Civic Intelligence

Phi Kappa Psi

990 • Fiscal year 2023 • EIN 23-7386398

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 17, 2024

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

36th percentile

0.00x

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

31st percentile

-1.4%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-2.8%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$589,578

Up $328 (+0.1%) from 2022

Net Assets

Up

$588,662

Up $1,675 (+0.3%) from 2022

Liabilities

Down

$916

Down $1,347 (-60%) from 2022

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin31st percentile

Revenue

Down

$596,569

Down $17,416 (-2.8%) from 2022

Expenses

Up

$604,648

Up $104,888 (+21%) from 2022

Net Income

Down

-$8,079

Down $122,304 (-107%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$589,578
Liabilities$916
Net Assets$588,662
Open 2023 Filing

Operations Trend

Revenue Growth26th 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

2023

Revenue$596,569
Expenses$604,648
Net Income-$8,079
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 17, 2024
Return Version
2022v5.0
Gross Receipts
$596,569
Mission and Program Overview

Mission

College fraternity house corporation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$350,687$380,355▲ $29,668
Cash and Non-Interest-Bearing Accounts$47,585$45,023▼ $2,562
Savings and Temporary Cash Investments$5,293$5,500▲ $207
Total Assets$589,250$589,578▲ $328
Other Assets Total$185,685$158,700▼ $26,985
Liabilities
Other Liabilities$2,263$916▼ $1,347
Total Liabilities$2,263$916▼ $1,347
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$566,987$568,662▲ $1,675
Net Assets With Donor Restrictions$20,000$20,000→ $0
Total Net Assets Fund Balance$586,987$588,662▲ $1,675
Total Liabilities and Net Assets / Fund Balance$589,250$589,578▲ $328

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$158,700--
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Brandon AllredPresident
Robert ClaiborneSecretary
Robert AllanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$573,828
Investment Income
$20,138
Other Revenue
$2,603
Change in Net Assets
$-8,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$488,519
Salaries, Compensation, and Employee Benefits$116,129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$107,730
Insurance---$27,528
Payroll Taxes---$8,399
Fees for Services Accounting---$5,331
Other Expenses---$1,700
All Other Expenses---$18
Total Functional Expenses$0$0$0$604,648
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$916
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
Robert Allan
Title
Treasurer
Phone
5404637131
Signed
2024-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Allan
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”

Raw XML Appendix271 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/EmployeeCnt03
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt015985
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt015985
IRS990/GrossReceiptsAmt0596569
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt0573828
IRS990/InsuranceGrp/TotalAmt027528
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04153
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt04153
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0350687
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0380355
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/NetAssetsOrFundBalancesBOYAmt0586987
IRS990/NetAssetsOrFundBalancesEOYAmt0588662
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt015985
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015985
IRS990/NetUnrlzdGainsLossesInvstAmt09754
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0566987
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0568662
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0185685
IRS990/OtherAssetsTotalGrp/EOYAmt0158700
IRS990/OtherExpensesGrp/Desc0CHAPTER BUDGET
IRS990/OtherExpensesGrp/Desc1ROOM FEES
IRS990/OtherExpensesGrp/Desc2REPAIRS
IRS990/OtherExpensesGrp/Desc3SERVICE FEES
IRS990/OtherExpensesGrp/TotalAmt0269785
IRS990/OtherExpensesGrp/TotalAmt1182238
IRS990/OtherExpensesGrp/TotalAmt21919
IRS990/OtherExpensesGrp/TotalAmt31700
IRS990/OtherLiabilitiesGrp/BOYAmt02263
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02603
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02603
IRS990/OtherRevenueTotalAmt02603
IRS990/OtherSalariesAndWagesGrp/TotalAmt0107730
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt08399
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBERT ALLAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0573828
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt05293
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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/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0589578
IRS990/TotalAssetsGrp/BOYAmt0589250
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IRS990/TotalEmployeeCnt03
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IRS990/USAddress/ZIPCd024450
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ALLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05404637131
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-17
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN H JOHNSON CPA
ReturnHeader/ReturnTs02024-06-17T13:42:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALLAN
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$589,578
Liabilities
$916
Net assets
$588,662
Revenue
$596,569
Expenses
$604,648
Net income
-$8,079
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
2023Detailed filing. Detailed filing data is available for this year.$5.90$0.01$5.89$5.97$6.05$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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