Civic Intelligence

Zeta Phi Chapter of Theta Chi Fraternity

EIN 95-6048059 • 501(c)7 • San Luis Obispo, CA

Profile

Theta Chi Fraternity members have sought to make lasting impact on their respective campuses. In the Zeta Phi Chapter, our brothers actively carry out this mission through high scholarship. leadership, professional development, and philanthropy. Theta Chi is a place to grow and create a bond of brotherhood for life.

1441 Slack StreetSan Luis Obispo, CA 93405

www.thetachi.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

46th percentile

0.8%

Higher net margin than 46% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

$36,662

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$36,662

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue59th percentileNet Margin46th percentile

Revenue

$216,513

No earlier filing loaded for comparison.

Expenses

$214,673

No earlier filing loaded for comparison.

Net Income

$1,840

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2024: $36,662Liabilities 2024: $0Net Assets 2024: $36,6622024

Highlighted filing

2024

Assets$36,662
Liabilities$0
Net Assets$36,662
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2024: $216,513Expenses 2024: $214,673Net Income 2024: $1,8402024

Highlighted filing

2024

Revenue$216,513
Expenses$214,673
Net Income$1,840
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$36,662
Liabilities
$0
Net assets
$36,662
Revenue
$216,513
Expenses
$214,673
Net income
$1,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$2.17$2.15$0.02
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
$218,013
Mission and Program Overview

Mission

Theta Chi Fraternity members have sought to make lasting impact on their respective campuses. In the Zeta Phi Chapter, our brothers actively carry out this mission through high scholarship. leadership, professional development, and philanthropy. Theta Chi is a place to grow and create a bond of brotherhood for life.

Social Club - Fraternity: 80 Members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,822$36,662▲ $1,840
Rtn Earn Endowment Incm Other Fnds$34,822$36,662▲ $1,840
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$34,822$36,662▲ $1,840
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,822$36,662▲ $1,840
Total Liabilities and Net Assets / Fund Balance$34,822$36,662▲ $1,840
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Duncan BurnsPresident
Jack MurphyVice President
Zach LindsayChaplain
Kevin MurphyMarshal
Jack LewisRecruitment Officer
Grant StollRisk Manager
Carter QuartarroSecretary
Matthew HanleySocial Events Manager
Benjamin RichardsonTreasurer
Jordan BarazzaVP of Health and Safety
Revenue and Support

Revenue Composition

Contributions and Grants
$13,000
Program Service Revenue
$205,013
Investment Income
$0
Other Revenue
$-1,500
All Other Contributions
$0
Change in Net Assets
$1,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,113
Grants and Similar Amounts Paid$15,560
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$39,874
Travel---$19,000
Grants to Domestic Orgs---$15,560
Other Expenses---$2,000
Fees for Services Accounting---$2,000
Conferences and Meetings---$1,000
Total Functional Expenses$0$0$0$214,673
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Big Brothers Big Sisters of San Luis Obispo CountySan Luis Obispo, CA501c3To support children facing adversity helping them achieve their full potential.$12,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,500
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Zeta Phi Chapter members have the ability to elect members to the governing body.”

Form 990, Part VI, Section A, Line 7B

“Chapter operational purchases over a designated threshold go to the full membership for vote.”

Form 990, Part VI, Section A, Line 8B

“Any committees utilized act in accordance with governing body directives. Minutes are not taken at committee meetings.”

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

“The Form 990 is being prepared by a Certified Public Accountant (CPA) in conjunction with the Treasurer of the Chapter. Once completed, the Treasurer will review with selected members of the governing body.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Zeta Phi Chapter of Theta Chi Fraternity
EIN
95-6048059
Phone
3178481856
Address
1441 Slack Street, San Luis Obispo, CA 93405

Signing Officer

Name
Rex Smith
Title
Treasurer
Phone
3178481856
Signed
2025-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Murphy
Formed
1969
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
80

Preparer

Preparer
Norman Klonowski CPA
Phone
5869426583
Supplemental Narrative

Additional Explanations

Form 990, Header, Line B

“The Zeta Phi Chapter was granted tax-exempt status effective 11/14/2023. This is the initial tax return being filed post tax-exempt reinstatement.”

Raw XML Appendix392 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/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP of Health and Safety
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chaplain
IRS990/Form990PartVIISectionAGrp/TitleTxt6Marshal
IRS990/Form990PartVIISectionAGrp/TitleTxt7Recruitment Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Risk Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt9Social Events Manager
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IRS990/MissionDesc0Theta Chi Fraternity members have sought to make lasting impact on their respective campuses. In the Zeta Phi Chapter, our brothers actively carry out this mission through high scholarship. leadership, professional development, and philanthropy. Theta Chi is a place to grow and create a bond of brotherhood for life.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To support children facing adversity helping them achieve their full potential.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Big Brothers Big Sisters of San Luis Obispo County
IRS990ScheduleI/RecipientTable/RecipientEIN0770348487
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 12644
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Luis Obispo
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093406
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Zeta Phi Chapter donated to a 501c3 public charity. Once donated, the Zeta Phi Chapter does not monitor the use of the funds.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Zeta Phi Chapter was granted tax-exempt status effective 11/14/2023. This is the initial tax return being filed post tax-exempt reinstatement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Zeta Phi Chapter members have the ability to elect members to the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Chapter operational purchases over a designated threshold go to the full membership for vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Any committees utilized act in accordance with governing body directives. Minutes are not taken at committee meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Form 990 is being prepared by a Certified Public Accountant (CPA) in conjunction with the Treasurer of the Chapter. Once completed, the Treasurer will review with selected members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Header, Line B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt034822
IRS990/TotalAssetsEOYAmt036662
IRS990/TotalAssetsGrp/BOYAmt034822
IRS990/TotalAssetsGrp/EOYAmt036662
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt013000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214673
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt034822
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036662
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt0205013
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-1500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0205013
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216513
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt034822
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036662
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt019000
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01441 Slack Street
IRS990/USAddress/CityNm0San Luis Obispo
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093405
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.thetachi.org/
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0The Zeta Phi Chapter was granted tax-exempt status effective 11/24/23, via the reinstatement application process, with a corresponding IRS notification date of 4/25/24. Zeta Phi was not reestablished as a tax-exempt organization within the IRS data files until Dec 2024, thus precluding the electronic filing of the TY23 (6/30/24) on a timely basis. In addition, a TY23 extension was unable to be filed too. Our Chapter believes that the failure to file on a timely basis arose from events beyond our control ("impediment"), which made it impossible to file a timely TY23 return. Therefore, Zeta Phi is requesting that you will consider any late filing fees or penalties that may be assessed be waived due to "reasonable cause".
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Rex Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03178481856
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Zeta Phi Chapter of Theta Chi Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
ReturnHeader/Filer/EIN0956048059
ReturnHeader/Filer/PhoneNum03178481856
ReturnHeader/Filer/USAddress/AddressLine1Txt01441 Slack Street
ReturnHeader/Filer/USAddress/CityNm0San Luis Obispo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093405
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerPersonGrp/PhoneNum05869426583
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Norman Klonowski CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-23T07:08:46-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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