Civic Intelligence

Theta Chi Fraternity Inc Alpha Iota Chapter

990EZ • Fiscal year 2020 • EIN 35-0873763

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 20, 2020

1440 North Jordan AvenueBloomington, IN 47406

(847) 254-6966

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

Down

$2,604

Down $14,611 (-85%) from 2016

Net Assets

Down

$2,604

Down $14,611 (-85%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$187,252

Up $8,797 (+4.9%) from 2016

Expenses

Up

$187,252

Up $4,912 (+2.7%) from 2016

Net Income

Up

$0

Up $3,885 (+100%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$2,604
Liabilities-
Net Assets$2,604

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$187,252
Expenses$187,252
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 20, 2020
Return Version
2019v5.0
Gross Receipts
$187,252
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.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE MEN--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN KLINEPresidentPT$0--
IAN SHOCKLEEVice PresidePT$0--
MATT WIERTELTreasurerPT$0--
VINCENT ALLENSecretaryPT$0--
DEAN ALLENManagerPT$0--
RILEY ANDERSONPledge MarshPT$0--
NICK MATTINGLYRecruitmentPT$0--
CONNOR SULLIVANVP Of HealthPT$0--
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
Matt Wiertel
Title
Treasurer
Phone
8472546966
Signed
2020-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Cindy Neal
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses nationals dues and fees 43,890 interfraternity council 7,360 social expenses 65,502 maintenance 55,000 rush expense 4,000 house improvement 6,000 bike team expenses 2,000 composite expenses 3,500 total 187,252

Form 990-ez, Part III

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.

Raw XML Appendix117 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08472546966
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLOOMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047406
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IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02604
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RILEY ANDERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CONNOR SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PLEDGE MARSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF HEALTH
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0187252
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE MEN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0187252
IRS990EZ/TotalRevenueAmt0187252
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0THETACHI.ORG/ALPHA-IOTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES NATIONALS DUES AND FEES 43,890 INTERFRATERNITY COUNCIL 7,360 SOCIAL EXPENSES 65,502 MAINTENANCE 55,000 RUSH EXPENSE 4,000 HOUSE IMPROVEMENT 6,000 BIKE TEAM EXPENSES 2,000 COMPOSITE EXPENSES 3,500 TOTAL 187,252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings