Civic Intelligence

Theta Building Association

990EZ • Fiscal year 2014 • EIN 39-1087800

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 29, 2014

Organization ProfileN/A
8740 Founders RoadIndianapolis, IN 46268

(317) 876-8593

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

48th percentile

0.02x

Higher debt load relative to revenue than 48% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Net Margin

79th percentile

33%

Higher net margin than 79% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Asset Growth

88th percentile

12%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$477,810

Up $49,829 (+12%) from 2013

Net Assets

Up

$474,810

Up $49,829 (+12%) from 2013

Liabilities

Flat

$3,000

Flat from 2013

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin79th percentile

Revenue

Up

$150,845

Up $26,253 (+21%) from 2013

Expenses

Up

$101,016

Up $13,602 (+16%) from 2013

Net Income

Up

$49,829

Up $12,651 (+34%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$1.0M$500K$0Assets 2012: $390,803Liabilities 2012: $3,0002012Assets 2013: $427,981Liabilities 2013: $3,000Net Assets 2013: $424,9812013Assets 2014: $477,810Liabilities 2014: $3,000Net Assets 2014: $474,8102014Assets 2015: $528,463Liabilities 2015: $3,000Net Assets 2015: $525,4632015Assets 2016: $591,767Liabilities 2016: $3,000Net Assets 2016: $588,7672016Assets 2017: $623,227Liabilities 2017: $3,800Net Assets 2017: $619,4272017Assets 2018: $650,210Liabilities 2018: $6,484Net Assets 2018: $643,7262018Assets 2019: $696,727Liabilities 2019: $7,990Net Assets 2019: $688,7372019Assets 2020: $709,617Liabilities 2020: $6,232Net Assets 2020: $703,3852020Assets 2021: $726,249Liabilities 2021: $4,289Net Assets 2021: $721,9602021Assets 2022: $795,296Liabilities 2022: $8,674Net Assets 2022: $786,6222022Assets 2023: $994,062Liabilities 2023: $23,074Net Assets 2023: $970,9882023

Highlighted filing

2014

Assets$477,810
Liabilities$3,000
Net Assets$474,810
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$400K$300K$200K$100K$0Revenue 2012: $122,843Expenses 2012: $117,429Net Income 2012: $5,4142012Revenue 2013: $124,592Expenses 2013: $87,414Net Income 2013: $37,1782013Revenue 2014: $150,845Expenses 2014: $101,016Net Income 2014: $49,8292014Revenue 2015: $167,872Expenses 2015: $117,219Net Income 2015: $50,6532015Revenue 2016: $155,401Expenses 2016: $92,097Net Income 2016: $63,3042016Revenue 2017: $189,268Expenses 2017: $158,608Net Income 2017: $30,6602017Revenue 2018: $175,250Expenses 2018: $150,951Net Income 2018: $24,2992018Revenue 2019: $182,731Expenses 2019: $137,720Net Income 2019: $45,0112019Revenue 2020: $181,147Expenses 2020: $166,499Net Income 2020: $14,6482020Revenue 2021: $178,408Expenses 2021: $159,833Net Income 2021: $18,5752021Revenue 2022: $244,618Expenses 2022: $179,956Net Income 2022: $64,6622022Revenue 2023: $354,093Expenses 2023: $169,727Net Income 2023: $184,3662023

Highlighted filing

2014

Revenue$150,845
Expenses$101,016
Net Income$49,829
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 29, 2014
Return Version
2013v3.0
Gross Receipts
$150,845
Mission and Program Overview

Mission

TO PROVIDE HOUSING

Program Services

DescriptionGrantsExpenses
TO PROVIDE HOUSING AND NECESSARY RELATED SERVICES TO THE COLLEGIATE MEMBERS OF THE PSI CHAPTER OF KAPPA ALPHA THETA.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LEE SHEAPresidentPT$0--
BRIDGET PRESSENTINVice-PresidentPT$0--
JOAN MURPHYSecretaryPT$0--
ANNE M LAWRENCETreasurerPT$0--
GABRIELLE N MOENChief Executive OfficerPT$0--
MARGARET M SUTTONChief Financial OfficerPT$0--
LAUREN SPRAKERFacility Management DirectorPT$0--
KATHRYN E POEHLINGFinance AdvisorPT$0--
REBECCA L SOMMERSFacility Management AdvisorPT$0--
Filing and Contact Details

Filer

EIN
39-1087800
Phone
3178768593

Signing Officer

Name
Anne M Lawrence
Title
Treasurer
Phone
3178768593
Signed
2014-10-29
Discuss with paid preparer
Yes

Preparer

Preparer
Ryan Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 278.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: postage . Amount: 184. Description: supplies . Amount: 1,908. Description: depreciation . Amount: 36,450. Description: insurance . Amount: 5,699. Total to form 990-ez, line 16: 44,241.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: deposits . Beg. Of year amount: 3,000. End of year amount: 3,000.”

Raw XML Appendix151 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10JEFF RISSER
IRS990EZ/BooksInCareOfDetail/PhoneNum03178768593
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine108740 FOUNDERS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0INDIANAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/State0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode046268
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104137
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0155016
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015142
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt049829
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03173
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0427981
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0477810
IRS990EZ/GrossReceiptsAmt0150845
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0278
IRS990EZ/LandAndBuildingsGrp/BOYAmt0323844
IRS990EZ/LandAndBuildingsGrp/EOYAmt0322794
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0424981
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0474810
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0424981
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0474810
IRS990EZ/OccupancyRentUtltsAndMaintAmt053602
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER LEE SHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIDGET PRESSENTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOAN MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNE M LAWRENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GABRIELLE N MOEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARGARET M SUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAUREN SPRAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHRYN E POEHLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8REBECCA L SOMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHIEF EXECUTIVE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHIEF FINANCIAL OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FACILITY MANAGEMENT DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FINANCE ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FACILITY MANAGEMENT ADVISOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt044241
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HOUSING
IRS990EZ/ProgramServiceRevenueAmt0135425
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE HOUSING AND NECESSARY RELATED SERVICES TO THE COLLEGIATE MEMBERS OF THE PSI CHAPTER OF KAPPA ALPHA THETA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0101016
IRS990EZ/TotalRevenueAmt0150845
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: POSTAGE . AMOUNT: 184. DESCRIPTION: SUPPLIES . AMOUNT: 1,908. DESCRIPTION: DEPRECIATION . AMOUNT: 36,450. DESCRIPTION: INSURANCE . AMOUNT: 5,699. TOTAL TO FORM 990-EZ, LINE 16: 44,241.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPOSITS . BEG. OF YEAR AMOUNT: 3,000. END OF YEAR AMOUNT: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE M LAWRENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178768593
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10THETA BUILDING ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0391087800
ReturnHeader/Filer/PhoneNum03178768593
ReturnHeader/Filer/USAddress/AddressLine108740 FOUNDERS ROAD
ReturnHeader/Filer/USAddress/City0INDIANAPOLIS
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046268
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0350905983
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10K B PARRISH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106840 EAGLE HIGHLANDS WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode046254
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN KEITH CPA
ReturnHeader/ReturnTs02014-11-12T12:59:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$477,810
Liabilities
$3,000
Net assets
$474,810
Revenue
$150,845
Expenses
$101,016
Net income
$49,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.94$0.23$9.71$3.54$1.70$1.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.95$0.09$7.87$2.45$1.80$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$0.04$7.22$1.78$1.60$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.10$0.06$7.03$1.81$1.66$0.15
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.97$0.08$6.89$1.83$1.38$0.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.06$6.44$1.75$1.51$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.23$0.04$6.19$1.89$1.59$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.03$5.89$1.55$0.92$0.63
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.03$5.25$1.68$1.17$0.51
2014Detailed filing. Detailed filing data is available for this year.$4.78$0.03$4.75$1.51$1.01$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.03$4.25$1.25$0.87$0.37
2012Summary only. Only limited summary data is available for this year.$3.91$0.03$1.23$1.17$0.05