Civic Intelligence

Tau Chapter of Chi Phi

990 • Fiscal year 2017 • EIN 63-0040605

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

PO Box 1880Tuscaloosa, AL 35403

(205) 758-7754

Siviq Scores

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

Liabilities / Assets

90th percentile

0.67x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.05x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Net Margin

37th percentile

0.6%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Asset Growth

1st percentile

-46%

Faster asset growth than 1% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

8.9%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$61,636

Down $53,276 (-46%) from 2016

Net Assets

Up

$20,144

Up $5,092 (+34%) from 2016

Liabilities

Down

$41,492

Down $58,368 (-58%) from 2016

Revenue

Up

$877,884

Up $71,784 (+8.9%) from 2016

Expenses

Up

$872,792

Up $59,935 (+7.4%) from 2016

Net Income

Up

$5,092

Up $11,849 (+175%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2014: $83,058Liabilities 2014: $67,175Net Assets 2014: $15,8832014Assets 2015: $81,839Liabilities 2015: $60,030Net Assets 2015: $21,8092015Assets 2016: $114,912Liabilities 2016: $99,860Net Assets 2016: $15,0522016Assets 2017: $61,636Liabilities 2017: $41,492Net Assets 2017: $20,1442017Assets 2018: $460,816Liabilities 2018: $428,331Net Assets 2018: $32,4852018Assets 2019: $478,322Liabilities 2019: $446,752Net Assets 2019: $31,5702019Assets 2020: $31,132Liabilities 2020: $22,969Net Assets 2020: $8,1632020Assets 2021: $107,158Liabilities 2021: $14,449Net Assets 2021: $92,7092021Assets 2022: $133,302Liabilities 2022: $17,151Net Assets 2022: $116,1512022Assets 2023: $345,978Liabilities 2023: $25,231Net Assets 2023: $320,7472023Assets 2024: $780,052Liabilities 2024: $749,335Net Assets 2024: $30,7172024Assets 2025: $826,602Liabilities 2025: $711,340Net Assets 2025: $115,2622025

Highlighted filing

2017

Assets$61,636
Liabilities$41,492
Net Assets$20,144

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $569,877Expenses 2014: $519,690Net Income 2014: $50,1872014Revenue 2015: $698,581Expenses 2015: $662,655Net Income 2015: $35,9262015Revenue 2016: $806,100Expenses 2016: $812,857Net Income 2016: -$6,7572016Revenue 2017: $877,884Expenses 2017: $872,792Net Income 2017: $5,0922017Revenue 2018: $759,515Expenses 2018: $747,174Net Income 2018: $12,3412018Revenue 2019: $831,266Expenses 2019: $832,181Net Income 2019: -$9152019Revenue 2020: $761,462Expenses 2020: $784,869Net Income 2020: -$23,4072020Revenue 2021: $912,663Expenses 2021: $828,117Net Income 2021: $84,5462021Revenue 2022: $984,397Expenses 2022: $960,955Net Income 2022: $23,4422022Revenue 2023: $1,189,345Expenses 2023: $984,749Net Income 2023: $204,5962023Revenue 2024: $1,397,402Expenses 2024: $1,687,432Net Income 2024: -$290,0302024Revenue 2025: $1,407,419Expenses 2025: $1,322,874Net Income 2025: $84,5452025

Highlighted filing

2017

Revenue$877,884
Expenses$872,792
Net Income$5,092
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$877,884
Mission and Program Overview

Mission

Provide housing, meals, and support for an undergraduate chapter of a national collegiate social fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$73,398$45,848▼ $27,550
Rtn Earn Endowment Incm Other Fnds$15,052$20,144▲ $5,092
Accounts Receivable$41,514$15,788▼ $25,726
Total Assets$114,912$61,636▼ $53,276
Liabilities
Accounts Payable and Accrued Expenses$33,400$23,196▼ $10,204
Deferred Revenue$66,460$18,296▼ $48,164
Total Liabilities$99,860$41,492▼ $58,368
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,052$20,144▲ $5,092
Total Liabilities and Net Assets / Fund Balance$114,912$61,636▼ $53,276
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin BrothersPresident
Tristan KaisharisHistorian
Nick GiammarinoHouse Manage
Conner CullinsRisk Manager
Alex TateSecretary
James DickersonTreasurer
Mitch DolanVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Toga Dining LLCFood Service3008 RIVIERA STREET, Northport, AL 35473$275,435
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$877,257
Investment Income
$627
Other Revenue
$0
Change in Net Assets
$5,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$849,300
Salaries, Compensation, and Employee Benefits$23,492
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$221,807
All Other Expenses---$119,020
Other Expenses---$43,995
Fees for Services Accounting---$24,851
Other Salaries and Wages---$19,395
Other Employee Benefits---$2,400
Conferences and Meetings---$2,134
Payroll Taxes---$1,697
Office Expenses---$1,048
Total Functional Expenses$0$0$0$872,792
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
Backup withholding compliance
Yes
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 2

Toga dining owner advisor

Form 990, Page 6, Part VI, Line 6

The organization consists of members who belong to a national collegiate fraternity.

Form 990, Page 6, Part VI, Line 7A

Each member of the organization may elect members who will then serve over the organization as the governing body.

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

The organziations executive officers review the form 990 when it is completed. If any part of the form is in question, the executive officers contact the preparer to address those questions. Any necessary changes are promptly made and the form is reprinted for review by the executive officers. After the for is reviewed and approved, the executive officer signs the return and it is mailed or filed electronically with the irs.

Form 990, Page 6, Part VI, Line 18

Regarding page 6, line 2: david demonbreun is the owner of toga dining, which provides a food service for tau chapter of chi phi. David demonbreun is an advisor for tau chapter of chi phi, as well as the treasurer for chi phi tau house corporation.

Form 990, Page 6, Part VI, Line 19

All documents are available to the public between regular business hours upon request to the president or treasurer of the organization.

Filing and Contact Details

Filer

Filer Name
Tau Chapter of Chi Phi
EIN
63-0040605
Phone
2057587754
Address
PO BOX 1880, TUSCALOOSA, AL 35403

Signing Officer

Name
James Dickerson
Title
Treasurer
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Brothers
Formed
1920
Legal Domicile
Al
Voting Board Members
7
Independent Board Members
0
Employees
2
Volunteers
12

Preparer

Firm
Greek Resource Services Inc
Address
2118 8TH ST, TUSCALOOSA, AL 35401-2134
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Provide housing, meals, and support for an undergraduate chapter of a national collegiate social fraternity

Form 990, Part IX, Line 24E

Transfer to house corp 43,327 0 0 alumni event 13,697 0 0 credit card discounts 13,264 0 0 supplies & accessories 11,860 0 0 dues 9,899 0 0 chapter supplies 9,143 0 0 campus & chapter activity 4,255 0 0 rush 3,294 0 0 composite 3,043 0 0 misc contributions 2,700 0 0 other 2,303 0 0 greek week 1,155 0 0 parent's weekend 1,080 0 0 total 119,020 0 0

Raw XML Appendix302 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE HOUSING, MEALS, AND SUPPORT FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TOGA DINING OWNER ADVISOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONSISTS OF MEMBERS WHO BELONG TO A NATIONAL COLLEGIATE FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER OF THE ORGANIZATION MAY ELECT MEMBERS WHO WILL THEN SERVE OVER THE ORGANIZATION AS THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANZIATIONS EXECUTIVE OFFICERS REVIEW THE FORM 990 WHEN IT IS COMPLETED. IF ANY PART OF THE FORM IS IN QUESTION, THE EXECUTIVE OFFICERS CONTACT THE PREPARER TO ADDRESS THOSE QUESTIONS. ANY NECESSARY CHANGES ARE PROMPTLY MADE AND THE FORM IS REPRINTED FOR REVIEW BY THE EXECUTIVE OFFICERS. AFTER THE FOR IS REVIEWED AND APPROVED, THE EXECUTIVE OFFICER SIGNS THE RETURN AND IT IS MAILED OR FILED ELECTRONICALLY WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REGARDING PAGE 6, LINE 2: DAVID DEMONBREUN IS THE OWNER OF TOGA DINING, WHICH PROVIDES A FOOD SERVICE FOR TAU CHAPTER OF CHI PHI. DAVID DEMONBREUN IS AN ADVISOR FOR TAU CHAPTER OF CHI PHI, AS WELL AS THE TREASURER FOR CHI PHI TAU HOUSE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC BETWEEN REGULAR BUSINESS HOURS UPON REQUEST TO THE PRESIDENT OR TREASURER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRANSFER TO HOUSE CORP 43,327 0 0 ALUMNI EVENT 13,697 0 0 CREDIT CARD DISCOUNTS 13,264 0 0 SUPPLIES & ACCESSORIES 11,860 0 0 DUES 9,899 0 0 CHAPTER SUPPLIES 9,143 0 0 CAMPUS & CHAPTER ACTIVITY 4,255 0 0 RUSH 3,294 0 0 COMPOSITE 3,043 0 0 MISC CONTRIBUTIONS 2,700 0 0 OTHER 2,303 0 0 GREEK WEEK 1,155 0 0 PARENT'S WEEKEND 1,080 0 0 TOTAL 119,020 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 24E
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IRS990/TotalLiabilitiesBOYAmt099860
IRS990/TotalLiabilitiesEOYAmt041492
IRS990/TotalLiabilitiesGrp/BOYAmt099860
IRS990/TotalLiabilitiesGrp/EOYAmt041492
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015052
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020144
IRS990/TotalProgramServiceRevenueAmt0877257
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0877257
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0877884
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0627
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0114912
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061636
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01831 UNIVERSITY STATION MSC870516
IRS990/USAddress/CityNm0TUSCALOOSA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035487
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.CHIPHI.UA.EDU
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES DICKERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAU CHAPTER OF CHI PHI
ReturnHeader/Filer/BusinessNameControlTxt0TAUC
ReturnHeader/Filer/EIN0630040605
ReturnHeader/Filer/PhoneNum02057587754
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631044933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02118 8TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354012134
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02017-11-08T08:35:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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