Civic Intelligence

Theta Delta Chi

990 • Fiscal year 2016 • EIN 25-6086758

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 01, 2016

305 East Prospect StreetState College, PA 16801

(814) 237-4402

Siviq Scores

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

Liabilities / Assets

81st percentile

0.23x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

45th percentile

1.6%

Higher net margin than 45% 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

88th percentile

37%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

56th percentile

3.5%

Faster revenue growth than 56% of similar nonprofits.

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

Assets

Up

$21,529

Up $5,844 (+37%) from 2015

Net Assets

Up

$16,555

Up $5,913 (+56%) from 2015

Liabilities

Down

$4,974

Down $69 (-1.4%) from 2015

Revenue

Up

$362,458

Up $12,121 (+3.5%) from 2015

Expenses

Up

$356,545

Up $27,971 (+8.5%) from 2015

Net Income

Down

$5,913

Down $15,850 (-73%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2013: $16,064Liabilities 2013: $0Net Assets 2013: $16,0642013Assets 2014: $26,263Liabilities 2014: $37,384Net Assets 2014: -$11,1212014Assets 2015: $15,685Liabilities 2015: $5,043Net Assets 2015: $10,6422015Assets 2016: $21,529Liabilities 2016: $4,974Net Assets 2016: $16,5552016Assets 2017: $60,848Liabilities 2017: $22,735Net Assets 2017: $38,1132017Assets 2018: $27,009Liabilities 2018: $14,308Net Assets 2018: $12,7012018Assets 2019: $21,757Liabilities 2019: $43,502Net Assets 2019: -$21,7452019Assets 2020: $27,757Liabilities 2020: $18,377Net Assets 2020: $9,3802020Assets 2021: $15,093Liabilities 2021: $14,914Net Assets 2021: $1792021Assets 2022: $39,646Liabilities 2022: $25,819Net Assets 2022: $13,8272022Assets 2023: $19,023Liabilities 2023: $27,140Net Assets 2023: -$8,1172023Assets 2024: $81,744Liabilities 2024: $44,693Net Assets 2024: $37,0512024Assets 2025: $11,022Liabilities 2025: $21,670Net Assets 2025: -$10,6482025

Highlighted filing

2016

Assets$21,529
Liabilities$4,974
Net Assets$16,555

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2013: $273,2842013Revenue 2014: $298,441Expenses 2014: $325,626Net Income 2014: -$27,1852014Revenue 2015: $350,337Expenses 2015: $328,574Net Income 2015: $21,7632015Revenue 2016: $362,458Expenses 2016: $356,545Net Income 2016: $5,9132016Revenue 2017: $392,045Expenses 2017: $370,457Net Income 2017: $21,5882017Revenue 2018: $337,531Expenses 2018: $362,943Net Income 2018: -$25,4122018Revenue 2019: $310,837Expenses 2019: $328,183Net Income 2019: -$17,3462019Revenue 2020: $295,409Expenses 2020: $264,284Net Income 2020: $31,1252020Revenue 2021: $278,846Expenses 2021: $288,047Net Income 2021: -$9,2012021Revenue 2022: $374,113Expenses 2022: $368,620Net Income 2022: $5,4932022Revenue 2023: $367,904Expenses 2023: $393,375Net Income 2023: -$25,4712023Revenue 2024: $477,973Expenses 2024: $440,672Net Income 2024: $37,3012024Revenue 2025: $404,086Expenses 2025: $417,856Net Income 2025: -$13,7702025

Highlighted filing

2016

Revenue$362,458
Expenses$356,545
Net Income$5,913
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 1, 2016
Return Version
2015v2.1
Gross Receipts
$362,458
Mission and Program Overview

Mission

Social college fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$9,730$18,351▲ $8,621
Cash and Non-Interest-Bearing Accounts$4,132$3,178▼ $954
Prepaid Expenses and Deferred Charges$1,823--
Total Assets$15,685$21,529▲ $5,844
Liabilities
Accounts Payable and Accrued Expenses$1,148$3,296▲ $2,148
Other Liabilities$3,895$1,678▼ $2,217
Total Liabilities$5,043$4,974▼ $69
Net Assets / Fund Balance
Unrestricted Net Assets$10,642$16,555▲ $5,913
Total Net Assets Fund Balance$10,642$16,555▲ $5,913
Total Liabilities and Net Assets / Fund Balance$15,685$21,529▲ $5,844
Compensation and Service Providers

Board Members and Trustees

NameTitle
CHARLES O'CONNELLPresident
Andrew ReidyVice President
Matthew TuriSecretary
Morgan AustenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$362,458
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$5,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$326,992
Salaries, Compensation, and Employee Benefits$29,553
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$122,437--$122,437
Other Expenses$25,104--$25,104
Other Salaries and Wages$19,764--$19,764
Other Employee Benefits$7,248--$7,248
Fees for Services Accounting$3,027--$3,027
Payroll Taxes$2,541--$2,541
Fees for Services Legal$2,210--$2,210
Insurance$791--$791
Total Functional Expenses$356,545$0$0$356,545
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$1,678
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Filing and Contact Details

Filer

Filer Name
Theta Delta Chi
EIN
25-6086758
Phone
8142374402
Address
305 EAST PROSPECT STREET, STATE COLLEGE, PA 16801

Signing Officer

Name
Morgan Austen
Title
Treasurer
Phone
8142374402
Signed
2016-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morgan Austen
Formed
1954
Legal Domicile
Pa
Voting Board Members
70
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Weseloh Carney and Company LLC
Address
ONE WASHINGTON STREET, EAST STROUDSBURG, PA 18301-2816
Preparer
Bradley M Hockman CPA Abv
Phone
5704241040
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Copies of form 990 sent to all officers for review

Raw XML Appendix240 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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ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

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Filings