Civic Intelligence

Phi Kappa Theta Fraternity

990EZ • Fiscal year 2016 • EIN 42-0467535

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 12, 2017

Organization ProfileN/A
PO Box 393Ames, IA 50010

(515) 292-5684

Siviq Scores

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

Liabilities / Assets

53rd 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

53rd 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

36th percentile

-0.9%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

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

Asset Growth

35th percentile

-3.0%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

81st percentile

19%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$28,504

Down $893 (-3.0%) from 2015

Net Assets

Down

$28,504

Down $893 (-3.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin36th percentile

Revenue

Up

$103,456

Up $16,341 (+19%) from 2015

Expenses

Up

$104,349

Up $17,031 (+20%) from 2015

Net Income

Down

-$893

Down $690 (-340%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$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

2016

Assets$28,504
Liabilities$0
Net Assets$28,504
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$103,456
Expenses$104,349
Net Income-$893
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$103,456
Mission and Program Overview

Mission

UNIVERSITY FRATERNITY

Program Services

DescriptionGrantsExpenses
HOUSING AND DEVELOPMENTAL ENVIRONMENT PROVIDED FOR STUDENT MEMBERS--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDON DEVINEPresidentPT$0--
MATT QUINNVice PresidentPT$0--
JACE PIERCYVice PresidentPT$0--
JUAN SKOREYTreasurerPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Jonathan Hicks
Title
Alumni Advisor
Phone
5152925684
Signed
2017-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Keith a Armstrong CPA Pc
Address
4800 MILLS CIVIC PKWY STE 220, West Des Moines, IA 50265
Preparer
Keith A Armstrong
Phone
5152247640
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMEMBER RENTS 103,456”

Description of other expenses Part I line 16

“Description AmountFOOD & SUPPLIES 39,815FURNITURE 8,058ASSESSMENTS DUES & FEES 15,383HOMECOMING 2,372OTHER SOCIAL 7,174COMPOSITE PHOTOGRAPHY 1,500OFFICE SUPPLIES & POSTAGE 4,662BANK CHARGES 14RECRUITMENT 2,323”

Raw XML Appendix107 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/PersonNm0JUAN SKOREY
IRS990EZ/BooksInCareOfDetail/PhoneNum05152925684
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 393
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08453
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07560
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-893
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029397
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028504
IRS990EZ/GrossReceiptsAmt0103456
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt020944
IRS990EZ/LandAndBuildingsGrp/EOYAmt020944
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029397
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028504
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029397
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028504
IRS990EZ/OccupancyRentUtltsAndMaintAmt023048
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRANDON DEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT QUINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACE PIERCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUAN SKOREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt081301
IRS990EZ/OtherRevenueTotalAmt0103456
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNIVERSITY FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOUSING AND DEVELOPMENTAL ENVIRONMENT PROVIDED FOR STUDENT MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104349
IRS990EZ/TotalRevenueAmt0103456
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMEMBER RENTS 103,456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFOOD & SUPPLIES 39,815FURNITURE 8,058ASSESSMENTS DUES & FEES 15,383HOMECOMING 2,372OTHER SOCIAL 7,174COMPOSITE PHOTOGRAPHY 1,500OFFICE SUPPLIES & POSTAGE 4,662BANK CHARGES 14RECRUITMENT 2,323
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN HICKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALUMNI ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05152925684
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA THETA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0420467535
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 393
ReturnHeader/Filer/USAddress/CityNm0AMES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421250187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEITH A ARMSTRONG CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04800 MILLS CIVIC PKWY STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050265
ReturnHeader/PreparerPersonGrp/PhoneNum05152247640
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith A Armstrong
ReturnHeader/ReturnTs02017-01-12T08:50:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$28,504
Liabilities
$0
Net assets
$28,504
Revenue
$103,456
Expenses
$104,349
Net income
-$893
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
Peer Organizations

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