Civic Intelligence

Zeta Psi Fraternity C/O Robert Gunzenhauser

990 • Fiscal year 2018 • EIN 24-0769230

Sep 01, 2017 to Aug 31, 2018 • Filed on Sep 26, 2018

403 Boxwood RoadBryn Mawr, PA 19010

(484) 380-3609

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

25th percentile

-6.6%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

15th percentile

-18%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

18%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$19,389

Down $4,299 (-18%) from 2017

Net Assets

Down

$19,389

Down $4,299 (-18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$65,474

Up $10,208 (+18%) from 2017

Expenses

Down

$69,773

Down $127 (-0.2%) from 2017

Net Income

Up

-$4,299

Up $10,335 (+71%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $44,030Liabilities 2015: $0Net Assets 2015: $44,0302015Assets 2016: $38,322Liabilities 2016: $0Net Assets 2016: $38,3222016Assets 2017: $23,688Liabilities 2017: $0Net Assets 2017: $23,6882017Assets 2018: $19,389Liabilities 2018: $0Net Assets 2018: $19,3892018Assets 2019: $60,868Liabilities 2019: $0Net Assets 2019: $60,8682019Assets 2020: $47,752Liabilities 2020: $0Net Assets 2020: $47,7522020Assets 2021: $39,384Liabilities 2021: $0Net Assets 2021: $39,3842021Assets 2022: $93,003Liabilities 2022: $0Net Assets 2022: $93,0032022Assets 2023: $75,070Liabilities 2023: $0Net Assets 2023: $75,0702023Assets 2024: $750,232Liabilities 2024: $0Net Assets 2024: $750,2322024Assets 2025: $709,827Liabilities 2025: $0Net Assets 2025: $709,8272025

Highlighted filing

2018

Assets$19,389
Liabilities$0
Net Assets$19,389

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2015: $71,629Expenses 2015: $83,266Net Income 2015: -$11,6372015Revenue 2016: $49,918Expenses 2016: $55,626Net Income 2016: -$5,7082016Revenue 2017: $55,266Expenses 2017: $69,900Net Income 2017: -$14,6342017Revenue 2018: $65,474Expenses 2018: $69,773Net Income 2018: -$4,2992018Revenue 2019: $149,414Expenses 2019: $107,935Net Income 2019: $41,4792019Revenue 2020: $122,394Expenses 2020: $95,076Net Income 2020: $27,3182020Revenue 2021: $104,040Expenses 2021: $112,408Net Income 2021: -$8,3682021Revenue 2022: $183,800Expenses 2022: $130,181Net Income 2022: $53,6192022Revenue 2023: $108,849Expenses 2023: $126,782Net Income 2023: -$17,9332023Revenue 2024: $877,097Expenses 2024: $201,935Net Income 2024: $675,1622024Revenue 2025: $114,858Expenses 2025: $147,623Net Income 2025: -$32,7652025

Highlighted filing

2018

Revenue$65,474
Expenses$69,773
Net Income-$4,299
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Sep 26, 2018
Return Version
2017v2.3
Gross Receipts
$65,474
Mission and Program Overview

Mission

Maintain residence on college campus to provide room and board to student fraternity members

Maintain residence on college campus to provide room and board to student fraternity members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$23,688$19,389▼ $4,299
Cash and Non-Interest-Bearing Accounts$16,169$14,877▼ $1,292
Land, Buildings, and Equipment, Net$7,519$4,512▼ $3,007
Total Assets$23,688$19,389▼ $4,299
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,688$19,389▼ $4,299
Total Liabilities and Net Assets / Fund Balance$23,688$19,389▼ $4,299
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert GuzenhauserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$65,474
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-4,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,773
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
Occupancy$47,327--$47,327
Insurance$16,737--$16,737
Depreciation Depletion$3,005--$3,005
Fees for Services Other$2,000--$2,000
Fees for Services Accounting-$600-$600
Office Expenses$104--$104
Total Functional Expenses$69,173$600$0$69,773
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
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
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 9

Robert guzenhauser 3 exeter lane morrisville, nj 07690

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 Psi Fraternity
EIN
24-0769230
Phone
4843803609
Address
403 BOXWOOD ROAD, BRYN MAWR, PA 19010

Signing Officer

Name
Robert Guzenhauser
Title
Treasurer
Signed
2018-09-26

Organization Details

Principal Officer
Robert Guzenhauser
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Baitzel & Company Pc
Address
100 W SIXTH STREET SUITE 304, MEDIA, PA 19063
Preparer
Gregory W Baitzel CPA
Phone
6108911666
Supplemental Narrative

Additional Explanations

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

Provide college fraternity room and board for 22 to 25 active student

Form 990, Part XI, Line 9

Book / tax depreciation difference -3,007

Raw XML Appendix224 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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IRS990/BooksInCareOfDetail/PhoneNum06109710202
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IRS990/CYOtherRevenueAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt065474
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt016737
IRS990/InsuranceGrp/TotalAmt016737
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025613
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07519
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04512
IRS990/LandBldgEquipCostOrOtherBssAmt030125
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt023688
IRS990/NetAssetsOrFundBalancesEOYAmt019389
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt047327
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IRS990/OfficeExpensesGrp/TotalAmt0104
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-4299
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023688
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROBERT GUZENHAUSER 3 EXETER LANE MORRISVILLE, NJ 07690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZETA PSI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT GUNZENHAUSER
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
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ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings