Civic Intelligence

Phi Kappa Theta Fraternity

990EZ • Fiscal year 2016 • EIN 04-2088776

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization Profilewww.pktalums.com
26 Institute RoadWorcester, MA 01609

(860) 716-1424

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$385,305

Up $17,356 (+4.7%) from 2015

Net Assets

Up

$178,653

Up $24,503 (+16%) from 2015

Liabilities

Down

$206,652

Down $7,147 (-3.3%) from 2015

Revenue And Expenses

Revenue

Up

$100,265

Up $18,916 (+23%) from 2015

Expenses

Up

$75,762

Up $4,082 (+5.7%) from 2015

Net Income

Up

$24,503

Up $14,834 (+153%) from 2015

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

2016

Assets$385,305
Liabilities$206,652
Net Assets$178,653
Open 2016 Filing

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

2016

Revenue$100,265
Expenses$75,762
Net Income$24,503
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$100,265
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION SENDS NEWSLETTERS TO MEMBERS TO KEEP THEM INFORMED OF THE HAPPENINGS WITHIN.-$5,939
The organization supports the undergraduate chapter by helping to offset the cost of chapter functions including leadership retreats-$1,476
THE ORGANIZATION PLANS AND SPONSORS EVENTS TO CONNECT ALUMNI MEMBERS WITH UNDERGRADUATES-$640
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK BARUFFIChairmanPT$0--
ERIK OLIVERVice PresidentPT$0--
ADAM MORESCHIVice PresidentPT$0--
MATTHEW RUNKLEVice PresidentPT$0--
ALAN HUMPHREYTreasurerPT$0--
ARTHUR HEINRICHERTrustee-$0--
ROMAN GUTIERREZTrustee-$0--
THOMAS LARKINTrustee-$0--
MAURICE SILVESTRISTrustee-$0--
JOHN MASTROIANNIUndergrad Pres/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Aquinas Association
EIN
04-2088776
Phone
8607161424
Address
26 Institute Road, Worcester, MA 01609

Signing Officer

Name
Alan Humphrey
Title
Treasurer
Phone
8607161424
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Melissa A O'Keefe
Address
22 Corncrib Lane, Rocky Hill, CT 06067
Preparer
MELISSA A O'KEEFE
Phone
8602579189
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Insurance 6157.”

Form 990EZ, Part I, Line 16

“Taxes & government fees 7386.”

Form 990EZ, Part I, Line 16

“Alumni management expenses 3153.”

Form 990EZ, Part I, Line 16

“Office expenses 465.”

Form 990EZ, Part I, Line 16

“Interest 10598.”

Form 990EZ, Part I, Line 16

“Depreciation 16353.”

Form 990EZ, Part II, Line 26

“Mortgage 213799. 206652.”

Raw XML Appendix161 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/BooksInCareOfDetail/PhoneNum08607161424
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026 Institute Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Worcester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090793
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IRS990EZ/ContributionsGiftsGrantsEtcAmt026489
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0154150
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0178653
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FREDERICK BARUFFI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIK OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM MORESCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW RUNKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALAN HUMPHREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ARTHUR HEINRICHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROMAN GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THOMAS LARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MAURICE SILVESTRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOHN MASTROIANNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Undergrad Pres/Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044112
IRS990EZ/PrimaryExemptPurposeTxt0To support the welfare of the Massachusetts Lambda Chapter of Phi Kappa Theta Fraternity at Worcester Polytechnic Institute (WPI).
IRS990EZ/PrintingPublicationsPostageAmt05939
IRS990EZ/ProgramServiceRevenueAmt073776
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization supports the undergraduate chapter by helping to offset the cost of chapter functions including leadership retreats
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PLANS AND SPONSORS EVENTS TO CONNECT ALUMNI MEMBERS WITH UNDERGRADUATES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION SENDS NEWSLETTERS TO MEMBERS TO KEEP THEM INFORMED OF THE HAPPENINGS WITHIN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01476
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1640
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25939
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0213799
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0206652
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075762
IRS990EZ/TotalProgramServiceExpensesAmt08055
IRS990EZ/TotalRevenueAmt0100265
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pktalums.com
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 6157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Taxes & government fees 7386.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Alumni management expenses 3153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expenses 465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Interest 10598.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation 16353.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Mortgage 213799. 206652.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN HUMPHREY
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ReturnHeader/BusinessOfficerGrp/PhoneNum08607161424
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
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ReturnHeader/Filer/EIN0042088776
ReturnHeader/Filer/PhoneNum08607161424
ReturnHeader/Filer/USAddress/AddressLine1Txt026 Institute Road
ReturnHeader/Filer/USAddress/CityNm0Worcester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001609
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melissa A O'Keefe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022 Corncrib Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rocky Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006067
ReturnHeader/PreparerPersonGrp/PhoneNum08602579189
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA A O'KEEFE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-14T17:32:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$385,305
Liabilities
$206,652
Net assets
$178,653
Revenue
$100,265
Expenses
$75,762
Net income
$24,503
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