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Nonprofit · EIN 20-3690008

THETA CHI ALUMNI FOUNDATION INC

Tax-exempt · HAMILTON, NY 13346

Financials

$12K$42K2023$12K$48K2024$12K$61K2025
Revenue Expenses · by fiscal year end
Financials of THETA CHI ALUMNI FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$11,719$60,990-$49,271$526,356$0$526,356
June 30, 2025990-PF$11,798$47,601-$35,803$541,807$0$541,807
June 30, 2024990-PF$12,088$41,781-$29,693$525,401$0$525,401
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$11,719

Expenses

Grants and similar amounts paid
$35,819
Disbursements for charitable purposes
$35,819
Excise tax on investment income
$163

Balance sheet and other

Total assets, start of year
$541,807
Total assets, end of year
$526,356
Total liabilities, end of year
$0
Net assets, end of year
$526,356
Fair market value of assets
$526,356
Qualifying distributions
$35,819
Net investment income
$11,719

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
PAUL LOBO
1215 HARVARD STREET NW, WASHINGTON, DC 20009
President0$0
CHRIS BALESTRA
614 SYLVAN AVE, MAMARONECK, NY 10543
Treasurer0$0
990-PF for the year ended June 30, 2025: 2 people
NameTitleHours / weekCompensation
PAUL LOBO
1215 HARVARD STREET NW, WASHINGTON, DC 20009
President0$0
CHRIS BALESTRA
614 SYLVAN AVE, MAMARONECK, NY 10543
Treasurer0$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
PAUL LOBO
1215 HARVARD STREET NW, WASHINGTON, DC 20009
President0$0
CHRIS BALESTRA
614 SYLVAN AVE, MAMARONECK, NY 10543
Treasurer0$0

Address and contacts

Address (IRS master file)
PO BOX 377, HAMILTON, NY 13346-0377
In care of
% FRATERNITY SORORITY MANAGEMENT
Signed the 990-PF
PAUL LOBO, President
Phone
(315) 430-0906
Return prepared by
MARSHALL & HATFIELD INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
20-3690008
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2007
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Education (B84)
Assets (IRS master file)
$526,356
Income (IRS master file)
$11,719

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$11,719$60,990$526,356XML
990-PFJune 2025$11,798$47,601$541,807XML
990-PFJune 2024$12,088$41,781$525,401XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3690008).

Questions about THETA CHI ALUMNI FOUNDATION INC

What is the EIN of THETA CHI ALUMNI FOUNDATION INC?
The employer identification number (EIN) of THETA CHI ALUMNI FOUNDATION INC is 20-3690008.
Is THETA CHI ALUMNI FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to THETA CHI ALUMNI FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THETA CHI ALUMNI FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THETA CHI ALUMNI FOUNDATION INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THETA CHI ALUMNI FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of THETA CHI ALUMNI FOUNDATION INC?
The 990-PF for the year ended June 30, 2026 lists 2 people; 0 received compensation from the organization.
How much revenue does THETA CHI ALUMNI FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $11,719, expenses of $60,990 and total assets of $526,356 at year end.

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