Civic Intelligence

Phi Kappa Psi Ca Lambda Chapter

990EZ • Fiscal year 2018 • EIN 33-0755144

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 09, 2019

Organization ProfileWWW.PHISISDSU.COM
5255 55th Street Apt 308San Diego, CA 92115

(818) 744-0700

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

50th percentile

2.4%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-16%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

56%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$10,072

Down $1,949 (-16%) from 2017

Net Assets

Down

$10,072

Down $1,949 (-16%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin50th percentile

Revenue

Up

$152,060

Up $54,276 (+56%) from 2017

Expenses

Up

$148,361

Up $49,435 (+50%) from 2017

Net Income

Up

$3,699

Up $4,841 (+424%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2018

Assets$10,072
Liabilities$0
Net Assets$10,072
Open 2018 Filing

Operations Trend

Revenue Growth94th 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

2018

Revenue$152,060
Expenses$148,361
Net Income$3,699
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 9, 2019
Return Version
2018v3.1
Gross Receipts
$152,060
Mission and Program Overview

Mission

College social fraternity

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.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 106 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SPENCER STONEChaplain-$0--
WILLIAM OTEROCorresponding Secretary-$0--
JUSTIN PEREZHistorian-$0--
MAX KYLEPresident-$0--
JARED BACONRecording Secretary-$0--
ZACK HEIDENRYSocial Chair-$0--
SHILLOH WALLACKTreasurer-$0--
THOMAS KNOPFVice President-$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi
EIN
33-0755144
Phone
8187440700
Address
5255 55TH STREET APT 308, SAN DIEGO, CA 92115

Signing Officer

Name
Shiloh Wallack
Title
Treasurer
Phone
8187440700
Signed
2019-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
John T Murdock
Phone
7065710083
Supplemental Narrative

Additional Explanations

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

“Description: conferences & conventions. Amount: 33. Description: chapter dues/fees. Amount: 63,860. Description: chapter operations. Amount: 68,945. Description: kitchen expenses. Amount: 2,687. Description: philanthropy expenses. Amount: 68. Total to form 990-ez, line 16: 135,593.”

Raw XML Appendix143 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/BooksInCareOfDetail/PersonNm0SHILOH WALLACK
IRS990EZ/BooksInCareOfDetail/PhoneNum08187440700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015760 VENTURA BLVD FL 7
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ENCINO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091436
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06373
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010072
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03699
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07443
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06373
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010072
IRS990EZ/GrossReceiptsAmt0152060
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00301
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt011500
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0152060
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06373
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010072
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06373
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010072
IRS990EZ/OccupancyRentUtltsAndMaintAmt05112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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/PersonNm0SPENCER STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM OTERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUSTIN PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAX KYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JARED BACON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ZACK HEIDENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHILLOH WALLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THOMAS KNOPF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SOCIAL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0135593
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/PrintingPublicationsPostageAmt0213
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 106 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0148361
IRS990EZ/TotalRevenueAmt0152060
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PHISISDSU.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CONFERENCES & CONVENTIONS. AMOUNT: 33. DESCRIPTION: CHAPTER DUES/FEES. AMOUNT: 63,860. DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 68,945. DESCRIPTION: KITCHEN EXPENSES. AMOUNT: 2,687. DESCRIPTION: PHILANTHROPY EXPENSES. AMOUNT: 68. TOTAL TO FORM 990-EZ, LINE 16: 135,593.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHILOH WALLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08187440700
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA PSI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA LAMBDA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0330755144
ReturnHeader/Filer/PhoneNum08187440700
ReturnHeader/Filer/USAddress/AddressLine1Txt05255 55TH STREET APT 308
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA06BBF598DADD8F45825CC28EDD63CBD7F49065
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA06BBF598DADD8F45825CC28EDD63CBD7F49065
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02019-07-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:50:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02019-07-10T14:45:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,072
Liabilities
$0
Net assets
$10,072
Revenue
$152,060
Expenses
$148,361
Net income
$3,699
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2018 filings • 501(c)7 • <$500k nonprofits