Civic Intelligence

Tau Association of Kappa Alpha Theta

990EZ • Fiscal year 2018 • EIN 36-6096126

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 25, 2019

8740 Founders RoadIndianapolis, IN 46268

(317) 876-1870

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 2018

Liabilities / Revenue

44th percentile

0.00x

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

2018 filings • 501(c)2 • <$500k nonprofits • Source year 2018

Net Margin

53rd percentile

3.7%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)2 • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2018 filings • 501(c)2 • <$500k nonprofits • Source year 2018

Asset Growth

5th percentile

-100%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)2 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

2.6%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)2 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$0

Down $1,548,939 (-100%) from 2017

Net Assets

Down

$0

Down $1,544,199 (-100%) from 2017

Liabilities

Down

$0

Down $4,740 (-100%) from 2017

Revenue

Up

$147,793

Up $3,735 (+2.6%) from 2017

Expenses

Up

$142,316

Up $17,152 (+14%) from 2017

Net Income

Down

$5,477

Down $13,417 (-71%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $754,983Liabilities 2012: $1,000Net Assets 2012: $753,9832012Assets 2013: $790,965Liabilities 2013: $1,000Net Assets 2013: $789,9652013Assets 2014: $783,239Liabilities 2014: $1,000Net Assets 2014: $782,2392014Assets 2015: $1,022,781Liabilities 2015: $59,026Net Assets 2015: $963,7552015Assets 2016: $1,526,402Liabilities 2016: $1,097Net Assets 2016: $1,525,3052016Assets 2017: $1,548,939Liabilities 2017: $4,740Net Assets 2017: $1,544,1992017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2012: $90,6282012Expenses 2013: $94,6142013Revenue 2014: $137,597Expenses 2014: $145,323Net Income 2014: -$7,7262014Revenue 2015: $321,080Expenses 2015: $139,564Net Income 2015: $181,5162015Revenue 2016: $662,045Expenses 2016: $100,495Net Income 2016: $561,5502016Revenue 2017: $144,058Expenses 2017: $125,164Net Income 2017: $18,8942017Revenue 2018: $147,793Expenses 2018: $142,316Net Income 2018: $5,4772018

Highlighted filing

2018

Revenue$147,793
Expenses$142,316
Net Income$5,477
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 25, 2019
Return Version
2017v2.3
Gross Receipts
$147,793
Mission and Program Overview

Mission

TO PROVIDE HOUSING

Program Services

DescriptionGrantsExpenses
THE CORPORATION PROVIDES AND MANAGES THE CHAPTER HEADQUARTERS FOR THE TAU CHAPTER OF THE KAPPA ALPHA THETA COLLEGIATE FRATERNITY.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY JANE BEACHPresident-$0--
CATHERINE KELLIE DICKERSONVice President/Treasurer-$0--
ELIZABETH CORRIDANVice President/Secretary-$0--
LEAH HARTMANVice President-$0--
TERESA SMITHFhc Executive Director-$0--
JEFFREY RISSERChief Financial Officer-$0--
Filing and Contact Details

Filer

Filer Name
Tau Association
EIN
36-6096126
Phone
3178761870
Address
8740 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Elizabeth Corridan
Title
Vice President/secretary
Phone
3178761870
Signed
2019-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 1,168.

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

Description: supplies. Amount: 727. Description: travel. Amount: 1,268. Description: depreciation. Amount: 74,082. Description: insurance. Amount: 3,648. Description: state and local fees. Amount: 1,320. Total to form 990-ez, line 16: 81,045.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: net assets transferred upon dissolution. Amount: -1,549,676.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 3,740. End of year amount: 0. Description: deposits. Beg. Of year amount: 1,000. End of year amount: 0.

Raw XML Appendix167 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01544199
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01544199
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt054536
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY JANE BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHERINE KELLIE DICKERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH CORRIDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEAH HARTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERESA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFFREY RISSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FHC EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHIEF FINANCIAL OFFICER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherChangesInNetAssetsAmt0-1549676
IRS990EZ/OtherExpensesTotalAmt081045
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HOUSING
IRS990EZ/PrintingPublicationsPostageAmt0930
IRS990EZ/ProgramServiceRevenueAmt0146125
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CORPORATION PROVIDES AND MANAGES THE CHAPTER HEADQUARTERS FOR THE TAU CHAPTER OF THE KAPPA ALPHA THETA COLLEGIATE FRATERNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0142316
IRS990EZ/TotalRevenueAmt0147793
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH, LAND, BUILDING, AND IMPROVEMENTS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02018-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0261430902
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt01549676
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(7)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0NET BOOK VALUE OF ASSETS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt08740 FOUNDERS ROAD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0IN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd046268
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: ELIZABETH CORRIDANJEFFREY RISSER
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1PERSON(S) INVOLVED: TERESA SMITH
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt2EXPLANATION OF INVOLVEMENT: THE SECRETARY OF THE ORGANIZATION IS ALSO THE SECRETARY OF THE TRANSFEREE ORGANIZATION.THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION IS ALSO THE CHIEF FINANCIAL OFFICER OF THE TRANSFEREE ORGANIZATION.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt3EXPLANATION OF INVOLVEMENT: THE EXECUTIVE DIRECTOR OF THE ORGANIZATION IS ALSO THE EXECUTIVE DIRECTOR OF THE TRANSFEREE ORGANIZATION.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc3PART I, LINE 2E:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,168.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SUPPLIES. AMOUNT: 727. DESCRIPTION: TRAVEL. AMOUNT: 1,268. DESCRIPTION: DEPRECIATION. AMOUNT: 74,082. DESCRIPTION: INSURANCE. AMOUNT: 3,648. DESCRIPTION: STATE AND LOCAL FEES. AMOUNT: 1,320. TOTAL TO FORM 990-EZ, LINE 16: 81,045.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NET ASSETS TRANSFERRED UPON DISSOLUTION. AMOUNT: -1,549,676.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 3,740. END OF YEAR AMOUNT: 0. DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/PersonNm0ELIZABETH CORRIDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03178761870
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAU ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF KAPPA ALPHA THETA
ReturnHeader/Filer/BusinessNameControlTxt0TAUA
ReturnHeader/Filer/EIN0366096126
ReturnHeader/Filer/PhoneNum03178761870
ReturnHeader/Filer/USAddress/AddressLine1Txt08740 FOUNDERS ROAD
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046268
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07ECE889861A655EE7327C8A88ADE8FF23C8D1176
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0965FFDED26D43161D44AB2AE7BE1D7D97C5AFBE3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02019-01-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:18:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06840 EAGLE HIGHLANDS WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046254
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBEKAH PAYNE CPA
ReturnHeader/ReturnTs02019-02-26T12:59:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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