Civic Intelligence

Theta XI Fraternity Beta Zeta Chapter

990EZ • Fiscal year 2015 • EIN 63-0316135

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

835 West Magnolia AvenueAuburn, AL 36832-4543

(334) 750-1639

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

53rd percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

72%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$11,842

Up $2,757 (+30%) from 2014

Net Assets

$11,842

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$102,371

Up $42,755 (+72%) from 2014

Expenses

Up

$99,614

Up $46,255 (+87%) from 2014

Net Income

Down

$2,757

Down $3,500 (-56%) from 2014

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2014: $9,085Liabilities 2014: $02014Assets 2015: $11,842Liabilities 2015: $0Net Assets 2015: $11,8422015Assets 2016: $6,706Liabilities 2016: $0Net Assets 2016: $6,7062016Assets 2017: $8,240Liabilities 2017: $0Net Assets 2017: $8,2402017Assets 2018: $8,240Liabilities 2018: $02018

Highlighted filing

2015

Assets$11,842
Liabilities$0
Net Assets$11,842

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $59,616Expenses 2014: $53,359Net Income 2014: $6,2572014Revenue 2015: $102,371Expenses 2015: $99,614Net Income 2015: $2,7572015Revenue 2016: $135,322Expenses 2016: $140,458Net Income 2016: -$5,1362016Revenue 2017: $95,650Expenses 2017: $94,116Net Income 2017: $1,5342017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018

Highlighted filing

2015

Revenue$102,371
Expenses$99,614
Net Income$2,757
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$106,587
Mission and Program Overview

Mission

Social Club - College Fraternity

Program Services

DescriptionGrantsExpenses
N/A$0$0
N/A$0$0
N/A$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harrison ForderPresidentPT$0--
Kevin TurnerVice PresidentPT$0--
Bharat PunnaTreasurerPT$0--
Slade SeetaramSecretaryPT$0--
Mike StoverChapter AdvisorPT$0--
Filing and Contact Details

Filer

Filer Name
Theta Xi Fraternity
EIN
63-0316135
Phone
3347501639
Address
835 West Magnolia Avenue, Auburn, AL 36832-4543

Signing Officer

Name
Bharat Punna
Title
Treasurer
Phone
3343326422
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Preparer
Bharat Punna
Phone
3343326422
Supplemental Narrative

Additional Explanations

Part I, Line 16

Part I, Line 16: [response related to inquiry there, Other Expenses] This includes expenses of $7,360 paid to the Corner Grill for our chapter meal plan. It also includes $55,195 spent on organization sponsored events for alumni and brothers and to operate the house. These house operation expenses did not fall under the "Occupancy, rent, utilities, and maintenance" category, such as purchasing cleaning supplies and furniture.

Part I, Line 8

Part I, Line 8: [response related to inquiry there, Other Revenue] Members paid for a meal plan which the organization arranged with an outside vendor (see response for Part I, Line 16, below).

Part V, Line 34

Part V, Line 34: [response related to inquiry there, Were any significant changes made to the organizing or governing documents?] The chapter By-Laws were updated in April 2015 The qualifications for voting members were changed to include provisions on members losing voting rights if they lost good standing due to academic, financial, or behavioral reasons. Also, the duties of officers and key employees were updated to clearly identify important responsibilities for each position. There were no changes which impacted the purpose of the organization, nor its routine activities and operations.

Raw XML Appendix144 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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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part I, Line 16: [response related to inquiry there, Other Expenses] This includes expenses of $7,360 paid to the Corner Grill for our chapter meal plan. It also includes $55,195 spent on organization sponsored events for alumni and brothers and to operate the house. These house operation expenses did not fall under the "Occupancy, rent, utilities, and maintenance" category, such as purchasing cleaning supplies and furniture.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part I, Line 8: [response related to inquiry there, Other Revenue] Members paid for a meal plan which the organization arranged with an outside vendor (see response for Part I, Line 16, below).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Part V, Line 34: [response related to inquiry there, Were any significant changes made to the organizing or governing documents?] The chapter By-Laws were updated in April 2015 The qualifications for voting members were changed to include provisions on members losing voting rights if they lost good standing due to academic, financial, or behavioral reasons. Also, the duties of officers and key employees were updated to clearly identify important responsibilities for each position. There were no changes which impacted the purpose of the organization, nor its routine activities and operations.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part V, Line 34
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ReturnHeader/ReturnTs02016-05-16T15:22:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings