Civic Intelligence

Kappa Epsilon Fraternity Inc

990EZ • Fiscal year 2023 • EIN 45-0305691

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 06, 2023

Organization Profilewww.kappaepsilon.org
6510 Telecom Drive 200Indianapolis, IN 46278

(317) 973-2504

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.20x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.61x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

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

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.

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

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-30%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$453,504

Up $52,102 (+13%) from 2022

Net Assets

Down

$361,763

Down $11,301 (-3.0%) from 2022

Liabilities

Up

$91,741

Up $63,403 (+224%) from 2022

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin20th percentile

Revenue

Down

$150,810

Down $66,133 (-30%) from 2022

Expenses

Down

$168,800

Down $36,972 (-18%) from 2022

Net Income

Down

-$17,990

Down $29,161 (-261%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$600K$400K$200K$0Assets 2010: $100,610Liabilities 2010: $321Net Assets 2010: $100,2892010Assets 2011: $174,866Liabilities 2011: $50,167Net Assets 2011: $124,6992011Assets 2012: $120,722Liabilities 2012: $281Net Assets 2012: $120,4412012Assets 2013: $215,401Liabilities 2013: $53,631Net Assets 2013: $161,7702013Assets 2014: $192,487Liabilities 2014: $4,625Net Assets 2014: $187,8622014Assets 2015: $301,831Liabilities 2015: $4,391Net Assets 2015: $297,4402015Assets 2016: $211,690Liabilities 2016: $1,220Net Assets 2016: $210,4702016Assets 2017: $249,751Liabilities 2017: $3,469Net Assets 2017: $246,2822017Assets 2018: $134,292Liabilities 2018: $6,1992018Assets 2019: $286,173Liabilities 2019: $80,870Net Assets 2019: $205,3032019Assets 2020: $291,070Liabilities 2020: $11,100Net Assets 2020: $279,9702020Assets 2021: $423,578Liabilities 2021: $62,102Net Assets 2021: $361,4762021Assets 2022: $401,402Liabilities 2022: $28,338Net Assets 2022: $373,0642022Assets 2023: $453,504Liabilities 2023: $91,741Net Assets 2023: $361,7632023Assets 2024: $419,682Liabilities 2024: $25,706Net Assets 2024: $393,9762024

Highlighted filing

2023

Assets$453,504
Liabilities$91,741
Net Assets$361,763
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$400K$200K$0-$200KExpenses 2010: $177,7992010Revenue 2011: $130,188Expenses 2011: $121,423Net Income 2011: $8,7652011Expenses 2012: $212,6082012Expenses 2013: $112,9492013Revenue 2014: $194,428Expenses 2014: $180,445Net Income 2014: $13,9832014Revenue 2015: $247,969Expenses 2015: $134,227Net Income 2015: $113,7422015Revenue 2016: $163,967Expenses 2016: $247,062Net Income 2016: -$83,0952016Revenue 2017: $202,915Expenses 2017: $167,103Net Income 2017: $35,8122017Revenue 2018: $158,964Expenses 2018: $288,744Net Income 2018: -$129,7802018Revenue 2019: $209,443Expenses 2019: $135,366Net Income 2019: $74,0772019Revenue 2020: $303,830Expenses 2020: $229,163Net Income 2020: $74,6672020Revenue 2021: $204,033Expenses 2021: $122,598Net Income 2021: $81,4352021Revenue 2022: $216,943Expenses 2022: $205,772Net Income 2022: $11,1712022Revenue 2023: $150,810Expenses 2023: $168,800Net Income 2023: -$17,9902023Revenue 2024: $221,664Expenses 2024: $207,451Net Income 2024: $14,2132024

Highlighted filing

2023

Revenue$150,810
Expenses$168,800
Net Income-$17,990
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$150,810
Mission and Program Overview

Mission

Kappa Epsilon supports the profession of Pharmacy through professional development, networking, career promotion, supporting Breast and Ovarian Cancer awareness, There are 41 collegiate chapters and 2 Alumni chapters currently across the United States.

Program Services

DescriptionGrantsExpenses
Convention-$5,020
Affiliated Activities serving and estimated 2000 collegiate and alumni members. Participation in the Fraternity Association, American Pharmaceutical Association and American Society of Health System Pharmacists.-$2,958
Awards and scholarships serving an estimated 2000 members, scholastic achievement awards for collegiate members to foster outstanding achievement in professtional studies and/or research, a memorial award to an outstanding member Alumni or collegiate, and awards to outstanding persons in the profession of Pharmacy.-$959
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine BryantPresident-$0--
Nikkina HankinsPresident-$0--
Alicia BrennerVice President-$0--
Kristina RosusVice President-$0--
Betsy StephensVice President-$0--
Ashley SotoodehSecretary-$0--
Denise SchultzVice President-$0--
Erin LingenfelterDirector-$0--
Alexis YoungpeterVice President-$0--
Sarah EllerExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Epsilon Fraternity
EIN
45-0305691
Phone
3179732504
Address
6510 Telecom Drive 200, Indianapolis, IN 46278

Signing Officer

Name
Denise Schultz
Title
Vice President
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
JS White & Associates LLC
Address
403 W St Charles Rd Ste B, Lombard, IL 60148
Preparer
Jim White
Phone
6305194427
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Management fees $90975”

Other Expenses.2

“Administration $49210”

Other Expenses.3

“Program Expense $28615”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $6415 Prepaid Expenses and Deferred Charges - Ending $4502”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1113 Accounts Payable and Accrued Expenses - Ending $1496”

Total Liabilities.1003

“Deferred Revenue - Beginning $27225 Deferred Revenue - Ending $90245”

Raw XML Appendix155 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/PersonNm0Kappa Epsilon Fraternity
IRS990EZ/BooksInCareOfDetail/PhoneNum03179732504
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06510 Telecom Dr Suite 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Indianapolis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046278
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0394987
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0449002
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0144953
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17990
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0373064
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0361763
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0361763
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christine Bryant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nikkina Hankins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alicia Brenner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristina Rosus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Betsy Stephens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ashley Sotoodeh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Denise Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Erin Lingenfelter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Alexis Youngpeter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Sarah Eller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06415
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04502
IRS990EZ/OtherChangesInNetAssetsAmt06689
IRS990EZ/OtherExpensesTotalAmt0168800
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Kappa Epsilon supports the profession of Pharmacy through professional development, networking, career promotion, supporting Breast and Ovarian Cancer awareness, There are 41 collegiate chapters and 2 Alumni chapters currently across the United States.
IRS990EZ/ProgramServiceRevenueAmt05857
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Awards and scholarships serving an estimated 2000 members, scholastic achievement awards for collegiate members to foster outstanding achievement in professtional studies and/or research, a memorial award to an outstanding member Alumni or collegiate, and awards to outstanding persons in the profession of Pharmacy.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Affiliated Activities serving and estimated 2000 collegiate and alumni members. Participation in the Fraternity Association, American Pharmaceutical Association and American Society of Health System Pharmacists.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Convention
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0959
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12958
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt028338
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt091741
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0168800
IRS990EZ/TotalProgramServiceExpensesAmt08937
IRS990EZ/TotalRevenueAmt0150810
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.kappaepsilon.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Management fees $90975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administration $49210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Expense $28615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prepaid Expenses and Deferred Charges - Beginning $6415 Prepaid Expenses and Deferred Charges - Ending $4502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable and Accrued Expenses - Beginning $1113 Accounts Payable and Accrued Expenses - Ending $1496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Deferred Revenue - Beginning $27225 Deferred Revenue - Ending $90245
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Denise Schultz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kappa Epsilon Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0450305691
ReturnHeader/Filer/PhoneNum03179732504
ReturnHeader/Filer/USAddress/AddressLine1Txt06510 Telecom Drive 200
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046278
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815036435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JS White & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0403 W St Charles Rd Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lombard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060148
ReturnHeader/PreparerPersonGrp/PhoneNum06305194427
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jim White
ReturnHeader/ReturnTs02023-11-06T06:40:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Denise
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schultz
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$453,504
Liabilities
$91,741
Net assets
$361,763
Revenue
$150,810
Expenses
$168,800
Net income
-$17,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.26$3.94$2.22$2.07$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.54$0.92$3.62$1.51$1.69$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.28$3.73$2.17$2.06$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.62$3.61$2.04$1.23$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.11$2.80$3.04$2.29$0.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.81$2.05$2.09$1.35$0.74
2018Summary only. Only limited summary data is available for this year.$1.34$0.06$1.59$2.89$1.30
2017Summary only. Only limited summary data is available for this year.$2.50$0.03$2.46$2.03$1.67$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.01$2.10$1.64$2.47$0.83
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.04$2.97$2.48$1.34$1.14
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.05$1.88$1.94$1.80$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.54$1.62$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.20$2.13
2011Summary only. Only limited summary data is available for this year.$1.75$0.50$1.25$1.30$1.21$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.00$1.78