Civic Intelligence

Delta Theta Chapter

990 • Fiscal year 2023 • EIN 95-3104510

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 10, 2024

Organization ProfileN/A
1326 Higuera StreetSan Luis Obispo, CA 93401

(805) 903-3102

Siviq Scores

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

Liabilities / Assets

95th percentile

0.87x

Higher debt load relative to assets than 95% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

3.15x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

90th percentile

35%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

98th percentile

132%

Faster asset growth than 98% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

25%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$967,681

Up $551,369 (+132%) from 2022

Net Assets

Up

$124,349

Up $92,947 (+296%) from 2022

Liabilities

Up

$843,332

Up $458,422 (+119%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin90th percentile

Revenue

Up

$267,408

Up $54,239 (+25%) from 2022

Expenses

Up

$172,636

Up $37,391 (+28%) from 2022

Net Income

Up

$94,772

Up $16,848 (+22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2023

Assets$967,681
Liabilities$843,332
Net Assets$124,349
Open 2023 Filing

Operations Trend

Revenue Growth79th 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

2023

Revenue$267,408
Expenses$172,636
Net Income$94,772
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 10, 2024
Return Version
2022v5.0
Gross Receipts
$267,408
Mission and Program Overview

Mission

Student Housing Meeting Facilities for Students Guests

Provide housing for students enrolled at Cal Poly State University, San Luis Obispo, CA

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$17,898$503,395▲ $485,497
Land, Buildings, and Equipment, Net$343,378$408,255▲ $64,877
Rtn Earn Endowment Incm Other Fnds$31,402$124,349▲ $92,947
Savings and Temporary Cash Investments$55,036$14,108▼ $40,928
Total Assets$416,312$967,681▲ $551,369
Other Assets Total-$41,923-
Liabilities
Mortgage Notes Payable Secured by Investment Property$370,551$844,468▲ $473,917
Accounts Payable and Accrued Expenses-$705-
Other Liabilities$14,359$-1,841▼ $16,200
Total Liabilities$384,910$843,332▲ $458,422
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,402$124,349▲ $92,947
Total Liabilities and Net Assets / Fund Balance$416,312$967,681▲ $551,369

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$196,308$352,073$548,381
Leasehold Improvements$112,627$12,514$125,141
Land$99,320-$99,320
Other Land Buildings-$42,996$42,996
Equipment-$11,997$11,997
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Grace MorrisonChapter President
Jennell BurkPresident
Sue OlivasAlumnae
Gabby ScioliChapter Advisor
Gillian FlowersChapter Financial Advisor
Lauren NettlesChapter Financial VP
Camryn JonesChapter House Manager
Jane AthnasakosVP/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$267,385
Investment Income
$23
Other Revenue
$0
Change in Net Assets
$94,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,636
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
Depreciation Depletion$39,583--$39,583
All Other Expenses$28,328$470-$28,798
Interest$23,847--$23,847
Occupancy$22,360--$22,360
Other Expenses$7,739$7,045-$7,739
Insurance$5,867--$5,867
Fees for Services Accounting-$2,360-$2,360
Office Expenses-$874-$874
Travel-$563-$563
Total Functional Expenses$185,389$11,312$0$172,636
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Room Deposits-
Federal income taxes$-1,841
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Delta Theta Chapter
EIN
95-3104510
Phone
8059033102
Address
1326 Higuera Street, San Luis Obispo, CA 93401

Signing Officer

Name
Jennifer Flachman
Title
President
Phone
8059033102
Signed
2024-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Flachman
Formed
1975
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

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

Additional Explanations

Form 990, Part III, Line 1

“Organization is the Alumni Chapter that owns and operated the Sorority House as an off-campus residence for students who are sorority members. The student chapter also files a form 990.”

Financial Statement Notes

X 25

“Negative Amount for refunded room deposits”

Raw XML Appendix361 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0705
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide housing for students enrolled at Cal Poly State University, San Luis Obispo, CA
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0470
IRS990/AllOtherExpensesGrp/ProgramServicesAmt028328
IRS990/AllOtherExpensesGrp/TotalAmt028798
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Controller-on-Call
IRS990/BooksInCareOfDetail/PhoneNum08055442895
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04211 Broad Street Ste C
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Luis Obispo
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093401
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt017898
IRS990/CashNonInterestBearingGrp/EOYAmt0503395
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt023
IRS990/CYOtherExpensesAmt0172636
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0267385
IRS990/CYRevenuesLessExpensesAmt094772
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0172636
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0267408
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt039583
IRS990/DepreciationDepletionGrp/TotalAmt039583
IRS990/Desc0Provide housing, room and board for students attending Cal Poly State University, San Luis Obispo, CA
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0185389
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02360
IRS990/FeesForServicesAccountingGrp/TotalAmt02360
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0004.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1004.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2004.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3004.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4004.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5004.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6004.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7004.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Jennell Burk
IRS990/Form990PartVIISectionAGrp/PersonNm1Jane Athnasakos
IRS990/Form990PartVIISectionAGrp/PersonNm2Gabby Scioli
IRS990/Form990PartVIISectionAGrp/PersonNm3Grace Morrison
IRS990/Form990PartVIISectionAGrp/PersonNm4Gillian Flowers
IRS990/Form990PartVIISectionAGrp/PersonNm5Lauren Nettles
IRS990/Form990PartVIISectionAGrp/PersonNm6Camryn Jones
IRS990/Form990PartVIISectionAGrp/PersonNm7Sue Olivas
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chapter Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chapter President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chapter Financial Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chapter Financial VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chapter House Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt7Alumnae
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0267408
IRS990/GroupExemptionNum00198
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt05867
IRS990/InsuranceGrp/TotalAmt05867
IRS990/InterestGrp/ProgramServicesAmt023847
IRS990/InterestGrp/TotalAmt023847
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0419580
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0343378
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0408255
IRS990/LandBldgEquipCostOrOtherBssAmt0827835
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide housing and meeting facilities for students enrolled at Cal Poly State University, San Luis Obispo, CA. The house is also available for housing for alumna, guests and visitors to the area.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0370551
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0844468
IRS990/NetAssetsOrFundBalancesBOYAmt031402
IRS990/NetAssetsOrFundBalancesEOYAmt0124349
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt022360
IRS990/OccupancyGrp/TotalAmt022360
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0874
IRS990/OfficeExpensesGrp/TotalAmt0874
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OtherAssetsTotalGrp/EOYAmt041923
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Janitorial Services
IRS990/OtherExpensesGrp/Desc1Food Services
IRS990/OtherExpensesGrp/Desc2Property Taxes
IRS990/OtherExpensesGrp/Desc3Equipment Maintenance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07045
IRS990/OtherExpensesGrp/ProgramServicesAmt09535
IRS990/OtherExpensesGrp/ProgramServicesAmt124065
IRS990/OtherExpensesGrp/ProgramServicesAmt224065
IRS990/OtherExpensesGrp/ProgramServicesAmt37739
IRS990/OtherExpensesGrp/TotalAmt09535
IRS990/OtherExpensesGrp/TotalAmt124065
IRS990/OtherExpensesGrp/TotalAmt27045
IRS990/OtherExpensesGrp/TotalAmt37739
IRS990/OtherLiabilitiesGrp/BOYAmt014359
IRS990/OtherLiabilitiesGrp/EOYAmt0-1841
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Jennifer Flachman
IRS990/PriorPeriodAdjustmentsAmt0-1825
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Room Board
IRS990/ProgramServiceRevenueGrp/Desc1LCAF Building Fund Fees
IRS990/ProgramServiceRevenueGrp/Desc2Other Income
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0169819
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt196237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21329
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt044
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0135245
IRS990/PYProgramServiceRevenueAmt0213125
IRS990/PYRevenuesLessExpensesAmt077924
IRS990/PYTotalExpensesAmt0135245
IRS990/PYTotalRevenueAmt0213169
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt094772
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0267385
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031402
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0124349
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055036
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014108
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0196308
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0352073
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0548381
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011997
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011997
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt099320
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt099320
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0112627
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012514
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0125141
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt042996
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042996
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-1841
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Room Deposits
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Negative Amount for refunded room deposits
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 25
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0408255
IRS990ScheduleD/TotalLiabilityAmt0-1841
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization is the Alumni Chapter that owns and operated the Sorority House as an off-campus residence for students who are sorority members. The student chapter also files a form 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 1
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0416312
IRS990/TotalAssetsEOYAmt0967681
IRS990/TotalAssetsGrp/BOYAmt0416312
IRS990/TotalAssetsGrp/EOYAmt0967681
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011312
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185389
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172636
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0384910
IRS990/TotalLiabilitiesEOYAmt0843332
IRS990/TotalLiabilitiesGrp/BOYAmt0384910
IRS990/TotalLiabilitiesGrp/EOYAmt0843332
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031402
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0124349
IRS990/TotalProgramServiceExpensesAmt0185389
IRS990/TotalProgramServiceRevenueAmt0267385
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0267408
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0416312
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0967681
IRS990/TravelGrp/ManagementAndGeneralAmt0563
IRS990/TravelGrp/TotalAmt0563
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01458 Main Street
IRS990/USAddress/CityNm0Livingston
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095334
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Flachman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08059033102
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Delta Theta Chapter
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0953104510
ReturnHeader/Filer/PhoneNum08059033102
ReturnHeader/Filer/USAddress/AddressLine1Txt01326 Higuera Street
ReturnHeader/Filer/USAddress/CityNm0San Luis Obispo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263332097
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/PreparationDt02024-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth Lisa F Gonzalez EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-10T10:01:17-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Flachman
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$967,681
Liabilities
$843,332
Net assets
$124,349
Revenue
$267,408
Expenses
$172,636
Net income
$94,772
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