Civic Intelligence

Mu Zeta of Lambda Chi Alpha

990EZ • Fiscal year 2016 • EIN 94-0615620

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization ProfileN/A
256 Calle La MesaMoraga, CA 94556

(925) 217-7772

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.07x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.19x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

78th percentile

16%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

9.1%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

5.7%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$298,228

Up $24,912 (+9.1%) from 2015

Net Assets

Up

$275,945

Up $19,082 (+7.4%) from 2015

Liabilities

Up

$22,283

Up $5,830 (+35%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin78th percentile

Revenue

Up

$119,625

Up $6,468 (+5.7%) from 2015

Expenses

Down

$100,543

Down $6,849 (-6.4%) from 2015

Net Income

Up

$19,082

Up $13,317 (+231%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$600K$400K$200K$0Assets 2011: $226,622Liabilities 2011: $10,8502011Assets 2012: $242,021Liabilities 2012: $9,5652012Assets 2013: $245,278Liabilities 2013: $18,1552013Assets 2014: $265,648Liabilities 2014: $14,550Net Assets 2014: $251,0982014Assets 2015: $273,316Liabilities 2015: $16,453Net Assets 2015: $256,8632015Assets 2016: $298,228Liabilities 2016: $22,283Net Assets 2016: $275,9452016Assets 2017: $300,919Liabilities 2017: $13,377Net Assets 2017: $287,5422017Assets 2018: $356,531Liabilities 2018: $15,561Net Assets 2018: $340,9702018Assets 2019: $396,824Liabilities 2019: $14,950Net Assets 2019: $381,8742019Assets 2020: $410,599Liabilities 2020: $8,858Net Assets 2020: $401,7412020Assets 2021: $408,136Liabilities 2021: $15,588Net Assets 2021: $392,5482021Assets 2022: $426,609Liabilities 2022: $16,150Net Assets 2022: $410,4592022Assets 2023: $436,227Liabilities 2023: $13,836Net Assets 2023: $422,3912023Assets 2024: $457,381Liabilities 2024: $12,509Net Assets 2024: $444,8722024Assets 2025: $509,343Liabilities 2025: $15,729Net Assets 2025: $493,6142025

Highlighted filing

2016

Assets$298,228
Liabilities$22,283
Net Assets$275,945
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $107,434Expenses 2011: $104,075Net Income 2011: $3,3592011Revenue 2012: $101,449Expenses 2012: $84,982Net Income 2012: $16,4672012Revenue 2013: $98,664Expenses 2013: $103,997Net Income 2013: -$5,3332013Revenue 2014: $108,822Expenses 2014: $84,847Net Income 2014: $23,9752014Revenue 2015: $113,157Expenses 2015: $107,392Net Income 2015: $5,7652015Revenue 2016: $119,625Expenses 2016: $100,543Net Income 2016: $19,0822016Revenue 2017: $131,964Expenses 2017: $120,367Net Income 2017: $11,5972017Revenue 2018: $149,873Expenses 2018: $96,445Net Income 2018: $53,4282018Revenue 2019: $152,706Expenses 2019: $111,802Net Income 2019: $40,9042019Revenue 2020: $145,613Expenses 2020: $125,746Net Income 2020: $19,8672020Revenue 2021: $117,353Expenses 2021: $126,546Net Income 2021: -$9,1932021Revenue 2022: $149,519Expenses 2022: $131,608Net Income 2022: $17,9112022Revenue 2023: $165,344Expenses 2023: $153,412Net Income 2023: $11,9322023Revenue 2024: $168,697Expenses 2024: $146,216Net Income 2024: $22,4812024Revenue 2025: $174,668Expenses 2025: $123,992Net Income 2025: $50,6762025

Highlighted filing

2016

Revenue$119,625
Expenses$100,543
Net Income$19,082
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$119,625
Mission and Program Overview

Mission

Provide housing for all university of california berkeley students and the mu zeta chapter of lamda chi alpha, a national fraternity

Purchase and provide for all university of california berkeley members of the mu zeta chapter of lamda chi alpha, a national fraternity

Program Services

DescriptionGrantsExpenses
THIS INSTITUTIONS PROVIDES HOUSING AND STUDENT SERVICE PROGRAMS FOR COLLEGE STUDENTS ATTENDING THIS FRATERNAL CHAPTER AT THE UNIVERSITY OF CALIFORNIA BERKELEY.$82,875-
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY SHIFLETTPresident-$0--
ROBERT RASSOTreasurer-$0--
JOHN CONSTANTINEHousing Manag.-$0--
DAN SANDERSChapter Advisor-$0--
Filing and Contact Details

Filer

Filer Name
Mu Zeta of Lambda Chi Alpha
EIN
94-0615620
Address
256 Calle La Mesa, Moraga, CA 94556

Signing Officer

Name
Ray Shiflett
Title
President
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Goldberg Gluck & Associates CPAs LLP
Address
950 Tower Ln Ste 110, Foster City, CA 94404
Preparer
Samuel H Gluck CPA
Phone
6503495678
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $14645”

Other Expenses.1012

“Insurance $8150”

Other Expenses.1

“UTILITIES $17749”

Other Expenses.2

“REPAIRS $13010”

Other Expenses.3

“CLEANING SERVICE $10619”

Other Expenses.4

“PROPERTY TAX $9908”

Other Expenses.5

“FEES $3992”

Other Expenses.6

“GRADUATE RELATIONS $2801”

Other Expenses.7

“ALARM $2410”

Other Expenses.8

“STORAGE $1967”

Other Expenses.9

“LEASE FEES $1589”

Other Expenses.10

“HOUSE MANAGEMENT $1350”

Other Expenses.11

“LANDSCAPING $930”

Other Expenses.12

“ADMINISTRATION $196”

Other Expenses.13

“BANK CHARGES $70”

Other Expenses.14

“STATE TAXES $10”

Total Liabilities.1

“SECURITY DEPOSITS - Beginning $16453 SECURITY DEPOSITS - Ending $22283”

Raw XML Appendix139 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/PersonNm0MARTIN SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum09252177772
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0256 CALLE LA MESA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORAGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094556
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080825
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0104330
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019082
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010100
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0273316
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0298228
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01047
IRS990EZ/GrossReceiptsAmt0119625
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/LandAndBuildingsGrp/BOYAmt0192491
IRS990EZ/LandAndBuildingsGrp/EOYAmt0193898
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0256863
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0275945
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0256863
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0275945
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAY SHIFLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT RASSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN CONSTANTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Housing Manag.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPTER ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt089396
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PURCHASE AND PROVIDE FOR ALL UNIVERSITY OF CALIFORNIA BERKELEY MEMBERS OF THE MU ZETA CHAPTER OF LAMDA CHI ALPHA, A NATIONAL FRATERNITY
IRS990EZ/ProgramServiceRevenueAmt0119603
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS INSTITUTIONS PROVIDES HOUSING AND STUDENT SERVICE PROGRAMS FOR COLLEGE STUDENTS ATTENDING THIS FRATERNAL CHAPTER AT THE UNIVERSITY OF CALIFORNIA BERKELEY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt082875
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016453
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt022283
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100543
IRS990EZ/TotalProgramServiceExpensesAmt082875
IRS990EZ/TotalRevenueAmt0119625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $14645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $8150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $17749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPAIRS $13010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLEANING SERVICE $10619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROPERTY TAX $9908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEES $3992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRADUATE RELATIONS $2801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ALARM $2410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STORAGE $1967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LEASE FEES $1589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11HOUSE MANAGEMENT $1350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LANDSCAPING $930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ADMINISTRATION $196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK CHARGES $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15STATE TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SECURITY DEPOSITS - Beginning $16453 SECURITY DEPOSITS - Ending $22283
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY SHIFLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mu Zeta of Lambda Chi Alpha
ReturnHeader/Filer/BusinessNameControlTxt0MUZE
ReturnHeader/Filer/EIN0940615620
ReturnHeader/Filer/USAddress/AddressLine1Txt0256 Calle La Mesa
ReturnHeader/Filer/USAddress/CityNm0Moraga
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094556
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goldberg Gluck & Associates CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 Tower Ln Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Foster City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094404
ReturnHeader/PreparerPersonGrp/PhoneNum06503495678
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H GLUCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T09:33:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,228
Liabilities
$22,283
Net assets
$275,945
Revenue
$119,625
Expenses
$100,543
Net income
$19,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.09$0.16$4.94$1.75$1.24$0.51
2024Detailed filing. Detailed filing data is available for this year.$4.57$0.13$4.45$1.69$1.46$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.36$0.14$4.22$1.65$1.53$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.27$0.16$4.10$1.50$1.32$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.16$3.93$1.17$1.27$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.11$0.09$4.02$1.46$1.26$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.15$3.82$1.53$1.12$0.41
2018Detailed filing. Detailed filing data is available for this year.$3.57$0.16$3.41$1.50$0.96$0.53
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.13$2.88$1.32$1.20$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.22$2.76$1.20$1.01$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.16$2.57$1.13$1.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.15$2.51$1.09$0.85$0.24
2013Summary only. Only limited summary data is available for this year.$2.45$0.18$0.99$1.04$0.05
2012Summary only. Only limited summary data is available for this year.$2.42$0.10$1.01$0.85$0.16
2011Summary only. Only limited summary data is available for this year.$2.27$0.11$1.07$1.04$0.03