Civic Intelligence

Phi Kappa Psi Fraternity University of La

990EZ • Fiscal year 2023 • EIN 46-2463740

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

337 Stevenson StLafayette, LA 70501-7837

(504) 450-8139

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

24th percentile

-8.4%

Higher net margin than 24% 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

2nd percentile

-81%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

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

Assets

Down

$1,561

Down $6,680 (-81%) from 2022

Net Assets

Down

$1,561

Down $6,680 (-81%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$79,324

Up $16,394 (+26%) from 2022

Expenses

Up

$86,004

Up $23,311 (+37%) from 2022

Net Income

Down

-$6,680

Down $6,917 (-2919%) from 2022

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2017: $14,699Liabilities 2017: $0Net Assets 2017: $14,6992017Assets 2018: $10,723Liabilities 2018: $0Net Assets 2018: $10,7232018Assets 2019: $8,706Liabilities 2019: $0Net Assets 2019: $8,7062019Assets 2020: $15,196Liabilities 2020: $0Net Assets 2020: $15,1962020Assets 2021: $8,004Liabilities 2021: $0Net Assets 2021: $8,0042021Assets 2022: $8,241Liabilities 2022: $0Net Assets 2022: $8,2412022Assets 2023: $1,561Liabilities 2023: $0Net Assets 2023: $1,5612023Assets 2024: $3,229Liabilities 2024: $0Net Assets 2024: $3,2292024

Highlighted filing

2023

Assets$1,561
Liabilities$0
Net Assets$1,561

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $67,004Expenses 2017: $69,180Net Income 2017: -$2,1762017Revenue 2018: $58,732Expenses 2018: $62,708Net Income 2018: -$3,9762018Revenue 2019: $69,971Expenses 2019: $71,988Net Income 2019: -$2,0172019Revenue 2020: $71,354Expenses 2020: $64,864Net Income 2020: $6,4902020Revenue 2021: $60,149Expenses 2021: $67,341Net Income 2021: -$7,1922021Revenue 2022: $62,930Expenses 2022: $62,693Net Income 2022: $2372022Revenue 2023: $79,324Expenses 2023: $86,004Net Income 2023: -$6,6802023Revenue 2024: $94,818Expenses 2024: $93,150Net Income 2024: $1,6682024

Highlighted filing

2023

Revenue$79,324
Expenses$86,004
Net Income-$6,680
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$79,324
Mission and Program Overview

Mission

Provide an educational and social environment for men of integrity, striving to develop the individual in his intellect and encourage his involvement in the community and in deeping his faith.

Program Services

DescriptionGrantsExpenses
LOUISIANA BETA-- THE UNIVERSITY OF LOUISIANA CHAPTER OF THE NATIONAL MEN'S FRATERNITY PHI KAPPA PSI, WHICH IS HEADQUARTERED IN, INDIANAPOLIS, INDIANA.$0$0
LOUISIANA BETA-- THE UNIVERSITY OF LOUISIANA CHAPTER OF THE NATIONAL MEN'S FRATERNITY PHI KAPPA PSI, WHICH IS HEADQUARTERED IN, INDIANAPOLIS, INDIANA.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDEN DAIGLETreasurer-$0--
ASHTON ORTEGOPresident-$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi Fraternity
EIN
46-2463740
Phone
5044508139
Address
337 STEVENSON ST, LAFAYETTE, LA 70501-7837

Signing Officer

Name
Brenden Daigle
Title
Treasurer
Phone
5044508139
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Broussard Poche Llp
Address
146 W MAIN STREET, NEW IBERIA, LA 70560
Preparer
Robert M Derouen Jr
Phone
3373644554
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 1.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: dues-phi kappa psi national, ifc & other. Amount: 27,678. Description: recruiting. Amount: 1,690. Description: bank and card fees. Amount: 1,718. Total to form 990-ez, line 16: 31,086.

Form 990-ez, Part II, Line 24 - Other Assets

Description: due from omega fi. Beg. Of year amount: 0. End of year amount: 291.

Raw XML Appendix112 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt06776
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRENDEN DAIGLE
IRS990EZ/BooksInCareOfDetail/PhoneNum09852773309
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0337 STEVENSON ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAFAYETTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08241
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01270
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0980
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6680
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03409
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08241
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01561
IRS990EZ/GrossReceiptsAmt079324
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt078343
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08241
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01561
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08241
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01561
IRS990EZ/OccupancyRentUtltsAndMaintAmt043951
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRENDEN DAIGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHTON ORTEGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0291
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031086
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE AN EDUCATIONAL AND SOCIAL ENVIRONMENT FOR MEN OF INTEGRITY, STRIVING TO DEVELOP THE INDIVIDUAL IN HIS INTELLECT AND ENCOURAGE HIS INVOLVEMENT IN THE COMMUNITY AND IN DEEPING HIS FAITH.
IRS990EZ/PrintingPublicationsPostageAmt0782
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOUISIANA BETA-- THE UNIVERSITY OF LOUISIANA CHAPTER OF THE NATIONAL MEN'S FRATERNITY PHI KAPPA PSI, WHICH IS HEADQUARTERED IN, INDIANAPOLIS, INDIANA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LOUISIANA BETA-- THE UNIVERSITY OF LOUISIANA CHAPTER OF THE NATIONAL MEN'S FRATERNITY PHI KAPPA PSI, WHICH IS HEADQUARTERED IN, INDIANAPOLIS, INDIANA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt086004
IRS990EZ/TotalRevenueAmt079324
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUES-PHI KAPPA PSI NATIONAL, IFC & OTHER. AMOUNT: 27,678. DESCRIPTION: RECRUITING. AMOUNT: 1,690. DESCRIPTION: BANK AND CARD FEES. AMOUNT: 1,718. TOTAL TO FORM 990-EZ, LINE 16: 31,086.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE FROM OMEGA FI. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 291.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDEN DAIGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05044508139
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA PSI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNIVERSITY OF LA
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0462463740
ReturnHeader/Filer/PhoneNum05044508139
ReturnHeader/Filer/USAddress/AddressLine1Txt0337 STEVENSON ST
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0705017837
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720538016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROUSSARD POCHE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0146 W MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW IBERIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070560
ReturnHeader/PreparerPersonGrp/PhoneNum03373644554
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M DEROUEN JR
ReturnHeader/ReturnTs02024-11-15T09:48:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings