Civic Intelligence

Phi Kappa Psi California Lambda Chapter

990EZ • Fiscal year 2016 • EIN 33-0755144

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileN/A
PO Box 310033Guatay, CA 91931

(619) 846-1841

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

9th percentile

-23%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

3rd percentile

-70%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

3.3%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,163

Down $30,971 (-70%) from 2015

Net Assets

Down

$13,163

Down $30,971 (-70%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Up

$136,332

Up $4,375 (+3.3%) from 2015

Expenses

Up

$167,303

Up $71,680 (+75%) from 2015

Net Income

Down

-$30,971

Down $67,305 (-185%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$80K$60K$40K$20K$0Assets 2014: $7,800Net Assets 2014: $7,8002014Assets 2015: $44,134Net Assets 2015: $44,1342015Assets 2016: $13,163Net Assets 2016: $13,1632016Assets 2017: $12,021Net Assets 2017: $12,0212017Assets 2018: $10,072Liabilities 2018: $0Net Assets 2018: $10,0722018Assets 2019: $22,900Net Assets 2019: $22,9002019Assets 2020: $28,497Net Assets 2020: $28,4972020Assets 2021: $8,861Net Assets 2021: $8,8612021Assets 2022: $22,857Net Assets 2022: $22,8572022Assets 2023: $79,526Net Assets 2023: $79,5262023

Highlighted filing

2016

Assets$13,163
Liabilities-
Net Assets$13,163
Open 2016 Filing

Operations Trend

Revenue Growth56th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $60,246Expenses 2014: $58,845Net Income 2014: $1,4012014Revenue 2015: $131,957Expenses 2015: $95,623Net Income 2015: $36,3342015Revenue 2016: $136,332Expenses 2016: $167,303Net Income 2016: -$30,9712016Revenue 2017: $97,784Expenses 2017: $98,926Net Income 2017: -$1,1422017Revenue 2018: $152,060Expenses 2018: $148,361Net Income 2018: $3,6992018Revenue 2019: $149,245Expenses 2019: $136,417Net Income 2019: $12,8282019Revenue 2020: $59,265Expenses 2020: $53,668Net Income 2020: $5,5972020Revenue 2021: $79,996Expenses 2021: $99,632Net Income 2021: -$19,6362021Revenue 2022: $113,106Expenses 2022: $99,110Net Income 2022: $13,9962022Revenue 2023: $114,440Expenses 2023: $57,771Net Income 2023: $56,6692023

Highlighted filing

2016

Revenue$136,332
Expenses$167,303
Net Income-$30,971
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$136,332
Mission and Program Overview

Mission

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

College social fraternity

Program Services

DescriptionGrantsExpenses
PROVIDE SOCIAL FRATERNITY SERVICES TO STUDENTS AT SAN DIEGO STATE UNIVERSITY, SAN DIEGO, CA. AND SPONSOR PHILANTHROPIC EVENTS.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISTAN TRAUBPresidentPT$0--
MICHAEL FOXVice PresidentPT$0--
NOAH SIEGELSecretaryPT$0--
TIM WENNINGTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi CA Lambda Chapter
EIN
33-0755144
Phone
6198461841
Address
PO BOX 310033, GUATAY, CA 91931

Signing Officer

Name
Tristan Traub
Title
President
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Barbara Slawson
Address
12479 Golden Eye Lane, Poway, CA 92064
Preparer
Barbara L Slawson
Phone
6198847665
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1712”

Other Expenses.1002

“Office Expenses $338”

Other Expenses.1

“Social $55365”

Other Expenses.2

“National Dues $41902”

Other Expenses.3

“Dues/Fees $21862”

Other Expenses.4

“Utilities $7549”

Other Expenses.5

“Repairs $5490”

Other Expenses.6

“Other $3040”

Other Expenses.7

“Outside Services $2175”

Other Expenses.8

“Miscellaneous $2070”

Other Expenses.9

“IFC DUES $1290”

Other Expenses.10

“Banking Fee $465”

Raw XML Appendix122 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANTHONY WINDLE
IRS990EZ/BooksInCareOfDetail/PhoneNum06198461841
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 310033
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GUATAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091931
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044134
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013163
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30971
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044134
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013163
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0136332
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00301
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0136332
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044134
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013163
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044134
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013163
IRS990EZ/OccupancyRentUtltsAndMaintAmt023595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRISTAN TRAUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NOAH SIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIM WENNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0143258
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SOCIAL FRATERNITY SERVICES TO STUDENTS AT SAN DIEGO STATE UNIVERSITY, SAN DIEGO, CA. AND SPONSOR PHILANTHROPIC EVENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0167303
IRS990EZ/TotalRevenueAmt0136332
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Social $55365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3National Dues $41902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues/Fees $21862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Utilities $7549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Repairs $5490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other $3040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Outside Services $2175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous $2070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10IFC DUES $1290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Banking Fee $465
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISTAN TRAUB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA PSI CA LAMBDA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0330755144
ReturnHeader/Filer/PhoneNum06198461841
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 310033
ReturnHeader/Filer/USAddress/CityNm0GUATAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091931
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barbara Slawson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012479 Golden Eye Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Poway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092064
ReturnHeader/PreparerPersonGrp/PhoneNum06198847665
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara L Slawson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T22:31:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,163
Liabilities
-
Net assets
$13,163
Revenue
$136,332
Expenses
$167,303
Net income
-$30,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.80$1.14$0.58$0.57
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.23$1.13$0.99$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.80$1.00$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.59$0.54$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.23$1.49$1.36$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.52$1.48$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.12$0.98$0.99$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.13$1.36$1.67$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.32$0.96$0.36
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.60$0.59$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)7 • <$500k nonprofits