Civic Intelligence

Delta Theta Chapter

990EZ • Fiscal year 2018 • EIN 95-3104510

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 19, 2018

Organization ProfileN/A
P O 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

87th percentile

0.37x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.88x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

19%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

11%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$441,367

Up $31,123 (+7.6%) from 2017

Net Assets

$279,408

No earlier filing loaded for comparison.

Liabilities

Up

$161,959

Up $3,588 (+2.3%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin83rd percentile

Revenue

Up

$184,661

Up $18,297 (+11%) from 2017

Expenses

Down

$149,650

Down $2,463 (-1.6%) from 2017

Net Income

Up

$35,011

Up $20,760 (+146%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$441,367
Liabilities$161,959
Net Assets$279,408
Open 2018 Filing

Operations Trend

Revenue Growth72nd 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

2018

Revenue$184,661
Expenses$149,650
Net Income$35,011
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 19, 2018
Return Version
2017v2.3
Gross Receipts
$184,661
Mission and Program Overview

Mission

Student Housing Meeting Facilities for Students Guests

Program Services

DescriptionGrantsExpenses
Provided Housing and Meeting Facilities for students enrolled at Cal Poly State University in San Luis Obispo, CA. The house is also available for housing for alumna, guests and visitors to the area--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan DallonsPresident-$0--
Jennifer FlachmanSecretary/Treasurer-$0--
Danika LindeCo-Chapter Advisor-$0--
Chelsea SmithCo-Chapter Advisor-$0--
Filing and Contact Details

Filer

Filer Name
Delta Theta Chapter
EIN
95-3104510
Phone
8055941489
Address
P O Box 489, San Luis Obispo, CA 93406

Signing Officer

Name
Jennifer Flachman Treasurer
Title
32018
Signed
2018-11-19
Discuss with paid preparer
No

Preparer

Firm
Controller-on-Call
Address
4211 Broad Street Ste C, San Luis Obispo, CA 93401
Preparer
Elizabeth F Gonzalez EA
Phone
8055442895
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Interest 12,640”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 300”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Service Charges 452”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bill Highway Fees 2,879”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 5,606”

Form 990-EZ, Part I, Line 16, Other Expenses

“Household Food 44,584”

Form 990-EZ, Part I, Line 16, Other Expenses

“Property Taxes 7,654”

Form 990-EZ, Part I, Line 16, Other Expenses

“Utilities 30,527”

Form 990-EZ, Part I, Line 16, Other Expenses

“Operating Supplies 1,986”

Form 990-EZ, Part I, Line 16, Other Expenses

“Interior Design 3,528”

Form 990-EZ, Part I, Line 16, Other Expenses

“Landcaping Pool Maintenance 11,132”

Form 990-EZ, Part I, Line 16, Other Expenses

“Janitorial Services 6,300”

Form 990-EZ, Part I, Line 16, Other Expenses

“Charitable Contributions 600”

Form 990-EZ, Part I, Line 20, Net Assets

“Adjustment -7,476”

Form 990-EZ, Part II, Line 24, Other Assets

“Other Assets - Furniture Fixtures Beginning of year 36,619, End of year 36,619”

Form 990-EZ, Part II, Line 24, Other Assets

“Other Current Assets Beginning of year 0, End of year 4,705”

Form 990-EZ, Part II, Line 26, Liabilities

“Mortgage Payable Beginning of year 158,371, End of year 161,959”

Raw XML Appendix146 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/BOYAmt022893
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049311
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035011
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05429
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0410244
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0441367
IRS990EZ/GrossReceiptsAmt0184661
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00198
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0350732
IRS990EZ/LandAndBuildingsGrp/EOYAmt0350732
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0184661
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0251873
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0279408
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0251873
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0279408
IRS990EZ/OccupancyRentUtltsAndMaintAmt016033
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jan Dallons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Flachman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Danika Linde
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chelsea Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Chapter Advisor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Chapter Advisor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt036619
IRS990EZ/OtherAssetsTotalDetail/EOYAmt041324
IRS990EZ/OtherChangesInNetAssetsAmt0-7476
IRS990EZ/OtherExpensesTotalAmt0128188
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student Housing Meeting Facilities for Students Guests
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided Housing and Meeting Facilities for students enrolled at Cal Poly State University in San Luis Obispo, CA. The house is also available for housing for alumna, guests and visitors to the area
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0158371
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0161959
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0149650
IRS990EZ/TotalRevenueAmt0184661
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest 12,640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Service Charges 452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bill Highway Fees 2,879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 5,606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Household Food 44,584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Property Taxes 7,654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Utilities 30,527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Operating Supplies 1,986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Interior Design 3,528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Landcaping Pool Maintenance 11,132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Janitorial Services 6,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Charitable Contributions 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Adjustment -7,476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Other Assets - Furniture Fixtures Beginning of year 36,619, End of year 36,619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Other Current Assets Beginning of year 0, End of year 4,705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Mortgage Payable Beginning of year 158,371, End of year 161,959
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Flachman Treasurer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt032018
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Delta Theta Chapter
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0953104510
ReturnHeader/Filer/PhoneNum08055941489
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 489
ReturnHeader/Filer/USAddress/CityNm0San Luis Obispo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093406
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D29111DED35693DBCF6962FA2FC1C54B2F2A919
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D29111DED35693DBCF6962FA2FC1C54B2F2A919
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.128.5.64
ReturnHeader/FilingSecurityInformation/IPDt02018-11-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:00:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Controller-on-Call
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04211 Broad Street Ste C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055442895
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth F Gonzalez EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-19T10:05:26-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$441,367
Liabilities
$161,959
Net assets
$279,408
Revenue
$184,661
Expenses
$149,650
Net income
$35,011
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