Civic Intelligence

Phi Kappa Psi Ca Lambda Chapter

990EZ • Fiscal year 2020 • EIN 33-0755144

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 26, 2021

Organization ProfileWWW.PHIPSISDSU.COM
5255 Aztec WalkSan Diego, CA 92115

(916) 500-9248

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

63rd percentile

9.4%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

92nd percentile

68%

Faster asset growth than 92% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

25th percentile

-38%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,497

Up $5,597 (+24%) from 2019

Net Assets

Up

$28,497

Up $5,597 (+24%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$59,265

Down $89,980 (-60%) from 2019

Expenses

Down

$53,668

Down $82,749 (-61%) from 2019

Net Income

Down

$5,597

Down $7,231 (-56%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2020

Assets$28,497
Liabilities-
Net Assets$28,497
Open 2020 Filing

Operations Trend

Revenue Growth25th 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

2020

Revenue$59,265
Expenses$53,668
Net Income$5,597
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 26, 2021
Return Version
2020v4.0
Gross Receipts
$59,265
Mission and Program Overview

Mission

College social fraternity

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

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING, AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 79 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIRK IMMERTreasurer-$0--
JACKSON TYLERCorrespondin-$0--
JACK EGANPresident-$0--
BRIAN RUBENSTEINRecording Se-$0--
DAVID HENDERSONSergeant-At--$0--
TALEN VOGLERSocial Chair-$0--
SAMUEL REICHELChaplain-$0--
NICHOLAS OSLOWSKIMessenger-$0--
RILEY BELLVP-$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi
EIN
33-0755144
Phone
9165009248
Address
5255 AZTEC WALK, SAN DIEGO, CA 92115

Signing Officer

Name
Dirk Immer
Title
Treasurer
Signed
2021-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses chapter dues & fees 36,531 chapter operations 1,802 total 38,333”

Form 990-ez, Part III

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

Raw XML Appendix129 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DIRK IMMER
CompensationExplanation/CompensationExplanationGrp/PersonNm1JACKSON TYLER
CompensationExplanation/CompensationExplanationGrp/PersonNm2JACK EGAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3BRIAN RUBENSTEIN
CompensationExplanation/CompensationExplanationGrp/PersonNm4DAVID HENDERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5TALEN VOGLER
CompensationExplanation/CompensationExplanationGrp/PersonNm6SAMUEL REICHEL
CompensationExplanation/CompensationExplanationGrp/PersonNm7NICHOLAS OSLOWSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm8RILEY BELL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0DIRK IMMER
IRS990EZ/BooksInCareOfDetail/PhoneNum09165009248
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06138 PONTIAC STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022900
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028497
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05597
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04961
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022900
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028497
IRS990EZ/GrossReceiptsAmt059265
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00301
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022900
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028497
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022900
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028497
IRS990EZ/OccupancyRentUtltsAndMaintAmt010374
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIRK IMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACKSON TYLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACK EGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN RUBENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TALEN VOGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SAMUEL REICHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NICHOLAS OSLOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RILEY BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SOCIAL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MESSENGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038333
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PHI KAPPA PSI FRATERNITY ENGAGES MEN OF INTEGRITY, FURTHER DEVELOPS THEIR INTELLECT AND ENHANCES COMMUNITY INVOLVEMENT.
IRS990EZ/ProgramServiceRevenueAmt059265
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING, AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 79 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053668
IRS990EZ/TotalRevenueAmt059265
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PHIPSISDSU.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAPTER DUES & FEES 36,531 CHAPTER OPERATIONS 1,802 TOTAL 38,333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PHI KAPPA PSI FRATERNITY ENGAGES MEN OF INTEGRITY, FURTHER DEVELOPS THEIR INTELLECT AND ENHANCES COMMUNITY INVOLVEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIRK IMMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA PSI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA LAMBDA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0330755144
ReturnHeader/Filer/PhoneNum09165009248
ReturnHeader/Filer/USAddress/AddressLine1Txt05255 AZTEC WALK
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-03-26T15:07:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIRK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IMMER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,497
Liabilities
-
Net assets
$28,497
Revenue
$59,265
Expenses
$53,668
Net income
$5,597
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. 2020 filings • 501(c)7 • <$500k nonprofits