Civic Intelligence

Theta Beta Chapter

990 • Fiscal year 2024 • EIN 35-6007558

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 11, 2024

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

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2024 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2024 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-40%

Higher net margin than 3% of similar nonprofits.

2024 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2024 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-5.1%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-45%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$4,804,846

Down $260,058 (-5.1%) from 2023

Net Assets

Down

$4,798,171

Down $262,873 (-5.2%) from 2023

Liabilities

Up

$6,675

Up $2,815 (+73%) from 2023

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin3rd percentile

Revenue

Down

$657,317

Down $543,103 (-45%) from 2023

Expenses

Down

$920,190

Down $48,700 (-5.0%) from 2023

Net Income

Down

-$262,873

Down $494,403 (-214%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2024

Assets$4,804,846
Liabilities$6,675
Net Assets$4,798,171
Open 2024 Filing

Operations Trend

Revenue Growth2nd 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

2024

Revenue$657,317
Expenses$920,190
Net Income-$262,873
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 11, 2024
Return Version
2023v5.0
Gross Receipts
$765,356
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$5,061,044$4,798,171▼ $262,873
Land, Buildings, and Equipment, Net$3,009,799$3,008,517▼ $1,282
Savings and Temporary Cash Investments$1,145,207$1,211,045▲ $65,838
Cash and Non-Interest-Bearing Accounts$453,869$629,172▲ $175,303
Prepaid Expenses and Deferred Charges$38,409$28,593▼ $9,816
Inventories for Sale or Use$1,500$1,500→ $0
Accounts Receivable$416,120$-73,981▼ $490,101
Total Assets$5,064,904$4,804,846▼ $260,058
Liabilities
Other Liabilities$326$3,357▲ $3,031
Accounts Payable and Accrued Expenses$3,534$3,318▼ $216
Total Liabilities$3,860$6,675▲ $2,815
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,061,044$4,798,171▼ $262,873
Total Liabilities and Net Assets / Fund Balance$5,064,904$4,804,846▼ $260,058

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,928,655$2,672,384$5,601,039
Land$79,862-$79,862
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Traci JovanovicPresident
Jenny TracySecretary
Terri RifkindTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$585,462
Investment Income
$71,855
Other Revenue
$0
Change in Net Assets
$-262,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$781,583
Salaries, Compensation, and Employee Benefits$138,607
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$180,961--$180,961
Other Salaries and Wages$126,607--$126,607
All Other Expenses$101,137--$101,137
Insurance$29,760--$29,760
Other Expenses$19,975--$19,975
Payroll Taxes$12,000--$12,000
Fees for Service Investment Mgmnt Fees$6,017--$6,017
Office Expenses$825--$825
Total Functional Expenses$920,190$0$0$920,190
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$1,034
Indiana Income Tax$552
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
Traci Jovanovic
Title
President
Signed
2024-11-11
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
4

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

“Professional fees 17,680 0 0 internet and cable 16,749 0 0 house supplies 15,008 0 0 parking lot rental iu 14,256 0 0 federal income tax 13,168 0 0 trash removal 8,820 0 0 yard & landscaping 7,322 0 0 income tax indiana 3,142 0 0 laundry 2,405 0 0 kitchen supplies/utensils 2,013 0 0 bank service charges 536 0 0 website expense 35 0 0 rounding 3 0 0 total 101,137 0 0”

Raw XML Appendix306 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/IRPDocumentCnt02
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE FURNISHED HOUSING TO ACTIVE STUDENT MEMBERS ATTENDING INDIANA UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05061044
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010597
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IRS990/NetUnrelatedBusTxblIncmAmt062706
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0825
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/ProgramServiceRevenueGrp/Desc3MISC
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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/ExplanationTxt3PROFESSIONAL FEES 17,680 0 0 INTERNET AND CABLE 16,749 0 0 HOUSE SUPPLIES 15,008 0 0 PARKING LOT RENTAL IU 14,256 0 0 FEDERAL INCOME TAX 13,168 0 0 TRASH REMOVAL 8,820 0 0 YARD & LANDSCAPING 7,322 0 0 INCOME TAX INDIANA 3,142 0 0 LAUNDRY 2,405 0 0 KITCHEN SUPPLIES/UTENSILS 2,013 0 0 BANK SERVICE CHARGES 536 0 0 WEBSITE EXPENSE 35 0 0 ROUNDING 3 0 0 TOTAL 101,137 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/USAddress/ZIPCd047401
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACI JOVANOVIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA BETA CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF CHI OMEGA INC
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0356007558
ReturnHeader/Filer/PhoneNum09734496500
ReturnHeader/Filer/USAddress/AddressLine1Txt0502 W 2ND STREET
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352005209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TODD CARPENTER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0502 W 2ND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047403
ReturnHeader/PreparerPersonGrp/PhoneNum08123311885
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD CARPENTER CPA
ReturnHeader/ReturnTs02024-11-12T06:24:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,804,846
Liabilities
$6,675
Net assets
$4,798,171
Revenue
$657,317
Expenses
$920,190
Net income
-$262,873
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