Civic Intelligence

Zeta XI Chapter Theta Chi Fraternity Alumni Association Inc

EIN 94-1652869 • 501(c)7 • Fullerton, CA

Profile

The alumni association seeks to provide affordable housing the the undergraduates members of the fraternity at the university of California at Davis.

225 S Edgar AveFullerton, CA 92831

www.davisthetachi.org/alumni

Siviq Scores

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

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.17x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)7 • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

16%

Faster asset growth than 86% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

291%

Faster revenue growth than 99% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,178,525

Up $165,868 (+16%) from 2023

Liabilities

Up

$38,329

Up $2,672 (+7.5%) from 2023

Net Assets

Up

$1,140,196

Up $163,196 (+17%) from 2023

Operations
Liabilities / Revenue45th percentileNet Margin97th percentile

Revenue

Up

$231,414

Up $172,264 (+291%) from 2023

Expenses

Down

$40,795

Down $16,572 (-29%) from 2023

Net Income

Up

$190,619

Up $188,836 (+10591%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $1,008,251Liabilities 2019: $48,1672019Assets 2021: $1,027,618Liabilities 2021: $41,3922021Assets 2022: $981,561Liabilities 2022: $0Net Assets 2022: $981,5612022Assets 2023: $1,012,657Liabilities 2023: $35,657Net Assets 2023: $977,0002023Assets 2024: $1,178,525Liabilities 2024: $38,329Net Assets 2024: $1,140,1962024

Highlighted filing

2024

Assets$1,178,525
Liabilities$38,329
Net Assets$1,140,196
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $47,700Expenses 2019: $77,286Net Income 2019: -$29,5862019Revenue 2021: $47,100Expenses 2021: $33,887Net Income 2021: $13,2132021Revenue 2022: $56,700Expenses 2022: $73,140Net Income 2022: -$16,4402022Revenue 2023: $59,150Expenses 2023: $57,367Net Income 2023: $1,7832023Revenue 2024: $231,414Expenses 2024: $40,795Net Income 2024: $190,6192024

Highlighted filing

2024

Revenue$231,414
Expenses$40,795
Net Income$190,619
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,178,525
Liabilities
$38,329
Net assets
$1,140,196
Revenue
$231,414
Expenses
$40,795
Net income
$190,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.04$1.14$0.23$0.04$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.04$0.98$0.06$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.07$0.02
2021Summary only. Only limited summary data is available for this year.$1.03$0.04$0.05$0.03$0.01
2019Summary only. Only limited summary data is available for this year.$1.01$0.05$0.05$0.08$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 21, 2025
Return Version
2023v6.0
Gross Receipts
$231,414
Mission and Program Overview

Mission

The alumni association seeks to provide affordable housing the the undergraduates members of the fraternity at the university of California at Davis.

Provide affordable housing for the undergraduates students of theta chi fraternity at the university of California at Davis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,010,032$1,060,533▲ $50,501
Cash and Non-Interest-Bearing Accounts$2,625$117,992▲ $115,367
Savings and Temporary Cash Investments$0$0→ $0
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
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,012,657$1,178,525▲ $165,868
Liabilities
Other Liabilities$35,657$38,329▲ $2,672
Total Liabilities$35,657$38,329▲ $2,672
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$977,000$1,140,196▲ $163,196
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$977,000$1,140,196▲ $163,196
Total Liabilities and Net Assets / Fund Balance$1,012,657$1,178,525▲ $165,868

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$1,060,533-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Eric TennysonPresident
Chuck CoxVice President
Alan ChamarroProperty Manager
Seaver KlugSecretary
James BeallTresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$63,000
Investment Income
$0
Other Revenue
$168,414
Change in Net Assets
$190,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,795
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
Other Expenses---$40,795
Total Functional Expenses$0$0$0$40,795
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$168,414
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Virtual Fundraising$168,414$168,414$0$168,414
Total Events$168,414$168,414$0$168,414
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$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Private Loan, Goetz$38,329
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Section A, Line 8B

“There is only 1 committee, the Board, composed of the same 5 volunteer officers that manages the association.”

Form 990, Part VI, Section B, Line 11B

“Not yet submitted to Board, however this document is shared via email when complete with the other officers.”

Form 990, Part VI, Section C, Line 19

“Documents are available on request, although no request for this documentation has occurred in the history of the organization.”

Filing and Contact Details

Filer

Filer Name
Zeta Xi Chapter Theta Chi Fraternity Alumni Association Inc
EIN
94-1652869
Phone
7605194336
Address
225 S Edgar Ave, Fullerton, CA 92831

Signing Officer

Name
James Beall
Title
Treasurer
Phone
7605194336
Signed
2025-05-21

Organization Details

Principal Officer
James Beall
Formed
1968
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 8

“Revenue for Tax Year 2023 is significantly higher than normal due to an online fundraising effort to raise funds for the association, which was necessary in response to rising costs. This fundraising has not continued into the next tax year and not likely to occur again in the near future.”

Form 990, Part XI, Line 9

“Adjustment in net assets to recognize approximate debt.”

Raw XML Appendix376 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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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Fundraising was carried out virtually over a period of several months. No formal fundraising event occurred although previous alumni were solicited and encouraged to donate to assist the financial situation of the alumni association in light of increasing costs.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule G, Part I, Line 1
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Revenue for Tax Year 2023 is significantly higher than normal due to an online fundraising effort to raise funds for the association, which was necessary in response to rising costs. This fundraising has not continued into the next tax year and not likely to occur again in the near future.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There is only 1 committee, the Board, composed of the same 5 volunteer officers that manages the association.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Not yet submitted to Board, however this document is shared via email when complete with the other officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are available on request, although no request for this documentation has occurred in the history of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Adjustment in net assets to recognize approximate debt.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01012657
IRS990/TotalAssetsEOYAmt01178525
IRS990/TotalAssetsGrp/BOYAmt01012657
IRS990/TotalAssetsGrp/EOYAmt01178525
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt040795
IRS990/TotalGrossUBIAmt0168414
IRS990/TotalLiabilitiesBOYAmt035657
IRS990/TotalLiabilitiesEOYAmt038329
IRS990/TotalLiabilitiesGrp/BOYAmt035657
IRS990/TotalLiabilitiesGrp/EOYAmt038329
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0977000
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01140196
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt063000
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt063000
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt063000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt063000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0231414
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0168414
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01012657
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01178525
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0225 S Edgar Ave
IRS990/USAddress/CityNm0Fullerton
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092831
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0https://www.davisthetachi.org/alumni
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0Delays collecting final donation records from tax year 2023 fundraising, combined with unrelated personal challenges of treasurer during tax season. Requesting removal of any fees charged for this late filing.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0James Beall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07605194336
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZETA XI CHAPTER THETA CHI FRATERNITY ALUMNI ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
ReturnHeader/Filer/EIN0941652869
ReturnHeader/Filer/PhoneNum07605194336
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 S Edgar Ave
ReturnHeader/Filer/USAddress/CityNm0Fullerton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092831
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-05-21T15:19:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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