Civic Intelligence

Phi Kappa Psi Ca Lambda Chapter

990EZ • Fiscal year 2017 • EIN 33-0755144

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 19, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

36th percentile

-1.2%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

22nd percentile

-8.7%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

9th percentile

-28%

Faster revenue growth than 9% of similar nonprofits.

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

Assets

Down

$12,021

Down $1,142 (-8.7%) from 2016

Net Assets

Down

$12,021

Down $1,142 (-8.7%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$97,784

Down $38,548 (-28%) from 2016

Expenses

Down

$98,926

Down $68,377 (-41%) from 2016

Net Income

Up

-$1,142

Up $29,829 (+96%) 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$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

2017

Assets$12,021
Liabilities-
Net Assets$12,021

Operations Trend

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

2017

Revenue$97,784
Expenses$98,926
Net Income-$1,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 19, 2018
Return Version
2017v2.2
Gross Receipts
$97,784
Mission and Program Overview

Mission

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE JOYCEPresidentPT$0--
JAKE STEVENSVice PresidentPT$0--
JAY RAZZANOSecretaryPT$0--
ERIC FRANKENFIELDTreasurerPT$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
Kyle Joyce
Title
President
Signed
2018-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Barbara Slawson
Address
12975 Brookprinter Place 240, Poway, CA 92064
Preparer
Barbara Slawson
Phone
6198847665
Supplemental Narrative

Additional Explanations

Other Expenses.1

National Dues $48310

Other Expenses.2

Social $21560

Other Expenses.3

Utilities $5979

Other Expenses.4

Dues/Fees $5070

Other Expenses.5

Outside Services $3258

Other Expenses.6

Banking Fee $1255

Other Expenses.7

Repairs $175

Other Expenses.8

Miscellaneous $78

Raw XML Appendix113 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/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/BOYAmt013163
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012021
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1142
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00301
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt097784
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013163
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012021
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013163
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012021
IRS990EZ/OccupancyRentUtltsAndMaintAmt013241
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KYLE JOYCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAKE STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAY RAZZANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIC FRANKENFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt085685
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/TotalExpensesAmt098926
IRS990EZ/TotalRevenueAmt097784
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0National Dues $48310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Social $21560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Utilities $5979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues/Fees $5070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Outside Services $3258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Banking Fee $1255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Repairs $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous $78
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KYLE JOYCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-19
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/AddressLine1Txt012975 Brookprinter Place 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Poway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092064
ReturnHeader/PreparerPersonGrp/PhoneNum06198847665
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Slawson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-19T08:07:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)7 • <$500k nonprofits