Civic Intelligence

Kappa Sigma Inc Beta Theta

990 • Fiscal year 2017 • EIN 35-6007523

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization ProfileN/A
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

61st percentile

0.65x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

15.02x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Net Margin

63rd percentile

43%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Asset Growth

61st percentile

1.7%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-7.7%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$5,512,124

Up $91,094 (+1.7%) from 2016

Net Assets

Up

$1,906,134

Up $102,255 (+5.7%) from 2016

Liabilities

Down

$3,605,990

Down $11,161 (-0.3%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin63rd percentile

Revenue

Down

$240,000

Down $20,000 (-7.7%) from 2016

Expenses

Down

$137,745

Down $45,401 (-25%) from 2016

Net Income

Up

$102,255

Up $25,401 (+33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $5,480,106Liabilities 2013: $3,695,243Net Assets 2013: $1,784,8632013Assets 2014: $5,483,083Liabilities 2014: $3,626,156Net Assets 2014: $1,856,9272014Assets 2015: $5,429,932Liabilities 2015: $3,702,906Net Assets 2015: $1,727,0262015Assets 2016: $5,421,030Liabilities 2016: $3,617,151Net Assets 2016: $1,803,8792016Assets 2017: $5,512,124Liabilities 2017: $3,605,990Net Assets 2017: $1,906,1342017Assets 2018: $5,507,893Liabilities 2018: $3,557,811Net Assets 2018: $1,950,0822018Assets 2019: $5,591,940Liabilities 2019: $3,780,135Net Assets 2019: $1,811,8052019Assets 2020: $5,450,171Liabilities 2020: $3,473,106Net Assets 2020: $1,977,0652020Assets 2021: $5,605,259Liabilities 2021: $3,393,882Net Assets 2021: $2,211,3772021Assets 2022: $5,757,101Liabilities 2022: $3,306,435Net Assets 2022: $2,450,6662022Assets 2023: $5,882,047Liabilities 2023: $3,232,592Net Assets 2023: $2,649,4552023Assets 2024: $5,936,176Liabilities 2024: $3,136,226Net Assets 2024: $2,799,9502024

Highlighted filing

2017

Assets$5,512,124
Liabilities$3,605,990
Net Assets$1,906,134
Open 2017 Filing

Operations Trend

Revenue Growth25th percentile

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

$600K$400K$200K$0-$200KExpenses 2013: $153,3642013Revenue 2014: $351,523Expenses 2014: $279,459Net Income 2014: $72,0642014Revenue 2015: $500Expenses 2015: $130,401Net Income 2015: -$129,9012015Revenue 2016: $260,000Expenses 2016: $183,146Net Income 2016: $76,8542016Revenue 2017: $240,000Expenses 2017: $137,745Net Income 2017: $102,2552017Revenue 2018: $280,000Expenses 2018: $236,052Net Income 2018: $43,9482018Revenue 2019: $150,265Expenses 2019: $288,541Net Income 2019: -$138,2762019Revenue 2020: $453,644Expenses 2020: $288,384Net Income 2020: $165,2602020Revenue 2021: $450,470Expenses 2021: $216,158Net Income 2021: $234,3122021Revenue 2022: $455,440Expenses 2022: $216,151Net Income 2022: $239,2892022Revenue 2023: $482,444Expenses 2023: $283,655Net Income 2023: $198,7892023Revenue 2024: $549,567Expenses 2024: $399,072Net Income 2024: $150,4952024

Highlighted filing

2017

Revenue$240,000
Expenses$137,745
Net Income$102,255
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.1
Gross Receipts
$240,000
Mission and Program Overview

Mission

Provided furnished housing to active chapter members attending indiana university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,156,860$5,156,860→ $0
Cash and Non-Interest-Bearing Accounts$4,414$89,896▲ $85,482
Prepaid Expenses and Deferred Charges$4,245$9,857▲ $5,612
Savings and Temporary Cash Investments$11$11→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,421,030$5,512,124▲ $91,094
Other Assets Total$255,500$255,500→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,435,198$3,435,198→ $0
Unsecured Notes Loans Payable$178,600$169,538▼ $9,062
Other Liabilities$3,353$1,254▼ $2,099
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,617,151$3,605,990▼ $11,161
Net Assets / Fund Balance
Unrestricted Net Assets$1,803,879$1,906,134▲ $102,255
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,803,879$1,906,134▲ $102,255
Total Liabilities and Net Assets / Fund Balance$5,421,030$5,512,124▲ $91,094

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,046,596-$5,046,596
Other Land Buildings$97,764-$97,764
Land$12,500-$12,500
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Greg MonseyPresident
David PowellBoard Member
Josh ThompsonBoard Member
Richard WenzlerBoard Member
Robert RothkopfBoard Member
Rohun RangnekarSecretary
Brian LivingstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$240,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$102,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,745
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$87,411--$87,411
Occupancy$24,798--$24,798
Insurance$13,432--$13,432
Fees for Services Accounting$6,985--$6,985
Other Expenses$4,840--$4,840
Office Expenses$279--$279
Total Functional Expenses$137,745$0$0$137,745
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest$1,254
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Section A Line 10

“Draft presented at the board meeting for review”

Part VI Section B Line 12

“Board enforces compliance with policy and requires board to list any conflicts that may arise.”

Part VI Section B Line 15

“Not applicable - no compensation for officers and no employees”

Filing and Contact Details

Filer

Filer Name
Kappa Sigma Inc Beta Theta
EIN
35-6007523
In Care Of
% BKD LLP
Address
475 N COLLEGE AVE, BLOOMINGTON, IN 47404-3828

Signing Officer

Name
Greg Monsey
Title
President
Phone
3175904990
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Monsey
Formed
1957
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Bkd Llp
Address
475 N College Avenue, Bloomington, IN 47404
Preparer
Sarah Burgess
Phone
8123368550
Supplemental Narrative

Additional Explanations

Part XI Line 9

“ROUNDING”

Part X, Secured Mortgages

“During the current tax year the construction loan from jp morgan was combined into a refinanced loan with jp morgan.”

Raw XML Appendix393 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.

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IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0102255
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0240000
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt05046596
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05046596
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt012500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt097764
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt097764
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01254
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05156860
IRS990ScheduleD/TotalLiabilityAmt01254
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT PRESENTED AT THE BOARD MEETING FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD ENFORCES COMPLIANCE WITH POLICY AND REQUIRES BOARD TO LIST ANY CONFLICTS THAT MAY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT APPLICABLE - NO COMPENSATION FOR OFFICERS AND NO EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DURING THE CURRENT TAX YEAR THE CONSTRUCTION LOAN FROM JP MORGAN WAS COMBINED INTO A REFINANCED LOAN WITH JP MORGAN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI SECTION A LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI SECTION B LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI SECTION B LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART X, SECURED MORTGAGES
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05421030
IRS990/TotalAssetsEOYAmt05512124
IRS990/TotalAssetsGrp/BOYAmt05421030
IRS990/TotalAssetsGrp/EOYAmt05512124
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137745
IRS990/TotalFunctionalExpensesGrp/TotalAmt0137745
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03617151
IRS990/TotalLiabilitiesEOYAmt03605990
IRS990/TotalLiabilitiesGrp/BOYAmt03617151
IRS990/TotalLiabilitiesGrp/EOYAmt03605990
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01803879
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01906134
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0137746
IRS990/TotalProgramServiceRevenueAmt0240000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0240000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0240000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05421030
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05512124
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01803879
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01906134
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0178600
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0169538
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0475 N COLLEGE AVE
IRS990/USAddress/CityNm0BLOOMINGTON
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd0474043828
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG MONSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03175904990
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA SIGMA INC BETA THETA
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0356007523
ReturnHeader/Filer/InCareOfNm0% BKD LLP
ReturnHeader/Filer/USAddress/AddressLine1Txt0475 N COLLEGE AVE
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0474043828
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B280BBD8CBEB4F0A74485E2908C8779DB5DC040F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A5FDD73EA75D452DCE7D3FE583EC0CC52B92B400
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId035027520173195000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 N College Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047404
ReturnHeader/PreparerPersonGrp/PhoneNum08123368550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH BURGESS
ReturnHeader/ReturnTs02017-11-15T07:07:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,512,124
Liabilities
$3,605,990
Net assets
$1,906,134
Revenue
$240,000
Expenses
$137,745
Net income
$102,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.94$3.14$2.80$0.55$0.40$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.88$3.23$2.65$0.48$0.28$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.76$3.31$2.45$0.46$0.22$0.24
2021Detailed filing. Detailed filing data is available for this year.$5.61$3.39$2.21$0.45$0.22$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.45$3.47$1.98$0.45$0.29$0.17
2019Detailed filing. Detailed filing data is available for this year.$5.59$3.78$1.81$0.15$0.29$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.51$3.56$1.95$0.28$0.24$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.51$3.61$1.91$0.24$0.14$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.42$3.62$1.80$0.26$0.18$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.43$3.70$1.73$0.00$0.13$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.48$3.63$1.86$0.35$0.28$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.48$3.70$1.78$0.15