Civic Intelligence

Lambda XI Chapter of Pi Kappa Alpha International Fraternity

990EZ • Fiscal year 2018 • EIN 20-2511495

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 03, 2018

10501 Fgcu Lake Blvd SouthFort Myers, FL 33965

(407) 731-5462

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

32nd percentile

-3.2%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-12%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-25%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$15,224

Down $2,125 (-12%) from 2017

Net Assets

Down

$15,224

Down $2,125 (-12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$66,555

Down $22,710 (-25%) from 2017

Expenses

Down

$68,680

Down $18,594 (-21%) from 2017

Net Income

Down

-$2,125

Down $4,116 (-207%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0Assets 2016: $15,358Liabilities 2016: $0Net Assets 2016: $15,3582016Assets 2017: $17,349Liabilities 2017: $0Net Assets 2017: $17,3492017Assets 2018: $15,224Liabilities 2018: $0Net Assets 2018: $15,2242018Assets 2019: $14,136Net Assets 2019: $14,1362019Assets 2025: $9,738Liabilities 2025: $0Net Assets 2025: $9,7382025

Highlighted filing

2018

Assets$15,224
Liabilities$0
Net Assets$15,224

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2016: $75,303Expenses 2016: $76,446Net Income 2016: -$1,1432016Revenue 2017: $89,265Expenses 2017: $87,274Net Income 2017: $1,9912017Revenue 2018: $66,555Expenses 2018: $68,680Net Income 2018: -$2,1252018Revenue 2019: $68,581Expenses 2019: $69,669Net Income 2019: -$1,0882019Revenue 2025: $70,193Expenses 2025: $84,630Net Income 2025: -$14,4372025

Highlighted filing

2018

Revenue$66,555
Expenses$68,680
Net Income-$2,125
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 3, 2018
Return Version
2017v2.2
Gross Receipts
$66,555
Mission and Program Overview

Mission

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 76 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE BANEYCommunity Service Chairman-$0--
JACE YAWNICKExternal Vice President-$0--
CARTER BOWEFundraising Chairman-$0--
MIKE BANEYHealth & Safety Officer-$0--
MAXIMILLIAM COSTANZOInternal Vice President-$0--
CHRISTIAN LETOPresident-$0--
DREW BRADYPublic Relations Chairman-$0--
JULIAN STIGOLRecruitment Chairman-$0--
BEN SIEGELScholarship Chairman-$0--
DREW RITTERSecretary-$0--
DARRIN DAVISSergeant At Arms-$0--
DANIEL DEWEYTpe_New Member Educator-$0--
Filing and Contact Details

Filer

Filer Name
Pi Kappa Alpha Fraternity - Lambda Xi
EIN
20-2511495
Phone
4077315462
Address
10501 FGCU LAKE BLVD SOUTH, FORT MYERS, FL 33965

Signing Officer

Name
Ryan Marhee
Title
Treasurer
Phone
4077315462
Signed
2018-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
Melanie Powell CPA
Phone
7065710083
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donation. Grantee name: the brotherhood ride. Grantee relationship: none. Date of gift: 06/30/18. Amount given: 21,812.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: alumni relations. Amount: 476. Description: brotherhood events. Amount: 1,669. Description: formal. Amount: 28,726. Description: social events. Amount: 7,000. Description: chapter operations. Amount: 405. Description: new member education. Amount: 75. Description: recruitment. Amount: 1,793. Total to form 990-ez, line 16: 40,144.

Raw XML Appendix168 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0RYAN MARHEE
IRS990EZ/BooksInCareOfDetail/PhoneNum04077315462
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0675 RIVERPARK CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONGWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032779
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017349
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015224
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2125
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06724
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt021812
IRS990EZ/GrossReceiptsAmt066555
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt066555
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017349
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015224
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017349
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015224
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE BANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACE YAWNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARTER BOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE BANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAXIMILLIAM COSTANZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTIAN LETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DREW BRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIAN STIGOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BEN SIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DREW RITTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DARRIN DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DANIEL DEWEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMUNITY SERVICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXTERNAL VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FUNDRAISING CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HEALTH & SAFETY OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4INTERNAL VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PUBLIC RELATIONS CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECRUITMENT CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SCHOLARSHIP CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TPE_NEW MEMBER EDUCATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040144
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY WHOSE PURPOSE IS TO PROVIDE MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 76 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt068680
IRS990EZ/TotalRevenueAmt066555
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAMBDAXI.PIKES.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: THE BROTHERHOOD RIDE. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/30/18. AMOUNT GIVEN: 21,812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ALUMNI RELATIONS. AMOUNT: 476. DESCRIPTION: BROTHERHOOD EVENTS. AMOUNT: 1,669. DESCRIPTION: FORMAL. AMOUNT: 28,726. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 7,000. DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 405. DESCRIPTION: NEW MEMBER EDUCATION. AMOUNT: 75. DESCRIPTION: RECRUITMENT. AMOUNT: 1,793. TOTAL TO FORM 990-EZ, LINE 16: 40,144.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN MARHEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04077315462
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI KAPPA ALPHA FRATERNITY - LAMBDA XI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FLORIDA GULF COAST UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0PIKA
ReturnHeader/Filer/EIN0202511495
ReturnHeader/Filer/PhoneNum04077315462
ReturnHeader/Filer/USAddress/AddressLine1Txt010501 FGCU LAKE BLVD SOUTH
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033965
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:25:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE POWELL CPA
ReturnHeader/ReturnTs02018-10-30T08:14:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings