Civic Intelligence

Theta Chi Fraternity Ets Psi Chapter

990EZ • Fiscal year 2019 • EIN 45-4390401

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 01, 2019

Organization ProfileUABTHETACHI.COM
1400 University Blvd Huc 230Birmingham, AL 35294

(251) 895-1011

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

59th percentile

5.7%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

61%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

9.4%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,592

Up $3,631 (+61%) from 2018

Net Assets

Up

$9,592

Up $3,631 (+61%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$64,044

Up $5,500 (+9.4%) from 2018

Expenses

Up

$60,413

Up $5,180 (+9.4%) from 2018

Net Income

Up

$3,631

Up $320 (+9.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

2019

Assets$9,592
Liabilities-
Net Assets$9,592
Open 2019 Filing

Operations Trend

Revenue Growth70th percentile

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

2019

Revenue$64,044
Expenses$60,413
Net Income$3,631
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$64,044
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN ODOMMarshal-$0--
DYLAN SLAUGHTERFirst Guard-$0--
MALCOLM MANNINGPresident-$0--
CALEB CALHOUNRecruitment-$0--
JOHN MIZERANYScholarship-$0--
JACK YOUNGSecond Guard-$0--
NICHOLAS SOUTHERNSecretary-$0--
JOSHUA FREUNDTreasurer-$0--
SPENCER DIXONVice Preside-$0--
DYLAN LEGNARVP Health An-$0--
Filing and Contact Details

Filer

Filer Name
Theta Chi Fraternity
EIN
45-4390401
Phone
2518951011
Address
1400 UNIVERSITY BLVD HUC 230, BIRMINGHAM, AL 35294

Signing Officer

Name
Joshua Freund
Title
Treasurer
Phone
2518951011
Signed
2019-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses chapter dues and fees 54,302 bank fees 1,843 total 56,145”

Form 990-ez, Part III

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

Raw XML Appendix128 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/ZIPCd035205
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHAN ODOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DYLAN SLAUGHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MALCOLM MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CALEB CALHOUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN MIZERANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACK YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICHOLAS SOUTHERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSHUA FREUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SPENCER DIXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DYLAN LEGNAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MARSHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST GUARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECOND GUARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP HEALTH AN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056145
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LEADERSHIP DEVELOPMENT, PERSONAL DEVELOPMENT, AND SERVICE TO THE ALMA MATER ARE FUNDAMENTAL TO THETA CHI FRATERNITY'S MISSION.
IRS990EZ/ProgramServiceRevenueAmt064044
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060413
IRS990EZ/TotalRevenueAmt064044
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0UABTHETACHI.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAPTER DUES AND FEES 54,302 BANK FEES 1,843 TOTAL 56,145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LEADERSHIP DEVELOPMENT, PERSONAL DEVELOPMENT, AND SERVICE TO THE ALMA MATER ARE FUNDAMENTAL TO THETA CHI FRATERNITY'S MISSION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/PhoneNum02518951011
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA CHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ETA PSI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0THET
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
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ReturnHeader/FilingSecurityInformation/IPDt02019-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:06:20
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02019-11-02T15:06:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,592
Liabilities
-
Net assets
$9,592
Revenue
$64,044
Expenses
$60,413
Net income
$3,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.07$1.09$0.03
2024Summary only. Only limited summary data is available for this year.$0.60$0.00$1.15$0.91$0.23
2023Summary only. Only limited summary data is available for this year.$0.36$0.00$1.19$0.85$0.34
2020Summary only. Only limited summary data is available for this year.$0.17$0.00$0.43$0.35$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.64$0.60$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.59$0.55$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.66$0.64$0.01