Civic Intelligence

Phi Kappa Theta Fraternity

EIN 42-0467535 • 501(c)7 • Ames, IA

Profile

UNIVERSITY FRATERNITY

PO Box 393Ames, IA 50010

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

46th percentile

0.5%

Higher net margin than 46% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

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

Asset Growth

59th percentile

3.9%

Faster asset growth than 59% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$22,924

Up $854 (+3.9%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue58th percentileNet Margin46th percentile

Revenue

Up

$164,607

Up $22,235 (+16%) from 2023

Expenses

Up

$163,754

Up $19,318 (+13%) from 2023

Net Income

Up

$853

Up $2,917 (+141%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $34,950Liabilities 2010: $7,2232010Assets 2011: $33,293Net Assets 2011: $33,2932011Assets 2012: $22,397Liabilities 2012: $0Net Assets 2012: $22,3972012Assets 2013: $23,555Liabilities 2013: $02013Assets 2014: $29,571Liabilities 2014: $02014Assets 2015: $29,397Liabilities 2015: $0Net Assets 2015: $29,3972015Assets 2016: $28,504Liabilities 2016: $0Net Assets 2016: $28,5042016Assets 2017: $44,205Liabilities 2017: $0Net Assets 2017: $44,2052017Assets 2019: $40,247Liabilities 2019: $02019Assets 2020: $49,448Liabilities 2020: $0Net Assets 2020: $49,4482020Assets 2021: $21,429Net Assets 2021: $21,4292021Assets 2022: $24,135Net Assets 2022: $24,1352022Assets 2023: $22,070Net Assets 2023: $22,0702023Assets 2024: $22,924Liabilities 2024: $02024

Highlighted filing

2024

Assets$22,924
Liabilities$0
Net Assets-
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $102,613Expenses 2010: $103,830Net Income 2010: -$1,2172010Revenue 2011: $104,942Expenses 2011: $99,376Net Income 2011: $5,5662011Revenue 2012: $96,678Expenses 2012: $107,574Net Income 2012: -$10,8962012Revenue 2013: $103,619Expenses 2013: $102,461Net Income 2013: $1,1582013Revenue 2014: $113,775Expenses 2014: $107,759Net Income 2014: $6,0162014Revenue 2015: $87,115Expenses 2015: $87,318Net Income 2015: -$2032015Revenue 2016: $103,456Expenses 2016: $104,349Net Income 2016: -$8932016Revenue 2017: $168,039Expenses 2017: $152,338Net Income 2017: $15,7012017Revenue 2019: $146,097Expenses 2019: $141,334Net Income 2019: $4,7632019Revenue 2020: $125,565Expenses 2020: $116,364Net Income 2020: $9,2012020Revenue 2021: $123,509Expenses 2021: $151,528Net Income 2021: -$28,0192021Revenue 2022: $155,666Expenses 2022: $152,960Net Income 2022: $2,7062022Revenue 2023: $142,372Expenses 2023: $144,436Net Income 2023: -$2,0642023Revenue 2024: $164,607Expenses 2024: $163,754Net Income 2024: $8532024

Highlighted filing

2024

Revenue$164,607
Expenses$163,754
Net Income$853
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$22,924
Liabilities
$0
Net assets
-
Revenue
$164,607
Expenses
$163,754
Net income
$853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.23$0.00$1.65$1.64$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.22$1.42$1.44$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.24$1.56$1.53$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.24$1.52$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.26$1.16$0.09
2019Summary only. Only limited summary data is available for this year.$0.40$0.00$1.46$1.41$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$1.68$1.52$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.03$1.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.87$0.87$0.00
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$1.14$1.08$0.06
2013Summary only. Only limited summary data is available for this year.$0.24$0.00$1.04$1.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.97$1.08$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$1.05$0.99$0.06
2010Summary only. Only limited summary data is available for this year.$0.35$0.07$1.03$1.04$0.01
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$142,372
Mission and Program Overview

Mission

UNIVERSITY FRATERNITY

Program Services

DescriptionGrantsExpenses
HOUSING AND DEVELOPMENTAL ENVIRONMENT PROVIIDED FOR STUDENT MEMBERS.--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM MCTEAGUEPresidentPT$0--
KYLE KOWALCZYKInteral VPPT$0--
NICK CORDEROExecutive VPPT$0--
NEIL PRANGETreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Theta Fraternity
EIN
42-0467535
Phone
5152925684
Address
PO BOX 393, AMES, IA 50010

Signing Officer

Name
Neil Prange
Title
Treasurer
Phone
5152925684
Signed
2023-10-30

Preparer

Firm
Jrm Cpas
Address
2511 MAIN ST STE 101, ONALASKA, WI 54650-6759
Preparer
Gregory S Marso
Phone
6087818712
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“House rents 142,325 misc income 47 total 142,372”

Form 990-ez, Part I, Line 16

“Expenses national assessmnet 33,396 kitchen supplies 3,731 food 52,984 supplies 3,049 greek week social exp 1,323 general social ext 16,710 recruitment 656 composite photography 2,707 misc expense 38 ifc dues 3,895 tutor reimbursement 1,462 donation 2,721 total 122,672”

Raw XML Appendix99 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/PersonNm0NEIL PRANGE
IRS990EZ/BooksInCareOfDetail/PhoneNum05152925684
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 393
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03190
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01126
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2064
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024134
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022070
IRS990EZ/GrossReceiptsAmt0142372
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt020944
IRS990EZ/LandAndBuildingsGrp/EOYAmt020944
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024134
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022070
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024134
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022070
IRS990EZ/OccupancyRentUtltsAndMaintAmt021764
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM MCTEAGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KYLE KOWALCZYK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICK CORDERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NEIL PRANGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1INTERAL VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0122672
IRS990EZ/OtherRevenueTotalAmt0142372
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNIVERSITY FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOUSING AND DEVELOPMENTAL ENVIRONMENT PROVIIDED FOR STUDENT MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0144436
IRS990EZ/TotalRevenueAmt0142372
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOUSE RENTS 142,325 MISC INCOME 47 TOTAL 142,372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES NATIONAL ASSESSMNET 33,396 KITCHEN SUPPLIES 3,731 FOOD 52,984 SUPPLIES 3,049 GREEK WEEK SOCIAL EXP 1,323 GENERAL SOCIAL EXT 16,710 RECRUITMENT 656 COMPOSITE PHOTOGRAPHY 2,707 MISC EXPENSE 38 IFC DUES 3,895 TUTOR REIMBURSEMENT 1,462 DONATION 2,721 TOTAL 122,672
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NEIL PRANGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05152925684
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA THETA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0420467535
ReturnHeader/Filer/PhoneNum05152925684
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 393
ReturnHeader/Filer/USAddress/CityNm0AMES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271421972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JRM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02511 MAIN ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONALASKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0546506759
ReturnHeader/PreparerPersonGrp/PhoneNum06087818712
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY S MARSO
ReturnHeader/ReturnTs02023-11-13T16:47:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLMIER
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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