Civic Intelligence

Phi Kappa Theta Fraternity

990EZ • Fiscal year 2013 • EIN 04-2088776

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 29, 2013

26 Institute RoadWorcester, MA 01609
Siviq Scores

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

Liabilities / Assets

84th percentile

0.35x

Higher debt load relative to assets than 84% of similar nonprofits.

2013 filings • 501(c)7 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

92nd percentile

1.00x

Higher debt load relative to revenue than 92% of similar nonprofits.

2013 filings • 501(c)7 • <$500k nonprofits • Source year 2013

Net Margin

87th percentile

24%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)7 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

68th percentile

9.2%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)7 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

67th percentile

8.7%

Faster revenue growth than 67% of similar nonprofits.

2013 filings • 501(c)7 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$349,147

Up $29,522 (+9.2%) from 2012

Net Assets

Up

$228,147

Up $43,264 (+23%) from 2012

Liabilities

Down

$121,000

Down $13,742 (-10%) from 2012

Revenue

Up

$120,658

Up $9,673 (+8.7%) from 2012

Expenses

Down

$91,136

Down $119,660 (-57%) from 2012

Net Income

Up

$29,522

Up $129,333 (+130%) from 2012

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

2013

Assets$349,147
Liabilities$121,000
Net Assets$228,147

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

2013

Revenue$120,658
Expenses$91,136
Net Income$29,522
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Dec 29, 2013
Return Version
2012v2.0
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 Appendix178 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.

Path#Value
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IRS990EZ/CashSavingsAndInvestments/BOY056325
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IRS990EZ/ContributionsGiftsGrantsEtc034930
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear00
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear029522
IRS990EZ/FeesAndOthPymtToIndContractors07177
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GamingGrossIncome00
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IRS990EZ/GrossReceipts0120658
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IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/InvestmentIncome085728
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IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MembershipDues00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Nicholas Pelletier
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Andrew Bingham
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Christopher Jeznach
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Matthew Runkle
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Adam Wilbur
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Bill Grogan
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Stephen Berselli
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Jean Paul Miralda
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8Erik Oliver
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9Michael Szkutak
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10Adam Moreschi
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10Undergraduate President and Trustee
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets013742
IRS990EZ/OtherExpensesTotal081589
IRS990EZ/OtherRevenueTotal00
IRS990EZ/PrimaryExemptPurpose0See Schedule O, Statement 5
IRS990EZ/PrintingPublicationsPostage02370
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0The organization supports the undergraduate chapter by helping to offset the cost of chapter functions including leadership retreats.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1The organization sends newsletters to members to keep them informed of the happenings within the organization.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2The organization plans and sponsors events to connect alumni members with undergraduates.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
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IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses22316
IRS990EZ/ProgramServiceRevenue00
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IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY0134742
IRS990EZ/SumOfTotalLiabilities/EOY0121000
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1026 Institute Road
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Worcester
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001609
IRS990EZ/TheBooksAreInCareOf/NamePerson0Christopher Schott
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02078318125
IRS990EZ/TotalAssets/BOY0319625
IRS990EZ/TotalAssets/EOY0349147
IRS990EZ/TotalExpenses091136
IRS990EZ/TotalProgramServiceExpenses07904
IRS990EZ/TotalRevenue0120658
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/WebSite0www.pktalums.com
IRS990ScheduleO/GeneralExplanation/Explanation0Description;Amount^General Business Expenses;185|Rental Expenses;56729|Property Renovations;19141|Donor Cultivation;2316|Member Programming;3218^Total;81589^
IRS990ScheduleO/GeneralExplanation/Explanation1Description;Amount^Reduced Principal on Mortgage;13742^Total;13742^
IRS990ScheduleO/GeneralExplanation/Explanation2Description;EOY Amount^Mortgage;121000^Total;121000^
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 Summer of 2013. Adam Wilbur resigned and Anthony DiNino was appointed as his replacement, but was unaware of the required filing deadline. In December of 2013, Anthony came up to speed and completed the form.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0042088776
ReturnHeader/Filer/Name/BusinessNameLine10AQUINAS ASSOCIATION
ReturnHeader/Filer/NameControl0AQUI
ReturnHeader/Filer/Phone08607161424
ReturnHeader/Filer/USAddress/AddressLine1026 Institute Road
ReturnHeader/Filer/USAddress/City0Worcester
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001609
ReturnHeader/Officer/DateSigned02013-12-29
ReturnHeader/Officer/Name0Anthony DiNino
ReturnHeader/Officer/Phone08607161424
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-29T15:55:26-07:00

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