Civic Intelligence

Kappa Alpha Order

990EZ • Fiscal year 2019 • EIN 30-0800676

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 11, 2019

5071 College AveSan Diego, CA 92115

(408) 767-1915

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.

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

Liabilities / Revenue

53rd 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

56th percentile

4.6%

Higher net margin than 56% of similar nonprofits.

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

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.

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

Asset Growth

98th percentile

235%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

37th percentile

-4.7%

Faster revenue growth than 37% of similar nonprofits.

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

Assets

Up

$4,403

Up $3,087 (+235%) from 2018

Net Assets

Up

$4,403

Up $3,087 (+235%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$67,814

Down $3,355 (-4.7%) from 2018

Expenses

Down

$64,727

Down $20,985 (-24%) from 2018

Net Income

Up

$3,087

Up $17,630 (+121%) 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 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

2019

Assets$4,403
Liabilities$0
Net Assets$4,403

Operations Trend

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

2019

Revenue$67,814
Expenses$64,727
Net Income$3,087
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 11, 2019
Return Version
2018v3.1
Gross Receipts
$67,814
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN MCCARTHYNumber 1-$0--
COLTON PUNCHESNumber 2-$0--
NICHOLAS KELLUMNumber 3-$0--
WOLFGANG BRENNANNumber 4-$0--
BRYAN NGUYENNumber 5-$0--
DAVID HEINTZNumber 6-$0--
WILLIAM HAUPTLINumber 7-$0--
ZACHARY OLDSNumber 8-$0--
TREVOR RAMEILNumber 9-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
30-0800676
Phone
4087671915
Address
5071 COLLEGE AVE, SAN DIEGO, CA 92115

Signing Officer

Name
David Heintz
Title
Number 6
Phone
4087671915
Signed
2019-10-11
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: 41,058.

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

Description: rush/recruitment. Amount: 1,552. Description: charity & philanthropy. Amount: 852. Description: ifc & intramurals. Amount: 1,875. Description: province councils, convention, & meetings. Amount: 880. Description: food & beverage. Amount: 92. Description: entertainment/social/bands. Amount: 200. Description: alumni expenses. Amount: 165. Description: supplies expense. Amount: 3,769. Description: equipment rental expenses. Amount: 862. Description: telephone cable & internet. Amount: 618. Description: travel expense. Amount: 3,220. Total to form 990-ez, line 16: 14,085.

Raw XML Appendix150 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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IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID HEINTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04087671915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05071 COLLEGE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01316
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SEAN MCCARTHY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICHOLAS KELLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WOLFGANG BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRYAN NGUYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID HEINTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILLIAM HAUPTLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ZACHARY OLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TREVOR RAMEIL
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/OtherExpensesTotalAmt014085
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/TotalExpensesAmt064727
IRS990EZ/TotalRevenueAmt067814
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: 41,058.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RUSH/RECRUITMENT. AMOUNT: 1,552. DESCRIPTION: CHARITY & PHILANTHROPY. AMOUNT: 852. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 1,875. DESCRIPTION: PROVINCE COUNCILS, CONVENTION, & MEETINGS. AMOUNT: 880. DESCRIPTION: FOOD & BEVERAGE. AMOUNT: 92. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS. AMOUNT: 200. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 165. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 3,769. DESCRIPTION: EQUIPMENT RENTAL EXPENSES. AMOUNT: 862. DESCRIPTION: TELEPHONE CABLE & INTERNET. AMOUNT: 618. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 3,220. TOTAL TO FORM 990-EZ, LINE 16: 14,085.
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HEINTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER 6
ReturnHeader/BusinessOfficerGrp/PhoneNum04087671915
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GAMMA IOTA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0300800676
ReturnHeader/Filer/PhoneNum04087671915
ReturnHeader/Filer/USAddress/AddressLine1Txt05071 COLLEGE AVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07D44FBDD1A6BAC38A1A82FDDD56D6E226E1366B8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037FB8B442E8B615421F0EA26E6E55D5909F92F59
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02019-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:04:41
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/ReturnTs02019-10-11T15:59:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings