Civic Intelligence

Ox Psi Chapter Foundation Inc.

990EZ • Fiscal year 2016 • EIN 46-2415650

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileN/A
1202 Regent StreetMadison, WI 53715

(608) 251-8777

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

7.2%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

70%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$36,563

Up $6,430 (+21%) from 2015

Net Assets

Up

$36,563

Up $6,430 (+21%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

Up

$89,904

Up $37,039 (+70%) from 2015

Expenses

Up

$83,474

Up $37,709 (+82%) from 2015

Net Income

Down

$6,430

Down $670 (-9.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$80K$60K$40K$20K$0Assets 2014: $23,033Liabilities 2014: $0Net Assets 2014: $23,0332014Assets 2015: $30,133Liabilities 2015: $0Net Assets 2015: $30,1332015Assets 2016: $36,563Liabilities 2016: $0Net Assets 2016: $36,5632016Assets 2017: $56,045Liabilities 2017: $0Net Assets 2017: $56,0452017Assets 2018: $58,356Liabilities 2018: $0Net Assets 2018: $58,3562018Assets 2019: $64,386Liabilities 2019: $0Net Assets 2019: $64,3862019Assets 2020: $68,171Liabilities 2020: $0Net Assets 2020: $68,1712020Assets 2021: $59,129Liabilities 2021: $0Net Assets 2021: $59,1292021Assets 2022: $56,624Liabilities 2022: $0Net Assets 2022: $56,6242022Assets 2023: $56,680Liabilities 2023: $0Net Assets 2023: $56,6802023Assets 2024: $54,926Liabilities 2024: $0Net Assets 2024: $54,9262024

Highlighted filing

2016

Assets$36,563
Liabilities$0
Net Assets$36,563
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$400K$200K$0-$200K-$400KRevenue 2014: $73,916Expenses 2014: $337,280Net Income 2014: -$263,3642014Revenue 2015: $52,865Expenses 2015: $45,765Net Income 2015: $7,1002015Revenue 2016: $89,904Expenses 2016: $83,474Net Income 2016: $6,4302016Revenue 2017: $35,033Expenses 2017: $15,551Net Income 2017: $19,4822017Revenue 2018: $24,759Expenses 2018: $22,448Net Income 2018: $2,3112018Revenue 2019: $6,066Expenses 2019: $36Net Income 2019: $6,0302019Revenue 2020: $3,815Expenses 2020: $30Net Income 2020: $3,7852020Revenue 2021: $958Expenses 2021: $10,000Net Income 2021: -$9,0422021Revenue 2022: $0Expenses 2022: $2,505Net Income 2022: -$2,5052022Revenue 2023: $1,301Expenses 2023: $6,858Net Income 2023: -$5,5572023Revenue 2024: $32,311Expenses 2024: $36,446Net Income 2024: -$4,1352024

Highlighted filing

2016

Revenue$89,904
Expenses$83,474
Net Income$6,430
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$96,428
Mission and Program Overview

Mission

Ox psi chapter foundation, inc. Has been formed to advance education, and to provide relief to the poor, distressed and underprivileged.

Program Services

DescriptionGrantsExpenses
Raise and expend funds associated with the educational space/areas within the OX PSI chapter house advancing the educational purpose of the Foundation$0$67,414
Educational scholarships$16,000$16,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerald L Zimmerman JrPresident-$0--
William S GriffinSecretary-$0--
Timothy P DwyerTreasurer-$0--
Jon GraanVice President-$0--
David KimMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Ox Psi Chapter Foundation Inc
EIN
46-2415650
Phone
6082518777
Address
1202 Regent Street, Madison, WI 53715

Signing Officer

Name
Gerald Zimmerman
Title
President
Phone
6082518777
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause LLP
Address
777 E Wisconsin Avenue 32nd Floor, Milwaukee, WI 53202
Preparer
Troy Marine CPA
Phone
4147775500
Supplemental Narrative

Additional Explanations

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

“Description: investment income. Amount: 69.”

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

“Description: Educational expenses. Amount: 44,000. Description: bank fees. Amount: 45. Description: misc expense. Amount: 15. Total to Form 990-EZ, line 16: 44,060.”

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/BusinessName/BusinessNameLine1Txt0Timothy P Dwyer
IRS990EZ/BooksInCareOfDetail/PhoneNum06082518777
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01202 regent Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053715
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030133
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036563
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt090212
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06524
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06430
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030133
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036563
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-377
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016000
IRS990EZ/GrossReceiptsAmt096428
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt069
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030133
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036563
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030133
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036563
IRS990EZ/OccupancyRentUtltsAndMaintAmt023414
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gerald L Zimmerman Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William S Griffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Timothy P Dwyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jon Graan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4David Kim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member at Large
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt044060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OX Psi Chapter Foundation, Inc. has been formed to advance education, and to provide relief to the poor, distressed and underprivileged.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raise and expend funds associated with the educational space/areas within the OX PSI chapter house advancing the educational purpose of the Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Educational scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt116000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067414
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt06147
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt083474
IRS990EZ/TotalProgramServiceExpensesAmt083414
IRS990EZ/TotalRevenueAmt089904
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt090212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt052865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt073916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0216993
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt069
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0106095
IRS990ScheduleA/SubstantialContributorsTotAmt0110898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt090212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt052865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt073916
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0216993
IRS990ScheduleA/TotalSupportAmt0217062
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: investment income. Amount: 69.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Educational expenses. Amount: 44,000. Description: bank fees. Amount: 45. Description: misc expense. Amount: 15. Total to Form 990-EZ, line 16: 44,060.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/PersonNm0Gerald Zimmerman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06082518777
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ox Psi Chapter Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0OXPS
ReturnHeader/Filer/EIN0462415650
ReturnHeader/Filer/PhoneNum06082518777
ReturnHeader/Filer/USAddress/AddressLine1Txt01202 Regent Street
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053715
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FC291E00EDC6CE15C22AD045E9D90E0D24B72456
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.82.115
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:52:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Virchow Krause LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E Wisconsin Avenue 32nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Marine CPA
ReturnHeader/ReturnTs02017-11-13T17:32:52-06:00
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
$36,563
Liabilities
$0
Net assets
$36,563
Revenue
$89,904
Expenses
$83,474
Net income
$6,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.32$0.36$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.01$0.07$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.00$0.03$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.01$0.10$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.04$0.00$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.06$0.00$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.25$0.22$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.35$0.16$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.90$0.83$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.53$0.46$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.74$3.37$2.63
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits