Civic Intelligence

Theta XI Fraternity Beta Zeta Chapter

990EZ • Fiscal year 2016 • EIN 63-0316135

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

835 West Magnolia AveAuburn, AL 36832-4543

(334) 332-6422

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

28th percentile

-3.8%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

6th percentile

-43%

Faster asset growth than 6% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

32%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$6,706

Down $5,136 (-43%) from 2015

Net Assets

Down

$6,706

Down $5,136 (-43%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$135,322

Up $32,951 (+32%) from 2015

Expenses

Up

$140,458

Up $40,844 (+41%) from 2015

Net Income

Down

-$5,136

Down $7,893 (-286%) from 2015

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

2016

Assets$6,706
Liabilities$0
Net Assets$6,706

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

2016

Revenue$135,322
Expenses$140,458
Net Income-$5,136
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$141,683
Mission and Program Overview

Mission

Social Club - College Fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bharat PunnaPresidentPT$0--
Brendan RileyVice PresidentPT$0--
Jonathan MarquardtTreasurerPT$0--
Matthew ThomasSecretaryPT$0--
Shuji MillerChapter AdvisorPT$0--
Filing and Contact Details

Filer

Filer Name
Beta Zeta Chapter of the Theta Xi Fraternity
EIN
63-0316135
In Care Of
% Bharat Punna
Phone
3343326422
Address
835 West Magnolia Ave, AUBURN, AL 36832-4543

Signing Officer

Name
Bharat Punna
Title
President & Former Treasurer
Phone
3343326422
Signed
2017-05-15
Supplemental Narrative

Additional Explanations

Part I, line 8

| Other Revenues:, Amount:| Members paid for a meal plan which the organization arranged with an outside vendor., $25872|

Part I, line 16

| Other Expenses:, Amount:| The organization's meal plan expenses mentioned in "Other Revenue" ($2814 paid to Corner Grill and $23058 paid to University Eats), $25872.00| The organization raised/donated $533 to St. Jude's Children's Hospital and raised/donated $2428 to the National MS Society., $2961.00| The organization's total travel and transportation expenses which include airfare, lodging, and gas for various conventions and an officer/leadership retreat., $3485.00| The organization's expenses towards sponsored events for alumni/brothers to operate the house. These house operations did not fall under the "Occupancy, rent, utilities, and maintenance" category, such as purchasing cleaning supplies and furniture., $63143.00|

Raw XML Appendix112 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Shuji Miller
IRS990EZ/BooksInCareOfDetail/PhoneNum03347076628
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0835 West Magnolia Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0368324543
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011842
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06706
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt06361
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5136
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014671
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011842
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06706
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0141683
IRS990EZ/GrossReceiptsForPublicUseAmt0926
IRS990EZ/GrossSalesOfInventoryAmt06361
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt03575
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0109450
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011842
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06706
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011842
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06706
IRS990EZ/OccupancyRentUtltsAndMaintAmt029683
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt47
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bharat Punna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brendan Riley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jonathan Marquardt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Matthew Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shuji Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chapter Advisor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt095461
IRS990EZ/OtherRevenueTotalAmt025872
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Social Club - College Fraternity
IRS990EZ/PrintingPublicationsPostageAmt0643
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0140458
IRS990EZ/TotalRevenueAmt0135322
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0auburnthetaxi.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| Members paid for a meal plan which the organization arranged with an outside vendor., $25872|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| The organization's meal plan expenses mentioned in "Other Revenue" ($2814 paid to Corner Grill and $23058 paid to University Eats), $25872.00| The organization raised/donated $533 to St. Jude's Children's Hospital and raised/donated $2428 to the National MS Society., $2961.00| The organization's total travel and transportation expenses which include airfare, lodging, and gas for various conventions and an officer/leadership retreat., $3485.00| The organization's expenses towards sponsored events for alumni/brothers to operate the house. These house operations did not fall under the "Occupancy, rent, utilities, and maintenance" category, such as purchasing cleaning supplies and furniture., $63143.00|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bharat Punna
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Former Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03343326422
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Zeta Chapter of the Theta Xi Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0630316135
ReturnHeader/Filer/InCareOfNm0% Bharat Punna
ReturnHeader/Filer/PhoneNum03343326422
ReturnHeader/Filer/USAddress/AddressLine1Txt0835 West Magnolia Ave
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0368324543
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.36.253.136
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02017-05-15T19:38:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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