Civic Intelligence

Kappa Alpha Order

990EZ • Fiscal year 2020 • EIN 30-0800676

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 28, 2020

5565 Aztec WalkSan Diego, CA 92115

(408) 767-1915

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.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

98th percentile

257%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

12%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$15,734

Up $11,331 (+257%) from 2019

Net Assets

Up

$15,734

Up $11,331 (+257%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$75,784

Up $7,970 (+12%) from 2019

Expenses

Down

$64,553

Down $174 (-0.3%) from 2019

Net Income

Up

$11,231

Up $8,144 (+264%) from 2019

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

2020

Assets$15,734
Liabilities$0
Net Assets$15,734

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

2020

Revenue$75,784
Expenses$64,553
Net Income$11,231
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 28, 2020
Return Version
2019v5.1
Gross Receipts
$75,784
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEO HANSENNumber 1-$0--
WOLFGANG BRENNANNumber 2-$0--
URIEL ZAMORANONumber 3-$0--
NATHAN CASEBIERNumber 4-$0--
MATTHEW CHANGNumber 5-$0--
DAVID HEINTZNumber 6-$0--
COLTON PUNCHESNumber 7-$0--
MATTHEW MCCOLLAMNumber 8-$0--
NICHOLAS KELLUMNumber 9-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
30-0800676
Phone
4087671915
Address
5565 AZTEC WALK, SAN DIEGO, CA 92115

Signing Officer

Name
David Heintz
Title
Number 6
Phone
4087671915
Signed
2020-09-28
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: 37,321.

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

Description: rush/recruitment. Amount: 868. Description: province councils, convention, & meetings. Amount: 820. Description: food & beverage. Amount: 310. Description: entertainment/social/bands. Amount: 5,475. Description: alumni expenses. Amount: 327. Description: supplies expense. Amount: 4,736. Description: equipment rental expenses. Amount: 68. Description: travel expense. Amount: 1,792. Description: insurance expense. Amount: 2,700. Total to form 990-ez, line 16: 17,096.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: ndr bill pay. Amount: 100.

Raw XML Appendix153 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID HEINTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04087671915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05565 AZTEC WALK
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04403
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015734
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt011231
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06034
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04403
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015734
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037321
IRS990EZ/GrossReceiptsAmt075784
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt07925
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt075784
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04403
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015734
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04403
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015734
IRS990EZ/OccupancyRentUtltsAndMaintAmt04102
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/PersonNm0THEO HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WOLFGANG BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2URIEL ZAMORANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATHAN CASEBIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATTHEW CHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID HEINTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COLTON PUNCHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATTHEW MCCOLLAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NICHOLAS KELLUM
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/OtherChangesInNetAssetsAmt0100
IRS990EZ/OtherExpensesTotalAmt017096
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/TotalExpensesAmt064553
IRS990EZ/TotalRevenueAmt075784
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: 37,321.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RUSH/RECRUITMENT. AMOUNT: 868. DESCRIPTION: PROVINCE COUNCILS, CONVENTION, & MEETINGS. AMOUNT: 820. DESCRIPTION: FOOD & BEVERAGE. AMOUNT: 310. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS. AMOUNT: 5,475. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 327. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 4,736. DESCRIPTION: EQUIPMENT RENTAL EXPENSES. AMOUNT: 68. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 1,792. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 2,700. TOTAL TO FORM 990-EZ, LINE 16: 17,096.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NDR BILL PAY. AMOUNT: 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HEINTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER 6
ReturnHeader/BusinessOfficerGrp/PhoneNum04087671915
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GAMMA IOTA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0300800676
ReturnHeader/Filer/PhoneNum04087671915
ReturnHeader/Filer/USAddress/AddressLine1Txt05565 AZTEC WALK
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09762FC32C14AE1614DB722AD03079C6D1C24F468
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037FB8B442E8B615421F0EA26E6E55D5909F92F59
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02020-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:18:12
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/ReturnTs02020-09-28T17:16:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings