Foundation Chapter Of Theta Chi Fraternity Inc

Theta Chi Fraternity Foundation shows consistent asset growth with no reported officer compensation, despite recent deficit.

EIN: 214014559 · Carmel, IN · Updated: 2026-03-28

$2.4MRevenue
$1.8MGross Revenue
$18.4MAssets
85/100Mission Score (Excellent)
Foundation Chapter Of Theta Chi Fraternity Inc Financial Summary
MetricValue
Total Revenue$2.4M
Total Expenses$1.8M
Program Spending85%
CEO/Top Officer Pay$18
Net Assets$16.1M
Transparency Score85/100

Is Foundation Chapter Of Theta Chi Fraternity Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Foundation Chapter Of Theta Chi Fraternity Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Foundation Chapter Of Theta Chi Fraternity Inc

Foundation Chapter Of Theta Chi Fraternity Inc (EIN: 214014559) is a nonprofit organization based in Carmel, IN. The organization reported total revenue of $2.4M and total assets of $18.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Foundation Chapter Of Theta Chi Fraternity Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

67Years Operating
Mid-SizeSize Classification
13Years of Filings
MixedRevenue Trajectory

Foundation Chapter Of Theta Chi Fraternity Inc is a mid-size nonprofit that has been operating for 67 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.3M
Total Expenses$1.8M
Surplus / Deficit$-423,373
Total Assets$16.5M
Total Liabilities$409K
Net Assets$16.1M
Operating Margin-31.6%
Debt-to-Asset Ratio2.5%
Months of Reserves112.0 months

Financial Health Grade: B

In 2023, Foundation Chapter Of Theta Chi Fraternity Inc reported a deficit of $423K with expenses exceeding revenue, holds 112.0 months of operating reserves (strong position), has a debt-to-asset ratio of 2.5% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Foundation Chapter Of Theta Chi Fraternity Inc's revenue has grown at a compound annual growth rate (CAGR) of 4.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023-16.0%+41.8%+4.0%
2022-12.4%+28.3%-13.1%
2021+49.6%-0.6%+27.5%
2020-44.4%-18.2%+1.2%
2019+57.2%+3.3%+6.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1959

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Foundation Chapter Of Theta Chi Fraternity Inc demonstrates a generally stable financial position with consistent asset growth over the past decade, reaching $18,402,143 in its latest filing. While revenue has fluctuated, it has largely outpaced expenses in most years, contributing to this asset accumulation. For instance, in 202106, revenue was $1,822,164 against expenses of $970,127. However, the most recent period (202306) shows expenses ($1,764,697) exceeding revenue ($1,341,324), indicating a deficit for that year. The organization's transparency is commendable regarding executive compensation, as it consistently reports 0% officer compensation, suggesting a volunteer-led or very low-paid leadership structure, which is a positive indicator for donor trust. Spending efficiency appears strong given the consistent asset growth and the absence of officer compensation. Without a detailed breakdown of program, administrative, and fundraising expenses from the provided data, a precise efficiency ratio cannot be calculated. However, the overall financial health, marked by substantial assets and generally positive net income trends, suggests effective management of resources. The organization's ability to maintain and grow its asset base while operating without paid officers points to a lean operational model. Further analysis would benefit from a detailed functional expense statement to fully assess spending efficiency across program delivery, administration, and fundraising. The consistent reporting of 0% officer compensation across all available filings is a significant positive for transparency and suggests that a very high proportion of funds are directed towards the organization's mission or asset building rather than executive salaries.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Foundation Chapter Of Theta Chi Fraternity Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Foundation Chapter Of Theta Chi Fraternity Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$1.3MTotal Revenue
$1.8MTotal Expenses
$16.5MTotal Assets
$409KTotal Liabilities
$16.1MNet Assets
  • The organization reported a deficit of $423K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 2.5%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, which is highly unusual for an organization with assets exceeding $18 million.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Foundation Chapter Of Theta Chi Fraternity Inc's IRS 990 filings:

  • Recent operating deficit in 202306 where expenses ($1,764,697) exceeded revenue ($1,341,324).
  • Lack of detailed functional expense breakdown (programs, admin, fundraising) in provided data makes precise efficiency assessment difficult.

Strengths

The following positive indicators were identified for Foundation Chapter Of Theta Chi Fraternity Inc:

  • Consistent asset growth over the past decade, from $12,212,218 in 201406 to $18,402,143 in the latest filing.
  • Consistently reports 0% officer compensation, indicating a highly lean or volunteer-driven leadership structure.
  • Generally strong revenue generation, often exceeding expenses in most periods, contributing to financial stability.
  • Low liabilities relative to assets, with liabilities typically less than 5% of total assets, indicating good financial leverage.

Frequently Asked Questions about Foundation Chapter Of Theta Chi Fraternity Inc

Is Foundation Chapter Of Theta Chi Fraternity Inc a legitimate charity?

Foundation Chapter Of Theta Chi Fraternity Inc (EIN: 214014559) is a registered tax-exempt nonprofit based in Indiana. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $2.4M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Foundation Chapter Of Theta Chi Fraternity Inc spend its money?

Foundation Chapter Of Theta Chi Fraternity Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Foundation Chapter Of Theta Chi Fraternity Inc tax-deductible?

Foundation Chapter Of Theta Chi Fraternity Inc is registered as a tax-exempt nonprofit (EIN: 214014559). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Foundation Chapter Of Theta Chi Fraternity Inc CEO make?

Foundation Chapter Of Theta Chi Fraternity Inc's highest-compensated officer earns $18 annually. The organization reported $2.4M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Foundation Chapter Of Theta Chi Fraternity Inc's spending goes to programs?

Foundation Chapter Of Theta Chi Fraternity Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Foundation Chapter Of Theta Chi Fraternity Inc located?

Foundation Chapter Of Theta Chi Fraternity Inc is headquartered in Carmel, Indiana and files with the IRS under EIN 214014559.

How many years of IRS 990 filings does Foundation Chapter Of Theta Chi Fraternity Inc have?

Foundation Chapter Of Theta Chi Fraternity Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.4M in total revenue.

How does the Foundation Chapter Of Theta Chi Fraternity Inc sustain operations with 0% officer compensation?

The consistent reporting of 0% officer compensation suggests that the organization relies heavily on volunteer leadership or that compensation for key personnel is categorized differently, such as staff salaries not considered 'officer compensation' under IRS guidelines, or is extremely minimal. This is a significant operational characteristic for an organization of its size.

What caused the expense increase and revenue decrease in the 202306 period?

In the 202306 period, expenses rose to $1,764,697 from $1,244,771 in 202206, while revenue decreased from $1,596,886 to $1,341,324. This resulted in a deficit for the year, and understanding the specific drivers behind these changes would require a more detailed financial statement.

What are the primary program activities funded by the organization?

Without the NTEE code or program service accomplishments from the 990, the specific program activities are not detailed in the provided data. Given its name, it likely supports educational or charitable initiatives related to the Theta Chi Fraternity.

Filing History

IRS 990 filing history for Foundation Chapter Of Theta Chi Fraternity Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Foundation Chapter Of Theta Chi Fraternity Inc's revenue has grown by 76.6%, moving from $760K to $1.3M. Total assets increased by 57.5% over the same period, from $10.5M to $16.5M. Total functional expenses rose by 206.3%, from $576K to $1.8M. In its most recent filing year (2023), Foundation Chapter Of Theta Chi Fraternity Inc reported a deficit of $423K, with expenses exceeding revenue. The organization holds $409K in liabilities against $16.5M in assets (debt-to-asset ratio: 2.5%), resulting in net assets of $16.1M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.3M $1.8M $16.5M $409K
2022 $1.6M $1.2M $15.8M $469K View 990
2021 $1.8M $970K $18.2M $376K
2020 $1.2M $976K $14.3M $455K View 990
2019 $2.2M $1.2M $14.1M $366K View 990
2018 $1.4M $1.2M $13.3M $315K View 990
2017 $1.1M $1.0M $12.8M $353K View 990
2016 $956K $986K $12.1M $515K View 990
2015 $1.4M $953K $12.8M $592K View 990
2014 $1.2M $751K $12.2M $301K View 990
2013 $1.2M $760K $10.8M $479K View 990
2012 $807K $706K $10.0M $432K View 990
2011 $760K $576K $10.5M $406K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $1.3M, expenses of $1.8M, and assets of $16.5M (revenue -16.0% year-over-year).
  • 2022: Revenue of $1.6M, expenses of $1.2M, and assets of $15.8M (revenue -12.4% year-over-year).
  • 2021: Revenue of $1.8M, expenses of $970K, and assets of $18.2M (revenue +49.6% year-over-year).
  • 2020: Revenue of $1.2M, expenses of $976K, and assets of $14.3M (revenue -44.4% year-over-year).
  • 2019: Revenue of $2.2M, expenses of $1.2M, and assets of $14.1M (revenue +57.2% year-over-year).
  • 2018: Revenue of $1.4M, expenses of $1.2M, and assets of $13.3M (revenue +30.2% year-over-year).
  • 2017: Revenue of $1.1M, expenses of $1.0M, and assets of $12.8M (revenue +12.0% year-over-year).
  • 2016: Revenue of $956K, expenses of $986K, and assets of $12.1M (revenue -32.2% year-over-year).
  • 2015: Revenue of $1.4M, expenses of $953K, and assets of $12.8M (revenue +14.7% year-over-year).
  • 2014: Revenue of $1.2M, expenses of $751K, and assets of $12.2M (revenue +2.6% year-over-year).
  • 2013: Revenue of $1.2M, expenses of $760K, and assets of $10.8M (revenue +48.6% year-over-year).
  • 2012: Revenue of $807K, expenses of $706K, and assets of $10.0M (revenue +6.3% year-over-year).
  • 2011: Revenue of $760K, expenses of $576K, and assets of $10.5M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Foundation Chapter Of Theta Chi Fraternity Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Foundation Chapter Of Theta Chi Fraternity Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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