Civic Intelligence

Theta Sigma Associate Chapter of Pi Kappa Phi Fraternity

990EZ • Fiscal year 2016 • EIN 20-8430778

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 31, 2017

Organization ProfileWWW.KDLGKJ.COM
124 Mira Mar AvenueLong Beach, CA 90803

(831) 710-2026

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.

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

Liabilities / Revenue

53rd percentile

0.00x

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

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

Net Margin

84th percentile

21%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

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

Asset Growth

99th percentile

262%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

11th percentile

-25%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$19,739

Up $14,288 (+262%) from 2015

Net Assets

$19,739

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin84th percentile

Revenue

Down

$67,169

Down $21,930 (-25%) from 2015

Expenses

Down

$52,881

Down $40,194 (-43%) from 2015

Net Income

Up

$14,288

Up $18,264 (+459%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2016

Assets$19,739
Liabilities$0
Net Assets$19,739
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

2016

Revenue$67,169
Expenses$52,881
Net Income$14,288
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2017
Return Version
2015v3.0
Gross Receipts
$67,169
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 93 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FILLIP SHAPOSSHINKTreasurer-$0--
NICK VAN HORNPresident-$0--
ANGELO ESCALONAVice President-$0--
COLE MILLERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pi Kappa Phi Fraternity
EIN
20-8430778
Phone
8317102026
Address
124 MIRA MAR AVENUE, LONG BEACH, CA 90803

Signing Officer

Name
Jacob Palsma
Title
Treasurer
Phone
8317102026
Signed
2017-10-31
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: 48,726.”

Raw XML Appendix111 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/PersonNm0JACOB PALSMA
IRS990EZ/BooksInCareOfDetail/PhoneNum08317102026
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05851 BEACH DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05451
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019739
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt014288
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04155
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05451
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019739
IRS990EZ/GrossReceiptsAmt067169
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00424
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt067169
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05451
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019739
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05451
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019739
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FILLIP SHAPOSSHINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICK VAN HORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELO ESCALONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COLE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt048726
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 93 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/TotalExpensesAmt052881
IRS990EZ/TotalRevenueAmt067169
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.KDLGKJ.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 48,726.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReasonableCauseExplanation/ExplanationTxt0THE ORGANIZATION'S OFFICERS ARE COMPRISED OF COLLEGE STUDENTS WHO SERVE IN THEIR CAPACITY AS OFFICERS ON A VOLUNTEER BASIS AND RECEIVE NO COMPENSATION FOR THEIR POSITION AS OFFICER. THE ORGANIZATION HAS HAD TURNOVER AMONG THE VARIOUS OFFICER POSITIONS IN THE CURRENT YEAR AND THE 990 FILING RESPONSIBILITIES WERE NOT WELL COMMUNICATED TO THE NEW OFFICERS. THE CURRENT OFFICERS REALIZED THAT THE 990 DUE DATE WAS ON 11/15/2016 AND IMMEDIATELY TOOK ACTION AND GATHERED THE INFORMATION NEEDED TO FILE A COMPLETE AND ACCURATE RETURN.THE ORGANIZATION HAS A HISTORY OF FILING THE 990 ON A TIMELY BASIS WITH THE EXCEPTION OF THE 990 FOR THE YEAR-ENDING 6/30/2016.BASED ON THE REASONS STATED ABOVE, WE ASK THAT YOU PLEASE WAIVE THE LATE FILING PENALTY. YOUR CONSIDERATION IN THE MATTER WILL BE GREATLY APPRECIATED.
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACOB PALSMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08317102026
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI KAPPA PHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA SIGMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIKA
ReturnHeader/Filer/EIN0208430778
ReturnHeader/Filer/PhoneNum08317102026
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 MIRA MAR AVENUE
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090803
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/ReturnTs02018-03-22T08:03:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,739
Liabilities
$0
Net assets
$19,739
Revenue
$67,169
Expenses
$52,881
Net income
$14,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.09$1.09$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.78$0.78$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.75$0.72$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.65$0.64$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.71$0.81$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.67$0.53$0.14
2015Summary only. Only limited summary data is available for this year.$0.05$0.00$0.89$0.93$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.89$0.92$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.09$0.88$0.92$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)7 • <$500k nonprofits