Civic Intelligence

Theta XI Fraternity Beta Zeta Chapter

990EZ • Fiscal year 2017 • EIN 63-0316135

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

1.6%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

82nd percentile

23%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

8th percentile

-29%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Up

$8,240

Up $1,534 (+23%) from 2016

Net Assets

Up

$8,240

Up $1,534 (+23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$95,650

Down $39,672 (-29%) from 2016

Expenses

Down

$94,116

Down $46,342 (-33%) from 2016

Net Income

Up

$1,534

Up $6,670 (+130%) from 2016

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

2017

Assets$8,240
Liabilities$0
Net Assets$8,240

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

2017

Revenue$95,650
Expenses$94,116
Net Income$1,534
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.0
Gross Receipts
$95,650
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--
Artie VaughnChapter 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
Former President
Phone
3343326422
Signed
2018-05-15
Supplemental Narrative

Additional Explanations

Part I, line 16

| Other Expenses:, Amount:| Total paid to University Eats for meal plan expenses, $22500.00| Donation paid to Addiction Prevention Coalition, $720.00| Total paid to host a fraternity Formal event, $14203.00| Total paid to host events for recruitment, tailgates, members-only banquets, and miscellaneous social gatherings., $8799.00| Total paid for alumni/brothers to operate the house. These miscellaneous house operation expenses did not fall under the "Occupation, rent, utilities, maintenance" category, such as purchasing cleaning supplies, furniture, etc., $26711.00|

Raw XML Appendix107 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/PersonNm0Bharat Punna
IRS990EZ/BooksInCareOfDetail/PhoneNum03343326422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01305 TULIP COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Auburn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036830
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06706
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08240
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01534
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06706
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08240
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt095650
IRS990EZ/GrossReceiptsForPublicUseAmt010
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt0300
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt095650
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06706
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08240
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06706
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08240
IRS990EZ/OccupancyRentUtltsAndMaintAmt021183
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/PersonNm4Artie Vaughn
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/OtherExpensesTotalAmt072933
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Social Club - College Fraternity
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094116
IRS990EZ/TotalRevenueAmt095650
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0auburnthetaxi.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Total paid to University Eats for meal plan expenses, $22500.00| Donation paid to Addiction Prevention Coalition, $720.00| Total paid to host a fraternity Formal event, $14203.00| Total paid to host events for recruitment, tailgates, members-only banquets, and miscellaneous social gatherings., $8799.00| Total paid for alumni/brothers to operate the house. These miscellaneous house operation expenses did not fall under the "Occupation, rent, utilities, maintenance" category, such as purchasing cleaning supplies, furniture, etc., $26711.00|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bharat Punna
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Former President
ReturnHeader/BusinessOfficerGrp/PhoneNum03343326422
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/IPv4AddressTxt024.178.89.74
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02018-05-15T19:27:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings