Civic Intelligence

Phi Kappa Theta Fraternity

990EZ • Fiscal year 2018 • EIN 04-2088776

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 10, 2018

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

(860) 707-9304

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$354,904

Down $16,840 (-4.5%) from 2017

Net Assets

Down

$163,727

Down $8,909 (-5.2%) from 2017

Liabilities

Down

$191,177

Down $7,931 (-4.0%) from 2017

Revenue And Expenses

Revenue

Up

$73,551

Up $5,651 (+8.3%) from 2017

Expenses

Up

$82,460

Up $8,543 (+12%) from 2017

Net Income

Down

-$8,909

Down $2,892 (-48%) from 2017

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

2018

Assets$354,904
Liabilities$191,177
Net Assets$163,727
Open 2018 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

2018

Revenue$73,551
Expenses$82,460
Net Income-$8,909
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 10, 2018
Return Version
2017v2.2
Gross Receipts
$73,551
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.-$5,166
THE ORGANIZATION PLANS AND SPONSORS EVENTS TO CONNECT ALUMNI MEMBERS WITH UNDERGRADUATES-$2,373
The organization supports the undergraduate chapter by helping to offset the cost of chapter functions including leadership retreats--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK BARUFFIChairman-$0--
ERIK OLIVERVP Undergrad-$0--
ADAM MORESCHIVP Alumni-$0--
KEVIN GRAYVP Operations-$0--
JOHN MASTROIANNITreasurer-$0--
ARTHUR HEINRICHERFaculty Adv, Trustee-$0--
MAURICE SILVESTRISTrustee-$0--
DREW KENYONTrustee-$0--
ANDREW TEXEIRATrustee-$0--
HASHIM ISHMAELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Aquinas Association
EIN
04-2088776
Phone
8607079304
Address
26 Institute Road, Worcester, MA 01609

Signing Officer

Name
John Mastroianni
Title
Treasurer
Phone
8607079304
Signed
2018-11-10
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 6125.”

Form 990EZ, Part I, Line 16

“Taxes & government fees 7534.”

Form 990EZ, Part I, Line 16

“Alumni management expenses 6048.”

Form 990EZ, Part I, Line 16

“Office expenses 1593.”

Form 990EZ, Part I, Line 16

“Interest 9813.”

Form 990EZ, Part I, Line 16

“Depreciation 16132.”

Form 990EZ, Part II, Line 26

“Mortgage 199108. 191177.”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt02373
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHNCMASTROIANNIGMAILCOM
IRS990EZ/BooksInCareOfDetail/PhoneNum08607079304
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026 Institute Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Worcester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120274
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074116
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011950
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8909
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0371744
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0354904
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt073551
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0251470
IRS990EZ/LandAndBuildingsGrp/EOYAmt0280788
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0172636
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0163727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0172636
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0163727
IRS990EZ/OccupancyRentUtltsAndMaintAmt023176
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/PersonNm3KEVIN GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN MASTROIANNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ARTHUR HEINRICHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MAURICE SILVESTRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DREW KENYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANDREW TEXEIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9HASHIM ISHMAEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Undergrad
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Alumni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Operations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Faculty Adv, Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047245
IRS990EZ/PrimaryExemptPurposeTxt0To support the welfare of the Massachusetts Lambda Chapter of Phi Kappa Theta Fraternity at Worcester Polytechnic Institute (WPI).
IRS990EZ/PrintingPublicationsPostageAmt05166
IRS990EZ/ProgramServiceRevenueAmt061601
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/ProgramServiceExpensesAmt02373
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15166
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0199108
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0191177
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082460
IRS990EZ/TotalProgramServiceExpensesAmt07539
IRS990EZ/TotalRevenueAmt073551
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pktalums.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 6125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Taxes & government fees 7534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Alumni management expenses 6048.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expenses 1593.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Interest 9813.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation 16132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Mortgage 199108. 191177.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MASTROIANNI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08607079304
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Aquinas Association
ReturnHeader/Filer/BusinessNameControlTxt0AQUI
ReturnHeader/Filer/EIN0042088776
ReturnHeader/Filer/PhoneNum08607079304
ReturnHeader/Filer/USAddress/AddressLine1Txt026 Institute Road
ReturnHeader/Filer/USAddress/CityNm0Worcester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001609
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0586879D055D4D1C7545FC6C0803F90954C5DD1BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0586879D055D4D1C7545FC6C0803F90954C5DD1BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.187.192.11
ReturnHeader/FilingSecurityInformation/IPDt02018-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:15:01
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/PreparationDt02018-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA A O'KEEFE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-10T18:15:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$354,904
Liabilities
$191,177
Net assets
$163,727
Revenue
$73,551
Expenses
$82,460
Net income
-$8,909
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