Civic Intelligence

Theta Chi Fraternity Ets Psi Chapter

990EZ • Fiscal year 2017 • EIN 45-4390401

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2018

1400 University Blvd Huc 230Birmingham, AL 35294

(205) 948-5358

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$2,650

No earlier filing loaded for comparison.

Net Assets

$2,650

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$65,631

No earlier filing loaded for comparison.

Expenses

$64,419

No earlier filing loaded for comparison.

Net Income

$1,212

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2017: $2,650Liabilities 2017: $0Net Assets 2017: $2,6502017Assets 2018: $5,961Liabilities 2018: $0Net Assets 2018: $5,9612018Assets 2019: $9,592Net Assets 2019: $9,5922019Assets 2020: $17,373Liabilities 2020: $02020Assets 2023: $36,383Liabilities 2023: $02023Assets 2024: $59,753Liabilities 2024: $02024Assets 2025: $56,970Liabilities 2025: $0Net Assets 2025: $56,9702025

Highlighted filing

2017

Assets$2,650
Liabilities$0
Net Assets$2,650

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $65,631Expenses 2017: $64,419Net Income 2017: $1,2122017Revenue 2018: $58,544Expenses 2018: $55,233Net Income 2018: $3,3112018Revenue 2019: $64,044Expenses 2019: $60,413Net Income 2019: $3,6312019Revenue 2020: $42,826Expenses 2020: $35,045Net Income 2020: $7,7812020Revenue 2023: $119,044Expenses 2023: $84,661Net Income 2023: $34,3832023Revenue 2024: $114,543Expenses 2024: $91,173Net Income 2024: $23,3702024Revenue 2025: $106,705Expenses 2025: $109,488Net Income 2025: -$2,7832025

Highlighted filing

2017

Revenue$65,631
Expenses$64,419
Net Income$1,212
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2018
Return Version
2016v3.0
Gross Receipts
$65,631
Mission and Program Overview

Mission

Leadership development, personal development, and service to the alma mater are fundamental to theta chi fraternity's mission.

The organization is a local chapter of national collegiate social fraternity whose purpose is to educational activities 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 47 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN BATCHELDERChaplain-$0--
SPENCER WILSONFirst Guard-$0--
JACKSON PATRICKHistorian-$0--
JOHN ANDERSONMarshal-$0--
MALCOLM MANNINGPresident-$0--
JOSHUA FREUNDRecruitment Chairman-$0--
JOSHUA BOWMANScholarship Chairman-$0--
MALCOLM MANNINGSecond Guard-$0--
GUY TWASecretary-$0--
NICHOLAS ARNOLDStudent Government Rep-$0--
DAVID KOROVINTreasurer-$0--
TYLER WELLSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Theta Chi Fraternity
EIN
45-4390401
Phone
2059485358
Address
1400 UNIVERSITY BLVD HUC 230, BIRMINGHAM, AL 35294

Signing Officer

Name
David Korovin
Title
Treasurer
Phone
2059485358
Signed
2018-11-09
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/fees. Amount: 13,306. Description: chapter operations. Amount: 47,523. Total to form 990-ez, line 16: 60,829.

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/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035233
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01438
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SPENCER WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKSON PATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MALCOLM MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSHUA FREUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSHUA BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MALCOLM MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GUY TWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NICHOLAS ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DAVID KOROVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11TYLER WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST GUARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MARSHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECRUITMENT CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SCHOLARSHIP CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECOND GUARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9STUDENT GOVERNMENT REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY WHOSE PURPOSE IS TO EDUCATIONAL ACTIVITIES 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 47 MEMBERS FOR THE YEAR.
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IRS990EZ/TotalRevenueAmt065631
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0UABTHETACHI.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CHAPTER DUES/FEES. AMOUNT: 13,306. DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 47,523. TOTAL TO FORM 990-EZ, LINE 16: 60,829.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReasonableCauseExplanation/ExplanationTxt0THE ORGANIZATION'S OFFICERS ARE COMPRISED OF COLLEGE STUDENTS WHO SERVE IN THEIR CAPACITY AS OFFICERS ON A VOLUNTEER BASIS AND RECEIVE NO COMPENSATION FOR THEIR POSITION AS OFFICER. THE ORGANIZATION HAS HAD TURNOVER AMONG THE VARIOUS OFFICER POSITIONS IN THE CURRENT YEAR AND THE 990 FILING RESPONSIBILITIES WERE NOT WELL COMMUNICATED TO THE NEW OFFICERS. THE CURRENT OFFICERS REALIZED THAT THE 990 DUE DATE WAS ON 11/15/2017 AND IMMEDIATELY TOOK ACTION AND GATHERED THE INFORMATION NEEDED TO FILE A COMPLETE AND ACCURATE RETURN.THE ORGANIZATION HAS A HISTORY OF FILING THE 990 ON A TIMELY BASIS WITH THE EXCEPTION OF THE 990 FOR THE YEAR-ENDING 6/30/2017.BASED ON THE REASONS STATED ABOVE, WE ASK THAT YOU PLEASE WAIVE THE LATE FILING PENALTY. YOUR CONSIDERATION IN THE MATTER WILL BE GREATLY APPRECIATED.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID KOROVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02059485358
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA CHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ETA PSI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0454390401
ReturnHeader/Filer/PhoneNum02059485358
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 UNIVERSITY BLVD HUC 230
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:09:14
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/ReturnTs02018-11-14T15:48:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings