Civic Intelligence

Kappa Alpha Order Delta Mu Chapter

990EZ • Fiscal year 2018 • EIN 23-7066952

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 31, 2018

521 Lancaster Ave 128 Powell BldgRichmond, KY 40475-3100

(859) 979-2199

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

36th percentile

-1.5%

Higher net margin than 36% 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

5th percentile

-56%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

33rd percentile

-6.5%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Down

$589

Down $735 (-56%) from 2017

Net Assets

Down

$589

Down $735 (-56%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$50,131

Down $3,457 (-6.5%) from 2017

Expenses

Down

$50,866

Down $3,894 (-7.1%) from 2017

Net Income

Up

-$735

Up $437 (+37%) from 2017

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2017: $1,324Liabilities 2017: $0Net Assets 2017: $1,3242017Assets 2018: $589Liabilities 2018: $0Net Assets 2018: $5892018Assets 2019: $5,939Liabilities 2019: $0Net Assets 2019: $5,9392019Assets 2020: $11,341Liabilities 2020: $0Net Assets 2020: $11,3412020Assets 2024: $3,402Liabilities 2024: $0Net Assets 2024: $3,4022024Assets 2025: $11,153Liabilities 2025: $0Net Assets 2025: $11,1532025

Highlighted filing

2018

Assets$589
Liabilities$0
Net Assets$589

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $53,588Expenses 2017: $54,760Net Income 2017: -$1,1722017Revenue 2018: $50,131Expenses 2018: $50,866Net Income 2018: -$7352018Revenue 2019: $71,414Expenses 2019: $66,064Net Income 2019: $5,3502019Revenue 2020: $52,654Expenses 2020: $47,252Net Income 2020: $5,4022020Revenue 2024: $50,457Expenses 2024: $51,932Net Income 2024: -$1,4752024Revenue 2025: $62,813Expenses 2025: $55,062Net Income 2025: $7,7512025

Highlighted filing

2018

Revenue$50,131
Expenses$50,866
Net Income-$735
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$50,131
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

DescriptionGrantsExpenses
COLLEGIATE SOCIAL FRATERNITY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN GERLACHPresident-$0--
ROBERT SANGERVice President-$0--
ANDREW BROCKMANRecording Secretary-$0--
ISAAC LUCASCorresponding Secretary-$0--
JOHNNY MONTANEZHistorian-$0--
MATTHEW GUERRAPurser-$0--
HUNTER CHRISTIANParliamentarian-$0--
GABE FUSONSargeant-At-Arms-$0--
DONALD JOHNSONMarshal-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
23-7066952
Phone
8599792199
Address
521 LANCASTER AVE 128 POWELL BLDG, RICHMOND, KY 40475-3100

Signing Officer

Name
Matthew Guerra
Title
Purser
Phone
8599792199
Signed
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
David B Hawkins
Phone
5404637121
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: kappa alpha order. Affiliate address: p.o. Box 1865 lexington, va 24450. Purpose of payment: member dues & assessments. Amount of payment: 20,823.

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

Description: food & beverage expense. Amount: 1,996. Description: entertainment/social/bands expense. Amount: 1,500. Description: rush/recruitment expense. Amount: 1,303. Description: charity & philanthropy expenses. Amount: 4,275. Description: ifc & intramurals expenses. Amount: 960. Description: province councils, convention & meeting expenses. Amount: 2,095. Description: composite expenses. Amount: 1,200. Description: equipment rental expenses. Amount: 1,872. Description: special events expenses. Amount: 3,700. Description: purchased goods. Amount: 4,321. Description: supplies. Amount: 2,786. Total to form 990-ez, line 16: 26,008.

Raw XML Appendix149 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/PersonNm0MATTHEW GUERRA
IRS990EZ/BooksInCareOfDetail/PhoneNum08599792199
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0521 LANCASTER AVE 128 POWELL
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0BUILDING
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0404753100
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0589
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-735
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04035
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0589
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020823
IRS990EZ/GrossReceiptsAmt050131
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt07300
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt050131
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0589
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0589
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
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/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/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/PersonNm0BENJAMIN GERLACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT SANGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREW BROCKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ISAAC LUCAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHNNY MONTANEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATTHEW GUERRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HUNTER CHRISTIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GABE FUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DONALD JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PURSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SARGEANT-AT-ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MARSHAL
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026008
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt050866
IRS990EZ/TotalRevenueAmt050131
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: KAPPA ALPHA ORDER. AFFILIATE ADDRESS: P.O. BOX 1865 LEXINGTON, VA 24450. PURPOSE OF PAYMENT: MEMBER DUES & ASSESSMENTS. AMOUNT OF PAYMENT: 20,823.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FOOD & BEVERAGE EXPENSE. AMOUNT: 1,996. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 1,500. DESCRIPTION: RUSH/RECRUITMENT EXPENSE. AMOUNT: 1,303. DESCRIPTION: CHARITY & PHILANTHROPY EXPENSES. AMOUNT: 4,275. DESCRIPTION: IFC & INTRAMURALS EXPENSES. AMOUNT: 960. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETING EXPENSES. AMOUNT: 2,095. DESCRIPTION: COMPOSITE EXPENSES. AMOUNT: 1,200. DESCRIPTION: EQUIPMENT RENTAL EXPENSES. AMOUNT: 1,872. DESCRIPTION: SPECIAL EVENTS EXPENSES. AMOUNT: 3,700. DESCRIPTION: PURCHASED GOODS. AMOUNT: 4,321. DESCRIPTION: SUPPLIES. AMOUNT: 2,786. TOTAL TO FORM 990-EZ, LINE 16: 26,008.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
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/PersonNm0MATTHEW GUERRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PURSER
ReturnHeader/BusinessOfficerGrp/PhoneNum08599792199
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DELTA MU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0237066952
ReturnHeader/Filer/PhoneNum08599792199
ReturnHeader/Filer/USAddress/AddressLine1Txt0521 LANCASTER AVE 128 POWELL BLDG
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0404753100
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FC93B99835399300F37333CC3D657542F3CFC40D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DDDB6DD4DA98E49E50349DA686EB9EFE1E018601
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:30:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541298267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAETZ & HAWKINS PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 SOUTH RANDOLPH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244500916
ReturnHeader/PreparerPersonGrp/PhoneNum05404637121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B HAWKINS
ReturnHeader/ReturnTs02018-10-31T11:30:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings