Civic Intelligence

Alpha Chi Chapter of Kappa Alpha Theta Educational Foundation

990EZ • Fiscal year 2020 • EIN 46-0976921

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 20, 2021

PO Box 3754West Lafayette, IN 47996

(765) 497-0599

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

35%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-24%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$403,858

Up $338,704 (+520%) from 2016

Net Assets

Up

$403,858

Up $338,704 (+520%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$92,603

Up $52,841 (+133%) from 2016

Expenses

Down

$20,024

Down $47,410 (-70%) from 2016

Net Income

Up

$72,579

Up $100,251 (+362%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $488,083Liabilities 2014: $0Net Assets 2014: $488,0832014Assets 2015: $91,286Liabilities 2015: $0Net Assets 2015: $91,2862015Assets 2016: $65,154Net Assets 2016: $65,1542016Assets 2020: $403,858Liabilities 2020: $0Net Assets 2020: $403,8582020Assets 2021: $548,311Liabilities 2021: $0Net Assets 2021: $548,3112021Assets 2022: $490,592Net Assets 2022: $490,5922022Assets 2024: $741,210Liabilities 2024: $1,000Net Assets 2024: $740,2102024

Highlighted filing

2020

Assets$403,858
Liabilities$0
Net Assets$403,858

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $298,779Expenses 2014: $44,685Net Income 2014: $254,0942014Revenue 2015: $185,876Expenses 2015: $581,780Net Income 2015: -$395,9042015Revenue 2016: $39,762Expenses 2016: $67,434Net Income 2016: -$27,6722016Revenue 2020: $92,603Expenses 2020: $20,024Net Income 2020: $72,5792020Revenue 2021: $129,998Expenses 2021: $24,308Net Income 2021: $105,6902021Revenue 2022: $60,854Expenses 2022: $43,013Net Income 2022: $17,8412022Revenue 2024: $77,630Expenses 2024: $32,040Net Income 2024: $45,5902024

Highlighted filing

2020

Revenue$92,603
Expenses$20,024
Net Income$72,579
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 20, 2021
Return Version
2020v4.0
Gross Receipts
$92,603
Mission and Program Overview

Mission

Making grants to the alpha chi facility corporation of kappa alpha theta fraternity at purdue university for the purpose of furthering the educational purposes of students at said purdue university; and making scholarships available to active members and pledges of said alpha chi chapter.

Making grants to the alpha chi facility corporation of kappa alpha theta fraternity at purdue university for the purpose of furthering the educational purposes of students at purdue university and making scholarships available to active members and pledges of said alpha chi chapter.

Program Services

DescriptionGrantsExpenses
THIRTEEN 1,000 SCHOLARSHIPS AND TWO 100 SCHOLARSHIPS BASED ON SCHOLARSHIP, LEADERSHIP, AND SERVICE AWARDED TO FIFTEEN COLLEGE MEMBERS OF THE ALPHA CHI CHAPTER OF KAPPA ALPHA THETA FRATERNITY AT PURDUE UNIVERSITY.$13,200$13,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA MARKINS SORENSENPresident-$0--
JANE BAUR MERRILLVice-Preside-$0--
ANN CUMMINS DANIELSecretary-$0--
LAURA M POLETTITreasurer-$0--
ANN MARIE KEHLORDirector-$0--
BEVERLY BECK MCCULLOUGHDirector-$0--
ANN FAWCETT MURPHYDirector-$0--
SARAH ARTHUR MURPHYDirector-$0--
LORNA GLESS UTLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Chi Chapter of Kappa Alpha Th
EIN
46-0976921
Address
PO BOX 3754, WEST LAFAYETTE, IN 47996

Signing Officer

Name
Linda Markins Sorensen
Title
President
Phone
7654970599
Signed
2021-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Kimberley R Morisette
Phone
7654285000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 13,200 relationship: none

Form 990-ez, Part I, Line 16

Expenses miscellanous expense 76 chapter educational suppo 1,694 total 1,770

Form 990-ez, Part I, Line 20

Unrealized gains on investments 33,149

Form 990-ez, Part III

Making grants to the alpha chi facility corporation of kappa alpha theta fraternity at purdue university for the purpose of furthering the educational purposes of students at purdue university and making scholarships available to active members and pledges of said alpha chi chapter.

Raw XML Appendix174 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.

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CompensationExplanation/CompensationExplanationGrp/PersonNm3LAURA M POLETTI
CompensationExplanation/CompensationExplanationGrp/PersonNm4ANN MARIE KEHLOR
CompensationExplanation/CompensationExplanationGrp/PersonNm5BEVERLY BECK MCCULLOUGH
CompensationExplanation/CompensationExplanationGrp/PersonNm6ANN FAWCETT MURPHY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LORNA GLESS UTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt033149
IRS990EZ/OtherExpensesTotalAmt01770
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAKING GRANTS TO THE ALPHA CHI FACILITY CORPORATION OF KAPPA ALPHA THETA FRATERNITY AT PURDUE UNIVERSITY FOR THE PURPOSE OF FURTHERING THE EDUCATIONAL PURPOSES OF STUDENTS AT PURDUE UNIVERSITY AND MAKING SCHOLARSHIPS AVAILABLE TO ACTIVE MEMBERS AND PLEDGES OF SAID ALPHA CHI CHAPTER.
IRS990EZ/PrintingPublicationsPostageAmt02399
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIRTEEN 1,000 SCHOLARSHIPS AND TWO 100 SCHOLARSHIPS BASED ON SCHOLARSHIP, LEADERSHIP, AND SERVICE AWARDED TO FIFTEEN COLLEGE MEMBERS OF THE ALPHA CHI CHAPTER OF KAPPA ALPHA THETA FRATERNITY AT PURDUE UNIVERSITY.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt092603
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050691
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0372217
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0816
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017336
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48560
IRS990ScheduleA/PublicSupportPY170Pct00.67680
IRS990ScheduleA/PublicSupportTotal170Amt0189171
IRS990ScheduleA/SubstantialContributorsTotAmt0183046
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086559
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0372217
IRS990ScheduleA/TotalSupportAmt0389553
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 13,200 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MISCELLANOUS EXPENSE 76 CHAPTER EDUCATIONAL SUPPO 1,694 TOTAL 1,770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS ON INVESTMENTS 33,149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAKING GRANTS TO THE ALPHA CHI FACILITY CORPORATION OF KAPPA ALPHA THETA FRATERNITY AT PURDUE UNIVERSITY FOR THE PURPOSE OF FURTHERING THE EDUCATIONAL PURPOSES OF STUDENTS AT PURDUE UNIVERSITY AND MAKING SCHOLARSHIPS AVAILABLE TO ACTIVE MEMBERS AND PLEDGES OF SAID ALPHA CHI CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA MARKINS SORENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07654970599
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA CHI CHAPTER OF KAPPA ALPHA TH
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0460976921
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3754
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047996
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352055043
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 970
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0479020970
ReturnHeader/PreparerPersonGrp/PhoneNum07654285000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLEY R MORISETTE
ReturnHeader/ReturnTs02021-02-17T14:28:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SORENSEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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