Civic Intelligence

Mu Zeta of Lambda Chi Alpha

990EZ • Fiscal year 2017 • EIN 94-0615620

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 29, 2017

Organization ProfileN/A
PO Box 6688Moraga, CA 94570

(925) 217-7772

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.10x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

66th percentile

8.8%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.9%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

10%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$300,919

Up $2,691 (+0.9%) from 2016

Net Assets

Up

$287,542

Up $11,597 (+4.2%) from 2016

Liabilities

Down

$13,377

Down $8,906 (-40%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin66th percentile

Revenue

Up

$131,964

Up $12,339 (+10%) from 2016

Expenses

Up

$120,367

Up $19,824 (+20%) from 2016

Net Income

Down

$11,597

Down $7,485 (-39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2017

Assets$300,919
Liabilities$13,377
Net Assets$287,542
Open 2017 Filing

Operations Trend

Revenue Growth70th 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

2017

Revenue$131,964
Expenses$120,367
Net Income$11,597
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 29, 2017
Return Version
2016v3.0
Gross Receipts
$131,964
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.$120,134-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY SHIFLETTPresident-$0--
ROBERT KOCHTreasurer-$0--
JOHN CONSTANTINEManager-$0--
DAN SANDERSChapter Advisor-$0--
Filing and Contact Details

Filer

Filer Name
Mu Zeta of Lambda Chi Alpha
EIN
94-0615620
Phone
9252177772
Address
PO Box 6688, Moraga, CA 94570

Signing Officer

Name
Ray Shiflett
Title
President
Signed
2017-08-29
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
6508379800
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $14863”

Other Expenses.1012

“Insurance $8093”

Other Expenses.1

“REPAIRS $30801”

Other Expenses.2

“UTILITIES $17341”

Other Expenses.3

“CLEANING SERVICE $10748”

Other Expenses.4

“PROPERTY TAX $10150”

Other Expenses.5

“FEES $6925”

Other Expenses.6

“SETTLEMENT RSB $3470”

Other Expenses.7

“LEASE COSTS $2075”

Other Expenses.8

“STORAGE $1625”

Other Expenses.9

“HOUSE MANAGEMENT $1425”

Other Expenses.10

“ALARM $936”

Other Expenses.11

“LANDSCAPING $840”

Other Expenses.12

“ADMINISTRATION $223”

Other Expenses.13

“GRADUATE RELATIONS $92”

Other Expenses.14

“CONVENTION $67”

Other Expenses.15

“BANK CHARGES $25”

Other Expenses.16

“STATE TAXES $10”

Other Expenses.17

“SUPPLIES $6”

Other Assets.1002

“Furniture and Fixtures - Beginning $0 Furniture and Fixtures - Ending $731”

Total Liabilities.1

“SECURITY DEPOSITS - Beginning $22283 SECURITY DEPOSITS - Ending $13377”

Raw XML Appendix148 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MARTIN SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum09252177772
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P BOX 6688
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORAGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0945706688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104330
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0118354
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011597
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010652
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0300919
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0131964
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt028
IRS990EZ/LandAndBuildingsGrp/BOYAmt0193898
IRS990EZ/LandAndBuildingsGrp/EOYAmt0181834
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0275945
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0287542
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0275945
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0287542
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 KOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN CONSTANTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPTER ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0731
IRS990EZ/OtherExpensesTotalAmt0109715
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/ProgramServiceRevenueAmt0131936
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/GrantsAndAllocationsAmt0120134
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt022283
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013377
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120367
IRS990EZ/TotalProgramServiceExpensesAmt0120134
IRS990EZ/TotalRevenueAmt0131964
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $14863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $8093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REPAIRS $30801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTILITIES $17341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLEANING SERVICE $10748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROPERTY TAX $10150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEES $6925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SETTLEMENT RSB $3470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LEASE COSTS $2075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STORAGE $1625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10HOUSE MANAGEMENT $1425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ALARM $936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LANDSCAPING $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ADMINISTRATION $223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14GRADUATE RELATIONS $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15CONVENTION $67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16BANK CHARGES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17STATE TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18SUPPLIES $6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Furniture and Fixtures - Beginning $0 Furniture and Fixtures - Ending $731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20SECURITY DEPOSITS - Beginning $22283 SECURITY DEPOSITS - Ending $13377
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/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY SHIFLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mu Zeta of Lambda Chi Alpha
ReturnHeader/Filer/BusinessNameControlTxt0MUZE
ReturnHeader/Filer/EIN0940615620
ReturnHeader/Filer/PhoneNum09252177772
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6688
ReturnHeader/Filer/USAddress/CityNm0Moraga
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094570
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/PhoneNum06508379800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H GLUCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-29T10:47:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,919
Liabilities
$13,377
Net assets
$287,542
Revenue
$131,964
Expenses
$120,367
Net income
$11,597
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