Civic Intelligence

Phi Kappa Tau Gamma Alpha Chapter

990EZ • Fiscal year 2019 • EIN 38-1555957

Jul 01, 2018 to Jun 30, 2019 • Filed on May 04, 2020

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

60th percentile

6.1%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

4.2%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

8.3%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$242,595

Up $9,770 (+4.2%) from 2018

Net Assets

Up

$241,764

Up $8,939 (+3.8%) from 2018

Liabilities

Up

$831

Up $831 from 2018

Revenue

Up

$146,654

Up $11,261 (+8.3%) from 2018

Expenses

Up

$137,715

Up $10,153 (+8.0%) from 2018

Net Income

Up

$8,939

Up $1,108 (+14%) from 2018

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

2019

Assets$242,595
Liabilities$831
Net Assets$241,764

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

2019

Revenue$146,654
Expenses$137,715
Net Income$8,939
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 4, 2020
Return Version
2018v3.2
Gross Receipts
$146,654
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
LOGAN MILLSBoard Presid-$0--
CAMERON MILLERVice Preside-$0--
JUERGEN STEUPERTTreasurer-$0--
BOBBY HEADHouse Secret-$0--
JAMES PETERSONFinancial Ad-$0--
JESSIE BRASSARDFaculy Advis-$0--
DANIEL LORENTZAlumni Advis-$0--
ROGER SULLIVANRisk Mgt Adv-$0--
MATTHEW OTTEChapter Advi-$0--
JACK REISSMember At La-$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
Juergen Steupert
Title
Treasurer
Phone
9064825744
Signed
2020-05-04

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 8

Other income 5,376 total 5,376

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 194 office supplies 1,880 internet 787 workmans comp insurance 427 food 23,495 national dues 15,292 bank charges 28 other fees & dues 575 dog steward 1,061 computer expense 27 supplies 6,858 social activities 8,493 charitable donations 6,821 recruitment 2,167 dues and subscriptions 65 gas 140 miscellaneous 360 non-investment depreciation 98 total 68,768

Form 990-ez, Part II, Line 24

Accounts receivable 2,852 0 washing machine 0 1,056 less accumulated depreciation 0 1,007 total 2,852 49

Form 990-ez, Part II, Line 26

Payroll liabilities 0 831

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 Appendix143 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/PersonNm0JUERGEN STEUPERT
IRS990EZ/BooksInCareOfDetail/PhoneNum09064825744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01209 WEST QUINCY STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HANCOCK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049930
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0197088
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0210250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011877
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08939
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04656
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0232825
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0242595
IRS990EZ/GrossReceiptsAmt0146654
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt098
IRS990EZ/LandAndBuildingsGrp/BOYAmt032885
IRS990EZ/LandAndBuildingsGrp/EOYAmt032296
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0129303
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0232825
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0241764
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0232825
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0241764
IRS990EZ/OccupancyRentUtltsAndMaintAmt046893
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
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/PersonNm0LOGAN MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAMERON MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUERGEN STEUPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOBBY HEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSIE BRASSARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANIEL LORENTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROGER SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MATTHEW OTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JACK REISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HOUSE SECRET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL AD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FACULY ADVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ALUMNI ADVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RISK MGT ADV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CHAPTER ADVI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02852
IRS990EZ/OtherAssetsTotalDetail/EOYAmt049
IRS990EZ/OtherExpensesTotalAmt068768
IRS990EZ/OtherRevenueTotalAmt05376
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/SalariesOtherCompEmplBnftAmt017398
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0831
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0137715
IRS990EZ/TotalRevenueAmt0146654
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MTU.PHIKAPPATAU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 5,376 TOTAL 5,376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 194 OFFICE SUPPLIES 1,880 INTERNET 787 WORKMANS COMP INSURANCE 427 FOOD 23,495 NATIONAL DUES 15,292 BANK CHARGES 28 OTHER FEES & DUES 575 DOG STEWARD 1,061 COMPUTER EXPENSE 27 SUPPLIES 6,858 SOCIAL ACTIVITIES 8,493 CHARITABLE DONATIONS 6,821 RECRUITMENT 2,167 DUES AND SUBSCRIPTIONS 65 GAS 140 MISCELLANEOUS 360 NON-INVESTMENT DEPRECIATION 98 TOTAL 68,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 2,852 0 WASHING MACHINE 0 1,056 LESS ACCUMULATED DEPRECIATION 0 1,007 TOTAL 2,852 49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL LIABILITIES 0 831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUERGEN STEUPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09064825744
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0084851D8F037CC76FAD899AF3F8D7A01E1D229B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09A8331E5FAA24BC3343E0ECF71C2BAC3AA892A1F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.70.140.19
ReturnHeader/FilingSecurityInformation/IPDt02020-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:13:53
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/PreparationDt02020-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN A MIDDLETON
ReturnHeader/ReturnTs02020-05-04T13:13:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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