Civic Intelligence

Ox Psi Chapter Foundation Inc.

990EZ • Fiscal year 2020 • EIN 46-2415650

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

5.9%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-37%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$68,171

Up $3,785 (+5.9%) from 2019

Net Assets

Up

$68,171

Up $3,785 (+5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$3,815

Down $2,251 (-37%) from 2019

Expenses

Down

$30

Down $6 (-17%) from 2019

Net Income

Down

$3,785

Down $2,245 (-37%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$68,171
Liabilities$0
Net Assets$68,171

Operations Trend

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

2020

Revenue$3,815
Expenses$30
Net Income$3,785
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$3,815
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$0
EDUCATIONAL SCHOLARSHIPS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD L ZIMMERMAN JRPresident-$0--
WILLIAM S GRIFFINSecretary-$0--
JEFF ADAMSTreasurer-$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
2021-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US 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 16 - Other Expenses

Description: bank fees. Amount: 30.

Raw XML Appendix162 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/BusinessNameLine1Txt0JEFF ADAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum06082518777
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01202 REGENT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053715
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IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068171
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GERALD L ZIMMERMAN JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM S GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF ADAMS
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/OtherExpensesTotalAmt030
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
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03815
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0FOR THE FISCAL YEAR ENDED DECEMBER 31, 2020, THE OX PSI CHAPTER FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER REGULATION SECTION 1.170A-9(F)(3), THE FACTS AND CIRCUMSTANCES TEST,WHICH IDENTIFIES THE FOLLOWING RELEVANT FACTORS THAT ARE APPLICABLE:1. TEN PERCENT SUPPORT LIMITATION: THE TOTAL AMOUNT OF PUBLIC SUPPORTNORMALLY RECEIVED EQUALS AT LEAST 10 PERCENT OF THE TOTAL SUPPORTNORMALLY RECEIVED AND IS OVER 20%.2. ATTRACTION OF PUBLIC SUPPORT: THE FOUNDATION IS ORGANIZED ANDOPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON ACONTINUOUS BASIS ON THE GROUNDS THAT IT MAINTAINS A CONTINUOUS AND BONAFIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. 3. ALTHOUGH THE CONTRIBUTIONS RECEIVED FROM DAVID KIM DO NOTCONSTITUTE "UNUSUAL GRANTS" UNDER REG. SECTION 1.509(A)-3(C)(3),REMOVING THIS AMOUNT FROM THE ORGANIZATION'S NUMERATOR AND DENOMINATOROF CONTRIBUTIONS EACH YEAR WOULD RESULT IN WELL OVER 33 1/3% OF ITSCONTRIBUTIONS DEEMED RECEIVED FROM THE PUBLIC.4. IN ADDITION, UNDER REGULATION SECTION 1.170A-9(F)(3)(III)(D)(3)(II),THE ORGANIZATION'S MISSION STATEMENT PROVIDES THAT THE ORGANIZATIONEDUCATE, ENGAGE, EQUIP AND EMPOWER STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN - MADISON.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03815
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035033
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03815
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0159881
IRS990ScheduleA/TotalSupportAmt0159950
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: BANK FEES. AMOUNT: 30.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082518777
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
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/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVENUE 32ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY MARINE CPA
ReturnHeader/ReturnTs02021-10-28T11:23:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZIMMERMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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