Civic Intelligence

Delta Chi Fraternity

990EZ • Fiscal year 2021 • EIN 77-0168498

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

Organization ProfileN/A
1236 Monte Vista PlaceSan Luis Obispo, CA 93405

(916) 626-2421

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

56th percentile

9.0%

Higher net margin than 56% 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

9th percentile

-34%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

16th percentile

-38%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,446

Down $8,341 (-56%) from 2019

Net Assets

Down

$6,446

Down $8,341 (-56%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$65,890

Down $104,910 (-61%) from 2019

Expenses

Down

$59,976

Down $115,925 (-66%) from 2019

Net Income

Up

$5,914

Up $11,015 (+216%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$60K$40K$20K$0Assets 2017: $42,242Liabilities 2017: $0Net Assets 2017: $42,2422017Assets 2018: $19,888Liabilities 2018: $0Net Assets 2018: $19,8882018Assets 2019: $14,787Liabilities 2019: $0Net Assets 2019: $14,7872019Assets 2021: $6,446Net Assets 2021: $6,4462021Assets 2022: $1,067Liabilities 2022: $0Net Assets 2022: $1,0672022Assets 2023: $532Liabilities 2023: $0Net Assets 2023: $5322023Assets 2024: $4,513Liabilities 2024: $0Net Assets 2024: $4,5132024Assets 2025: $23,887Liabilities 2025: $0Net Assets 2025: $23,8872025

Highlighted filing

2021

Assets$6,446
Liabilities-
Net Assets$6,446
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $183,480Expenses 2017: $174,174Net Income 2017: $9,3062017Revenue 2018: $202,138Expenses 2018: $181,926Net Income 2018: $20,2122018Revenue 2019: $170,800Expenses 2019: $175,901Net Income 2019: -$5,1012019Revenue 2021: $65,890Expenses 2021: $59,976Net Income 2021: $5,9142021Revenue 2022: $145,458Expenses 2022: $150,837Net Income 2022: -$5,3792022Revenue 2023: $215,790Expenses 2023: $216,093Net Income 2023: -$3032023Revenue 2024: $243,184Expenses 2024: $239,203Net Income 2024: $3,9812024Revenue 2025: $248,565Expenses 2025: $229,191Net Income 2025: $19,3742025

Highlighted filing

2021

Revenue$65,890
Expenses$59,976
Net Income$5,914
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$65,890
Mission and Program Overview

Mission

To promote the social, intellectual, and moral development of college men, both members and pledges of delta chi fraternity.

Program Services

DescriptionGrantsExpenses
TO OPERATE THE LOCAL CHAPTER OF DELTA CHI FRATERNITY.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM LEEPresidentPT$0--
THOMAS ROGERSVice PresidePT$0--
CARSON BRISTOLSecretaryPT$0--
ROBERT SCHMIDTTreasurerPT$0--
COLE KORCHEKAlumni CorrePT$0--
KAI SAMIERESergeant AtPT$0--
Filing and Contact Details

Filer

Filer Name
Delta Chi Fraternity
EIN
77-0168498
Phone
9166262421
Address
1236 MONTE VISTA PLACE, SAN LUIS OBISPO, CA 93405

Signing Officer

Name
Robert Schmidt
Title
Treasurer
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Cindy Neal
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“To promote the social, intellectual, and moral development of college men, both members and pledges of delta chi fraternity.”

Raw XML Appendix106 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/PersonNm0TOM LEE
CompensationExplanation/CompensationExplanationGrp/PersonNm1THOMAS ROGERS
CompensationExplanation/CompensationExplanationGrp/PersonNm2CARSON BRISTOL
CompensationExplanation/CompensationExplanationGrp/PersonNm3ROBERT SCHMIDT
CompensationExplanation/CompensationExplanationGrp/PersonNm4COLE KORCHEK
CompensationExplanation/CompensationExplanationGrp/PersonNm5KAI SAMIERE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt059976
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT SCHMIDT
IRS990EZ/BooksInCareOfDetail/PhoneNum09166262421
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01236 MONTE VISTA PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093425
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0532
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06446
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05914
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0532
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06446
IRS990EZ/GrossReceiptsAmt065890
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt065890
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0532
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06446
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0532
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06446
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARSON BRISTOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLE KORCHEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAI SAMIERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ALUMNI CORRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SERGEANT AT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE MEN, BOTH MEMBERS AND PLEDGES OF DELTA CHI FRATERNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO OPERATE THE LOCAL CHAPTER OF DELTA CHI FRATERNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059976
IRS990EZ/TotalRevenueAmt065890
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE MEN, BOTH MEMBERS AND PLEDGES OF DELTA CHI FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA CHI FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0770168498
ReturnHeader/Filer/PhoneNum09166262421
ReturnHeader/Filer/USAddress/AddressLine1Txt01236 MONTE VISTA PLACE
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY NEAL
ReturnHeader/ReturnTs02021-11-12T13:20:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMIDT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,446
Liabilities
-
Net assets
$6,446
Revenue
$65,890
Expenses
$59,976
Net income
$5,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$2.49$2.29$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$2.43$2.39$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$2.16$2.16$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.45$1.51$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.66$0.60$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$1.71$1.76$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$2.02$1.82$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.83$1.74$0.09