Civic Intelligence

Phi Kappa Theta Fraternity

990EZ • Fiscal year 2014 • EIN 04-2088776

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 18, 2014

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

(860) 716-1424

Siviq Scores

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

Liabilities / Assets

91st percentile

0.60x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

2.15x

Higher debt load relative to revenue than 98% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

26%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

4.6%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$365,106

Up $15,959 (+4.6%) from 2013

Net Assets

Down

$144,481

Down $83,666 (-37%) from 2013

Liabilities

Up

$220,625

Up $99,625 (+82%) from 2013

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin88th percentile

Revenue

Down

$102,490

Down $18,168 (-15%) from 2013

Expenses

Down

$76,106

Down $15,030 (-16%) from 2013

Net Income

Down

$26,384

Down $3,138 (-11%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2014

Assets$365,106
Liabilities$220,625
Net Assets$144,481
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

2014

Revenue$102,490
Expenses$76,106
Net Income$26,384
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 18, 2014
Return Version
2013v3.1
Gross Receipts
$102,490
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 MEMBER TO KEEP THEM INFORMED OF THE HAPPENINGS WITHIN.-$3,808
The organization supports the undergraduate chapter by helping to offset the cost of chapter functions including leadeship retreats-$1,500
THE ORGANIZATION PLANS AND SPONSORS EVENTS TO CONNECT ALUMNI MEMBERS WITH UNDERGRADUATES-$1,121
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAQUIN SERRANOChairmanPT$0--
MICHAEL RICHARDSVice PresidentPT$0--
STEPHEN BERSELLIVice PresidentPT$0--
MATTHEW RUNKLEVice PresidentPT$0--
ANTHONG DININOTreasurerPT$0--
BILL GROGANTrustee-$0--
ERIK OLIVERTrustee-$0--
ANTHONY CANGELLOTrustee-$0--
NICHOLAS RALLISTrustee-$0--
BRIAN GAFFEYTrustee-$0--
NICHOLAS LA JEUNESSEUndergrad Pres/Trustee-$0--
Filing and Contact Details

Filer

EIN
04-2088776
Phone
8607161424

Signing Officer

Name
Anthony Dinino
Title
Treasurer
Phone
8607161424
Signed
2014-10-18
Discuss with paid preparer
Yes

Preparer

Preparer
MELISSA A O'KEEFE
Phone
8602579189
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Insurance 6158. Taxes & government fees 6846. Alumni management expenses 2594. Office expenses 622. Depreciation 6988. Interest 11094. Loan closing costs 3514.”

Form 990EZ, Part I, Line 20

“Net change in building & land cost basis -110050.”

Form 990EZ, Part II, Line 26

“MORTGAGE 121000. 220625.”

Raw XML Appendix151 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/BenefitsPaidToOrForMembersAmt02621
IRS990EZ/BooksInCareOfDetail/PersonNm0ANTHONY DININO
IRS990EZ/BooksInCareOfDetail/PhoneNum08607161424
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1026 Institute Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Worcester
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085847
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129213
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044667
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026384
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04515
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0365106
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0102490
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt0263300
IRS990EZ/LandAndBuildingsGrp/EOYAmt0235893
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0228147
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0144481
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0228147
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0144481
IRS990EZ/OccupancyRentUtltsAndMaintAmt027346
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOAQUIN SERRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN BERSELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW RUNKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANTHONG DININO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL GROGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIK OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANTHONY CANGELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NICHOLAS RALLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRIAN GAFFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NICHOLAS LA JEUNESSE
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/TitleTxt9Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Undergrad Pres/Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-110050
IRS990EZ/OtherExpensesTotalAmt037816
IRS990EZ/PrimaryExemptPurposeTxt0To support the welfare of the Massachusetts Lambda Chapter of Phi Kappa Theta Fraternity at Worcester Polytechnic Institute (WPI).
IRS990EZ/PrintingPublicationsPostageAmt03808
IRS990EZ/ProgramServiceRevenueAmt057821
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization supports the undergraduate chapter by helping to offset the cost of chapter functions including leadeship retreats
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PLANS AND SPONSORS EVENTS TO CONNECT ALUMNI MEMBERS WITH UNDERGRADUATES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION SENDS NEWSLETTERS TO MEMBER TO KEEP THEM INFORMED OF THE HAPPENINGS WITHIN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11121
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23808
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0121000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0220625
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076106
IRS990EZ/TotalProgramServiceExpensesAmt06429
IRS990EZ/TotalRevenueAmt0102490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.pktalums.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE 6158. TAXES & GOVERNMENT FEES 6846. ALUMNI MANAGEMENT EXPENSES 2594. OFFICE EXPENSES 622. DEPRECIATION 6988. INTEREST 11094. LOAN CLOSING COSTS 3514.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NET CHANGE IN BUILDING & LAND COST BASIS -110050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MORTGAGE 121000. 220625.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY DININO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08607161424
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10Aquinas Association
ReturnHeader/Filer/BusinessNameControlTxt0AQUI
ReturnHeader/Filer/EIN0042088776
ReturnHeader/Filer/PhoneNum08607161424
ReturnHeader/Filer/USAddress/AddressLine1026 Institute Road
ReturnHeader/Filer/USAddress/City0Worcester
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001609
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Melissa A O'Keefe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1022 Corncrib Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Rocky Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006067
ReturnHeader/PreparerPersonGrp/PhoneNum08602579189
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA A O'KEEFE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-26T09:01:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$365,106
Liabilities
$220,625
Net assets
$144,481
Revenue
$102,490
Expenses
$76,106
Net income
$26,384
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)7 • <$500k nonprofits