Civic Intelligence

Pi Kappa Alpha Fraternity - Alpha XI Chapter

990 • Fiscal year 2017 • EIN 31-0407060

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 06, 2018

2711 Stratford AvenueCincinnati, OH 45220

(513) 442-8899

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

5.5%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

75%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

8.5%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$33,932

Up $14,577 (+75%) from 2016

Net Assets

Up

$33,932

Up $14,577 (+75%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$266,602

Up $20,774 (+8.5%) from 2016

Expenses

Up

$252,025

Up $953 (+0.4%) from 2016

Net Income

Up

$14,577

Up $19,821 (+378%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0-$20KAssets 2015: $16,868Liabilities 2015: $0Net Assets 2015: $16,8682015Assets 2016: $19,355Liabilities 2016: $0Net Assets 2016: $19,3552016Assets 2017: $33,932Liabilities 2017: $0Net Assets 2017: $33,9322017Assets 2018: $15,279Liabilities 2018: $0Net Assets 2018: $15,2792018Assets 2019: $19,012Liabilities 2019: $0Net Assets 2019: $19,0122019Assets 2020: $63,020Liabilities 2020: $0Net Assets 2020: $63,0202020Assets 2021: $17,568Liabilities 2021: $3,888Net Assets 2021: $13,6802021Assets 2022: $4,201Liabilities 2022: $6,265Net Assets 2022: -$2,0642022Assets 2023: $42,256Liabilities 2023: $42,256Net Assets 2023: $02023Assets 2024: $35,401Liabilities 2024: $35,401Net Assets 2024: $02024

Highlighted filing

2017

Assets$33,932
Liabilities$0
Net Assets$33,932

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $242,850Expenses 2015: $245,337Net Income 2015: -$2,4872015Revenue 2016: $245,828Expenses 2016: $251,072Net Income 2016: -$5,2442016Revenue 2017: $266,602Expenses 2017: $252,025Net Income 2017: $14,5772017Revenue 2018: $246,236Expenses 2018: $264,889Net Income 2018: -$18,6532018Revenue 2019: $219,734Expenses 2019: $216,001Net Income 2019: $3,7332019Revenue 2020: $275,251Expenses 2020: $231,243Net Income 2020: $44,0082020Revenue 2021: $149,177Expenses 2021: $198,517Net Income 2021: -$49,3402021Revenue 2022: $255,105Expenses 2022: $270,849Net Income 2022: -$15,7442022Revenue 2023: $273,540Expenses 2023: $280,556Net Income 2023: -$7,0162023Revenue 2024: $300,630Expenses 2024: $311,007Net Income 2024: -$10,3772024

Highlighted filing

2017

Revenue$266,602
Expenses$252,025
Net Income$14,577
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 6, 2018
Return Version
2016v3.0
Gross Receipts
$272,187
Mission and Program Overview

Mission

Alpha Xi is a chapter of the Pi Kappa Alpha Fraternity. The mission of its members is to "have fun as brothers and become better men." This is a social fraternity that revolves around various types of programming.

Local chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$19,355$33,932▲ $14,577
Accounts Receivable-$28,924-
Cash and Non-Interest-Bearing Accounts$19,355$5,008▼ $14,347
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$19,355$33,932▲ $14,577
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,355$33,932▲ $14,577
Total Liabilities and Net Assets / Fund Balance$19,355$33,932▲ $14,577
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anthony DursoPresident
Shawn MurphyExternal Vice president
Jack PerezInternal Vice President
Graham MerglerSecretary
Brady KraemerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$255,937
Investment Income
$0
Other Revenue
$10,665
Change in Net Assets
$14,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$247,025
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$40,560
Travel---$15,233
Conferences and Meetings---$5,060
Grants to Domestic Orgs---$5,000
Insurance---$5,000
Other Expenses---$4,000
All Other Expenses---$300
Total Functional Expenses$0$0$0$252,025
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
the karen wellington foundationcincinnati, OH501c3general fund$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,250
Fundraising Direct Expenses$5,585
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Karen Wellington$12,000$12,000$5,585$6,415
Miscellaneous Events$4,250$4,250-$4,250
Total Events$16,250$16,250$5,585$10,665
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Part VI, Section B, line 11B

The organization's form 990 is prepared by a certified public accountant experienced in the area of non-profit taxation. The board makes a cursory review of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, the return is signed by an authorized agent and filed.

Form 990, Part VI, Section C, line 19

Upon request, within one week of request.

Filing and Contact Details

Filer

Filer Name
Pi Kappa Alpha Fraternity - Alpha Xi
EIN
31-0407060
Phone
5134428899
Address
2711 Stratford Avenue, Cincinnati, OH 45220

Signing Officer

Name
Brady Kraemer
Title
Treasurer
Phone
5134428899
Signed
2018-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brady Kraemer
Formed
1910
Legal Domicile
Oh
Voting Board Members
139
Independent Board Members
139
Employees
0
Volunteers
23

Preparer

Firm
Robinson Grimes & Company PC
Address
PO Box 4299, Columbus, GA 31914
Preparer
Kristine P Braxton CPA
Phone
7063245435
Raw XML Appendix302 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0KAREN WELLINGTON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MISCELLANEOUS EVENTS
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0general fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0the karen wellington foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0263768567
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT EXPERIENCED IN THE AREA OF NON-PROFIT TAXATION. THE BOARD MAKES A CURSORY REVIEW OF THE RETURN TO MAKE SURE NO MATERIAL OMISSIONS OR MISSTATEMENTS ARE MADE ON THE RETURN BEFORE IT IS FILED. ONCE APPROVED, THE RETURN IS SIGNED BY AN AUTHORIZED AGENT AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon request, within one week of request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05134428899
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pi Kappa Alpha Fraternity - Alpha Xi
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0University of Cincinnati
ReturnHeader/Filer/BusinessNameControlTxt0PIKA
ReturnHeader/Filer/EIN0310407060
ReturnHeader/Filer/PhoneNum05134428899
ReturnHeader/Filer/USAddress/AddressLine1Txt02711 Stratford Avenue
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045220
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.155.205.50
ReturnHeader/FilingSecurityInformation/IPDt02018-02-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:56:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581374304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robinson Grimes & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 4299
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031914
ReturnHeader/PreparerPersonGrp/PhoneNum07063245435
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristine P Braxton CPA
ReturnHeader/ReturnTs02018-02-13T11:09:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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