Theta Chi Alumni Foundation Inc

Hamilton, NY
Tax-exempt since June 2007
EIN: 20-3690008

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Alumni Associations (NTEE)

Donations to this organization are tax deductible.

Revenue

$11.8k (2025)

Expenses

$47.6k (2025)

Total Assets

$542k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$11,798

Expenses

$47,601

Net Income

-$35,803

Net Assets

$541,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,798	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,560	70.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$541,807
Total Liabilities	$0
Net Assets	$541,807

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on July 31, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2024

Revenue

$12,088

Expenses

$41,781

Net Income

-$29,693

Net Assets

$525,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,088	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,974	64.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$525,401
Total Liabilities	$0
Net Assets	$525,401

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Oct. 27, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$12,878

Expenses

$36,724

Net Income

-$23,846

Net Assets

$499,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,600	12.4%
Interest Revenue	$0
Dividends	$11,278	87.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,150	76.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$499,020
Total Liabilities	$0
Net Assets	$499,020

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Nov. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$12,470

Expenses

$28,178

Net Income

-$15,708

Net Assets

$469,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,315	10.5%
Interest Revenue	$0
Dividends	$11,155	89.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,150	71.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$469,962
Total Liabilities	$0
Net Assets	$469,962

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Oct. 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$44,291

Expenses

$26,438

Net Income

$17,853

Net Assets

$576,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24,255	54.8%
Interest Revenue	$0
Dividends	$20,036	45.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,500	66.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$576,318
Total Liabilities	$1
Net Assets	$576,317

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Nov. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$103,880

Expenses

$87,679

Net Income

$16,201

Net Assets

$518,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,300	33.0%
Interest Revenue	$0
Dividends	$18,580	17.9%
Sales of Assets	$0
Other Income	$51,000	49.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,372	32.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$518,502
Total Liabilities	$1
Net Assets	$518,501

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Oct. 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$72,259

Expenses

$52,387

Net Income

$19,872

Net Assets

$504,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$47,455	65.7%
Interest Revenue	$0
Dividends	$24,804	34.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,122	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$504,379
Total Liabilities	$0
Net Assets	$504,379

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Nov. 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$33,322

Expenses

$54,120

Net Income

-$20,798

Net Assets

$479,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,376	19.1%
Interest Revenue	$0
Dividends	$23,767	71.3%
Sales of Assets	$0
Other Income	$3,179	9.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,721	99.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$479,578
Total Liabilities	$0
Net Assets	$479,578

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Oct. 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$109,606

Expenses

$93,705

Net Income

$15,901

Net Assets

$509,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$91,138	83.2%
Interest Revenue	$0
Dividends	$16,239	14.8%
Sales of Assets	$0
Other Income	$2,229	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,535	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$509,297
Total Liabilities	$0
Net Assets	$509,297

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$102,036

Expenses

$96,444

Net Income

$5,592

Net Assets

$467,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$77,042	75.5%
Interest Revenue	$0
Dividends	$24,994	24.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,205	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$467,215
Total Liabilities	$1
Net Assets	$467,214

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Sept. 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$69,784

Expenses

$53,945

Net Income

$15,839

Net Assets

$483,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$39,635	56.8%
Interest Revenue	$0
Dividends	$30,149	43.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,071	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$483,577
Total Liabilities	$0
Net Assets	$483,577

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Oct. 19, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$83,048

Expenses

$62,492

Net Income

$20,556

Net Assets

$493,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$64,570	77.8%
Interest Revenue	$0
Dividends	$18,478	22.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,026	92.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$493,278
Total Liabilities	$0
Net Assets	$493,278

Compensation

Key Employees and Officers	Compensation	Other
Paul Lobo (President & Ceo)	$0	$0
Chris Balestra (Treasurer)	$0	$0

990-PF

Filed on Nov. 3, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$68,584

Expenses

$66,600

Net Income

$1,984

Net Assets

$442,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,000	65.6%
Interest Revenue	$0
Dividends	$17,602	25.7%
Sales of Assets	$0
Other Income	$5,982	8.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,379	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$442,459
Total Liabilities	$1
Net Assets	$442,458

990-PF

Filed on Jan. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$72,403

Expenses

$50,349

Net Income

$22,054

Net Assets

$426,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$48,250	66.6%
Interest Revenue	$0
Dividends	$17,375	24.0%
Sales of Assets	$0
Other Income	$6,778	9.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,299	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$426,633
Total Liabilities	$1
Net Assets	$426,632

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

Theta Chi Alumni Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $11.8k (2025)

Expenses $47.6k (2025)

Total Assets $542k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$11.8k (2025)

Expenses

$47.6k (2025)

Total Assets

$542k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007