Civic Intelligence

Phi Chapter of Theta Tau Fraternity Education Foundation Inc

EIN 35-2133943 • 501(c)3 • Bloomington, IN

Profile

Support the education of the fraternity members through scholarship grants, counseling, library materials and other facilities

2227 S Laurelwood DriveBloomington, IN 47401

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.02x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.45x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-29%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

-1.5%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

47%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$125,500

Down $1,882 (-1.5%) from 2021

Liabilities

Flat

$2,944

Flat from 2021

Net Assets

Down

$122,556

Down $1,882 (-1.5%) from 2021

Operations
Liabilities / Revenue91st percentileNet Margin19th percentile

Revenue

Up

$6,500

Up $2,085 (+47%) from 2021

Expenses

Up

$8,382

Up $1,140 (+16%) from 2021

Net Income

Up

-$1,882

Up $945 (+33%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$150K$100K$50K$0Assets 2010: $70,469Net Assets 2010: $70,4692010Assets 2011: $76,448Net Assets 2011: $76,4482011Assets 2012: $82,593Net Assets 2012: $82,5932012Assets 2013: $67,451Net Assets 2013: $67,4512013Assets 2014: $68,469Liabilities 2014: $1,944Net Assets 2014: $66,5252014Assets 2015: $83,161Liabilities 2015: $2,944Net Assets 2015: $80,2172015Assets 2016: $93,054Liabilities 2016: $2,944Net Assets 2016: $90,1102016Assets 2017: $106,450Liabilities 2017: $2,944Net Assets 2017: $103,5062017Assets 2018: $94,183Liabilities 2018: $2,944Net Assets 2018: $91,2392018Assets 2019: $105,040Liabilities 2019: $2,944Net Assets 2019: $102,0962019Assets 2020: $125,483Liabilities 2020: $2,944Net Assets 2020: $122,5392020Assets 2021: $127,382Liabilities 2021: $2,944Net Assets 2021: $124,4382021Assets 2022: $125,500Liabilities 2022: $2,944Net Assets 2022: $122,5562022

Highlighted filing

2022

Assets$125,500
Liabilities$2,944
Net Assets$122,556
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

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

$40K$20K$0-$20K-$40KRevenue 2010: $11,626Expenses 2010: $5,748Net Income 2010: $5,8782010Revenue 2011: $8,717Expenses 2011: $3,644Net Income 2011: $5,0732011Revenue 2012: $7,052Expenses 2012: $4,575Net Income 2012: $2,4772012Revenue 2013: $6,682Expenses 2013: $27,241Net Income 2013: -$20,5592013Revenue 2014: $3,124Expenses 2014: $4,905Net Income 2014: -$1,7812014Revenue 2015: $22,462Expenses 2015: $1,700Net Income 2015: $20,7622015Revenue 2016: $4,252Expenses 2016: $341Net Income 2016: $3,9112016Revenue 2017: $2,4662017Revenue 2018: $4,4092018Revenue 2019: $2,8262019Revenue 2020: $2,8602020Revenue 2021: $4,415Expenses 2021: $7,242Net Income 2021: -$2,8272021Revenue 2022: $6,500Expenses 2022: $8,382Net Income 2022: -$1,8822022

Highlighted filing

2022

Revenue$6,500
Expenses$8,382
Net Income-$1,882
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,500
Liabilities
$2,944
Net assets
$122,556
Revenue
$6,500
Expenses
$8,382
Net income
-$1,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.03$1.23$0.07$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.03$1.24$0.04$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.03$1.23$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.03$1.02$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.03$0.91$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.03$1.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.03$0.90$0.04$0.00$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.03$0.80$0.22$0.02$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.67$0.03$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.07$0.27$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.83$0.07$0.05$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$0.09$0.04$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$0.12$0.06$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$6,500
Mission and Program Overview

Mission

Support the education of the fraternity members through scholarship grants, counseling, library materials and other facilities

Program Services

DescriptionGrantsExpenses
COLLEGE SCHOLARSHIPS$6,000$6,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELO JONATHANTreasurer-$0--
STEVEN DOUGHTERTYMember-$0--
DENINGER REEDMember-$0--
CALEB KRISMember-$0--
JOHN GIRKAMember-$0--
NICHOLAS JARASMember-$0--
MARCOS JORGEMember-$0--
MCGUIRE MATTHEWPresident-$0--
Filing and Contact Details

Filer

Filer Name
Phi Chapter of Theta Tau Fraternity
EIN
35-2133943
Address
2227 S LAURELWOOD DRIVE, BLOOMINGTON, IN 47401

Signing Officer

Name
Angelo Jonathan
Title
Treasurer
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Girardot Strauch & Co Pc
Address
316 MAIN ST, LAFAYETTE, IN 47901-1352
Preparer
Eddie Pluhar CPA
Phone
7654235313
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 6,000”

Form 990-ez, Part I, Line 16

“Expenses bank fees 150 total 150”

Form 990-ez, Part I, Line 20

“Unrealized gain (loss) on investments 0”

Form 990-ez, Part II, Line 26

“Payable - house corp 2,944 2,944”

Form 990-ez, Part III

“Support the education of the fraternity members through scholarship grants, counseling, library materials and other facilities”

Raw XML Appendix156 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/BooksInCareOfDetail/PhoneNum09703559198
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLOOMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0127382
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125500
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1882
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02232
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0124438
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122556
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGELO JONATHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN DOUGHTERTY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CALEB KRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN GIRKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICHOLAS JARAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARCOS JORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MCGUIRE MATTHEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE EDUCATION OF THE FRATERNITY MEMBERS THROUGH SCHOLARSHIP GRANTS, COUNSELING, LIBRARY MATERIALS AND OTHER FACILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02944
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02944
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08382
IRS990EZ/TotalProgramServiceExpensesAmt06000
IRS990EZ/TotalRevenueAmt06500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IN 2019 THE PUBLIC SUPPORT PERCENTAGE WAS NEARLY 70%. COVID-19 HAS AFFECTED THE ANNUAL CONTRIBUTIONS AND THIS LED TO A BRIEF CIRCUMSTANCE THAT HAS PUBLIC SUPPORT BELOW 33% FOR 2020 AND 2021. THE ORGANIZATION CONTINUES TO REPRESENT THE PUBLIC'S INTEREST, WHICH CAN BE VIEWED IN THE CURRENT YEAR AMOUNT PROVIDED FOR SCHOLARSHIPS WHICH WAS GREATER THAN ANNUAL INCOME RECEIVED. THE EDUCATION FOUNDATION BOARD IS AWARE OF THE SITUATION AND HAS CREATED A PLAN TO INCREASE THEIR PUBLIC SUPPORT IN THE CURRENT YEAR.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02000
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02860
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38470
IRS990ScheduleA/PublicSupportPY170Pct00.23870
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08000
IRS990ScheduleA/TotalSupportAmt020794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 150 TOTAL 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN (LOSS) ON INVESTMENTS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYABLE - HOUSE CORP 2,944 2,944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPORT THE EDUCATION OF THE FRATERNITY MEMBERS THROUGH SCHOLARSHIP GRANTS, COUNSELING, LIBRARY MATERIALS AND OTHER FACILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI CHAPTER OF THETA TAU FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PHIC
ReturnHeader/Filer/EIN0352133943
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351519864
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDDIE PLUHAR CPA
ReturnHeader/ReturnTs02023-11-15T15:17:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANGELO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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