Civic Intelligence

Zeta Phi Alumni Association

990 • Fiscal year 2012 • EIN 95-3326747

May 01, 2011 to Apr 30, 2012 • Filed on Sep 04, 2012

Organization ProfileWWW.844UPHAM.ORG
PO Box 19195661
Siviq Scores

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

Liabilities / Assets

45th percentile

0.07x

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

2012 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

4th percentile

-20%

Faster asset growth than 4% of similar nonprofits.

2012 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$713,404

Down $183,630 (-20%) from 2011

Net Assets

Down

$663,594

Down $234,073 (-26%) from 2011

Liabilities

Up

$49,810

Up $50,443 (+7969%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$236,409

Up $129,027 (+120%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$1.0M$500K$0-$500KAssets 2011: $897,034Liabilities 2011: -$633Net Assets 2011: $897,6672011Assets 2012: $713,404Liabilities 2012: $49,810Net Assets 2012: $663,5942012Assets 2013: $681,657Liabilities 2013: $0Net Assets 2013: $681,6572013Assets 2014: $665,595Liabilities 2014: $0Net Assets 2014: $665,5952014Assets 2015: $654,287Liabilities 2015: $0Net Assets 2015: $654,2872015Assets 2017: $626,721Liabilities 2017: $10,361Net Assets 2017: $616,3602017Assets 2018: $610,956Liabilities 2018: $8,000Net Assets 2018: $602,9562018Assets 2019: $596,357Liabilities 2019: $8,400Net Assets 2019: $587,9572019Assets 2020: $586,563Liabilities 2020: $8,401Net Assets 2020: $578,1622020Assets 2021: $558,349Liabilities 2021: $5,600Net Assets 2021: $552,7492021Assets 2022: $518,885Liabilities 2022: $7,000Net Assets 2022: $511,8852022Assets 2023: $495,311Liabilities 2023: $9,000Net Assets 2023: $486,3112023Assets 2024: $468,424Liabilities 2024: $7,600Net Assets 2024: $460,8242024Assets 2025: $459,519Liabilities 2025: $9,704Net Assets 2025: $449,8152025

Highlighted filing

2012

Assets$713,404
Liabilities$49,810
Net Assets$663,594
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $107,3822011Expenses 2012: $236,4092012Expenses 2013: $310,6842013Revenue 2014: $16,703Expenses 2014: $32,765Net Income 2014: -$16,0622014Revenue 2015: $31,367Expenses 2015: $42,672Net Income 2015: -$11,3052015Revenue 2017: $39,224Expenses 2017: $54,240Net Income 2017: -$15,0162017Revenue 2018: $30,969Expenses 2018: $44,373Net Income 2018: -$13,4042018Revenue 2019: $29,646Expenses 2019: $44,645Net Income 2019: -$14,9992019Revenue 2020: $29,399Expenses 2020: $39,194Net Income 2020: -$9,7952020Revenue 2021: $10,859Expenses 2021: $36,272Net Income 2021: -$25,4132021Revenue 2022: $22,875Expenses 2022: $63,739Net Income 2022: -$40,8642022Revenue 2023: $46,599Expenses 2023: $72,173Net Income 2023: -$25,5742023Revenue 2024: $50,581Expenses 2024: $76,068Net Income 2024: -$25,4872024Revenue 2025: $58,985Expenses 2025: $69,994Net Income 2025: -$11,0092025

Highlighted filing

2012

Revenue-
Expenses$236,409
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Sep 4, 2012
Return Version
2011v1.2
Gross Receipts
$3,089
Mission and Program Overview

Mission

To promote and perpetuate the aims and ideals of Theta Chi/Kappa Chi Fraternity. 2. To promote good fellowship and fraternal loyalty among Theta Chi/Kappa Chi alumni living in California. 3. To establish, operate, and represent the connecting link between the Active Chapter located at California Polytechnic State University, San Luis Obispo, and the alumni of the former, local chapter, Kappa Chi, and active Theta Chi members becoming alumni.

Major Activities

Activity 2
To promote good fellowship and fraternal loyalty among Theta Chi/Kappa Chi alumni living in California, the alumni association maintained an alumni website, maintained the house property at 844 Upham St, and hosted periodic meetings of the members of the alumni association.
Activity 3
TO establish, operate, and represent the connecting link between the Active chapter located at California Polytechnic State University, San Luis Obispo, and the alumni of the former, local chapter, Kappa Chi, and active Theta Chi members becoming alumni, the alumni association did the same activities listed in 4b, and incurred the same expenses.
Filing and Contact Details

Filer

EIN
95-3326747
Raw XML AppendixShowing 400 of 409 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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IRS990/OtherRevenueMisc/Description1Refund of incorrectly charged purchase (Amazon.com)
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IRS990ScheduleO/GeneralExplanation/Explanation0Organization members consist of former active members of the Alpha chapter of Kappa Chi at California Polytechnic State University, San Luis Obispo, between the years of 1957 and 2008, and former active members of the Zeta Phi alumni chapter of Theta Chi fraternity at California Polytechnic State University, San Luis Obispo, between the years of 1968-1993.
IRS990ScheduleO/GeneralExplanation/Explanation1All dues paying members of the organization may nominate and elect members of the Board of Directors.
IRS990ScheduleO/GeneralExplanation/Explanation2Form 990 is reviewed by board prior to submittal to the IRS.
IRS990ScheduleO/GeneralExplanation/Explanation3The organization makes its governing documents, conflict of interest policy, and financial statements available to the public by request through our website at 844upham.org.
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0953326747
ReturnHeader/Filer/Name/BusinessNameLine10Zeta Phi Alumni Association
ReturnHeader/Filer/NameControl0ZETA
ReturnHeader/Filer/Phone08056420933
ReturnHeader/Filer/USAddress/AddressLine10PO Box 191
ReturnHeader/Filer/USAddress/City0Roseville
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095661

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$713,404
Liabilities
$49,810
Net assets
$663,594
Revenue
-
Expenses
$236,409
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.60$0.10$4.50$0.59$0.70$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.08$4.61$0.51$0.76$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$0.09$4.86$0.47$0.72$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.07$5.12$0.23$0.64$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.06$5.53$0.11$0.36$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$0.08$5.78$0.29$0.39$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.08$5.88$0.30$0.45$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.08$6.03$0.31$0.44$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$0.10$6.16$0.39$0.54$0.15
2015Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.31$0.43$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.17$0.33$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.00$6.82$3.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.13$0.50$6.64$2.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.97$0.01$8.98$1.07