Civic Intelligence

Phi Kappa Psi California 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

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

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

The phi kappa psi fraternity engages men of integrity, further develops their intellect and enhances community involvement.

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
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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
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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