Civic Intelligence

Theta Sigma Associate Chapter of Pi Kappa Phi Fraternity

990EZ • Fiscal year 2017 • EIN 20-8430778

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 27, 2018

124 Mira Mar AvenueLong Beach, CA 90803

(650) 714-6256

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$10,006

Down $9,733 (-49%) from 2016

Net Assets

Down

$10,006

Down $9,733 (-49%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Up

$71,397

Up $4,228 (+6.3%) from 2016

Expenses

Up

$81,130

Up $28,249 (+53%) from 2016

Net Income

Down

-$9,733

Down $24,021 (-168%) from 2016

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 2013: $9,427Net Assets 2013: $9,4272013Assets 2014: $9,754Net Assets 2014: $9,7542014Assets 2015: $5,451Liabilities 2015: $02015Assets 2016: $19,739Liabilities 2016: $0Net Assets 2016: $19,7392016Assets 2017: $10,006Liabilities 2017: $0Net Assets 2017: $10,0062017Assets 2022: $2,087Net Assets 2022: $2,0872022Assets 2023: $5,801Net Assets 2023: $5,8012023Assets 2024: $5,801Net Assets 2024: $5,8012024Assets 2025: $5,801Liabilities 2025: $0Net Assets 2025: $5,8012025

Highlighted filing

2017

Assets$10,006
Liabilities$0
Net Assets$10,006

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $87,714Expenses 2013: $91,680Net Income 2013: -$3,9662013Revenue 2014: $88,560Expenses 2014: $91,943Net Income 2014: -$3,3832014Revenue 2015: $89,099Expenses 2015: $93,075Net Income 2015: -$3,9762015Revenue 2016: $67,169Expenses 2016: $52,881Net Income 2016: $14,2882016Revenue 2017: $71,397Expenses 2017: $81,130Net Income 2017: -$9,7332017Revenue 2022: $65,072Expenses 2022: $63,914Net Income 2022: $1,1582022Revenue 2023: $75,455Expenses 2023: $71,741Net Income 2023: $3,7142023Revenue 2024: $77,607Expenses 2024: $77,607Net Income 2024: $02024Revenue 2025: $108,644Expenses 2025: $108,644Net Income 2025: $02025

Highlighted filing

2017

Revenue$71,397
Expenses$81,130
Net Income-$9,733
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 27, 2018
Return Version
2016v3.0
Gross Receipts
$71,397
Mission and Program Overview

Mission

To provide brotherhood and develop leadership

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 92 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAMYAN VASQUEZArchon-$0--
JUSTIN HACKETTSecretary-$0--
HECTOR PRADOTreasurer-$0--
COBY WELTYVice Archon-$0--
Filing and Contact Details

Filer

Filer Name
Pi Kappa Phi Fraternity
EIN
20-8430778
Phone
6507146256
Address
124 MIRA MAR AVENUE, LONG BEACH, CA 90803

Signing Officer

Name
Hector Prado
Title
Treasurer
Phone
6507146256
Signed
2018-03-27
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 16 - Other Expenses

Description: chapter operations. Amount: 31,935. Description: social. Amount: 5,000. Description: insurance. Amount: 13,000. Description: conferences & conventions. Amount: 1,800. Description: executive board. Amount: 10,000. Description: national dues/fees. Amount: 14,000. Description: philanthropy expenses. Amount: 1,000. Total to form 990-ez, line 16: 76,735.

Raw XML Appendix117 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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IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0HECTOR PRADO
IRS990EZ/BooksInCareOfDetail/PhoneNum06507146256
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03916 E 2ND ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019739
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COBY WELTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE ARCHON
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt076735
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 92 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/TotalExpensesAmt081130
IRS990EZ/TotalRevenueAmt071397
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 31,935. DESCRIPTION: SOCIAL. AMOUNT: 5,000. DESCRIPTION: INSURANCE. AMOUNT: 13,000. DESCRIPTION: CONFERENCES & CONVENTIONS. AMOUNT: 1,800. DESCRIPTION: EXECUTIVE BOARD. AMOUNT: 10,000. DESCRIPTION: NATIONAL DUES/FEES. AMOUNT: 14,000. DESCRIPTION: PHILANTHROPY EXPENSES. AMOUNT: 1,000. TOTAL TO FORM 990-EZ, LINE 16: 76,735.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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.
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA SIGMA CHAPTER
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ReturnHeader/FilingSecurityInformation/IPTm015:36:13
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE POWELL CPA
ReturnHeader/ReturnTs02018-03-28T07:57:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings