Civic Intelligence

Kappa Sigma Inc Beta Theta

990 • Fiscal year 2021 • EIN 35-6007523

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

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

66th percentile

0.61x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

7.53x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2021

Net Margin

75th percentile

52%

Higher net margin than 75% of similar nonprofits.

2021 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2021 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2021

Asset Growth

73rd percentile

2.8%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-0.7%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$5,605,259

Up $155,088 (+2.8%) from 2020

Net Assets

Up

$2,211,377

Up $234,312 (+12%) from 2020

Liabilities

Down

$3,393,882

Down $79,224 (-2.3%) from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin75th percentile

Revenue

Down

$450,470

Down $3,174 (-0.7%) from 2020

Expenses

Down

$216,158

Down $72,226 (-25%) from 2020

Net Income

Up

$234,312

Up $69,052 (+42%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2021

Assets$5,605,259
Liabilities$3,393,882
Net Assets$2,211,377
Open 2021 Filing

Operations Trend

Revenue Growth42nd 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

2021

Revenue$450,470
Expenses$216,158
Net Income$234,312
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$450,470
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
Savings and Temporary Cash Investments$51,366$111,242▲ $59,876
Accounts Receivable$32,395$88,074▲ $55,679
Cash and Non-Interest-Bearing Accounts$201$45,043▲ $44,842
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
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$5,450,171$5,605,259▲ $155,088
Other Assets Total$209,349$204,040▼ $5,309
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,384,893$3,294,711▼ $90,182
Other Liabilities$87,355$86,435▼ $920
Accounts Payable and Accrued Expenses$858$12,736▲ $11,878
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,473,106$3,393,882▼ $79,224
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,977,065$2,211,377▲ $234,312
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,977,065$2,211,377▲ $234,312
Total Liabilities and Net Assets / Fund Balance$5,450,171$5,605,259▲ $155,088

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 Pay42nd percentile

Board Members and Trustees

NameTitle
Greg MonseyPresident
Austin StickleyBoard Member
Josh ThompsonBoard Member
Richard WenzlerBoard Member
Robert RothkopfBoard Member
Brian LivingstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$444,430
Investment Income
$20
Other Revenue
$6,020
Change in Net Assets
$234,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$183,248
Salaries, Compensation, and Employee Benefits$32,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$151,644--$151,644
Other Salaries and Wages$29,970--$29,970
Occupancy$13,939--$13,939
Fees for Services Accounting$13,290--$13,290
Depreciation Depletion$3,436--$3,436
Payroll Taxes$2,940--$2,940
Office Expenses$532--$532
Other Expenses$25--$25
Total Functional Expenses$216,158$0$0$216,158
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
Security Deposit$82,000
Accrued Interest$4,435
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Monsey
Formed
1957
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
6

Preparer

Firm
Bkd Llp
Address
475 N College Avenue, Bloomington, IN 47404
Phone
8123368550
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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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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt097764
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt182000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05156860
IRS990ScheduleD/TotalLiabilityAmt086435
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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/FormAndLineReferenceDesc0PART VI SECTION A LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI SECTION B LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI SECTION B LINE 15
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
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IRS990/USAddress/ZIPCd0474043828
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG MONSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03175904990
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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
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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/ReturnTs02021-11-14T19:57:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONSEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,605,259
Liabilities
$3,393,882
Net assets
$2,211,377
Revenue
$450,470
Expenses
$216,158
Net income
$234,312
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