Civic Intelligence

Phi Kappa Theta Fraternity

990EZ • Fiscal year 2021 • EIN 42-0467535

Sep 01, 2020 to Aug 31, 2021 • Filed on Dec 09, 2021

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

15th percentile

-23%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

4th percentile

-57%

Faster asset growth than 4% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

-1.6%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,429

Down $28,019 (-57%) from 2020

Net Assets

Down

$21,429

Down $28,019 (-57%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$123,509

Down $2,056 (-1.6%) from 2020

Expenses

Up

$151,528

Up $35,164 (+30%) from 2020

Net Income

Down

-$28,019

Down $37,220 (-405%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2021

Assets$21,429
Liabilities-
Net Assets$21,429
Open 2021 Filing

Operations Trend

Revenue Growth41st 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

2021

Revenue$123,509
Expenses$151,528
Net Income-$28,019
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Dec 9, 2021
Return Version
2020v4.0
Gross Receipts
$123,509
Mission and Program Overview

Mission

UNIVERSITY FRATERNITY

Program Services

DescriptionGrantsExpenses
HOUSING AND DEVELOPMENTAL ENVIRONMENT PROVIDED FOR STUDENT MEMBERS.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT VAN BERKUMPresidentPT$0--
PAUL PETERSONVice PresidePT$0--
CONNOR WISEMANSecretaryPT$0--
CORY MILLMIERTreasurerPT$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
Cory Millmier
Title
Treasurer
Phone
5152925684
Signed
2021-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Mcgowen Hurst Clark & Smith Pc
Address
1601 W LAKES PKWY STE 300, WEST DES MOINES, IA 50266
Preparer
Michelle Leonard CPA
Phone
5152883279
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“House rents 123,509 total 123,509”

Form 990-ez, Part I, Line 16

“Expenses food & supplies 68,139 assessments dues & fees 31,598 other social 7,951 composite photography 2,237 recruitment 176 reimbursements 1,963 misc expense 10,462 total 122,526”

Raw XML Appendix104 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MATT VAN BERKUM
CompensationExplanation/CompensationExplanationGrp/PersonNm1PAUL PETERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2CONNOR WISEMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3CORY MILLMIER
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/BOYAmt028504
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0485
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28019
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049448
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021429
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02591
IRS990EZ/GrossReceiptsAmt0123509
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt020944
IRS990EZ/LandAndBuildingsGrp/EOYAmt020944
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049448
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021429
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049448
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021429
IRS990EZ/OccupancyRentUtltsAndMaintAmt026411
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/PersonNm0MATT VAN BERKUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CONNOR WISEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CORY MILLMIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0122526
IRS990EZ/OtherRevenueTotalAmt0123509
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNIVERSITY FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOUSING AND DEVELOPMENTAL ENVIRONMENT PROVIDED FOR STUDENT MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0151528
IRS990EZ/TotalRevenueAmt0123509
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOUSE RENTS 123,509 TOTAL 123,509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FOOD & SUPPLIES 68,139 ASSESSMENTS DUES & FEES 31,598 OTHER SOCIAL 7,951 COMPOSITE PHOTOGRAPHY 2,237 RECRUITMENT 176 REIMBURSEMENTS 1,963 MISC EXPENSE 10,462 TOTAL 122,526
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORY MILLMIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05152925684
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-09
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/PreparerFirmGrp/PreparerFirmEIN0421104473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGOWEN HURST CLARK & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 W LAKES PKWY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05152883279
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE LEONARD CPA
ReturnHeader/ReturnTs02021-12-17T10:08:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILIMIER
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,429
Liabilities
-
Net assets
$21,429
Revenue
$123,509
Expenses
$151,528
Net income
-$28,019
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. 2021 filings • 501(c)7 • <$500k nonprofits