Civic Intelligence

Zeta Beta Tau Fraternity

EIN 27-3869117 • 501(c)7 • Charlotte, NC

Profile

The mission of zeta beta tau fraternity is to foster and develop in its brotherhood the tenets of its credo: intellectual awareness, social responsibility, integrity and brotherly love, in order to prepare its brothers for positions of leadership and service within their communities.

9201 University City BlvdCharlotte, NC 28223

www.uncczbt.com

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 2023

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

67th percentile

9.9%

Higher net margin than 67% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

78%

Faster revenue growth than 94% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$45,623

Up $10,518 (+30%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$45,623

Up $10,518 (+30%) from 2022

Revenue

Up

$105,768

Up $46,304 (+78%) from 2022

Expenses

Up

$95,250

Up $37,552 (+65%) from 2022

Net Income

Up

$10,518

Up $8,752 (+496%) from 2022

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2019: $25,724Net Assets 2019: $25,7242019Assets 2020: $27,280Net Assets 2020: $27,2802020Assets 2022: $35,105Liabilities 2022: $0Net Assets 2022: $35,1052022Assets 2023: $45,623Liabilities 2023: $0Net Assets 2023: $45,6232023

Highlighted filing

2023

Assets$45,623
Liabilities$0
Net Assets$45,623

Operations Trend

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

$150K$100K$50K$0Revenue 2019: $65,326Expenses 2019: $63,383Net Income 2019: $1,9432019Revenue 2020: $59,550Expenses 2020: $57,994Net Income 2020: $1,5562020Revenue 2022: $59,464Expenses 2022: $57,698Net Income 2022: $1,7662022Revenue 2023: $105,768Expenses 2023: $95,250Net Income 2023: $10,5182023

Highlighted filing

2023

Revenue$105,768
Expenses$95,250
Net Income$10,518

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Sep 13, 2023
Return Version
2022v5.0
Gross Receipts
$108,768
Mission and Program Overview

Mission

The mission of zeta beta tau fraternity is to foster and develop in its brotherhood the tenets of its credo: intellectual awareness, social responsibility, integrity and brotherly love, in order to prepare its brothers for positions of leadership and service within their communities.

Social Club - Fraternity: 58 Members

Program Services

DescriptionGrantsExpenses
Social Events/Gatherings--
Member Education and Enrichment--
Philanthropy and Community Service--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan BakerPresident (Start Dec 22)PT$0--
Worth PowellPresident (End Nov 22)PT$0--
Grayson SmithVice President (Start Dec 22)-$0--
Ben MilburnVice President (End Nov 22)-$0--
James CitrinTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Zeta Beta Tau Fraternity Eta Xi Chapter
EIN
27-3869117
Phone
3173341898
Address
9201 University City Blvd, Charlotte, NC 28223

Signing Officer

Name
James Citrin
Title
Treasurer
Phone
3173341898
Signed
2023-09-13
Discuss with paid preparer
Yes

Preparer

Preparer
Norman Klonowski CPA
Phone
5869426583
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Grantee: Zeta Beta Tau Fraternity, Inc. EIN: 36-1996950. 1320 City Center Drive, IN. 46032. Amount: $42,000. Relationship: Central Organization. Classification: Payment to Affiliate - Dues, Insurance, and Brotherhood Activities. Grantee: Children's Miracle Network. EIN: 87-0387205. 205 West 700 South, Salt lake City, UT. 84101. Amount: $13,500. Payment for various Children's Hospitals. Other Charitable: $500. Chapter Member Recognition/Scholarships: $2,500.

Form 990-EZ, Part I, Line 16

Chapter Operations: $27,194, Inter-Fraternity Dues: $1,800.

Form 990-EZ, Part II, Line 24

Member Receivables

Raw XML Appendix150 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0James Citrin
IRS990EZ/BooksInCareOfDetail/PhoneNum09106163762
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09201 University City Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014485
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013123
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014000
IRS990EZ/CostOfGoodsSoldAmt02000
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt010518
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02356
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035105
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045623
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt058500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0108768
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02000
IRS990EZ/GroupExemptionNum00158
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt019500
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt092768
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035105
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045623
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045623
IRS990EZ/OccupancyRentUtltsAndMaintAmt05300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ryan Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Worth Powell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Grayson Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ben Milburn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4James Citrin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President (start Dec 22)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President (end Nov 22)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President (start Dec 22)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President (end Nov 22)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt020620
IRS990EZ/OtherAssetsTotalDetail/EOYAmt032500
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028994
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Social Club - Fraternity: 58 Members
IRS990EZ/PrintingPublicationsPostageAmt0100
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Social Events/Gatherings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Member Education and Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Philanthropy and Community Service
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt01000
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1000
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt095250
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0105768
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://zbt.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee: Zeta Beta Tau Fraternity, Inc. EIN: 36-1996950. 1320 City Center Drive, IN. 46032. Amount: $42,000. Relationship: Central Organization. Classification: Payment to Affiliate - Dues, Insurance, and Brotherhood Activities. Grantee: Children's Miracle Network. EIN: 87-0387205. 205 West 700 South, Salt lake City, UT. 84101. Amount: $13,500. Payment for various Children's Hospitals. Other Charitable: $500. Chapter Member Recognition/Scholarships: $2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Chapter Operations: $27,194, Inter-Fraternity Dues: $1,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Member Receivables
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0James Citrin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03173341898
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Zeta Beta Tau Fraternity Eta Xi Chapter
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
ReturnHeader/Filer/EIN0273869117
ReturnHeader/Filer/PhoneNum03173341898
ReturnHeader/Filer/USAddress/AddressLine1Txt09201 University City Blvd
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028223
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerPersonGrp/PhoneNum05869426583
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Norman Klonowski CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-14T08:57:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

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