Civic Intelligence

Phi Kappa Psi

990 • Fiscal year 2022 • EIN 23-7386398

Aug 01, 2021 to Jul 31, 2022 • Filed on Feb 10, 2023

Organization Profile

View Organization Page

C/O Swisher Johnson PO Box 1489Lexington, VA 24450

(540) 463-7131

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

53rd percentile

11%

Faster revenue growth than 53% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$589,250

Up $18,561 (+3.3%) from 2021

Net Assets

Up

$586,987

Up $19,260 (+3.4%) from 2021

Liabilities

Down

$2,263

Down $699 (-24%) from 2021

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin75th percentile

Revenue

Up

$613,985

Up $63,302 (+11%) from 2021

Expenses

Up

$499,760

Up $97,805 (+24%) from 2021

Net Income

Down

$114,225

Down $34,503 (-23%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$800K$600K$400K$200K$0Assets 2020: $337,248Liabilities 2020: $2,215Net Assets 2020: $335,0332020Assets 2021: $570,689Liabilities 2021: $2,962Net Assets 2021: $567,7272021Assets 2022: $589,250Liabilities 2022: $2,263Net Assets 2022: $586,9872022Assets 2023: $589,578Liabilities 2023: $916Net Assets 2023: $588,6622023Assets 2024: $675,558Liabilities 2024: $0Net Assets 2024: $675,5582024

Highlighted filing

2022

Assets$589,250
Liabilities$2,263
Net Assets$586,987
Open 2022 Filing

Operations Trend

Revenue Growth53rd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $530,684Expenses 2020: $512,395Net Income 2020: $18,2892020Revenue 2021: $550,683Expenses 2021: $401,955Net Income 2021: $148,7282021Revenue 2022: $613,985Expenses 2022: $499,760Net Income 2022: $114,2252022Revenue 2023: $596,569Expenses 2023: $604,648Net Income 2023: -$8,0792023Revenue 2024: $585,788Expenses 2024: $544,860Net Income 2024: $40,9282024

Highlighted filing

2022

Revenue$613,985
Expenses$499,760
Net Income$114,225
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Feb 10, 2023
Return Version
2021v4.0
Gross Receipts
$613,985
Mission and Program Overview

Mission

College fraternity house corporation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$411,229$350,687▼ $60,542
Cash and Non-Interest-Bearing Accounts$33,465$47,585▲ $14,120
Savings and Temporary Cash Investments$5,282$5,293▲ $11
Total Assets$570,689$589,250▲ $18,561
Other Assets Total$120,713$185,685▲ $64,972
Liabilities
Other Liabilities$2,962$2,263▼ $699
Total Liabilities$2,962$2,263▼ $699
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$547,727$566,987▲ $19,260
Net Assets With Donor Restrictions$20,000$20,000→ $0
Total Net Assets Fund Balance$567,727$586,987▲ $19,260
Total Liabilities and Net Assets / Fund Balance$570,689$589,250▲ $18,561

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$185,685--
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Duncan KlinedinstPresident
Brandon AllredAssistant Tr
Robert ClaiborneSecretary
Jj SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$579,543
Investment Income
$34,442
Other Revenue
$0
Change in Net Assets
$114,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$394,865
Salaries, Compensation, and Employee Benefits$104,895
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$97,250
Other Expenses---$8,769
All Other Expenses---$7,896
Payroll Taxes---$7,645
Fees for Services Accounting---$4,995
Insurance---$1,105
Office Expenses---$23
Total Functional Expenses$0$0$0$499,760
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$2,263
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The tax return is first reviewed by either the president or the treasurer. If no discrepancies or irregularities are noted, the return is filed. Should issues arise during the initial review, the return is subsequently forwarded to the other individual, if the issue cannot be resolved after the second review, the return is then reviewed by the entire board”

Form 990, Page 6, Part VI, Line 12C

“Any cash disbursement to a board member, other than routine reimbursements for travel and incidental expenses must be approved by the board. Travel and incidental expenses must be substantiated by acceptable documentation, i.e. Receipt or similar proof of expenditure prior to reimbursement”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi
EIN
23-7386398
Phone
5404637131
Address
C/O SWISHER JOHNSON PO BOX 1489, LEXINGTON, VA 24450

Signing Officer

Name
Jj Smith
Title
Treasurer
Phone
5404637131
Signed
2023-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jj Smith
Voting Board Members
3
Independent Board Members
3
Employees
3

Preparer

Firm
Swisher & Johnson Cpas Plc
Address
PO DRAWER 1489, LEXINGTON, VA 24450
Preparer
Susan H Johnson CPA
Phone
5404637131
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide room and board, supervision, and alumni contacts for undergraduate members of a local chapter of a national fraternal organization on the campus of an educational institution”

Form 990, Part XI, Line 9

“Unrealized losses on investmts -94,965”

Raw XML Appendix276 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
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/AllOtherExpensesGrp/TotalAmt07896
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IRS990/BooksInCareOfDetail/PersonNm0SWISHER JOHNSON CPAS PLC
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IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/CYTotalRevenueAmt0613985
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IRS990/EmployeeCnt03
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IRS990/Form990PartVIISectionAGrp/PersonNm2DUNCAN KLINEDINST
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0ASSISTANT TR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt030778
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt030778
IRS990/GrossReceiptsAmt0613985
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InitiationFeesAndCapContriAmt0579543
IRS990/InsuranceGrp/TotalAmt01105
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03664
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt03664
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0411229
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0350687
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COLLEGE FRATERNITY HOUSE CORPORATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0567727
IRS990/NetAssetsOrFundBalancesEOYAmt0586987
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt030778
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030778
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0547727
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0566987
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt023
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0120713
IRS990/OtherAssetsTotalGrp/EOYAmt0185685
IRS990/OtherChangesInNetAssetsAmt0-94965
IRS990/OtherExpensesGrp/Desc0ROOM FEES
IRS990/OtherExpensesGrp/Desc1CHAPTER BUDGET
IRS990/OtherExpensesGrp/Desc2EDUCATION - SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc3SERVICE FEES
IRS990/OtherExpensesGrp/TotalAmt0188523
IRS990/OtherExpensesGrp/TotalAmt1174004
IRS990/OtherExpensesGrp/TotalAmt29550
IRS990/OtherExpensesGrp/TotalAmt38769
IRS990/OtherLiabilitiesGrp/BOYAmt02962
IRS990/OtherLiabilitiesGrp/EOYAmt02263
IRS990/OtherSalariesAndWagesGrp/TotalAmt097250
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt07645
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JJ SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0DUE FROM MEMBERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0579543
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt015141
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02263
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0185685
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS FIRST REVIEWED BY EITHER THE PRESIDENT OR THE TREASURER. IF NO DISCREPANCIES OR IRREGULARITIES ARE NOTED, THE RETURN IS FILED. SHOULD ISSUES ARISE DURING THE INITIAL REVIEW, THE RETURN IS SUBSEQUENTLY FORWARDED TO THE OTHER INDIVIDUAL, IF THE ISSUE CANNOT BE RESOLVED AFTER THE SECOND REVIEW, THE RETURN IS THEN REVIEWED BY THE ENTIRE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CASH DISBURSEMENT TO A BOARD MEMBER, OTHER THAN ROUTINE REIMBURSEMENTS FOR TRAVEL AND INCIDENTAL EXPENSES MUST BE APPROVED BY THE BOARD. TRAVEL AND INCIDENTAL EXPENSES MUST BE SUBSTANTIATED BY ACCEPTABLE DOCUMENTATION, I.E. RECEIPT OR SIMILAR PROOF OF EXPENDITURE PRIOR TO REIMBURSEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED LOSSES ON INVESTMTS -94,965
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
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IRS990/USAddress/ZIPCd024450
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JJ SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05404637131
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA PSI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VIRGINIA BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0237386398
ReturnHeader/Filer/PhoneNum05404637131
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SWISHER JOHNSON PO BOX 1489
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201684249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWISHER & JOHNSON CPAS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER 1489
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024450
ReturnHeader/PreparerPersonGrp/PhoneNum05404637131
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN H JOHNSON CPA
ReturnHeader/ReturnTs02023-02-15T16:01:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JJ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$589,250
Liabilities
$2,263
Net assets
$586,987
Revenue
$613,985
Expenses
$499,760
Net income
$114,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$0.00$6.76$5.86$5.45$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.01$5.89$5.97$6.05$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.89$0.02$5.87$6.14$5.00$1.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.03$5.68$5.51$4.02$1.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.02$3.35$5.31$5.12$0.18