Civic Intelligence

Phi Kappa Theta Fraternity

990EZ • Fiscal year 2020 • EIN 42-0467535

Sep 01, 2019 to Aug 31, 2020 • Filed on Dec 07, 2020

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

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

59th percentile

7.3%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

79th percentile

23%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-14%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$49,448

Up $9,201 (+23%) from 2019

Net Assets

$49,448

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin59th percentile

Revenue

Down

$125,565

Down $20,532 (-14%) from 2019

Expenses

Down

$116,364

Down $24,970 (-18%) from 2019

Net Income

Up

$9,201

Up $4,438 (+93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2020

Assets$49,448
Liabilities$0
Net Assets$49,448
Open 2020 Filing

Operations Trend

Revenue Growth50th 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

2020

Revenue$125,565
Expenses$116,364
Net Income$9,201
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Dec 7, 2020
Return Version
2019v5.1
Gross Receipts
$125,565
Mission and Program Overview

Mission

UNIVERSITY FRATERNITY

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT VAN BERKUMPresidentPT$0--
PAUL PETERSONVice PresidentPT$0--
CONNOR WISEMANSecretaryPT$0--
CORY MILLMIERTreasurerPT$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
Cory Millmier
Title
Alumni Advisor
Phone
5152925684
Signed
2020-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Keith a Armstrong CPA Plc
Address
4800 Mills Civic Pkwy STE 220, West Des Moines, IA 50265
Preparer
Keith Armstrong
Phone
5152247640
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMEMBER RENTS 125,565”

Description of other expenses Part I line 16

“Description AmountFOOD & SUPPLIES 63,541ASSESSMENTS DUES & FEES 23,397OTHER SOCIAL 2,234COMPOSITE PHOTOGRAPHY 1,100RECRUITMENT 1,091TUTOR EXPENSE 270”

Raw XML Appendix115 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/PersonNm0CORY MILLMIER
IRS990EZ/BooksInCareOfDetail/PhoneNum05152925684
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 393
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019303
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028504
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09201
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040247
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049448
IRS990EZ/GrossReceiptsAmt0125565
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt020944
IRS990EZ/LandAndBuildingsGrp/EOYAmt020944
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040247
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049448
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040247
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049448
IRS990EZ/OccupancyRentUtltsAndMaintAmt024731
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/PersonNm0MATT VAN BERKUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CONNOR WISEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CORY MILLMIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt091633
IRS990EZ/OtherRevenueTotalAmt0125565
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNIVERSITY FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOUSING AND DEVELOPMENTAL ENVIRONMENT PROVIDEDFOR STUDENT MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0116364
IRS990EZ/TotalRevenueAmt0125565
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMEMBER RENTS 125,565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFOOD & SUPPLIES 63,541ASSESSMENTS DUES & FEES 23,397OTHER SOCIAL 2,234COMPOSITE PHOTOGRAPHY 1,100RECRUITMENT 1,091TUTOR EXPENSE 270
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORY MILLMIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALUMNI ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05152925684
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08176CB79DDC0A3C5A60ADE8C6F15DD10BA74B678
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08176CB79DDC0A3C5A60ADE8C6F15DD10BA74B678
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04248842020339bggukep
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-12-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.180.37.142
ReturnHeader/FilingSecurityInformation/IPDt02020-12-04
ReturnHeader/FilingSecurityInformation/IPTm009:52:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814711804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEITH A ARMSTRONG CPA PLC
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/PreparationDt02020-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH ARMSTRONG
ReturnHeader/ReturnTs02020-12-04T09:51:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,448
Liabilities
$0
Net assets
$49,448
Revenue
$125,565
Expenses
$116,364
Net income
$9,201
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