Civic Intelligence

Phi Kappa Theta Fraternity

990EZ • Fiscal year 2012 • EIN 04-2088776

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 22, 2013

26 Institute Road01609
Siviq Scores

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

Liabilities / Assets

86th percentile

0.42x

Higher debt load relative to assets than 86% of similar nonprofits.

2012 filings • 501(c)7 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

93rd percentile

1.21x

Higher debt load relative to revenue than 93% of similar nonprofits.

2012 filings • 501(c)7 • <$500k nonprofits • Source year 2012

Net Margin

2nd percentile

-90%

Higher net margin than 2% of similar nonprofits.

2012 filings • 501(c)7 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

6th percentile

-39%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2012 filings • 501(c)7 • <$500k nonprofits • Annualized from 2010 to 2012

Assets

Down

$319,625

Down $207,311 (-39%) from 2011

Net Assets

Down

$184,883

Down $196,603 (-52%) from 2011

Liabilities

Down

$134,742

Down $10,708 (-7.4%) from 2011

Revenue

$110,985

No earlier filing loaded for comparison.

Expenses

Up

$210,796

Up $176,061 (+507%) from 2011

Net Income

-$99,811

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $466,934Liabilities 2010: $149,361Net Assets 2010: $317,5732010Assets 2011: $526,936Liabilities 2011: $145,450Net Assets 2011: $381,4862011Assets 2012: $319,625Liabilities 2012: $134,742Net Assets 2012: $184,8832012Assets 2013: $349,147Liabilities 2013: $121,000Net Assets 2013: $228,1472013Assets 2014: $365,106Liabilities 2014: $220,625Net Assets 2014: $144,4812014Assets 2015: $367,949Liabilities 2015: $213,799Net Assets 2015: $154,1502015Assets 2016: $385,305Liabilities 2016: $206,652Net Assets 2016: $178,6532016Assets 2017: $371,744Liabilities 2017: $199,108Net Assets 2017: $172,6362017Assets 2018: $354,904Liabilities 2018: $191,177Net Assets 2018: $163,7272018Assets 2019: $326,074Liabilities 2019: $182,839Net Assets 2019: $143,2352019Assets 2020: $319,190Liabilities 2020: $174,097Net Assets 2020: $145,0932020Assets 2021: $294,877Liabilities 2021: $164,881Net Assets 2021: $129,9962021Assets 2022: $275,408Liabilities 2022: $151,659Net Assets 2022: $123,7492022Assets 2023: $241,008Liabilities 2023: $137,328Net Assets 2023: $103,6802023Assets 2024: $224,038Liabilities 2024: $122,544Net Assets 2024: $101,4942024Assets 2025: $225,959Liabilities 2025: $107,270Net Assets 2025: $118,6892025

Highlighted filing

2012

Assets$319,625
Liabilities$134,742
Net Assets$184,883

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $138,991Expenses 2010: $115,000Net Income 2010: $23,9912010Expenses 2011: $34,7352011Revenue 2012: $110,985Expenses 2012: $210,796Net Income 2012: -$99,8112012Revenue 2013: $120,658Expenses 2013: $91,136Net Income 2013: $29,5222013Revenue 2014: $102,490Expenses 2014: $76,106Net Income 2014: $26,3842014Revenue 2015: $81,349Expenses 2015: $71,680Net Income 2015: $9,6692015Revenue 2016: $100,265Expenses 2016: $75,762Net Income 2016: $24,5032016Revenue 2017: $67,900Expenses 2017: $73,917Net Income 2017: -$6,0172017Revenue 2018: $73,551Expenses 2018: $82,460Net Income 2018: -$8,9092018Revenue 2019: $56,742Expenses 2019: $77,234Net Income 2019: -$20,4922019Revenue 2020: $77,871Expenses 2020: $76,013Net Income 2020: $1,8582020Revenue 2021: $53,515Expenses 2021: $68,612Net Income 2021: -$15,0972021Revenue 2022: $65,453Expenses 2022: $71,700Net Income 2022: -$6,2472022Revenue 2023: $55,036Expenses 2023: $75,105Net Income 2023: -$20,0692023Revenue 2024: $72,348Expenses 2024: $74,534Net Income 2024: -$2,1862024Revenue 2025: $96,011Expenses 2025: $78,816Net Income 2025: $17,1952025

Highlighted filing

2012

Revenue$110,985
Expenses$210,796
Net Income-$99,811
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 22, 2013
Return Version
2011v1.2
Mission and Program Overview

Mission

To support the welfare of the Massachusetts Lambda Chapter of Phi Kappa Theta Fraternity at Worcester Polytechnic Institute (WPI).

Filing and Contact Details

Filer

EIN
04-2088776
Raw XML Appendix221 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Charles Gammal
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Jonathan Baldiga
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Nicholas Pelletier
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Chad Mondor
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4William Grogan
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Adam Wilbur
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Christopher Jeznach
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Henry Nowick
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8Matthew Runkle
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9Nicholas Hunnewell
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10Anthony DiNino
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Vice President
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10Undergraduate President and Trustee
IRS990EZ/Organization501c0X
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IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets0-96792
IRS990EZ/OtherExpensesTotal0197168
IRS990EZ/OtherRevenueTotal00
IRS990EZ/PrimaryExemptPurpose0The purpose of the Aquinas Association, Inc. is to support the welfare of the Massachusetts Lambda Chapter of Phi Kappa Theta Fraternity at Worcester Polytechnic Institute (WPI), including all things necessary and incidental thereto.
IRS990EZ/PrintingPublicationsPostage04970
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0The organizations sends newsletters to members to keep them informed of the happenings within the organization.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1The organization plans and sponsors events to connect alumni members with undergraduates.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2The organization supports the undergraduate chapter by helping to off-set the costs of chapter functions, including leadership retreats.
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IRS990EZ/TheBooksAreInCareOf/NamePerson0Christopher Schott
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02078318125
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IRS990EZ/TotalExpenses0210796
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IRS990EZ/TotalRevenue0110985
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/WebSite0www.pktalums.com
IRS990ScheduleO/GeneralExplanation/Explanation0Description;Amount^Rental Expenses;52615|Donor Cultivation and Recognition Expenses;5903|Meeting Expenses;581|Member Programming;4073|Property Renovations;133902|Accounting Expenses;94^Total;197168^
IRS990ScheduleO/GeneralExplanation/Explanation1Description;Amount^Property Deprecitation per County Assessment;-107500|Reduced principal on Mortgage;10708^Total;-96792^
IRS990ScheduleO/GeneralExplanation/Explanation2Description;EOY Amount^Mortgage on 26 Institute Road;134742^Total;134742^
IRS990ScheduleO/GeneralExplanation/Identifier0F99Z_P01_S00_L16
IRS990ScheduleO/GeneralExplanation/Identifier1F99Z_P01_S00_L20
IRS990ScheduleO/GeneralExplanation/Identifier2F99Z_P02_S00_L26
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part II, Line 26
ReasonableCauseExplanation/Explanation0The organization underwent an unexpected change in officers in the Fall of 2012. Jonathan Baldiga resigned and Andrew Bingham was appointed as his replacement, but was unaware of the required filing deadline. On January 19, 2013, Adam Wilbur, the organization's former President, took over as Treasurer and upon taking this position, is promptly filing the form as required.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0042088776
ReturnHeader/Filer/Name/BusinessNameLine10AQUINAS ASSOCIATION INC
ReturnHeader/Filer/NameControl0AQUI
ReturnHeader/Filer/Phone05085055310
ReturnHeader/Filer/USAddress/AddressLine1026 Institute Road
ReturnHeader/Filer/USAddress/City0Worcester
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001609
ReturnHeader/Officer/DateSigned02013-01-22
ReturnHeader/Officer/Name0Adam Wilbur
ReturnHeader/Officer/Phone05085055310
ReturnHeader/Officer/Title0Trustee and Treasurer
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-01-24T12:26:28-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.26$1.07$1.19$0.96$0.79$0.17
2024Detailed filing. Detailed filing data is available for this year.$2.24$1.23$1.01$0.72$0.75$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.41$1.37$1.04$0.55$0.75$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.75$1.52$1.24$0.65$0.72$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.95$1.65$1.30$0.54$0.69$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.19$1.74$1.45$0.78$0.76$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.26$1.83$1.43$0.57$0.77$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.55$1.91$1.64$0.74$0.82$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.72$1.99$1.73$0.68$0.74$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.85$2.07$1.79$1.00$0.76$0.25
2015Detailed filing. Detailed filing data is available for this year.$3.68$2.14$1.54$0.81$0.72$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.65$2.21$1.44$1.02$0.76$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$1.21$2.28$1.21$0.91$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$1.35$1.85$1.11$2.11$1.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$1.45$3.81$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$1.49$3.18$1.39$1.15$0.24