Civic Intelligence

Phi Kappa Sigma Fraternity

EIN 04-2100651 • 501(c)7 • Boston, MA

Profile

Fraternity House and Dormitory

530 Beacon StreetBoston, MA 02215
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.27x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.06x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

49th percentile

1.6%

Higher net margin than 49% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

1.0%

Faster revenue growth than 46% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$64,898

Up $13,485 (+26%) from 2015

Liabilities

Up

$17,653

Up $8,847 (+100%) from 2015

Net Assets

Up

$47,245

Up $4,638 (+11%) from 2015

Revenue

Up

$297,110

Up $2,911 (+1.0%) from 2015

Expenses

Up

$292,472

Up $8,299 (+2.9%) from 2015

Net Income

Down

$4,638

Down $5,388 (-54%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $72,350Liabilities 2010: $8,280Net Assets 2010: $64,0702010Assets 2011: $86,386Liabilities 2011: $14,184Net Assets 2011: $72,2022011Assets 2012: $48,882Liabilities 2012: $32,859Net Assets 2012: $16,0232012Assets 2013: $29,421Liabilities 2013: $5,520Net Assets 2013: $23,9012013Assets 2014: $39,447Liabilities 2014: $6,866Net Assets 2014: $32,5812014Assets 2015: $51,413Liabilities 2015: $8,806Net Assets 2015: $42,6072015Assets 2016: $64,898Liabilities 2016: $17,653Net Assets 2016: $47,2452016

Highlighted filing

2016

Assets$64,898
Liabilities$17,653
Net Assets$47,245

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2010: $294,033Expenses 2010: $284,126Net Income 2010: $9,9072010Expenses 2011: $251,3122011Expenses 2012: $353,1962012Revenue 2013: $274,149Expenses 2013: $265,271Net Income 2013: $8,8782013Revenue 2014: $214,972Expenses 2014: $206,292Net Income 2014: $8,6802014Revenue 2015: $294,199Expenses 2015: $284,173Net Income 2015: $10,0262015Revenue 2016: $297,110Expenses 2016: $292,472Net Income 2016: $4,6382016

Highlighted filing

2016

Revenue$297,110
Expenses$292,472
Net Income$4,638

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 2, 2017
Return Version
2015v3.0
Gross Receipts
$297,110
Mission and Program Overview

Mission

Fraternity House and Dormitory

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$42,607$47,245▲ $4,638
Cash and Non-Interest-Bearing Accounts$10,270$36,157▲ $25,887
Accounts Receivable$41,143$28,741▼ $12,402
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$51,413$64,898▲ $13,485
Liabilities
Accounts Payable and Accrued Expenses$8,806$17,653▲ $8,847
Total Liabilities$8,806$17,653▲ $8,847
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,607$47,245▲ $4,638
Total Liabilities and Net Assets / Fund Balance$51,413$64,898▲ $13,485
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alonzo LopezPresident
Alexis CuellarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,215
Program Service Revenue
$282,895
Investment Income
$0
Other Revenue
$0
All Other Contributions
$14,215
Change in Net Assets
$4,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,472
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$252,478
Other Expenses---$15,942
All Other Expenses---$2,499
Fees for Services Accounting---$360
Total Functional Expenses$0$0$0$292,472
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has approximately 26 Members

Form 990, Part VI, Section A, Line 7A

Semi-annually all active members elect officers

Form 990, Part VI, Section A, Line 7B

At monthly house meetings the members reivew the decisions of the governing body and can review and adjust any of those decisions

Form 990, Part VI, Section B, Line 11B

The governing body reviews the 990 before filing

Form 990, Part VI, Section C, Line 19

Upon request to the Treasurer, copies of the governing documents and financial statements are made available to the public

Filing and Contact Details

Filer

Filer Name
Phi Kappa Sigma Fraternity
EIN
04-2100651
Phone
6172663647
Address
530 Beacon Street, Boston, MA 02215

Signing Officer

Name
Alexis Cuellar
Title
Treasurer
Phone
6172663647
Signed
2017-07-02

Organization Details

Principal Officer
Alonzo Lopez
Formed
1903
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
26
Raw XML Appendix268 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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IRS990/BackupWthldComplianceInd01
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0297110
IRS990/GrossReceiptsForPublicUseAmt046100
IRS990/GroupExemptionNum00271
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
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IRS990/OperateHospitalInd00
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06172663647
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA SIGMA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0042100651
ReturnHeader/Filer/PhoneNum06172663647
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002215
ReturnHeader/ReturnTs02017-07-17T16:35:13-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.