Civic Intelligence

Theta Chi Fraternity Inc

990EZ • Fiscal year 2016 • EIN 41-0709519

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 20, 2017

Organization ProfileWWW.THETACHIBK.ORG
823 Snelling Avenue NSaint Paul, MN 55104

(651) 646-2216

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

12th percentile

-17%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

3rd percentile

-66%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$4,814

Down $9,160 (-66%) from 2015

Net Assets

Down

$4,814

Down $9,160 (-66%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin12th percentile

Revenue

Down

$54,996

Down $10,672 (-16%) from 2015

Expenses

Up

$64,156

Up $9,120 (+17%) from 2015

Net Income

Down

-$9,160

Down $19,792 (-186%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$40K$30K$20K$10K$0Assets 2011: $22,521Liabilities 2011: $02011Assets 2012: $28,890Liabilities 2012: $02012Assets 2013: $33,127Liabilities 2013: $02013Assets 2014: $3,342Liabilities 2014: $02014Assets 2015: $13,974Liabilities 2015: $0Net Assets 2015: $13,9742015Assets 2016: $4,814Liabilities 2016: $0Net Assets 2016: $4,8142016Assets 2017: $6,261Liabilities 2017: $0Net Assets 2017: $6,2612017

Highlighted filing

2016

Assets$4,814
Liabilities$0
Net Assets$4,814
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $80,830Expenses 2011: $73,387Net Income 2011: $7,4432011Revenue 2012: $83,740Expenses 2012: $77,370Net Income 2012: $6,3702012Revenue 2013: $61,129Expenses 2013: $49,110Net Income 2013: $12,0192013Revenue 2014: $71,079Expenses 2014: $100,865Net Income 2014: -$29,7862014Revenue 2015: $65,668Expenses 2015: $55,036Net Income 2015: $10,6322015Revenue 2016: $54,996Expenses 2016: $64,156Net Income 2016: -$9,1602016Revenue 2017: $51,523Expenses 2017: $50,076Net Income 2017: $1,4472017

Highlighted filing

2016

Revenue$54,996
Expenses$64,156
Net Income-$9,160
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 20, 2017
Return Version
2016v3.0
Gross Receipts
$54,996
Mission and Program Overview

Mission

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 27 MEMBERS FOR THE YEAR$0$0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARRETT HECKMANPresident-$0--
THEODORE SPILDEVice President-$0--
ALEX FORSMANVice President Of Health &-$0--
RYAN SAUFFERERSecretary-$0--
WILLIAM YOUNGMarshal-$0--
JOHN KWONTreasurer-$0--
CHRISTOPHER SCHAITBERGERRecruitment Chairman-$0--
ADAM WHITTChaplain-$0--
BENJAMIN HEANEYScholarship Chairman-$0--
GUNNAR AASHistorian-$0--
JOSEPH SCHWARTZFirst Guard-$0--
PATRICK MURRAYSecond Guard-$0--
Filing and Contact Details

Filer

Filer Name
Beta Kappa Chapter
EIN
41-0709519
Phone
6516462216
Address
823 SNELLING AVENUE N, SAINT PAUL, MN 55104

Signing Officer

Name
Warren Benson
Title
Treasurer
Phone
6513280635
Signed
2017-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
Melanie Powell CPA
Phone
7065710083
Supplemental Narrative

Additional Explanations

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

“Description: chapter dues. Amount: 7,905. Description: chapter operations. Amount: 3,272. Description: utilities. Amount: 10,842. Total to form 990-ez, line 16: 22,019.”

Raw XML Appendix167 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/USAddress/CityNm0ST PAUL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013974
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARRETT HECKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THEODORE SPILDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEX FORSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RYAN SAUFFERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN KWON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTOPHER SCHAITBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ADAM WHITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BENJAMIN HEANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GUNNAR AAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOSEPH SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11PATRICK MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT OF HEALTH &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MARSHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECRUITMENT CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SCHOLARSHIP CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10FIRST GUARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SECOND GUARD
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022019
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY WHOSE PURPOSE IS TO PROVIDE MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 27 MEMBERS FOR THE YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt064156
IRS990EZ/TotalRevenueAmt054996
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THETACHIBK.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CHAPTER DUES. AMOUNT: 7,905. DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 3,272. DESCRIPTION: UTILITIES. AMOUNT: 10,842. TOTAL TO FORM 990-EZ, LINE 16: 22,019.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN BENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06513280635
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA KAPPA CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA CHI-HAMLINE UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0410709519
ReturnHeader/Filer/PhoneNum06516462216
ReturnHeader/Filer/USAddress/AddressLine1Txt0823 SNELLING AVENUE N
ReturnHeader/Filer/USAddress/CityNm0SAINT PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02017-04-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:05:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE POWELL CPA
ReturnHeader/ReturnTs02017-04-21T14:24:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,814
Liabilities
$0
Net assets
$4,814
Revenue
$54,996
Expenses
$64,156
Net income
-$9,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.52$0.50$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.55$0.64$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.66$0.55$0.11
2014Summary only. Only limited summary data is available for this year.$0.03$0.00$0.71$1.01$0.30
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.61$0.49$0.12
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.84$0.77$0.06
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.81$0.73$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)7 • <$500k nonprofits