Civic Intelligence

Chi Zeta Corporation

EIN 84-0473295 • 501(c)7 • Fort Collins, CO

Profile

To acquire and maintain adequate housing for the undergraduate members of the corporation attending the Colorado State University, in the form of a clubhouse.

PO Box 803Fort Collins, CO 80522
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.05x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.09x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2019

Net Margin

53rd percentile

5.6%

Higher net margin than 53% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)7 • $500k-$1M nonprofits • Source year 2019

Asset Growth

56th percentile

4.0%

Faster asset growth than 56% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

0.5%

Faster revenue growth than 39% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$889,501

Up $34,506 (+4.0%) from 2018

Liabilities

Up

$46,308

Up $6,503 (+16%) from 2018

Net Assets

Up

$843,193

Up $28,003 (+3.4%) from 2018

Revenue

Up

$509,224

Up $2,374 (+0.5%) from 2018

Expenses

Down

$480,893

Down $54,720 (-10%) from 2018

Net Income

Up

$28,331

Up $57,094 (+198%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $526,193Liabilities 2011: $0Net Assets 2011: $526,1932011Assets 2012: $502,726Liabilities 2012: $0Net Assets 2012: $502,7262012Assets 2013: $579,155Liabilities 2013: $30,425Net Assets 2013: $548,7302013Assets 2014: $661,604Liabilities 2014: $39,650Net Assets 2014: $621,9542014Assets 2015: $708,867Liabilities 2015: $42,200Net Assets 2015: $666,6672015Assets 2016: $769,930Liabilities 2016: $39,870Net Assets 2016: $730,0602016Assets 2017: $873,233Liabilities 2017: $29,280Net Assets 2017: $843,9532017Assets 2018: $854,995Liabilities 2018: $39,805Net Assets 2018: $815,1902018Assets 2019: $889,501Liabilities 2019: $46,308Net Assets 2019: $843,1932019

Highlighted filing

2019

Assets$889,501
Liabilities$46,308
Net Assets$843,193

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $417,900Expenses 2011: $394,187Net Income 2011: $23,7132011Revenue 2012: $405,133Expenses 2012: $428,533Net Income 2012: -$23,4002012Revenue 2013: $438,555Expenses 2013: $392,536Net Income 2013: $46,0192013Revenue 2014: $483,106Expenses 2014: $409,882Net Income 2014: $73,2242014Revenue 2015: $491,862Expenses 2015: $447,121Net Income 2015: $44,7412015Revenue 2016: $528,184Expenses 2016: $464,791Net Income 2016: $63,3932016Revenue 2017: $574,572Expenses 2017: $460,679Net Income 2017: $113,8932017Revenue 2018: $506,850Expenses 2018: $535,613Net Income 2018: -$28,7632018Revenue 2019: $509,224Expenses 2019: $480,893Net Income 2019: $28,3312019

Highlighted filing

2019

Revenue$509,224
Expenses$480,893
Net Income$28,331

Filings

Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 4, 2019
Return Version
2017v2.2
Gross Receipts
$506,850
Mission and Program Overview

Mission

To acquire and maintain adequate housing for the undergraduate members of the corporation attending the Colorado State University, in the form of a clubhouse.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$518,253$495,820▼ $22,433
Savings and Temporary Cash Investments$212,024$214,846▲ $2,822
Cash and Non-Interest-Bearing Accounts$142,956$144,329▲ $1,373
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$873,233$854,995▼ $18,238
Other Assets Total-$0-
Liabilities
Other Liabilities$29,280$39,805▲ $10,525
Total Liabilities$29,280$39,805▲ $10,525
Net Assets / Fund Balance
Unrestricted Net Assets$843,953$815,190▼ $28,763
Total Net Assets Fund Balance$843,953$815,190▼ $28,763
Total Liabilities and Net Assets / Fund Balance$873,233$854,995▼ $18,238

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$370,832$720,633$1,091,465
Buildings-$225,000$225,000
Other Land Buildings$104,988$115,363$220,351
Land$20,000-$20,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan M JamesPresident
Katy TrumbleVice President
Diane GroathouseSecretary
Carol BotteronTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$504,028
Investment Income
$2,822
Other Revenue
$0
Change in Net Assets
$-28,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$461,005
Salaries, Compensation, and Employee Benefits$74,608
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$98,337
Other Salaries and Wages---$68,387
All Other Expenses---$49,508
Other Expenses---$12,658
Payroll Taxes---$6,221
Total Functional Expenses$0$0$0$535,613
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Room deposits payable$39,525
Scholarship Fund$280
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Chi Zeta Corporation
EIN
84-0473295
Phone
9704934646
Address
PO Box 803, Fort Collins, CO 80522

Signing Officer

Name
Susan M James
Title
President
Signed
2019-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan M James
Formed
1957
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
0
Employees
9

Preparer

Firm
William G Cheedle PC
Address
300 Boardwalk Dr Unit 5B, Fort Collins, CO 80525
Preparer
William G Cheedle
Phone
9704844411
Raw XML Appendix328 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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ReturnHeader/Filer/USAddress/ZIPCd080522
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841127628
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William G Cheedle PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Boardwalk Dr Unit 5B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Collins
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080525
ReturnHeader/PreparerPersonGrp/PhoneNum09704844411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G Cheedle
ReturnHeader/ReturnTs02019-02-04T12:15:37-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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