Civic Intelligence

Nu Chapter House Association

990 • Fiscal year 2015 • EIN 84-6036504

Aug 01, 2014 to Jul 31, 2015 • Filed on Nov 30, 2015

5939 Castle Creek Parkway N DrIndianapolis, IN 46250

(317) 579-5050

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2015 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

7th percentile

0.00x

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

2015 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2015

Net Margin

98th percentile

74%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2015 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2015

Asset Growth

95th percentile

36%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

166%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,836,378

Up $483,679 (+36%) from 2014

Net Assets

Up

$1,836,378

Up $483,679 (+36%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$653,933

Up $407,984 (+166%) from 2014

Expenses

Up

$170,254

Up $3,315 (+2.0%) from 2014

Net Income

Up

$483,679

Up $404,669 (+512%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,295,989Liabilities 2011: $21,087Net Assets 2011: $1,274,9022011Assets 2012: $1,259,535Liabilities 2012: $0Net Assets 2012: $1,259,5352012Assets 2013: $1,273,689Liabilities 2013: $0Net Assets 2013: $1,273,6892013Assets 2014: $1,352,699Liabilities 2014: $0Net Assets 2014: $1,352,6992014Assets 2015: $1,836,378Liabilities 2015: $0Net Assets 2015: $1,836,3782015Assets 2016: $1,974,329Liabilities 2016: $84,383Net Assets 2016: $1,889,9462016Assets 2017: $1,952,188Liabilities 2017: $0Net Assets 2017: $1,952,1882017Assets 2018: $1,986,230Liabilities 2018: $0Net Assets 2018: $1,986,2302018Assets 2019: $2,087,820Liabilities 2019: $0Net Assets 2019: $2,087,8202019Assets 2020: $2,155,354Liabilities 2020: $0Net Assets 2020: $2,155,3542020Assets 2021: $2,254,246Liabilities 2021: $0Net Assets 2021: $2,254,2462021Assets 2022: $2,131,199Liabilities 2022: $0Net Assets 2022: $2,131,1992022Assets 2023: $1,935,543Liabilities 2023: $0Net Assets 2023: $1,935,5432023

Highlighted filing

2015

Assets$1,836,378
Liabilities$0
Net Assets$1,836,378

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $205,4952011Expenses 2012: $252,7392012Expenses 2013: $184,3522013Revenue 2014: $245,949Expenses 2014: $166,939Net Income 2014: $79,0102014Revenue 2015: $653,933Expenses 2015: $170,254Net Income 2015: $483,6792015Revenue 2016: $264,012Expenses 2016: $210,444Net Income 2016: $53,5682016Revenue 2017: $273,852Expenses 2017: $211,610Net Income 2017: $62,2422017Revenue 2018: $205,050Expenses 2018: $171,008Net Income 2018: $34,0422018Revenue 2019: $295,953Expenses 2019: $194,363Net Income 2019: $101,5902019Revenue 2020: $247,425Expenses 2020: $179,891Net Income 2020: $67,5342020Revenue 2021: $294,501Expenses 2021: $195,609Net Income 2021: $98,8922021Revenue 2022: $241,370Expenses 2022: $364,417Net Income 2022: -$123,0472022Revenue 2023: $245,363Expenses 2023: $441,019Net Income 2023: -$195,6562023

Highlighted filing

2015

Revenue$653,933
Expenses$170,254
Net Income$483,679
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Nov 30, 2015
Return Version
2014v5.0
Gross Receipts
$653,933
Mission and Program Overview

Mission

Provide sorority housing and environment for collegiate chapter.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,352,699$1,836,378▲ $483,679
Land, Buildings, and Equipment, Net$990,590$914,598▼ $75,992
Cash and Non-Interest-Bearing Accounts$320,451$810,704▲ $490,253
Savings and Temporary Cash Investments$26,378$29,254▲ $2,876
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,352,699$1,836,378▲ $483,679
Other Assets Total$15,280$81,822▲ $66,542
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,352,699$1,836,378▲ $483,679
Total Liabilities and Net Assets / Fund Balance$1,352,699$1,836,378▲ $483,679

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$802,009$932,560$1,734,569
Other Land Buildings$68,870$247,889$316,759
Land$43,719-$43,719
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lexi TonasciaChapter President
Cyndi HauberCo-president
Jane StreelmanCo-president
Mary VertiHouse Director
Bob VertiAdvisory Member
Margie MaederChapter Advisor
Christy FitchCommunications
Alyssa AndersonFacility Operations Advisor
Ashley PresidentMember
Marisa HaldorsonSecretary & Communications
Toni JonesTreasurer
Amanda PeshockVP of Facility Operations
Ashley PalkaVP of Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$400,000
Program Service Revenue
$253,225
Investment Income
$253
Other Revenue
$455
All Other Contributions
$400,000
Change in Net Assets
$483,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,254
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$85,898
Occupancy$62,696--$62,696
Fees for Services Management$8,484--$8,484
Insurance$7,788--$7,788
Fees for Services Accounting$950--$950
Other Expenses$543--$543
Fees for Services Legal$140--$140
Total Functional Expenses$84,356$0$0$170,254
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 2:

Mary Verti, House Director, and Bob Verti, Advisory Member, are married.

FORM 990, PART VI, SECTION A, LINE 6:

The organization has members that are elected by the governing body.

FORM 990, PART VI, SECTION A, LINE 7A:

The members of the organization are entitled to vote for and elect the board members that make up the governing body.

FORM 990, PART VI, SECTION A, LINE 7B:

The decisions of the governing body are subject to the approval by the voting members of the organization.

FORM 990, PART VI, SECTION B, LINE 11:

N/A

FORM 990, PART VI, SECTION B, LINE 12C:

The organization requires all members of the governing body to sign and submit annually a form disclosing any conflicts of interest.

FORM 990, PART VI, SECTION C, LINE 19:

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Nu Chapter House Association
EIN
84-6036504
In Care Of
% ALPHA CHI OMEGA NATL HOUSING
Phone
3175795050
Address
5939 CASTLE CREEK PARKWAY N DR, INDIANAPOLIS, IN 46250

Signing Officer

Name
Cyndi Hauber
Title
Co-president
Phone
3175795050
Signed
2015-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cyndi Hauber
Formed
1946
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
6

Preparer

Firm
Stockman Kast Ryan & Co Llp
Address
102 N CASCADE AVENUE SUITE 400, COLORADO SPRINGS, CO 80903
Preparer
Doreen B Merz
Phone
7196301186
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IRS990/PYOtherRevenueAmt02711
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0932560
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Mary Verti, House Director, and Bob Verti, Advisory Member, are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS THAT ARE ELECTED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE ORGANIZATION ARE ENTITLED TO VOTE FOR AND ELECT THE BOARD MEMBERS THAT MAKE UP THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL BY THE VOTING MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION REQUIRES ALL MEMBERS OF THE GOVERNING BODY TO SIGN AND SUBMIT ANNUALLY A FORM DISCLOSING ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19:
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNDI HAUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03175795050
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NU CHAPTER HOUSE ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ALPHA CHI OMEGA NATL HOUSING CORP
ReturnHeader/Filer/BusinessNameControlTxt0NUCH
ReturnHeader/Filer/EIN0846036504
ReturnHeader/Filer/InCareOfNm0% ALPHA CHI OMEGA NATL HOUSING
ReturnHeader/Filer/PhoneNum03175795050
ReturnHeader/Filer/USAddress/AddressLine1Txt05939 CASTLE CREEK PARKWAY N DR
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOCKMAN KAST RYAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 N CASCADE AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLORADO SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080903
ReturnHeader/PreparerPersonGrp/PhoneNum07196301186
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-15

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$0.25$0.44$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.24$0.36$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$0.29$0.20$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$0.25$0.18$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.30$0.19$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.21$0.17$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.27$0.21$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.08$1.89$0.26$0.21$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.65$0.17$0.48
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.25$0.17$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.02$1.27$0.21
Peer Organizations

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