Civic Intelligence

Tau Trust Association

990EZ • Fiscal year 2014 • EIN 45-4644652

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 21, 2014

PO Box 188035403

(205) 758-7754

Siviq Scores

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

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.07x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

63%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$300,208

No earlier filing loaded for comparison.

Net Assets

$293,327

No earlier filing loaded for comparison.

Liabilities

$6,881

No earlier filing loaded for comparison.

Revenue

$100,168

No earlier filing loaded for comparison.

Expenses

$36,782

No earlier filing loaded for comparison.

Net Income

$63,386

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.

$3.0M$2.0M$1.0M$0Assets 2014: $300,208Liabilities 2014: $6,881Net Assets 2014: $293,3272014Assets 2015: $360,089Liabilities 2015: $0Net Assets 2015: $360,0892015Assets 2016: $476,058Liabilities 2016: $0Net Assets 2016: $476,0582016Assets 2017: $633,411Liabilities 2017: $6,065Net Assets 2017: $627,3462017Assets 2018: $723,973Liabilities 2018: $0Net Assets 2018: $723,9732018Assets 2019: $843,999Liabilities 2019: $935Net Assets 2019: $843,0642019Assets 2020: $903,000Liabilities 2020: $25Net Assets 2020: $902,9752020Assets 2021: $1,135,435Liabilities 2021: $0Net Assets 2021: $1,135,4352021Assets 2022: $1,414,897Liabilities 2022: $0Net Assets 2022: $1,414,8972022Assets 2023: $1,533,269Liabilities 2023: $12Net Assets 2023: $1,533,2572023Assets 2024: $2,136,725Liabilities 2024: $0Net Assets 2024: $2,136,7252024

Highlighted filing

2014

Assets$300,208
Liabilities$6,881
Net Assets$293,327

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2014: $100,168Expenses 2014: $36,782Net Income 2014: $63,3862014Revenue 2015: $100,401Expenses 2015: $63,639Net Income 2015: $36,7622015Revenue 2016: $168,247Expenses 2016: $52,278Net Income 2016: $115,9692016Revenue 2017: $204,733Expenses 2017: $53,428Net Income 2017: $151,3052017Revenue 2018: $161,999Expenses 2018: $63,934Net Income 2018: $98,0652018Revenue 2019: $188,686Expenses 2019: $69,595Net Income 2019: $119,0912019Revenue 2020: $210,599Expenses 2020: $150,688Net Income 2020: $59,9112020Revenue 2021: $317,868Expenses 2021: $85,408Net Income 2021: $232,4602021Revenue 2022: $320,143Expenses 2022: $40,681Net Income 2022: $279,4622022Revenue 2023: $192,506Expenses 2023: $74,146Net Income 2023: $118,3602023Revenue 2024: $701,077Expenses 2024: $97,609Net Income 2024: $603,4682024

Highlighted filing

2014

Revenue$100,168
Expenses$36,782
Net Income$63,386
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 21, 2014
Return Version
2013v3.0
Gross Receipts
$100,168
Mission and Program Overview

Mission

Provide housing for undergraduate chapter of national collegiate fraternity and facilitate interaction between alumni and undergraduate members.

Housing & support for undergraduate fraternity

Program Services

DescriptionGrantsExpenses
PROVIDE HOUSING AND GUIDANCE FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY$0$0
PROVIDE OPPORTUNITY FOR SOCIAL INTERACTION BETWEEN ALUMNI MEMBERS AND UNDERGRADUATE MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW T SCHRIMSCHERPresident-$0--
ROBERT BAXTERVice President-$0--
LEE STEGALLSecretary-$0--
DAVID DEMONBREUNTreasurer/Chapter AdvisorPT$0--
Filing and Contact Details

Filer

EIN
45-4644652
Phone
2057587754

Signing Officer

Name
Lee Stegall
Title
Secretary
Phone
2057587754
Signed
2014-10-21
Discuss with paid preparer
Yes

Preparer

Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 168.

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

Description: supplies. Amount: 2296. Description: depreciation. Amount: 20517. Description: expense allowance. Amount: 25. Description: storage and equipment rental. Amount: 39. Total to form 990-ez, line 16: 22877.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: transfer from chi phi chapter. Amount: 60000.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 8254. End of year amount: 8254. Description: other depreciable assets. Beg. Of year amount: 64887. End of year amount: 81432.

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

Description: accounts payable. Beg. Of year amount: 14706. End of year amount: 0. Description: note payable. Beg. Of year amount: 18677. End of year amount: 6881.

Raw XML Appendix125 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/BusinessNameLine10GREEK RESOURCE SERVICES INC
IRS990EZ/BooksInCareOfDetail/PhoneNum02057587754
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102118 EIGHTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0TUSCALOOSA
IRS990EZ/BooksInCareOfDetail/USAddress/State0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode035401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042247
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086147
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt063386
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02500
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0168
IRS990EZ/LandAndBuildingsGrp/BOYAmt087936
IRS990EZ/LandAndBuildingsGrp/EOYAmt0124375
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0169941
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0293327
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0169941
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0293327
IRS990EZ/OccupancyRentUtltsAndMaintAmt011405
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW T SCHRIMSCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEE STEGALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID DEMONBREUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER/CHAPTER ADVISOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt089686
IRS990EZ/OtherChangesInNetAssetsAmt060000
IRS990EZ/OtherExpensesTotalAmt022877
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HOUSING & SUPPORT FOR UNDERGRADUATE FRATERNITY
IRS990EZ/ProgramServiceRevenueAmt0100000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HOUSING AND GUIDANCE FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE OPPORTUNITY FOR SOCIAL INTERACTION BETWEEN ALUMNI MEMBERS AND UNDERGRADUATE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt033383
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06881
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt036782
IRS990EZ/TotalRevenueAmt0100168
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 168.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SUPPLIES. AMOUNT: 2296. DESCRIPTION: DEPRECIATION. AMOUNT: 20517. DESCRIPTION: EXPENSE ALLOWANCE. AMOUNT: 25. DESCRIPTION: STORAGE AND EQUIPMENT RENTAL. AMOUNT: 39. TOTAL TO FORM 990-EZ, LINE 16: 22877.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TRANSFER FROM CHI PHI CHAPTER. AMOUNT: 60000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 8254. END OF YEAR AMOUNT: 8254. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 64887. END OF YEAR AMOUNT: 81432.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 14706. END OF YEAR AMOUNT: 0. DESCRIPTION: NOTE PAYABLE. BEG. OF YEAR AMOUNT: 18677. END OF YEAR AMOUNT: 6881.
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 I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/PersonNm0LEE STEGALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02057587754
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10TAU TRUST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0TAUT
ReturnHeader/Filer/EIN0454644652
ReturnHeader/Filer/PhoneNum02057587754
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1880
ReturnHeader/Filer/USAddress/City0TUSCALOOSA
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631044933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GREEK RESOURCE SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02014-10-23T11:48:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings