Civic Intelligence

Theta Chi Fraternity Beta Omicron Chapter

990EZ • Fiscal year 2018 • EIN 31-0542361

Sep 01, 2017 to Aug 31, 2018 • Filed on Feb 27, 2019

2821 Clifton AvenueCincinnati, OH 45219

(440) 476-3652

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

-6.5%

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

11th percentile

-27%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

80th percentile

18%

Faster revenue growth than 80% of similar nonprofits.

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

Assets

Down

$19,249

Down $6,952 (-27%) from 2017

Net Assets

Down

$19,249

Down $6,952 (-27%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$107,538

Up $16,156 (+18%) from 2017

Expenses

Up

$114,490

Up $14,710 (+15%) from 2017

Net Income

Up

-$6,952

Up $1,446 (+17%) from 2017

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2016: $34,599Liabilities 2016: $0Net Assets 2016: $34,5992016Assets 2017: $26,201Liabilities 2017: $0Net Assets 2017: $26,2012017Assets 2018: $19,249Liabilities 2018: $0Net Assets 2018: $19,2492018Assets 2019: $4,998Net Assets 2019: $4,9982019Assets 2021: $6,650Liabilities 2021: $0Net Assets 2021: $6,6502021Assets 2022: $15,801Liabilities 2022: $0Net Assets 2022: $15,8012022Assets 2023: $3,575Liabilities 2023: $0Net Assets 2023: $3,5752023Assets 2024: $7,682Liabilities 2024: $0Net Assets 2024: $7,6822024

Highlighted filing

2018

Assets$19,249
Liabilities$0
Net Assets$19,249

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2016: $103,000Expenses 2016: $78,413Net Income 2016: $24,5872016Revenue 2017: $91,382Expenses 2017: $99,780Net Income 2017: -$8,3982017Revenue 2018: $107,538Expenses 2018: $114,490Net Income 2018: -$6,9522018Revenue 2019: $108,157Expenses 2019: $122,408Net Income 2019: -$14,2512019Revenue 2021: $58,416Expenses 2021: $53,230Net Income 2021: $5,1862021Revenue 2022: $242,192Expenses 2022: $233,041Net Income 2022: $9,1512022Revenue 2023: $188,624Expenses 2023: $200,850Net Income 2023: -$12,2262023Revenue 2024: $172,521Expenses 2024: $168,414Net Income 2024: $4,1072024

Highlighted filing

2018

Revenue$107,538
Expenses$114,490
Net Income-$6,952
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Feb 27, 2019
Return Version
2017v2.2
Gross Receipts
$107,538
Mission and Program Overview

Mission

Theta Chi Fraternity members have sought to make a lasting impact of their respective campuses. In the Beta Omnicron Chapter, our brothers actively carry out this mission through high scholarship, leadership, professional development, community service, and philanthropy. Theta Chi is a place to grow and create a bond of brotherhood for life.

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATION, NETWORKING, LEADERSHIP AND SOCIAL EXPERIENCE TO ACTIVE MEMBERS OF THE CHAPTER - TOAL OF 83 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL MINTONMarshal-$0--
KEVIN BALLWAYPresident-$0--
STEVEN SCOTTRisk Management Chairman-$0--
KYLE MAGOVACSecretary-$0--
JEFFREY ROSSTreasurer-$0--
DYLAN DAGENBACKVice President Of Health & Safety-$0--
ASHBY DRUMMONDVice President-$0--
Filing and Contact Details

Filer

Filer Name
Theta Chi - Beta Omicron Chapter
EIN
31-0542361
Phone
4404763652
Address
2821 CLIFTON AVENUE, CINCINNATI, OH 45219

Signing Officer

Name
Jeffrey Ross
Title
Treasurer
Phone
4404763652
Signed
2019-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
John T Murdock
Phone
7065710083
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: chapter dues and fees. Amount: 26,520. Description: chapter operations. Amount: 8,740. Description: fraternity composite. Amount: 1,656. Description: interfraternity council dues. Amount: 1,925. Description: intramural expenses. Amount: 945. Description: philanthropy expenses. Amount: 3,757. Description: recruitment expenses. Amount: 3,150. Description: social expenses. Amount: 39,395. Total to form 990-ez, line 16: 86,088.

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEFFREY ROSS
IRS990EZ/BooksInCareOfDetail/PhoneNum04404763652
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0247 FOSDICK STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026201
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019249
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6952
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06002
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026201
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019249
IRS990EZ/GrossReceiptsAmt0107538
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt026520
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0107538
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026201
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019249
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026201
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019249
IRS990EZ/OccupancyRentUtltsAndMaintAmt022400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL MINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN BALLWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KYLE MAGOVAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFFREY ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DYLAN DAGENBACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ASHBY DRUMMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MARSHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RISK MANAGEMENT CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT OF HEALTH & SAFETY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt086088
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY WHOSE PURPOSE IS TO PROVIDE MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATION, NETWORKING, LEADERSHIP AND SOCIAL EXPERIENCE TO ACTIVE MEMBERS OF THE CHAPTER - TOAL OF 83 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0114490
IRS990EZ/TotalRevenueAmt0107538
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THETACHIUC.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CHAPTER DUES AND FEES. AMOUNT: 26,520. DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 8,740. DESCRIPTION: FRATERNITY COMPOSITE. AMOUNT: 1,656. DESCRIPTION: INTERFRATERNITY COUNCIL DUES. AMOUNT: 1,925. DESCRIPTION: INTRAMURAL EXPENSES. AMOUNT: 945. DESCRIPTION: PHILANTHROPY EXPENSES. AMOUNT: 3,757. DESCRIPTION: RECRUITMENT EXPENSES. AMOUNT: 3,150. DESCRIPTION: SOCIAL EXPENSES. AMOUNT: 39,395. TOTAL TO FORM 990-EZ, LINE 16: 86,088.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReasonableCauseExplanation/ExplanationTxt0THE ORGANIZATION'S OFFICERS ARE COMPRISED OF COLLEGE STUDENTS WHO SERVE IN THEIR CAPACITY AS OFFICERS ON A VOLUNTEER BASIS AND RECEIVE NO COMPENSATION FOR THEIR POSITION AS OFFICER. THE ORGANIZATION HAS HAD TURNOVER AMONG THE VARIOUS OFFICER POSITIONS IN THE CURRENT YEAR AND THE 990 FILING RESPONSIBILITIES WERE NOT WELL COMMUNICATED TO THE NEW OFFICERS. THE CURRENT OFFICERS REALIZED THAT THE 990 DUE DATE WAS ON 2/15/2019 AND IMMEDIATELY TOOK ACTION AND GATHERED THE INFORMATION NEEDED TO FILE A COMPLETE AND ACCURATE RETURN. THE CHAPTER HAS A HISTORY OF FILING ON TIME EXCEPT FOR THE PERIOD ENDING AUGUST 31, 2018.BASED ON THE REASONS STATED ABOVE, WE ASK THAT YOU PLEASE WAIVE THE LATE FILING PENALTY. YOUR CONSIDERATION IN THE MATTER WILL BE GREATLY APPRECIATED.
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04404763652
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA CHI - BETA OMICRON CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNIVERSITY OF CINCINNATI
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0310542361
ReturnHeader/Filer/PhoneNum04404763652
ReturnHeader/Filer/USAddress/AddressLine1Txt02821 CLIFTON AVENUE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02019-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:33:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02019-02-28T15:00:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings