Civic Intelligence

Phi Kappa Tau Gamma Alpha Chapter

990EZ • Fiscal year 2023 • EIN 38-1555957

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 12, 2024

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

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-10.0%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$258,099

Down $28,643 (-10.0%) from 2022

Net Assets

Down

$255,798

Down $30,944 (-11%) from 2022

Liabilities

Up

$2,301

Up $2,301 from 2022

Revenue

Down

$152,607

Down $21,896 (-13%) from 2022

Expenses

Up

$183,551

Up $32,673 (+22%) from 2022

Net Income

Down

-$30,944

Down $54,569 (-231%) from 2022

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

2023

Assets$258,099
Liabilities$2,301
Net Assets$255,798

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

2023

Revenue$152,607
Expenses$183,551
Net Income-$30,944
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 12, 2024
Return Version
2022v5.0
Gross Receipts
$152,607
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.--
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
WILLY HOUSERChapter PresPT$0--
ATLAS ROSENBERGChapter VP-$0--
ISAAC VANDER MEERChapter Trea-$0--
ETHAN MEHRENChapter Secr-$0--
DANIEL LORENTZChairman-$0--
JIM PETERSONFinancial Ad-$0--
LAURA CONNOLLYScholarship-$0--
JAY KRISTOLAChapter Advi-$0--
DJ RASNERRecruitment-$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
Isaac Vander Meer
Title
Chapter Treasurer
Phone
9064825744
Signed
2024-02-12

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 advertising 5,772 office supplies 300 internet 18 workmans comp insurance 320 food 41,127 national dues 19,912 supplies 7,111 social activities 11,693 charitable donations 433 dog steward 1,322 other fees & dues 627 recruitment 421 bank charges 165 gas 270 non-investment depreciation 1,309 total 90,800

Form 990-ez, Part II, Line 24

Furniture & fixtures 8,435 8,435 less accumulated depreciation 8,434 8,435 total 1 0

Form 990-ez, Part II, Line 26

Payroll liabilities 0 2,301

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.

Form 990-ez, Part III, Line 31

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

Raw XML Appendix135 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/PersonNm0ISAAC VANDER MEER
IRS990EZ/BooksInCareOfDetail/PhoneNum09064825744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01209 WEST QUINCY STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HANCOCK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049930
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0200030
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0172697
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02248
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30944
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05007
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0286742
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0258099
IRS990EZ/GrossReceiptsAmt0152607
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LandAndBuildingsGrp/BOYAmt086711
IRS990EZ/LandAndBuildingsGrp/EOYAmt085402
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0135851
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0286742
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0255798
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0286742
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0255798
IRS990EZ/OccupancyRentUtltsAndMaintAmt070876
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
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/PersonNm0WILLY HOUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ATLAS ROSENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ISAAC VANDER MEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ETHAN MEHREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIEL LORENTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JIM PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAURA CONNOLLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAY KRISTOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DJ RASNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAPTER VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAPTER TREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPTER SECR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL AD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAPTER ADVI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8RECRUITMENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01
IRS990EZ/OtherExpensesTotalAmt090800
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/ProgramServiceRevenueAmt014485
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE 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/SalariesOtherCompEmplBnftAmt016868
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02301
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0183551
IRS990EZ/TotalRevenueAmt0152607
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MTU.PHIKAPPATAU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 5,772 OFFICE SUPPLIES 300 INTERNET 18 WORKMANS COMP INSURANCE 320 FOOD 41,127 NATIONAL DUES 19,912 SUPPLIES 7,111 SOCIAL ACTIVITIES 11,693 CHARITABLE DONATIONS 433 DOG STEWARD 1,322 OTHER FEES & DUES 627 RECRUITMENT 421 BANK CHARGES 165 GAS 270 NON-INVESTMENT DEPRECIATION 1,309 TOTAL 90,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FURNITURE & FIXTURES 8,435 8,435 LESS ACCUMULATED DEPRECIATION 8,434 8,435 TOTAL 1 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL LIABILITIES 0 2,301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FRATERNITY PROMOTES FRIENDSHIP AND WELFARE AMONG ITS MEMBERS BY PROVIDING A PLACE TO LIVE AND BY ORGANIZING VARIOUS SOCIAL EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FRATERNITY PROMOTES FRIENDSHIP AND WELFARE AMONG IT'S 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ISAAC VANDER MEER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAPTER TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09064825744
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-12
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN A MIDDLETON
ReturnHeader/ReturnTs02024-03-06T07:31:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOMINQUE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAKER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
2023Detailed filing. Detailed filing data is available for this year.$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
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