Civic Intelligence

Zeta Chapter Sigma Chi Fraternity

990EZ • Fiscal year 2021 • EIN 54-0379340

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 14, 2022

216 E Nelson StreetLexington, VA 24450

(540) 458-3847

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

49th percentile

5.1%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

89th percentile

48%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

1.9%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$29,027

Up $9,463 (+48%) from 2020

Net Assets

Up

$29,027

Up $9,463 (+48%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$184,285

Up $3,494 (+1.9%) from 2020

Expenses

Down

$174,822

Down $5,218 (-2.9%) from 2020

Net Income

Up

$9,463

Up $8,712 (+1160%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$29,027
Liabilities-
Net Assets$29,027

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$184,285
Expenses$174,822
Net Income$9,463
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 14, 2022
Return Version
2020v4.0
Gross Receipts
$184,285
Mission and Program Overview

Mission

College fraternity chapter

Program Services

DescriptionGrantsExpenses
COLLEGE FRATERNITY CHAPTER PROVIDING SOCIAL EVENTS AND RELATED SERVICES TO LOCAL MEMBERSHIP OF A NATIONAL FRATERNAL ORGANIZATION ON THE CAMPUS OF AN EDUCATIONAL INSTITUTION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
OWEN WILLIAMSPresidentPT$0--
BLAKE CILMIVice PresidePT$0--
ANDREW TARTAKOVSKYTreasurerPT$0--
ROBERT BALLENGERChapter AdviPT$0--
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
2022-07-14

Preparer

Firm
Imler & Imler Cpas Plc
Address
30 CROSSING LANE SUITE 103, LEXINGTON, VA 24450
Preparer
Craig a Imler CPA
Phone
5404583847
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 4,347 travel 885 groceries/meals 90,988 dues & fees to national 8,898 social expense 51,579 composites 1,146 charitable contributions 4,350 insurance 6,301 bank service charges 60 non-investment depreciation 668 total 169,222

Form 990-ez, Part II, Line 24

Equipment and improvements 15,285 15,285 less accumulated depreciation 14,617 15,285 other asset 0 0 total 668 0

Raw XML Appendix105 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0OWEN WILLIAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm1BLAKE CILMI
CompensationExplanation/CompensationExplanationGrp/PersonNm2ANDREW TARTAKOVSKY
CompensationExplanation/CompensationExplanationGrp/PersonNm3ROBERT BALLENGER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0IMLER IMLER CPAS
IRS990EZ/BooksInCareOfDetail/PhoneNum05404583847
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030 CROSSING LANE SUITE 103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018896
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04285
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09463
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03088
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019564
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029027
IRS990EZ/GrossReceiptsAmt0184285
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00008
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019564
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029027
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019564
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029027
IRS990EZ/OccupancyRentUtltsAndMaintAmt02512
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0OWEN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BLAKE CILMI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREW TARTAKOVSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT BALLENGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPTER ADVI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0668
IRS990EZ/OtherExpensesTotalAmt0169222
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE FRATERNITY CHAPTER
IRS990EZ/ProgramServiceRevenueAmt0180000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE FRATERNITY CHAPTER PROVIDING SOCIAL EVENTS AND RELATED SERVICES TO LOCAL MEMBERSHIP OF A NATIONAL FRATERNAL ORGANIZATION ON THE CAMPUS OF AN EDUCATIONAL INSTITUTION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0174822
IRS990EZ/TotalRevenueAmt0184285
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 4,347 TRAVEL 885 GROCERIES/MEALS 90,988 DUES & FEES TO NATIONAL 8,898 SOCIAL EXPENSE 51,579 COMPOSITES 1,146 CHARITABLE CONTRIBUTIONS 4,350 INSURANCE 6,301 BANK SERVICE CHARGES 60 NON-INVESTMENT DEPRECIATION 668 TOTAL 169,222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT AND IMPROVEMENTS 15,285 15,285 LESS ACCUMULATED DEPRECIATION 14,617 15,285 OTHER ASSET 0 0 TOTAL 668 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BALLENGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAPTER ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05404583847
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZETA CHAPTER SIGMA CHI FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
ReturnHeader/Filer/EIN0540379340
ReturnHeader/Filer/PhoneNum05404583847
ReturnHeader/Filer/USAddress/AddressLine1Txt0216 E NELSON STREET
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842703541
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IMLER & IMLER CPAS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 CROSSING LANE SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024450
ReturnHeader/PreparerPersonGrp/PhoneNum05404583847
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG A IMLER CPA
ReturnHeader/ReturnTs02022-07-15T13:32:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALLENGER
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings