Civic Intelligence

Kappa Alpha Order

990EZ • Fiscal year 2018 • EIN 30-0800676

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 10, 2018

Organization ProfileN/A
5071 College AveSan Diego, CA 92115

(714) 585-7171

Siviq Scores

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

Liabilities / Assets

52nd 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

52nd 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

11th percentile

-20%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% 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

2nd percentile

-92%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

8th percentile

-31%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$1,316

Down $14,543 (-92%) from 2017

Net Assets

Down

$1,316

Down $14,543 (-92%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin11th percentile

Revenue

Down

$71,169

Down $32,349 (-31%) from 2017

Expenses

Down

$85,712

Down $22,165 (-21%) from 2017

Net Income

Down

-$14,543

Down $10,184 (-234%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$30K$20K$10K$0Assets 2016: $15,587Liabilities 2016: $0Net Assets 2016: $15,5872016Assets 2017: $15,859Liabilities 2017: $0Net Assets 2017: $15,8592017Assets 2018: $1,316Liabilities 2018: $0Net Assets 2018: $1,3162018Assets 2019: $4,403Liabilities 2019: $0Net Assets 2019: $4,4032019Assets 2020: $15,734Liabilities 2020: $0Net Assets 2020: $15,7342020Assets 2021: $11,798Liabilities 2021: $0Net Assets 2021: $11,7982021Assets 2022: $21,452Liabilities 2022: $0Net Assets 2022: $21,4522022Assets 2023: $16,741Liabilities 2023: $0Net Assets 2023: $16,7412023Assets 2024: $11,555Liabilities 2024: $0Net Assets 2024: $11,5552024

Highlighted filing

2018

Assets$1,316
Liabilities$0
Net Assets$1,316
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2016: $62,594Expenses 2016: $47,867Net Income 2016: $14,7272016Revenue 2017: $103,518Expenses 2017: $107,877Net Income 2017: -$4,3592017Revenue 2018: $71,169Expenses 2018: $85,712Net Income 2018: -$14,5432018Revenue 2019: $67,814Expenses 2019: $64,727Net Income 2019: $3,0872019Revenue 2020: $75,784Expenses 2020: $64,553Net Income 2020: $11,2312020Revenue 2021: $125,001Expenses 2021: $128,937Net Income 2021: -$3,9362021Revenue 2022: $192,404Expenses 2022: $182,750Net Income 2022: $9,6542022Revenue 2023: $296,441Expenses 2023: $301,152Net Income 2023: -$4,7112023Revenue 2024: $295,258Expenses 2024: $300,444Net Income 2024: -$5,1862024

Highlighted filing

2018

Revenue$71,169
Expenses$85,712
Net Income-$14,543
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 10, 2018
Return Version
2017v2.3
Gross Receipts
$71,169
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

DescriptionGrantsExpenses
COLLEGIATE SOCIAL FRATERNITY$0$0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JORDAN BLACKMANNumber 1-$0--
SEAN MCCARTHYNumber 2-$0--
WOLFGANG BRENNANNumber 3-$0--
SIMON TRANNumber 4-$0--
WILLIAM HAUPLTINumber 5-$0--
SCOTT HALVERSONNumber 6-$0--
COLTON PUNCHESNumber 7-$0--
FARHAD DACHEKNumber 8-$0--
ZACH JOHNSONNumber 9-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
30-0800676
Phone
7145857171
Address
5071 COLLEGE AVE, SAN DIEGO, CA 92115

Signing Officer

Name
Scott Halverson
Title
Number 6
Phone
7145857171
Signed
2018-10-10
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: po box 1865 lexington, va 24450. Purpose of payment: member dues & assessments. Amount of payment: 33,691.”

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

“Description: rush/recruitment. Amount: 4,265. Description: charity & philanthropy. Amount: 4,349. Description: ifc & intramurals. Amount: 2,652. Description: province councils, convention, & meetings. Amount: 1,321. Description: food & beverage. Amount: 624. Description: entertainment/social/bands. Amount: 1,045. Description: alumni expenses. Amount: 1,598. Description: supplies expense. Amount: 440. Description: composite expenses. Amount: 1,550. Description: equipment rental expenses. Amount: 468. Description: special events expenses. Amount: 7,023. Description: liability insurance. Amount: 5,000. Description: merchandise purchased. Amount: 6,213. Description: telephone cable & internet. Amount: 5,235. Total to form 990-ez, line 16: 41,783.”

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/BenefitsPaidToOrForMembersAmt0850
IRS990EZ/BooksInCareOfDetail/PersonNm0SCOTT HALVERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07145857171
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05071 COLLEGE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015859
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01316
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14543
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03378
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015859
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01316
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033691
IRS990EZ/GrossReceiptsAmt071169
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt012000
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt071169
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015859
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01316
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015859
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01316
IRS990EZ/OccupancyRentUtltsAndMaintAmt06010
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/PersonNm0JORDAN BLACKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SEAN MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WOLFGANG BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SIMON TRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM HAUPLTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOTT HALVERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COLTON PUNCHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FARHAD DACHEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ZACH JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0NUMBER 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1NUMBER 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2NUMBER 3
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3NUMBER 4
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NUMBER 5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5NUMBER 6
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6NUMBER 7
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7NUMBER 8
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8NUMBER 9
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041783
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt085712
IRS990EZ/TotalRevenueAmt071169
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: 33,691.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RUSH/RECRUITMENT. AMOUNT: 4,265. DESCRIPTION: CHARITY & PHILANTHROPY. AMOUNT: 4,349. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 2,652. DESCRIPTION: PROVINCE COUNCILS, CONVENTION, & MEETINGS. AMOUNT: 1,321. DESCRIPTION: FOOD & BEVERAGE. AMOUNT: 624. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS. AMOUNT: 1,045. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 1,598. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 440. DESCRIPTION: COMPOSITE EXPENSES. AMOUNT: 1,550. DESCRIPTION: EQUIPMENT RENTAL EXPENSES. AMOUNT: 468. DESCRIPTION: SPECIAL EVENTS EXPENSES. AMOUNT: 7,023. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 5,000. DESCRIPTION: MERCHANDISE PURCHASED. AMOUNT: 6,213. DESCRIPTION: TELEPHONE CABLE & INTERNET. AMOUNT: 5,235. TOTAL TO FORM 990-EZ, LINE 16: 41,783.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT HALVERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER 6
ReturnHeader/BusinessOfficerGrp/PhoneNum07145857171
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GAMMA IOTA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0300800676
ReturnHeader/Filer/PhoneNum07145857171
ReturnHeader/Filer/USAddress/AddressLine1Txt05071 COLLEGE AVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FC93B99835399300F37333CC3D657542F3CFC40D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DDDB6DD4DA98E49E50349DA686EB9EFE1E018601
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02018-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:53:36
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/ReturnTs02018-10-10T14:53:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,316
Liabilities
$0
Net assets
$1,316
Revenue
$71,169
Expenses
$85,712
Net income
-$14,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$2.95$3.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$2.96$3.01$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.92$1.83$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.25$1.29$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.76$0.65$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.68$0.65$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.71$0.86$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.04$1.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.63$0.48$0.15