Civic Intelligence

Phi Kappa Theta Fraternity Beta Delta Alumni Association

990EZ • Fiscal year 2017 • EIN 37-6036050

Sep 01, 2016 to Aug 31, 2017 • Filed on Sep 28, 2017

Organization ProfileN/A
401 E Springfield AveChampaign, IL 61820

(217) 352-4743

Siviq Scores

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

Liabilities / Assets

79th percentile

0.53x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

4.05x

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

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-127%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2017 filings • 501(c)2 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-3.0%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-40%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)2 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$481,008

Down $14,895 (-3.0%) from 2016

Net Assets

Down

$226,651

Down $79,606 (-26%) from 2016

Liabilities

Up

$254,357

Up $64,711 (+34%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin5th percentile

Revenue

Down

$62,825

Down $42,407 (-40%) from 2016

Expenses

Up

$142,431

Up $14,777 (+12%) from 2016

Net Income

Down

-$79,606

Down $57,184 (-255%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2011: $550,286Liabilities 2011: $59,918Net Assets 2011: $490,3682011Assets 2012: $519,798Liabilities 2012: $1,296Net Assets 2012: $518,5022012Assets 2013: $562,920Liabilities 2013: $92,785Net Assets 2013: $470,1352013Assets 2014: $500,117Liabilities 2014: $56,092Net Assets 2014: $444,0252014Assets 2015: $485,439Liabilities 2015: $156,760Net Assets 2015: $328,6792015Assets 2016: $495,903Liabilities 2016: $189,646Net Assets 2016: $306,2572016Assets 2017: $481,008Liabilities 2017: $254,357Net Assets 2017: $226,6512017Assets 2018: $471,742Liabilities 2018: $254,578Net Assets 2018: $217,1642018Assets 2019: $480,548Liabilities 2019: $277,571Net Assets 2019: $202,9772019Assets 2020: $464,943Liabilities 2020: $208,5362020Assets 2021: $425,140Liabilities 2021: $167,239Net Assets 2021: $257,9012021Assets 2022: $416,410Liabilities 2022: $153,943Net Assets 2022: $262,4672022Assets 2023: $433,499Liabilities 2023: $134,588Net Assets 2023: $298,9112023Assets 2025: $466,247Liabilities 2025: $106,721Net Assets 2025: $359,5262025

Highlighted filing

2017

Assets$481,008
Liabilities$254,357
Net Assets$226,651
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $113,995Expenses 2011: $89,054Net Income 2011: $24,9412011Expenses 2012: $95,0442012Revenue 2013: $133,804Expenses 2013: $182,171Net Income 2013: -$48,3672013Revenue 2014: $130,599Expenses 2014: $156,709Net Income 2014: -$26,1102014Revenue 2015: $31,909Expenses 2015: $147,255Net Income 2015: -$115,3462015Revenue 2016: $105,232Expenses 2016: $127,654Net Income 2016: -$22,4222016Revenue 2017: $62,825Expenses 2017: $142,431Net Income 2017: -$79,6062017Revenue 2018: $131,983Expenses 2018: $141,470Net Income 2018: -$9,4872018Revenue 2019: $128,126Expenses 2019: $142,313Net Income 2019: -$14,1872019Revenue 2020: $181,639Expenses 2020: $128,209Net Income 2020: $53,4302020Revenue 2021: $145,027Expenses 2021: $143,533Net Income 2021: $1,4942021Revenue 2022: $148,637Expenses 2022: $144,070Net Income 2022: $4,5672022Revenue 2023: $189,594Expenses 2023: $153,150Net Income 2023: $36,4442023Revenue 2025: $218,825Expenses 2025: $164,956Net Income 2025: $53,8692025

Highlighted filing

2017

Revenue$62,825
Expenses$142,431
Net Income-$79,606
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Sep 28, 2017
Return Version
2016v3.0
Gross Receipts
$62,825
Mission and Program Overview

Mission

Maintain fraternity house

Program Services

DescriptionGrantsExpenses
MAINTAIN FRATERNITY HOUSE$142,431-
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK OLSENPresident-$0--
ERIC REDDTreasurer-$0--
WILLIAM KARSTENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Theta Fraternity-beta Delta Al
EIN
37-6036050
Phone
2173524743
Address
401 E SPRINGFIELD AVE, CHAMPAIGN, IL 61820

Signing Officer

Name
Mark Olsen
Title
President
Signed
2017-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Hays & Associates PCCPA
Address
401 East Springfield, Champaign, IL 61820
Preparer
Mary Lee Brady
Phone
2173524743
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $1603”

Other Expenses.1008

“Interest $6814”

Other Expenses.1009

“Depreciation $40577”

Other Expenses.1010

“Amortization $22”

Other Expenses.1012

“Insurance $13762”

Other Expenses.1

“PROPERTY TAXES $31594”

Other Expenses.2

“Repair & maintenance $20378”

Other Expenses.3

“UTILITIES $12337”

Other Expenses.4

“Recycle/sanitary/sewer $3920”

Other Expenses.5

“GROUNDS UPKEEP $1705”

Other Expenses.6

“MISCELLANEOUS $79”

Other Assets.1002

“Furniture and Fixtures - Beginning $31150 Furniture and Fixtures - Ending $20616”

Other Assets.1003

“Machinery and Equipment - Beginning $6740 Machinery and Equipment - Ending $4477”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $4500”

Other Assets.1009

“Notes and Loans Receivable - Beginning $5675 Notes and Loans Receivable - Ending $0”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $15203 Prepaid Expenses and Deferred Charges - Ending $5585”

Other Assets.1012

“Intangible Assets - Beginning $0 Intangible Assets - Ending $228”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $5565 Accounts Payable and Accrued Expenses - Ending $4604”

Total Liabilities.1003

“Deferred Revenue - Beginning $17650 Deferred Revenue - Ending $35100”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $122655 Secured Mortgages and Notes Payable - Ending $147800”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $39676 Unsecured Notes and Loans Payable - Ending $61653”

Total Liabilities.1

“DEPOSITS PAYABLE - Beginning $4100 DEPOSITS PAYABLE - Ending $5200”

Raw XML Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HAYS ASSOCIATES PC CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum02173524743
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 E SPRINGFIELD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHAMPAIGN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061820
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09666
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012898
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0600
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-79606
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09640
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0495903
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0481008
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt062825
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt0427469
IRS990EZ/LandAndBuildingsGrp/EOYAmt0432704
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0306257
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0226651
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0306257
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0226651
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC REDD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM KARSTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt058768
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035406
IRS990EZ/OtherExpensesTotalAmt0132791
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTAIN FRATERNITY HOUSE
IRS990EZ/ProgramServiceRevenueAmt062220
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN FRATERNITY HOUSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0142431
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0189646
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0254357
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0142431
IRS990EZ/TotalProgramServiceExpensesAmt0142431
IRS990EZ/TotalRevenueAmt062825
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $1603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Interest $6814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $40577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Amortization $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $13762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROPERTY TAXES $31594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REPAIR & MAINTENANCE $20378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UTILITIES $12337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RECYCLE/SANITARY/SEWER $3920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GROUNDS UPKEEP $1705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS $79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Furniture and Fixtures - Beginning $31150 Furniture and Fixtures - Ending $20616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Machinery and Equipment - Beginning $6740 Machinery and Equipment - Ending $4477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $0 Accounts Receivable - Ending $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Notes and Loans Receivable - Beginning $5675 Notes and Loans Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Prepaid Expenses and Deferred Charges - Beginning $15203 Prepaid Expenses and Deferred Charges - Ending $5585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Intangible Assets - Beginning $0 Intangible Assets - Ending $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Payable and Accrued Expenses - Beginning $5565 Accounts Payable and Accrued Expenses - Ending $4604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Deferred Revenue - Beginning $17650 Deferred Revenue - Ending $35100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Secured Mortgages and Notes Payable - Beginning $122655 Secured Mortgages and Notes Payable - Ending $147800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Unsecured Notes and Loans Payable - Beginning $39676 Unsecured Notes and Loans Payable - Ending $61653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21DEPOSITS PAYABLE - Beginning $4100 DEPOSITS PAYABLE - Ending $5200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK OLSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA THETA FRATERNITY-BETA DELTA AL
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0376036050
ReturnHeader/Filer/PhoneNum02173524743
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 E SPRINGFIELD AVE
ReturnHeader/Filer/USAddress/CityNm0CHAMPAIGN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hays & Associates PCCPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 East Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Champaign
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061820
ReturnHeader/PreparerPersonGrp/PhoneNum02173524743
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY LEE BRADY
ReturnHeader/ReturnTs02017-09-28T06:49:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$481,008
Liabilities
$254,357
Net assets
$226,651
Revenue
$62,825
Expenses
$142,431
Net income
-$79,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$1.07$3.60$2.19$1.65$0.54
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$1.35$2.99$1.90$1.53$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$1.54$2.62$1.49$1.44$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$1.67$2.58$1.45$1.44$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$2.09$1.82$1.28$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$2.78$2.03$1.28$1.42$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.72$2.55$2.17$1.32$1.41$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.81$2.54$2.27$0.63$1.42$0.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$1.90$3.06$1.05$1.28$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$1.57$3.29$0.32$1.47$1.15
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.56$4.44$1.31$1.57$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$0.93$4.70$1.34$1.82$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.01$5.19$0.95
2011Summary only. Only limited summary data is available for this year.$5.50$0.60$4.90$1.14$0.89$0.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)2 • <$500k nonprofits