Civic Intelligence

Theta Chi Fraternity Alpha Iota Chapter

EIN 35-0873763 • 501(c)7 • Bloomington, IN

Profile

To operate the local chapter of theta chi fraternity alpha iota chapter at indiana university, a college social fraternity. Specifically, to promote the social, intellectual, and moral development of college and university men, both members and pledges of theta chi fraternity. To continue among graduate members the close friendship and loyalty inspired and stabilized by mutual aid and understanding. To support the education of members and outstanding scholars, to assist members in time of need, and to support selected humanitarian activities. Our organization supports numerous charitable organizations and we hold many community service events annually.

1440 North Jordan AvenueBloomington, IN 47406

thetachi.org/ALPHA-IOTA

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 2025

Liabilities / Revenue

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$82,574

Up $82,402 (+47908%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$82,574

Up $82,402 (+47908%) from 2024

Operations
Liabilities / Revenue58th percentileNet Margin81st percentile

Revenue

Up

$412,987

Up $72,390 (+21%) from 2024

Expenses

Down

$330,585

Down $24,578 (-6.9%) from 2024

Net Income

Up

$82,402

Up $96,968 (+666%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$100K$50K$0Assets 2016: $17,215Liabilities 2016: $0Net Assets 2016: $17,2152016Assets 2020: $2,604Net Assets 2020: $2,6042020Assets 2021: $31,017Net Assets 2021: $31,0172021Assets 2022: $50,939Liabilities 2022: $0Net Assets 2022: $50,9392022Assets 2023: $14,738Liabilities 2023: $0Net Assets 2023: $14,7382023Assets 2024: $172Liabilities 2024: $0Net Assets 2024: $1722024Assets 2025: $82,574Liabilities 2025: $0Net Assets 2025: $82,5742025

Highlighted filing

2025

Assets$82,574
Liabilities$0
Net Assets$82,574
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

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

$600K$400K$200K$0-$200KRevenue 2016: $178,455Expenses 2016: $182,340Net Income 2016: -$3,8852016Revenue 2020: $187,252Expenses 2020: $187,252Net Income 2020: $02020Revenue 2021: $175,710Expenses 2021: $147,297Net Income 2021: $28,4132021Revenue 2022: $236,272Expenses 2022: $216,350Net Income 2022: $19,9222022Revenue 2023: $290,631Expenses 2023: $299,079Net Income 2023: -$8,4482023Revenue 2024: $340,597Expenses 2024: $355,163Net Income 2024: -$14,5662024Revenue 2025: $412,987Expenses 2025: $330,585Net Income 2025: $82,4022025

Highlighted filing

2025

Revenue$412,987
Expenses$330,585
Net Income$82,402
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$82,574
Liabilities
$0
Net assets
$82,574
Revenue
$412,987
Expenses
$330,585
Net income
$82,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$4.13$3.31$0.82
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.41$3.55$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$2.91$2.99$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$2.36$2.16$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.76$1.47$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.03$1.87$1.87$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.78$1.82$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 23, 2025
Return Version
2024v5.0
Gross Receipts
$412,987
Mission and Program Overview

Mission

To operate the local chapter of theta chi fraternity alpha iota chapter at indiana university, a college social fraternity. Specifically, to promote the social, intellectual, and moral development of college and university men, both members and pledges of theta chi fraternity. To continue among graduate members the close friendship and loyalty inspired and stabilized by mutual aid and understanding. To support the education of members and outstanding scholars, to assist members in time of need, and to support selected humanitarian activities. Our organization supports numerous charitable organizations and we hold many community service events annually.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$172$82,574▲ $82,402
Total Assets$172$82,574▲ $82,402
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$172$82,574▲ $82,402
Total Net Assets Fund Balance$172$82,574▲ $82,402
Total Liabilities and Net Assets / Fund Balance$172$82,574▲ $82,402
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Jonah RossRush Chairma
Lucas BafiaPresident
Patrick ZimmerManager
Tyler WellsMarshal
Luke CoppenSecretary
Charlie PlanteTreasurer
Jake Dawson-reedVice Preside
Evan AdamsVP of Health
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$412,987
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$82,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$330,585
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
Other Expenses$330,585--$330,585
Total Functional Expenses$330,585$0$0$330,585
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
Business relationship with 35% controlled entity
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Officers review form 990 prior to signing form 8879.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Theta Chi Fraternity
EIN
35-0873763
Phone
8472546966
Address
1440 NORTH JORDAN AVENUE, BLOOMINGTON, IN 47406

Signing Officer

Name
Charlie Plante
Title
Treasurer
Signed
2025-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucas Bafia
Formed
1921
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
35

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Cindy Neal
Phone
8002766342
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To operate the local chapter of theta chi fraternity alpha iota chapter at indiana university, a college social fraternity. Specifically, to promote the social, intellectual, and moral development of college and university men, both members and pledges of theta chi fraternity. To continue among graduate members the close friendship and loyalty inspired and stabilized by mutual aid and understanding. To support the education of members and outstanding scholars, to assist members in time of need, and to support selected humanitarian activities. Our organization supports numerous charitable organizations and we hold many community service events annually.”

Form 990, Page 5, Part V, Line 3B

“The organization had no unrelated or investment income.”

Raw XML Appendix263 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/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5MARSHAL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO OPERATE THE LOCAL CHAPTER OF THETA CHI FRATERNITY ALPHA IOTA CHAPTER AT INDIANA UNIVERSITY, A COLLEGE SOCIAL FRATERNITY. SPECIFICALLY, TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE AND UNIVERSITY MEN, BOTH MEMBERS AND PLEDGES OF THETA CHI FRATERNITY. TO CONTINUE AMONG GRADUATE MEMBERS THE CLOSE FRIENDSHIP AND LOYALTY INSPIRED AND STABILIZED BY MUTUAL AID AND UNDERSTANDING. TO SUPPORT THE EDUCATION OF MEMBERS AND OUTSTANDING SCHOLARS, TO ASSIST MEMBERS IN TIME OF NEED, AND TO SUPPORT SELECTED HUMANITARIAN ACTIVITIES. OUR ORGANIZATION SUPPORTS NUMEROUS CHARITABLE ORGANIZATIONS AND WE HOLD MANY COMMUNITY SERVICE EVENTS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAD NO UNRELATED OR INVESTMENT INCOME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS REVIEW FORM 990 PRIOR TO SIGNING FORM 8879.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum08002766342
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY NEAL
ReturnHeader/ReturnTs02025-08-29T10:07:59-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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