Civic Intelligence

Phi Kappa Tau Gamma Alpha Chapter

990EZ • Fiscal year 2016 • EIN 38-1555957

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

1209 W Quincy StHancock, MI 49930

(906) 482-5744

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 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

78th percentile

16%

Higher net margin than 78% 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

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

67th percentile

8.4%

Faster revenue growth than 67% of similar nonprofits.

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

Assets

Up

$210,027

Up $21,043 (+11%) from 2015

Net Assets

Up

$210,027

Up $21,043 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$131,175

Up $10,186 (+8.4%) from 2015

Expenses

Up

$110,132

Up $1,050 (+1.0%) from 2015

Net Income

Up

$21,043

Up $9,136 (+77%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $93,035Liabilities 2011: $29,6532011Assets 2012: $114,879Liabilities 2012: $29,944Net Assets 2012: $84,9352012Assets 2013: $169,591Liabilities 2013: $14,150Net Assets 2013: $155,4412013Assets 2014: $177,724Liabilities 2014: $649Net Assets 2014: $177,0752014Assets 2015: $188,984Liabilities 2015: $0Net Assets 2015: $188,9842015Assets 2016: $210,027Liabilities 2016: $0Net Assets 2016: $210,0272016Assets 2017: $224,991Liabilities 2017: $0Net Assets 2017: $224,9912017Assets 2018: $232,825Liabilities 2018: $0Net Assets 2018: $232,8252018Assets 2019: $242,595Liabilities 2019: $831Net Assets 2019: $241,7642019Assets 2020: $254,076Liabilities 2020: $971Net Assets 2020: $253,1052020Assets 2021: $263,889Liabilities 2021: $771Net Assets 2021: $263,1182021Assets 2022: $286,742Liabilities 2022: $0Net Assets 2022: $286,7422022Assets 2023: $258,099Liabilities 2023: $2,301Net Assets 2023: $255,7982023Assets 2024: $582,193Liabilities 2024: $0Net Assets 2024: $582,1932024Assets 2025: $627,955Liabilities 2025: $0Net Assets 2025: $627,9552025

Highlighted filing

2016

Assets$210,027
Liabilities$0
Net Assets$210,027

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $125,237Expenses 2011: $111,074Net Income 2011: $14,1632011Revenue 2012: $113,522Expenses 2012: $91,966Net Income 2012: $21,5562012Revenue 2013: $151,056Expenses 2013: $112,626Net Income 2013: $38,4302013Revenue 2014: $137,681Expenses 2014: $116,047Net Income 2014: $21,6342014Revenue 2015: $120,989Expenses 2015: $109,082Net Income 2015: $11,9072015Revenue 2016: $131,175Expenses 2016: $110,132Net Income 2016: $21,0432016Revenue 2017: $121,833Expenses 2017: $106,869Net Income 2017: $14,9642017Revenue 2018: $135,393Expenses 2018: $127,562Net Income 2018: $7,8312018Revenue 2019: $146,654Expenses 2019: $137,715Net Income 2019: $8,9392019Revenue 2020: $137,885Expenses 2020: $126,545Net Income 2020: $11,3402020Revenue 2021: $133,741Expenses 2021: $123,729Net Income 2021: $10,0122021Revenue 2022: $174,503Expenses 2022: $150,878Net Income 2022: $23,6252022Revenue 2023: $152,607Expenses 2023: $183,551Net Income 2023: -$30,9442023Revenue 2024: $560,885Expenses 2024: $234,489Net Income 2024: $326,3962024Revenue 2025: $180,584Expenses 2025: $156,163Net Income 2025: $24,4212025

Highlighted filing

2016

Revenue$131,175
Expenses$110,132
Net Income$21,043
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$131,175
Mission and Program Overview

Mission

The fraternity promotes friendship and welfare among its members by providing a place to live and by organizing various social events.

Program Services

DescriptionGrantsExpenses
THE FRATERNITY PROMOTES FRIENDSHIP AND WELFARE AMONG IT'S MEMBERS BY PROVIDING A PLACE TO LIVE AND BY ORGANIZING VARIOUS SOCIAL EVENTS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM PETERSONBoard Presid-$0--
NATHAN ACKERMANHouse Presid-$0--
EVAN TUMEYVice Preside-$0--
AARON TOWNLEYTreasurer-$0--
SPENCER LACYHouse Secret-$0--
BOB VEESERRecruitment-$0--
RON HELMANScholarship-$0--
ERNEST GRIFFAlumni Advis-$0--
DENNIS GARVERRisk Mgt Adv-$0--
JESSICA BRASSARDFaculty Advi-$0--
CHARLIE CONDONBoard Member-$0--
MARK JOHNSONBoard Member-$0--
JACK REISSChapter Advi-$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau Gamma Alpha Chapter
EIN
38-1555957
Phone
9064825744
Address
1209 W QUINCY ST, HANCOCK, MI 49930

Signing Officer

Name
Aaron Townley
Title
Treasurer
Phone
9064825744
Signed
2016-11-11

Preparer

Firm
Rukkila Negro and Associates Cpas Pc
Address
310 SHELDEN AVENUE, HOUGHTON, MI 49931-1964
Preparer
Jean a Middleton
Phone
9064826601
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supplies 135 workmans comp insurance 464 food 24,149 social activities 7,316 national dues 17,652 bank charges 107 miscellaneous 1,251 federal income taxes 825 other fees & dues 20 dog steward 1,164 computer expense 1,940 training and education 680 non-investment depreciation 756 total 56,459

Form 990-ez, Part II, Line 24

Accounts receivable 0 2,852 furniture & fixtures 1,056 1,056 less accumulated depreciation 575 712 employee advance 652 0 total 1,133 3,196

Form 990-ez, Part III

The fraternity promotes friendship and welfare among its members by providing a place to live and by organizing various social events.

Raw XML Appendix141 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/PersonNm0AARON TOWNLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09064825744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01209 W QUINCY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HANCOCK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049930
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0153611
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0173210
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021043
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02897
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0188984
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0210027
IRS990EZ/GrossReceiptsAmt0131175
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0740
IRS990EZ/LandAndBuildingsGrp/BOYAmt034240
IRS990EZ/LandAndBuildingsGrp/EOYAmt033621
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0130435
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0188984
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0210027
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0188984
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0210027
IRS990EZ/OccupancyRentUtltsAndMaintAmt035964
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATHAN ACKERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EVAN TUMEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AARON TOWNLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SPENCER LACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB VEESER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RON HELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERNEST GRIFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DENNIS GARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JESSICA BRASSARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHARLIE CONDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MARK JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JACK REISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1HOUSE PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HOUSE SECRET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ALUMNI ADVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8RISK MGT ADV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FACULTY ADVI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12CHAPTER ADVI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01133
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03196
IRS990EZ/OtherExpensesTotalAmt056459
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FRATERNITY PROMOTES FRIENDSHIP AND WELFARE AMONG ITS MEMBERS BY PROVIDING A PLACE TO LIVE AND BY ORGANIZING VARIOUS SOCIAL EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FRATERNITY PROMOTES FRIENDSHIP AND WELFARE AMONG IT'S MEMBERS BY PROVIDING A PLACE TO LIVE AND BY ORGANIZING VARIOUS SOCIAL EVENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014812
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110132
IRS990EZ/TotalRevenueAmt0131175
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MTU.PHIKAPPATAU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 135 WORKMANS COMP INSURANCE 464 FOOD 24,149 SOCIAL ACTIVITIES 7,316 NATIONAL DUES 17,652 BANK CHARGES 107 MISCELLANEOUS 1,251 FEDERAL INCOME TAXES 825 OTHER FEES & DUES 20 DOG STEWARD 1,164 COMPUTER EXPENSE 1,940 TRAINING AND EDUCATION 680 NON-INVESTMENT DEPRECIATION 756 TOTAL 56,459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 0 2,852 FURNITURE & FIXTURES 1,056 1,056 LESS ACCUMULATED DEPRECIATION 575 712 EMPLOYEE ADVANCE 652 0 TOTAL 1,133 3,196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FRATERNITY PROMOTES FRIENDSHIP AND WELFARE AMONG ITS MEMBERS BY PROVIDING A PLACE TO LIVE AND BY ORGANIZING VARIOUS SOCIAL EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON TOWNLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09064825744
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA TAU GAMMA ALPHA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0381555957
ReturnHeader/Filer/PhoneNum09064825744
ReturnHeader/Filer/USAddress/AddressLine1Txt01209 W QUINCY ST
ReturnHeader/Filer/USAddress/CityNm0HANCOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049930
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383435918
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUKKILA NEGRO AND ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 SHELDEN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0499311964
ReturnHeader/PreparerPersonGrp/PhoneNum09064826601
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN A MIDDLETON
ReturnHeader/ReturnTs02016-11-10T15:47:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$1.81$1.56$0.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$5.61$2.34$3.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.02$2.56$1.53$1.84$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$1.75$1.51$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.01$2.63$1.34$1.24$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.01$2.53$1.38$1.27$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.01$2.42$1.47$1.38$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$1.35$1.28$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$1.22$1.07$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.31$1.10$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$1.21$1.09$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.01$1.77$1.38$1.16$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.14$1.55$1.51$1.13$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.30$0.85$1.14$0.92$0.22
2011Summary only. Only limited summary data is available for this year.$0.93$0.30$1.25$1.11$0.14