park RoadBethleham, PA 18015

n/A

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

46th percentile

0.6%

Higher net margin than 46% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

70th percentile

9.4%

Faster asset growth than 70% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-15%

Faster revenue growth than 22% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$16,814

Up $1,443 (+9.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$16,814

Up $1,443 (+9.4%) from 2018

Operations
Liabilities / Revenue58th percentileNet Margin46th percentile

Revenue

Down

$229,631

Down $39,039 (-15%) from 2018

Expenses

Down

$228,188

Down $44,870 (-16%) from 2018

Net Income

Up

$1,443

Up $5,831 (+133%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$20K$15K$10K$5.0K$0Assets 2017: $19,759Liabilities 2017: $0Net Assets 2017: $19,7592017Assets 2018: $15,371Liabilities 2018: $0Net Assets 2018: $15,3712018Assets 2019: $16,814Liabilities 2019: $0Net Assets 2019: $16,8142019

Highlighted filing

2019

Assets$16,814
Liabilities$0
Net Assets$16,814
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $242,367Expenses 2017: $231,778Net Income 2017: $10,5892017Revenue 2018: $268,670Expenses 2018: $273,058Net Income 2018: -$4,3882018Revenue 2019: $229,631Expenses 2019: $228,188Net Income 2019: $1,4432019

Highlighted filing

2019

Revenue$229,631
Expenses$228,188
Net Income$1,443
Open 2019 Filing

Filings

Most recent year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,814
Liabilities
$0
Net assets
$16,814
Revenue
$229,631
Expenses
$228,188
Net income
$1,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$2.30$2.28$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$2.69$2.73$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$2.42$2.32$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 31, 2020
Return Version
2018v3.2
Gross Receipts
$229,631
Mission and Program Overview

Mission

Maintain the high ideals and standards of the theta xi fraternity.

Undergraduate chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,371$16,814▲ $1,443
Total Assets$15,371$16,814▲ $1,443
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$15,371$16,814▲ $1,443
Total Net Assets Fund Balance$15,371$16,814▲ $1,443
Total Liabilities and Net Assets / Fund Balance$15,371$16,814▲ $1,443
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Harrison SwartzmanPresident
Haydn DaviesHouse Manage
Zev CotlerJunior Stewa
Matthew HudsonPhilanthropy
Joshua FeinsteinRecruitment
Adam PatchingSecretary
Evan ChinmanTreasurer
Tom MadiganVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$229,631
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,332
Salaries, Compensation, and Employee Benefits$49,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$34,296
Other Expenses---$14,443
Occupancy---$14,348
Payroll Taxes---$13,711
Fees for Services Accounting---$4,647
Other Employee Benefits---$1,849
Total Functional Expenses$0$0$0$228,188
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

“The organization's form 990 is prepared by an individual experienced in the area of non-profit taxation. The board makes a cursory review of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, the return is signed by an authorized agent and filed.”

Form 990, Page 6, Part VI, Line 19

“Within one week of a writtn request made to the chapter president.”

Filing and Contact Details

Filer

Filer Name
Theta Xi Fraternity
EIN
24-0741215
Phone
5163138022
Address
96 UPPER SAYRE PARK ROAD, BETHLEHAM, PA 18015

Signing Officer

Name
Evan Chinman
Title
Treasurer
Phone
5082431223
Signed
2020-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Evan Chinman
Formed
1864
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
0
Employees
1
Volunteers
16

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth M Brewer
Phone
2057587754
Raw XML Appendix262 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.

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