Civic Intelligence

Delta Theta Chapter

990EZ • Fiscal year 2016 • EIN 95-3104510

Aug 01, 2015 to Jul 31, 2016 • Filed on Mar 03, 2017

Organization ProfileN/A
PO Box 489San Luis Obispo, CA 93406

(805) 594-1489

Siviq Scores

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

Liabilities / Assets

88th percentile

0.42x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

1.15x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

24th percentile

-5.9%

Higher net margin than 24% 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

32nd percentile

-4.2%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$395,993

Down $17,275 (-4.2%) from 2015

Net Assets

$228,314

No earlier filing loaded for comparison.

Liabilities

Down

$167,679

Down $8,660 (-4.9%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin24th percentile

Revenue

Up

$146,133

Up $18,405 (+14%) from 2015

Expenses

Up

$154,748

Up $35,503 (+30%) from 2015

Net Income

Down

-$8,615

Down $17,098 (-202%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.0M$500K$0Assets 2011: $233,096Liabilities 2011: $02011Assets 2012: $258,707Net Assets 2012: $258,7072012Assets 2013: $405,504Liabilities 2013: $187,313Net Assets 2013: $218,1912013Assets 2014: $411,248Liabilities 2014: $182,5032014Assets 2015: $413,268Liabilities 2015: $176,3392015Assets 2016: $395,993Liabilities 2016: $167,679Net Assets 2016: $228,3142016Assets 2017: $410,244Liabilities 2017: $158,3712017Assets 2018: $441,367Liabilities 2018: $161,959Net Assets 2018: $279,4082018Assets 2019: $458,712Liabilities 2019: $90,9702019Assets 2021: $694,021Liabilities 2021: $387,725Net Assets 2021: $306,2962021Assets 2022: $416,312Liabilities 2022: $384,910Net Assets 2022: $31,4022022Assets 2023: $967,681Liabilities 2023: $843,332Net Assets 2023: $124,3492023Assets 2024: $953,319Liabilities 2024: $769,279Net Assets 2024: $184,0402024Assets 2025: $940,783Liabilities 2025: $732,398Net Assets 2025: $208,3852025

Highlighted filing

2016

Assets$395,993
Liabilities$167,679
Net Assets$228,314
Open 2016 Filing

Operations Trend

Revenue Growth76th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $115,187Expenses 2011: $115,345Net Income 2011: -$1582011Revenue 2012: $130,475Expenses 2012: $104,864Net Income 2012: $25,6112012Revenue 2013: $106,325Expenses 2013: $146,841Net Income 2013: -$40,5162013Revenue 2014: $150,687Expenses 2014: $140,133Net Income 2014: $10,5542014Revenue 2015: $127,728Expenses 2015: $119,245Net Income 2015: $8,4832015Revenue 2016: $146,133Expenses 2016: $154,748Net Income 2016: -$8,6152016Revenue 2017: $166,364Expenses 2017: $152,113Net Income 2017: $14,2512017Revenue 2018: $184,661Expenses 2018: $149,650Net Income 2018: $35,0112018Revenue 2019: $164,708Expenses 2019: $148,339Net Income 2019: $16,3692019Revenue 2021: $220,863Expenses 2021: $117,633Net Income 2021: $103,2302021Revenue 2022: $213,169Expenses 2022: $135,245Net Income 2022: $77,9242022Revenue 2023: $267,408Expenses 2023: $172,636Net Income 2023: $94,7722023Revenue 2024: $302,611Expenses 2024: $215,334Net Income 2024: $87,2772024Revenue 2025: $278,730Expenses 2025: $245,110Net Income 2025: $33,6202025

Highlighted filing

2016

Revenue$146,133
Expenses$154,748
Net Income-$8,615
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Mar 3, 2017
Return Version
2015v3.0
Gross Receipts
$146,133
Mission and Program Overview

Mission

Student Housing Meeting Facilities for Students Guests

Student housing and meeting facilities provided for members and guests.

Program Services

DescriptionGrantsExpenses
STUDENT HOUSING AND MEETING FACILITIES PROVIDED FOR MEMBERS AND GUESTS.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN DALLONSPresident-$0--
JENNIFER FLACHMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Delta Theta Chapter of
EIN
95-3104510
Phone
8055941489
Address
PO BOX 489, SAN LUIS OBISPO, CA 93406

Signing Officer

Name
Jennifer Flachman
Title
Treasurer
Signed
2017-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Chorro Associates Inc
Address
555 CHORRO ST STE D1, SAN LUIS OBISPO, CA 93405-2377
Preparer
Robert McCay EA
Phone
8055437227
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $1134”

Other Expenses.1

“FOOD $36406”

Other Expenses.2

“ADMIN SUPPLIES $2376”

Other Expenses.3

“Recruitment/decorating $1786”

Other Assets.1002

“Furniture and Fixtures - Beginning $34043 Furniture and Fixtures - Ending $36619”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $176339 Secured Mortgages and Notes Payable - Ending $167679”

Raw XML Appendix111 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/PersonNm0JENNIFER FLACHMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08055941489
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06066 GARY PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014117
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08642
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8615
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01670
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0413268
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0395993
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0146133
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00198
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0365108
IRS990EZ/LandAndBuildingsGrp/EOYAmt0350732
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0146133
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0236929
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0228314
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0236929
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0228314
IRS990EZ/OccupancyRentUtltsAndMaintAmt0111376
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAN DALLONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER FLACHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt034043
IRS990EZ/OtherAssetsTotalDetail/EOYAmt036619
IRS990EZ/OtherExpensesTotalAmt041702
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT HOUSING AND MEETING FACILITIES PROVIDED FOR MEMBERS AND GUESTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT HOUSING AND MEETING FACILITIES PROVIDED FOR MEMBERS AND GUESTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0176339
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0167679
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0154748
IRS990EZ/TotalRevenueAmt0146133
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $1134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOOD $36406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMIN SUPPLIES $2376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECRUITMENT/DECORATING $1786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Furniture and Fixtures - Beginning $34043 Furniture and Fixtures - Ending $36619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Secured Mortgages and Notes Payable - Beginning $176339 Secured Mortgages and Notes Payable - Ending $167679
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1007
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER FLACHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA THETA CHAPTER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GAMMA PHI BETA SORORITY INC
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0953104510
ReturnHeader/Filer/PhoneNum08055941489
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 489
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHORRO ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 CHORRO ST STE D1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934052377
ReturnHeader/PreparerPersonGrp/PhoneNum08055437227
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert McCay EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-03T11:35:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
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
$395,993
Liabilities
$167,679
Net assets
$228,314
Revenue
$146,133
Expenses
$154,748
Net income
-$8,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.41$7.32$2.08$2.79$2.45$0.34
2024Detailed filing. Detailed filing data is available for this year.$9.53$7.69$1.84$3.03$2.15$0.87
2023Detailed filing. Detailed filing data is available for this year.$9.68$8.43$1.24$2.67$1.73$0.95
2022Detailed filing. Detailed filing data is available for this year.$4.16$3.85$0.31$2.13$1.35$0.78
2021Detailed filing. Detailed filing data is available for this year.$6.94$3.88$3.06$2.21$1.18$1.03
2019Summary only. Only limited summary data is available for this year.$4.59$0.91$1.65$1.48$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.41$1.62$2.79$1.85$1.50$0.35
2017Summary only. Only limited summary data is available for this year.$4.10$1.58$1.66$1.52$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.96$1.68$2.28$1.46$1.55$0.09
2015Summary only. Only limited summary data is available for this year.$4.13$1.76$1.28$1.19$0.08
2014Summary only. Only limited summary data is available for this year.$4.11$1.83$1.51$1.40$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$1.87$2.18$1.06$1.47$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$2.59$1.30$1.05$0.26
2011Summary only. Only limited summary data is available for this year.$2.33$0.00$1.15$1.15$0.00