Civic Intelligence

Phi Kappa Psi Fraternity

990EZ • Fiscal year 2016 • EIN 35-0868357

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

475 N College AveBloomington, IN 47404-3828

(812) 336-8550

Siviq Scores

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

Liabilities / Assets

98th percentile

1.73x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.49x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

2nd percentile

-133%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

2nd percentile

-76%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

2nd percentile

-67%

Faster revenue growth than 2% of similar nonprofits.

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

Assets

Down

$10,450

Down $32,353 (-76%) from 2015

Net Assets

Down

-$7,600

Down $48,877 (-118%) from 2015

Liabilities

Up

$18,050

Up $16,524 (+1083%) from 2015

Revenue

Down

$36,680

Down $74,452 (-67%) from 2015

Expenses

Up

$85,557

Up $9,133 (+12%) from 2015

Net Income

Down

-$48,877

Down $83,585 (-241%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0-$20KAssets 2012: $19,881Liabilities 2012: $0Net Assets 2012: $19,8812012Assets 2013: $19,083Liabilities 2013: $0Net Assets 2013: $19,0832013Assets 2014: $8,211Liabilities 2014: $1,005Net Assets 2014: $7,2062014Assets 2015: $42,803Liabilities 2015: $1,526Net Assets 2015: $41,2772015Assets 2016: $10,450Liabilities 2016: $18,050Net Assets 2016: -$7,6002016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $4,220Net Assets 2019: $4,2202019Assets 2020: $44,250Liabilities 2020: $0Net Assets 2020: $44,2502020Assets 2021: $18,516Net Assets 2021: $18,5162021Assets 2022: $15,761Liabilities 2022: $0Net Assets 2022: $15,7612022Assets 2023: $5,568Liabilities 2023: $0Net Assets 2023: $5,5682023

Highlighted filing

2016

Assets$10,450
Liabilities$18,050
Net Assets-$7,600

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $134,203Expenses 2012: $136,640Net Income 2012: -$2,4372012Revenue 2013: $139,845Expenses 2013: $140,643Net Income 2013: -$7982013Revenue 2014: $133,616Expenses 2014: $145,493Net Income 2014: -$11,8772014Revenue 2015: $111,132Expenses 2015: $76,424Net Income 2015: $34,7082015Revenue 2016: $36,680Expenses 2016: $85,557Net Income 2016: -$48,8772016Revenue 2017: $7,840Expenses 2017: $240Net Income 2017: $7,6002017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $151,321Expenses 2019: $157,777Net Income 2019: -$6,4562019Revenue 2020: $225,374Expenses 2020: $185,344Net Income 2020: $40,0302020Revenue 2021: $77,302Expenses 2021: $103,036Net Income 2021: -$25,7342021Revenue 2022: $233,084Expenses 2022: $235,839Net Income 2022: -$2,7552022Revenue 2023: $339,883Expenses 2023: $350,076Net Income 2023: -$10,1932023

Highlighted filing

2016

Revenue$36,680
Expenses$85,557
Net Income-$48,877
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$36,680
Mission and Program Overview

Mission

To provide educational, leadership, and social activities to student members attending indiana university.

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATIONAL, LEADERSHIP, AND SOCIAL ACTIVITIES TO STUDENT MEMBERS ATTENDING INDIANA UNIVERSITY.-$85,557
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT CORBETTPresident-$750-$750
MATT AULDTreasurer-$500-$500
MAC ADELSONVice President-$0--
AARON HOFFMANRecording Secretary-$0--
ZAC MONTGOMERYCorresponding Sec/Member Chair-$0--
ALEXANDER KENNELLEYSergeant At Arms-$0--
WILLIAM MARTINPhilanthropy Chairman-$0--
CALVIN ROBERTSHAWFraternity Educator-$0--
NICHOLAS FAUPELAlumni Relations Chairman-$0--
JACK HYLANTSocial Chairman-$0--
NICHOLAS BAXRisk Manager-$0--
JONATHAN SCOTTOScholarship Chairman-$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi Fraternity
EIN
35-0868357
In Care Of
% BKD LLP
Phone
8123368550
Address
475 N COLLEGE AVE, BLOOMINGTON, IN 47404-3828

Signing Officer

Name
Matt Auld
Title
Treasurer
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
475 N College Avenue, Bloomington, IN 47403-3828
Preparer
Sarah Burgess
Phone
8123368550
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

Description:CAMPUS ACTIVITIES Amount:19340

Form 990EZ Part I Line 16

Description:HOUSE REPAIRS Amount:45469

Form 990EZ Part I Line 16

Description:PAYMENTS TO AFFILIATES Amount:17478

Form 990EZ Part I Line 16

Description:BAD DEBT Amount:1050

Form 990EZ Part I Line 16

Description:MISCELLANEOUS Amount:970

Form 990EZ Part II Line 26

Description:PAYABLE TO RELATED PARTY BOY Amount:EOY Amount:18050

Raw XML Appendix175 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/USAddress/CityNm0BLOOMINGTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MAC ADELSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CALVIN ROBERTSHAW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JONATHAN SCOTTO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MATT AULD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CORRESPONDING SEC/MEMBER CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PHILANTHROPY CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FRATERNITY EDUCATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ALUMNI RELATIONS CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SOCIAL CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8RISK MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SCHOLARSHIP CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07280
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03043
IRS990EZ/OtherExpensesTotalAmt084307
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL, LEADERSHIP, AND SOCIAL ACTIVITIES TO STUDENT MEMBERS ATTENDING INDIANA UNIVERSITY.
IRS990EZ/ProgramServiceRevenueAmt028353
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL, LEADERSHIP, AND SOCIAL ACTIVITIES TO STUDENT MEMBERS ATTENDING INDIANA UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085557
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt01250
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01526
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085557
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IRS990EZ/TotalRevenueAmt036680
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:CAMPUS ACTIVITIES Amount:19340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:HOUSE REPAIRS Amount:45469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:PAYMENTS TO AFFILIATES Amount:17478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:BAD DEBT Amount:1050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:MISCELLANEOUS Amount:970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:PAYABLE TO RELATED PARTY BOY Amount:EOY Amount:18050
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT AULD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA PSI FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0350868357
ReturnHeader/Filer/InCareOfNm0% BKD LLP
ReturnHeader/Filer/PhoneNum08123368550
ReturnHeader/Filer/USAddress/AddressLine1Txt0475 N COLLEGE AVE
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0474043828
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 N College Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0474033828
ReturnHeader/PreparerPersonGrp/PhoneNum08123368550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH BURGESS
ReturnHeader/ReturnTs02016-10-27T13:48:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings