Civic Intelligence

Zeta Chapter Sigma Chi Fraternity

EIN 54-0379340 • 501(c)7 • Lexington, VA

Profile

College fraternity chapter

216 E Nelson StreetLexington, VA 24450

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-46%

Faster asset growth than 10% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$23,489

Up $6,249 (+36%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$23,489

Up $6,249 (+36%) from 2023

Operations
Liabilities / Revenue58th percentileNet Margin31st percentile

Revenue

Up

$383,438

Up $70,302 (+22%) from 2023

Expenses

Up

$377,189

Up $49,193 (+15%) from 2023

Net Income

Up

$6,249

Up $21,109 (+142%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2017: $29,854Liabilities 2017: $3,010Net Assets 2017: $26,8442017Assets 2018: $21,482Liabilities 2018: $5,412Net Assets 2018: $16,0702018Assets 2019: $18,813Liabilities 2019: $0Net Assets 2019: $18,8132019Assets 2020: $19,564Net Assets 2020: $19,5642020Assets 2021: $29,027Net Assets 2021: $29,0272021Assets 2022: $32,100Liabilities 2022: $0Net Assets 2022: $32,1002022Assets 2023: $17,240Liabilities 2023: $0Net Assets 2023: $17,2402023Assets 2024: $23,489Liabilities 2024: $0Net Assets 2024: $23,4892024

Highlighted filing

2024

Assets$23,489
Liabilities$0
Net Assets$23,489
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2017: $241,185Expenses 2017: $234,805Net Income 2017: $6,3802017Revenue 2018: $225,497Expenses 2018: $236,271Net Income 2018: -$10,7742018Revenue 2019: $215,243Expenses 2019: $212,500Net Income 2019: $2,7432019Revenue 2020: $180,791Expenses 2020: $180,040Net Income 2020: $7512020Revenue 2021: $184,285Expenses 2021: $174,822Net Income 2021: $9,4632021Revenue 2022: $255,143Expenses 2022: $252,070Net Income 2022: $3,0732022Revenue 2023: $313,136Expenses 2023: $327,996Net Income 2023: -$14,8602023Revenue 2024: $383,438Expenses 2024: $377,189Net Income 2024: $6,2492024

Highlighted filing

2024

Revenue$383,438
Expenses$377,189
Net Income$6,249
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,489
Liabilities
$0
Net assets
$23,489
Revenue
$383,438
Expenses
$377,189
Net income
$6,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$3.83$3.77$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$3.13$3.28$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$2.55$2.52$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.84$1.75$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.20$1.81$1.80$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$2.15$2.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.05$0.16$2.25$2.36$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.03$0.27$2.41$2.35$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Nov 7, 2024
Return Version
2023v5.0
Gross Receipts
$383,438
Mission and Program Overview

Mission

College fraternity chapter

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$17,240$23,489▲ $6,249
Total Assets$17,240$23,489▲ $6,249
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,240$23,489▲ $6,249
Total Net Assets Fund Balance$17,240$23,489▲ $6,249
Total Liabilities and Net Assets / Fund Balance$17,240$23,489▲ $6,249

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$15,285$15,285
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Ben RobertsPresident
Robert BallengerChapter Advi
Michael ConnersTreasurer
Barrett BourgeoisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$8,508
Program Service Revenue
$374,930
Investment Income
$0
Other Revenue
$0
All Other Contributions
$8,508
Change in Net Assets
$6,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$377,189
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance---$8,632
Other Expenses---$8,331
Fees for Services Accounting---$7,341
Occupancy---$4,897
All Other Expenses---$3,272
Total Functional Expenses$0$0$0$377,189
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The tax return is first reviewed by either the president or the treasurer. If no discrepancies or irregularities are noted, the return is filed. Should issues arise during the initial review, the return is subsequently forwarded to the other individual, if the issue cannot be resolved after the second review, the return is then reviewed by the entire board”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Zeta Chapter Sigma Chi Fraternity
EIN
54-0379340
Phone
5404583847
Address
216 E NELSON STREET, LEXINGTON, VA 24450

Signing Officer

Name
Robert Ballenger
Title
Chapter Advisor
Phone
5404583847
Signed
2024-11-07

Organization Details

Principal Officer
Ben Roberts
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Imler & Imler Cpas Plc
Address
30 CROSSING LANE SUITE 103, LEXINGTON, VA 24450
Preparer
Craig a Imler CPA
Phone
5404583847
Raw XML Appendix236 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
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IRS990/GrossReceiptsAmt0383438
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IRS990/IRPDocumentCnt00
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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