Civic Intelligence

Theta Beta Chapter

990 • Fiscal year 2023 • EIN 35-6007558

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 04, 2023

Organization Profile
502 W 2nd StreetBloomington, IN 47403

(973) 449-6500

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

Higher debt load relative to assets than 2% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Net Margin

87th percentile

19%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Asset Growth

54th percentile

4.7%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$5,064,904

Up $228,066 (+4.7%) from 2022

Net Assets

Up

$5,061,044

Up $231,530 (+4.8%) from 2022

Liabilities

Down

$3,860

Down $3,464 (-47%) from 2022

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin87th percentile

Revenue

Up

$1,200,420

Up $114,439 (+11%) from 2022

Expenses

Up

$968,890

Up $83,576 (+9.4%) from 2022

Net Income

Up

$231,530

Up $30,863 (+15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $5,109,417Liabilities 2012: $2,186,633Net Assets 2012: $2,922,7842012Assets 2017: $4,827,170Liabilities 2017: $594,844Net Assets 2017: $4,232,3262017Assets 2018: $4,916,244Liabilities 2018: $525,394Net Assets 2018: $4,390,8502018Assets 2019: $4,653,626Liabilities 2019: $4,460Net Assets 2019: $4,649,1662019Assets 2020: $4,430,745Liabilities 2020: $6,815Net Assets 2020: $4,423,9302020Assets 2021: $4,629,627Liabilities 2021: $7,587Net Assets 2021: $4,622,0402021Assets 2022: $4,836,838Liabilities 2022: $7,324Net Assets 2022: $4,829,5142022Assets 2023: $5,064,904Liabilities 2023: $3,860Net Assets 2023: $5,061,0442023Assets 2024: $4,804,846Liabilities 2024: $6,675Net Assets 2024: $4,798,1712024Assets 2025: $5,144,265Liabilities 2025: $122,482Net Assets 2025: $5,021,7832025

Highlighted filing

2023

Assets$5,064,904
Liabilities$3,860
Net Assets$5,061,044
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $781,3052012Revenue 2017: $974,982Expenses 2017: $777,291Net Income 2017: $197,6912017Revenue 2018: $999,728Expenses 2018: $841,204Net Income 2018: $158,5242018Revenue 2019: $1,095,494Expenses 2019: $837,178Net Income 2019: $258,3162019Revenue 2020: $350,150Expenses 2020: $575,386Net Income 2020: -$225,2362020Revenue 2021: $819,834Expenses 2021: $621,724Net Income 2021: $198,1102021Revenue 2022: $1,085,981Expenses 2022: $885,314Net Income 2022: $200,6672022Revenue 2023: $1,200,420Expenses 2023: $968,890Net Income 2023: $231,5302023Revenue 2024: $657,317Expenses 2024: $920,190Net Income 2024: -$262,8732024Revenue 2025: $1,235,749Expenses 2025: $1,012,137Net Income 2025: $223,6122025

Highlighted filing

2023

Revenue$1,200,420
Expenses$968,890
Net Income$231,530
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 4, 2023
Return Version
2022v5.0
Gross Receipts
$1,291,142
Mission and Program Overview

Mission

Provide furnished housing to active student members attending indiana university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,829,514$5,061,044▲ $231,530
Land, Buildings, and Equipment, Net$2,980,133$3,009,799▲ $29,666
Savings and Temporary Cash Investments$1,094,319$1,145,207▲ $50,888
Cash and Non-Interest-Bearing Accounts$453,044$453,869▲ $825
Accounts Receivable$266,168$416,120▲ $149,952
Prepaid Expenses and Deferred Charges$41,674$38,409▼ $3,265
Inventories for Sale or Use$1,500$1,500→ $0
Total Assets$4,836,838$5,064,904▲ $228,066
Liabilities
Accounts Payable and Accrued Expenses$6,875$3,534▼ $3,341
Other Liabilities$449$326▼ $123
Total Liabilities$7,324$3,860▼ $3,464
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,829,514$5,061,044▲ $231,530
Total Liabilities and Net Assets / Fund Balance$4,836,838$5,064,904▲ $228,066

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,929,937$2,491,423$5,421,360
Land$79,862-$79,862
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Traci JovanovicPresident
Jenny TracySecretary
Terri RifkindTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,144,377
Investment Income
$56,043
Other Revenue
$0
Change in Net Assets
$231,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$841,974
Salaries, Compensation, and Employee Benefits$126,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$180,170--$180,170
All Other Expenses$117,122--$117,122
Other Salaries and Wages$114,789--$114,789
Other Expenses$30,879--$30,879
Insurance$25,971--$25,971
Payroll Taxes$12,127--$12,127
Fees for Service Investment Mgmnt Fees$5,155--$5,155
Office Expenses$1,791--$1,791
Conferences and Meetings$427--$427
Total Functional Expenses$968,890$0$0$968,890
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$326
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Theta Beta Chapter
EIN
35-6007558
Phone
9734496500
Address
502 W 2ND STREET, BLOOMINGTON, IN 47403

Signing Officer

Name
Terri Rifkind
Title
Treasurer
Signed
2023-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Traci Jovanovic
Formed
1945
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
8

Preparer

Firm
Todd Carpenter CPA Pc
Address
502 W 2ND STREET, BLOOMINGTON, IN 47403
Preparer
Todd Carpenter CPA
Phone
8123311885
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provided furnished housing to active student members attending indiana”

Form 990, Part IX, Line 24E

“House supplies 26,928 0 0 professional fees 16,060 0 0 internet and cable 15,195 0 0 yard & landscaping 13,814 0 0 income tax indiana 11,289 0 0 security 11,259 0 0 kitchen supplies/utensils 9,826 0 0 trash removal 6,670 0 0 federal income tax 2,639 0 0 laundry 2,281 0 0 equipment rental 628 0 0 bank service charges 511 0 0 dues fees and licenses 22 0 0 total 117,122 0 0”

Raw XML Appendix307 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/IRPDocumentCnt03
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/NetUnrelatedBusTxblIncmAmt053759
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/Organization501cInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDED FURNISHED HOUSING TO ACTIVE STUDENT MEMBERS ATTENDING INDIANA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOUSE SUPPLIES 26,928 0 0 PROFESSIONAL FEES 16,060 0 0 INTERNET AND CABLE 15,195 0 0 YARD & LANDSCAPING 13,814 0 0 INCOME TAX INDIANA 11,289 0 0 SECURITY 11,259 0 0 KITCHEN SUPPLIES/UTENSILS 9,826 0 0 TRASH REMOVAL 6,670 0 0 FEDERAL INCOME TAX 2,639 0 0 LAUNDRY 2,281 0 0 EQUIPMENT RENTAL 628 0 0 BANK SERVICE CHARGES 511 0 0 DUES FEES AND LICENSES 22 0 0 TOTAL 117,122 0 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,064,904
Liabilities
$3,860
Net assets
$5,061,044
Revenue
$1,200,420
Expenses
$968,890
Net income
$231,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.14$0.12$5.02$1.24$1.01$0.22
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.01$4.80$0.66$0.92$0.26
2023Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$1.20$0.97$0.23
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.01$4.83$1.09$0.89$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.63$0.01$4.62$0.82$0.62$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.01$4.42$0.35$0.58$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$1.10$0.84$0.26
2018Detailed filing. Detailed filing data is available for this year.$4.92$0.53$4.39$1.00$0.84$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.83$0.59$4.23$0.97$0.78$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$2.19$2.92$0.78
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)7 • $5M-$10M nonprofits