Civic Intelligence

Theta Chi Fraternity Ets Psi Chapter

990EZ • Fiscal year 2018 • EIN 45-4390401

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 21, 2018

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

53rd percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

59th percentile

5.7%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

97th percentile

125%

Faster asset growth than 97% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-11%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$5,961

Up $3,311 (+125%) from 2017

Net Assets

Up

$5,961

Up $3,311 (+125%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin59th percentile

Revenue

Down

$58,544

Down $7,087 (-11%) from 2017

Expenses

Down

$55,233

Down $9,186 (-14%) from 2017

Net Income

Up

$3,311

Up $2,099 (+173%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2018

Assets$5,961
Liabilities$0
Net Assets$5,961
Open 2018 Filing

Operations Trend

Revenue Growth25th 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

2018

Revenue$58,544
Expenses$55,233
Net Income$3,311
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 21, 2018
Return Version
2017v2.2
Gross Receipts
$58,544
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 44 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN ODOMChaplain-$0--
PHILIP BWALYAFirst Guard-$0--
VIVEK SINGHHistorian-$0--
COLLIN DORNERMarshal-$0--
MALCOLM MANNINGPresident-$0--
BRETT MCGEERecruitment Chairman-$0--
JOHN MIZERANYScholarship Chairman-$0--
JACK YOUNGSecond Guard-$0--
NICHOLAS SOUTHERNSecretary-$0--
JOSHUA FREUNDTreasurer-$0--
JACKSON PATRICKVice President Of Health &-$0--
SPENCER DIXONVice President-$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
2018-12-21
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: 30,031. Description: chapter operations. Amount: 18,974. Total to form 990-ez, line 16: 49,005.”

Raw XML Appendix165 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/PersonNm0JOSHUA FREUND
IRS990EZ/BooksInCareOfDetail/PhoneNum02518951011
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 17TH STREET SOUTH 235
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035205
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02650
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03311
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06228
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02650
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05961
IRS990EZ/GrossReceiptsAmt058544
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00241
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt058544
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02650
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02650
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05961
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
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/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
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/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHAN ODOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHILIP BWALYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VIVEK SINGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COLLIN DORNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MALCOLM MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRETT MCGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN MIZERANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JACK YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NICHOLAS SOUTHERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOSHUA FREUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JACKSON PATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SPENCER DIXON
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/TitleTxt9TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VICE PRESIDENT OF HEALTH &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt049005
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 44 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt055233
IRS990EZ/TotalRevenueAmt058544
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0UABTHETACHI.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CHAPTER DUES/FEES. AMOUNT: 30,031. DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 18,974. TOTAL TO FORM 990-EZ, LINE 16: 49,005.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA FREUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02518951011
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA CHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ETA PSI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0454390401
ReturnHeader/Filer/PhoneNum02518951011
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 UNIVERSITY BLVD HUC 230
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035294
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02018-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:24:34
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/ReturnTs02019-01-09T08:51:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,961
Liabilities
$0
Net assets
$5,961
Revenue
$58,544
Expenses
$55,233
Net income
$3,311
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.10$0.64$0.60$0.04
2018Detailed filing. Detailed filing data is available for this year.$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