Civic Intelligence

Kappa Alpha Order Zeta Tau Chapter

990EZ • Fiscal year 2019 • EIN 27-2028811

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 18, 2019

601 College Street PO Box 4598Clarksville, TN 37044

(931) 201-0641

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

57th percentile

4.8%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-5.1%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$16,177

Up $3,514 (+28%) from 2018

Net Assets

Up

$16,177

Up $3,514 (+28%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$72,928

Down $3,904 (-5.1%) from 2018

Expenses

Down

$69,414

Down $1,355 (-1.9%) from 2018

Net Income

Down

$3,514

Down $2,549 (-42%) from 2018

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2015: $6,996Liabilities 2015: $0Net Assets 2015: $6,9962015Assets 2016: $7,274Liabilities 2016: $0Net Assets 2016: $7,2742016Assets 2017: $6,600Liabilities 2017: $0Net Assets 2017: $6,6002017Assets 2018: $12,663Liabilities 2018: $0Net Assets 2018: $12,6632018Assets 2019: $16,177Liabilities 2019: $0Net Assets 2019: $16,1772019Assets 2020: $25,632Liabilities 2020: $0Net Assets 2020: $25,6322020Assets 2024: $7,539Liabilities 2024: $0Net Assets 2024: $7,5392024

Highlighted filing

2019

Assets$16,177
Liabilities$0
Net Assets$16,177

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $56,572Expenses 2015: $53,428Net Income 2015: $3,1442015Revenue 2016: $56,024Expenses 2016: $55,746Net Income 2016: $2782016Revenue 2017: $62,493Expenses 2017: $63,167Net Income 2017: -$6742017Revenue 2018: $76,832Expenses 2018: $70,769Net Income 2018: $6,0632018Revenue 2019: $72,928Expenses 2019: $69,414Net Income 2019: $3,5142019Revenue 2020: $60,321Expenses 2020: $50,866Net Income 2020: $9,4552020Revenue 2024: $50,141Expenses 2024: $50,252Net Income 2024: -$1112024

Highlighted filing

2019

Revenue$72,928
Expenses$69,414
Net Income$3,514
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 18, 2019
Return Version
2018v3.1
Gross Receipts
$72,928
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH SPEARI-$0--
NICHOLAS KEESLERII-$0--
DAVID CORNELIUSIII-$0--
KYLE KESTERIV-$0--
MICHAEL BURKSV-$0--
CALEB MARSTONVI-$0--
JORDAN WHITEVII-$0--
LEVI PARKSVIII-$0--
NATHAN ROBERTSONIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
27-2028811
Phone
9312010641
Address
601 COLLEGE STREET PO BOX 4598, CLARKSVILLE, TN 37044

Signing Officer

Name
Caleb Marston
Title
Treasurer
Phone
9312010641
Signed
2019-10-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Affiliate name: kappa alpha order. Affiliate address: po box 1865 lexington, va 24450. Purpose of payment: member dues & assessments. Amount of payment: 24,962.

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

Description: entertainment/social/bands expense. Amount: 8,034. Description: rush/recruitment expense. Amount: 6,831. Description: charity & philanthropy expenses. Amount: 2,952. Description: ifc & intramurals expenses. Amount: 1,136. Description: province councils, convention & meetings expenses. Amount: 3,612. Description: composite expense. Amount: 1,270. Description: alumni expenses. Amount: 1,568. Description: supplies expense. Amount: 755. Description: travel expenses. Amount: 209. Description: special events expense. Amount: 1,683. Description: food & beverage. Amount: 698. Total to form 990-ez, line 16: 28,748.

Raw XML Appendix151 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/PersonNm0CALEB MARSTON
IRS990EZ/BooksInCareOfDetail/PhoneNum09312010641
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 COLLEGE STREET PO BOX 4598
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLARKSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012663
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016177
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03514
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05126
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012663
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016177
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024962
IRS990EZ/GrossReceiptsAmt072928
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06520
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt072828
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012663
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016177
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012663
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016177
IRS990EZ/OccupancyRentUtltsAndMaintAmt010578
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH SPEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICHOLAS KEESLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID CORNELIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KYLE KESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL BURKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CALEB MARSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JORDAN WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LEVI PARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NATHAN ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VIII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8IX
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028748
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/TotalExpensesAmt069414
IRS990EZ/TotalRevenueAmt072928
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: KAPPA ALPHA ORDER. AFFILIATE ADDRESS: PO BOX 1865 LEXINGTON, VA 24450. PURPOSE OF PAYMENT: MEMBER DUES & ASSESSMENTS. AMOUNT OF PAYMENT: 24,962.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 8,034. DESCRIPTION: RUSH/RECRUITMENT EXPENSE. AMOUNT: 6,831. DESCRIPTION: CHARITY & PHILANTHROPY EXPENSES. AMOUNT: 2,952. DESCRIPTION: IFC & INTRAMURALS EXPENSES. AMOUNT: 1,136. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS EXPENSES. AMOUNT: 3,612. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,270. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 1,568. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 755. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 209. DESCRIPTION: SPECIAL EVENTS EXPENSE. AMOUNT: 1,683. DESCRIPTION: FOOD & BEVERAGE. AMOUNT: 698. TOTAL TO FORM 990-EZ, LINE 16: 28,748.
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CALEB MARSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09312010641
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA TAU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0272028811
ReturnHeader/Filer/PhoneNum09312010641
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 COLLEGE STREET PO BOX 4598
ReturnHeader/Filer/USAddress/CityNm0CLARKSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037044
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05BD0334998A224457362E49A6C9A866D4C785881
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037FB8B442E8B615421F0EA26E6E55D5909F92F59
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02019-10-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:05:41
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/PreparerPersonNm0LUCAS PENIX
ReturnHeader/ReturnTs02019-10-18T15:59:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings