Civic Intelligence

Pi Kappa Phi - Alpha Kappa Chapter University of Michigan

990 • Fiscal year 2016 • EIN 38-3023895

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

Organization ProfileWWW.UMICH.EDU/~GREEKS
903 Lincoln AveAnn Arbor, MI 48104

(616) 502-5923

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-6.0%

Higher net margin than 24% 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

12th percentile

-22%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

92nd percentile

42%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$62,701

Down $18,016 (-22%) from 2015

Net Assets

Down

$62,701

Down $18,016 (-22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin24th percentile

Revenue

Up

$298,373

Up $87,895 (+42%) from 2015

Expenses

Up

$316,389

Up $138,830 (+78%) from 2015

Net Income

Down

-$18,016

Down $50,935 (-155%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$100K$50K$0Assets 2012: $1,800Liabilities 2012: $02012Assets 2013: $30,708Liabilities 2013: $02013Assets 2014: $47,798Liabilities 2014: $0Net Assets 2014: $47,7982014Assets 2015: $80,717Liabilities 2015: $0Net Assets 2015: $80,7172015Assets 2016: $62,701Liabilities 2016: $0Net Assets 2016: $62,7012016Assets 2017: $43,342Liabilities 2017: $0Net Assets 2017: $43,3422017Assets 2018: $82,668Liabilities 2018: $0Net Assets 2018: $82,6682018Assets 2019: $41,490Liabilities 2019: $0Net Assets 2019: $41,4902019

Highlighted filing

2016

Assets$62,701
Liabilities$0
Net Assets$62,701
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $87,750Expenses 2012: $89,437Net Income 2012: -$1,6872012Revenue 2013: $198,316Expenses 2013: $169,409Net Income 2013: $28,9072013Revenue 2014: $251,095Expenses 2014: $234,005Net Income 2014: $17,0902014Revenue 2015: $210,478Expenses 2015: $177,559Net Income 2015: $32,9192015Revenue 2016: $298,373Expenses 2016: $316,389Net Income 2016: -$18,0162016Revenue 2017: $321,544Expenses 2017: $340,903Net Income 2017: -$19,3592017Revenue 2018: $372,655Expenses 2018: $333,329Net Income 2018: $39,3262018Revenue 2019: $452,912Expenses 2019: $494,090Net Income 2019: -$41,1782019

Highlighted filing

2016

Revenue$298,373
Expenses$316,389
Net Income-$18,016
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$298,373
Mission and Program Overview

Mission

The organization is a local chapter of a national collegiate social fraternity whose purpose is to provide meals, housing and social programs to the local social fraternity members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$80,717$62,701▼ $18,016
Rtn Earn Endowment Incm Other Fnds$80,717$62,701▼ $18,016
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$80,717$62,701▼ $18,016
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$80,717$62,701▼ $18,016
Total Liabilities and Net Assets / Fund Balance$80,717$62,701▼ $18,016
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Derek AshPhilanthropy Chairman
Mitchell HirschSocial Chairman
Joseph MettiStandards Chairman
Josh MartinArchon
Christian VillanuevaChaplain
Evan AaronHistorian
Joseph DevitaSecretary
Bryce PetersonTreasurer
David SinghVice Archon
Niccolo BenedettiWarden
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$298,373
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-18,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$316,389
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$13,331
Fees for Services Accounting---$9,865
Other Expenses---$5,073
Total Functional Expenses$0$0$0$316,389
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organization's form 990 is prepared by a certified public accountant experienced in the area of non-profit taxation. The board makes a cursory review of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, the return is signed by an authorized agent and filed.”

Form 990, Part VI, Section C, Line 19

“Upon request, within two weeks of request”

Filing and Contact Details

Filer

Filer Name
Pi Kappa Phi - Alpha Kappa Chapter
EIN
38-3023895
Phone
6165025923
Address
903 LINCOLN AVE, ANN ARBOR, MI 48104

Signing Officer

Name
Bryce Peterson
Title
Treasurer
Phone
6165025923
Signed
2016-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryce Peterson
Formed
1986
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
80

Preparer

Firm
Robinson Grimes & Company Pc
Address
PO BOX 4299, COLUMBUS, GA 31914
Preparer
Kristine P Braxton CPA
Phone
7063245435
Raw XML Appendix298 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5HISTORIAN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT EXPERIENCED IN THE AREA OF NON-PROFIT TAXATION. THE BOARD MAKES A CURSORY REVIEW OF THE RETURN TO MAKE SURE NO MATERIAL OMISSIONS OR MISSTATEMENTS ARE MADE ON THE RETURN BEFORE IT IS FILED. ONCE APPROVED, THE RETURN IS SIGNED BY AN AUTHORIZED AGENT AND FILED.
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI KAPPA PHI - ALPHA KAPPA CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNIVERSITY OF MICHIGAN
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ReturnHeader/Filer/EIN0383023895
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 4299
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031914
ReturnHeader/PreparerPersonGrp/PhoneNum07063245435
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINE P BRAXTON CPA
ReturnHeader/ReturnTs02016-08-15T00:00:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,701
Liabilities
$0
Net assets
$62,701
Revenue
$298,373
Expenses
$316,389
Net income
-$18,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$4.53$4.94$0.41
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$3.73$3.33$0.39
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$3.22$3.41$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$2.98$3.16$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$2.10$1.78$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$2.51$2.34$0.17
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$1.98$1.69$0.29
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.88$0.89$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)7 • <$500k nonprofits