Civic Intelligence

Theta Zeta of Kappa Sigma Fraternity

990EZ • Fiscal year 2023 • EIN 85-6016444

Jun 01, 2022 to May 31, 2023 • Filed on Oct 12, 2023

Organization ProfileWWW.THETAZETA.ORG
PO Box 4339 EnmuPortales, NM 88130

(505) 382-4840

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-9.2%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

7th percentile

-46%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

9.2%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$13,662

Down $11,763 (-46%) from 2022

Net Assets

Down

$13,662

Down $11,763 (-46%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin23rd percentile

Revenue

Up

$127,256

Up $10,748 (+9.2%) from 2022

Expenses

Up

$139,019

Up $944 (+0.7%) from 2022

Net Income

Up

-$11,763

Up $9,804 (+45%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$80K$60K$40K$20K$0Assets 2012: $61,481Liabilities 2012: $02012Assets 2013: $51,763Liabilities 2013: $02013Assets 2014: $23,718Liabilities 2014: $02014Assets 2015: $17,686Liabilities 2015: $02015Assets 2016: $24,104Liabilities 2016: $02016Assets 2017: $22,196Liabilities 2017: $02017Assets 2018: $47,647Liabilities 2018: $02018Assets 2019: $46,991Liabilities 2019: $02019Assets 2020: $47,350Liabilities 2020: $0Net Assets 2020: $47,3502020Assets 2021: $46,992Liabilities 2021: $0Net Assets 2021: $46,9922021Assets 2022: $25,425Liabilities 2022: $0Net Assets 2022: $25,4252022Assets 2023: $13,662Liabilities 2023: $0Net Assets 2023: $13,6622023Assets 2024: $49,437Liabilities 2024: $0Net Assets 2024: $49,4372024Assets 2025: $31,940Liabilities 2025: $0Net Assets 2025: $31,9402025

Highlighted filing

2023

Assets$13,662
Liabilities$0
Net Assets$13,662
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $133,498Expenses 2012: $127,594Net Income 2012: $5,9042012Revenue 2013: $105,164Expenses 2013: $113,032Net Income 2013: -$7,8682013Revenue 2014: $162,025Expenses 2014: $118,738Net Income 2014: $43,2872014Revenue 2015: $100,264Expenses 2015: $106,296Net Income 2015: -$6,0322015Revenue 2016: $93,515Expenses 2016: $87,097Net Income 2016: $6,4182016Revenue 2017: $109,669Expenses 2017: $111,577Net Income 2017: -$1,9082017Revenue 2018: $116,822Expenses 2018: $91,371Net Income 2018: $25,4512018Revenue 2019: $141,062Expenses 2019: $141,718Net Income 2019: -$6562019Revenue 2020: $107,184Expenses 2020: $106,825Net Income 2020: $3592020Revenue 2021: $104,266Expenses 2021: $104,624Net Income 2021: -$3582021Revenue 2022: $116,508Expenses 2022: $138,075Net Income 2022: -$21,5672022Revenue 2023: $127,256Expenses 2023: $139,019Net Income 2023: -$11,7632023Revenue 2024: $158,837Expenses 2024: $123,062Net Income 2024: $35,7752024Revenue 2025: $129,908Expenses 2025: $147,405Net Income 2025: -$17,4972025

Highlighted filing

2023

Revenue$127,256
Expenses$139,019
Net Income-$11,763
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$128,356
Mission and Program Overview

Mission

Non profit social organization

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED COMMUNITY SERVICE DURING VARIOUS EVENTS INCLUDING EASTERN IN ACTION, DUKE CITY MARATHON AND VARIOUS OTHER EVENTS.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEX AGUIRREPresidentPT$0--
TYLER BETTSVice PresidentPT$0--
ADAN CARRILLOTreasurerPT$0--
AIDAN ETSITTYSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cow Drop$46,700$31,100-$31,100
Total Events$46,700$31,100$1,100$30,000
Filing and Contact Details

Filer

Filer Name
Theta Zeta of Kappa Sigma Fraternity
EIN
85-6016444
Address
PO BOX 4339 ENMU, Portales, NM 88130

Signing Officer

Name
Adan Carrillo
Title
Treasurer
Phone
5053824840
Signed
2023-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Spoton Accounting LLC
Address
42479 US HWY 70 SUITE 200, Portales, NM 88130
Preparer
Martinus van Nieuwkoop
Phone
5753565639
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountRENT 27,778HOMECOMING 15,000”

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 87ADVERTISING 4,021TRAVEL 17,115FEES 27,454SUPPLIES 6,487MEETING EXPENSES 1,532SOCIAL MEALS 13,098DONATIONS 16,460DUES & SUBSCRIPTIONS 1,375OFFICE SUPPLIES 217MISCELLANEOUS 27”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFURNITURE AND FIXTURES 132 45”

Raw XML Appendix136 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/PersonNm0ADAN CARRILLO
IRS990EZ/BooksInCareOfDetail/PhoneNum05053824840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4339 ENMU
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portales
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd088130
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025293
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013617
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11763
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02072
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025425
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013662
IRS990EZ/FundraisingGrossIncomeAmt046700
IRS990EZ/GrossReceiptsAmt0128356
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00262
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06900
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038878
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025425
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013662
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025425
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013662
IRS990EZ/OccupancyRentUtltsAndMaintAmt049052
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEX AGUIRRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TYLER BETTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAN CARRILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AIDAN ETSITTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0132
IRS990EZ/OtherAssetsTotalDetail/EOYAmt045
IRS990EZ/OtherExpensesTotalAmt087873
IRS990EZ/OtherRevenueTotalAmt042778
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NON PROFIT SOCIAL ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt022
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED COMMUNITY SERVICE DURING VARIOUS EVENTS INCLUDING EASTERN IN ACTION, DUKE CITY MARATHON AND VARIOUS OTHER EVENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01100
IRS990EZ/SpecialEventsNetIncomeLossAmt045600
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0139019
IRS990EZ/TotalRevenueAmt0127256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THETAZETA.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01100
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01100
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015600
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015600
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01100
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COW DROP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031100
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRENT 27,778HOMECOMING 15,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 87ADVERTISING 4,021TRAVEL 17,115FEES 27,454SUPPLIES 6,487MEETING EXPENSES 1,532SOCIAL MEALS 13,098DONATIONS 16,460DUES & SUBSCRIPTIONS 1,375OFFICE SUPPLIES 217MISCELLANEOUS 27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearFURNITURE AND FIXTURES 132 45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAN CARRILLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05053824840
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA ZETA OF KAPPA SIGMA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0856016444
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4339 ENMU
ReturnHeader/Filer/USAddress/CityNm0Portales
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd088130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464638444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPOTON ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042479 US HWY 70 SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portales
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd088130
ReturnHeader/PreparerPersonGrp/PhoneNum05753565639
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Martinus van Nieuwkoop
ReturnHeader/ReturnTs02023-10-12T19:57:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARRILLO
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,662
Liabilities
$0
Net assets
$13,662
Revenue
$127,256
Expenses
$139,019
Net income
-$11,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.30$1.47$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.59$1.23$0.36
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.27$1.39$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.17$1.38$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.04$1.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.07$1.07$0.00
2019Summary only. Only limited summary data is available for this year.$0.47$0.00$1.41$1.42$0.01
2018Summary only. Only limited summary data is available for this year.$0.48$0.00$1.17$0.91$0.25
2017Summary only. Only limited summary data is available for this year.$0.22$0.00$1.10$1.12$0.02
2016Summary only. Only limited summary data is available for this year.$0.24$0.00$0.94$0.87$0.06
2015Summary only. Only limited summary data is available for this year.$0.18$0.00$1.00$1.06$0.06
2014Summary only. Only limited summary data is available for this year.$0.24$0.00$1.62$1.19$0.43
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$1.05$1.13$0.08
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$1.33$1.28$0.06