Civic Intelligence

Phi Alpha Educational Foundation

990EZ • Fiscal year 2014 • EIN 48-1139379

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 26, 2015

Organization ProfileN/A
PO Box 442557Lawrence, KS 66044

(785) 842-7644

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-7.4%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,706

Down $2,062 (-7.4%) from 2013

Net Assets

Down

$25,706

Down $2,062 (-7.4%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$16,139

Down $20,207 (-56%) from 2013

Expenses

Down

$18,201

Down $3,636 (-17%) from 2013

Net Income

Down

-$2,062

Down $16,571 (-114%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$300K$200K$100K$0Assets 2011: $12,698Net Assets 2011: $12,6982011Assets 2012: $13,259Net Assets 2012: $13,2592012Assets 2013: $27,768Net Assets 2013: $27,7682013Assets 2014: $25,706Net Assets 2014: $25,7062014Assets 2015: $19,859Net Assets 2015: $19,8592015Assets 2016: $44,909Net Assets 2016: $44,9092016Assets 2017: $146,039Net Assets 2017: $146,0392017Assets 2018: $152,097Net Assets 2018: $152,0972018Assets 2019: $181,016Net Assets 2019: $181,0162019Assets 2020: $204,856Net Assets 2020: $204,8562020Assets 2021: $226,492Net Assets 2021: $226,4922021Assets 2022: $154,617Net Assets 2022: $154,6172022Assets 2023: $196,432Liabilities 2023: $0Net Assets 2023: $196,4322023Assets 2024: $205,210Liabilities 2024: $0Net Assets 2024: $205,2102024

Highlighted filing

2014

Assets$25,706
Liabilities-
Net Assets$25,706
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$200K$100K$0-$100KRevenue 2011: $86,918Expenses 2011: $107,666Net Income 2011: -$20,7482011Revenue 2012: $25,245Expenses 2012: $24,684Net Income 2012: $5612012Revenue 2013: $36,346Expenses 2013: $21,837Net Income 2013: $14,5092013Revenue 2014: $16,139Expenses 2014: $18,201Net Income 2014: -$2,0622014Revenue 2015: $16,339Expenses 2015: $22,186Net Income 2015: -$5,8472015Revenue 2016: $50,661Expenses 2016: $25,611Net Income 2016: $25,0502016Revenue 2017: $133,667Expenses 2017: $36,237Net Income 2017: $97,4302017Revenue 2018: $23,792Expenses 2018: $11,154Net Income 2018: $12,6382018Revenue 2019: $22,142Expenses 2019: $2,707Net Income 2019: $19,4352019Revenue 2020: $19,389Expenses 2020: $2,027Net Income 2020: $17,3622020Revenue 2021: $15,524Expenses 2021: $2,621Net Income 2021: $12,9032021Revenue 2022: $101,435Expenses 2022: $152,148Net Income 2022: -$50,7132022Revenue 2023: $147,640Expenses 2023: $105,825Net Income 2023: $41,8152023Revenue 2024: $20,864Expenses 2024: $12,086Net Income 2024: $8,7782024

Highlighted filing

2014

Revenue$16,139
Expenses$18,201
Net Income-$2,062
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 26, 2015
Return Version
2014v5.0
Gross Receipts
$16,139
Mission and Program Overview

Mission

Provide support to the sigma alpha epsilon fraternity for contruction, operating costs, furniture, fixtures, ans equipment necessary to operate the educational areas of the chapeter house. As well as grant scholarships to fraternity members and pledges and provide tutors for those members.

Program Services

DescriptionGrantsExpenses
SUPPORT SIGMA ALPHA EPSILON FRATERNITY OPERATIONS AND AWARD SCHOLARSHIPS TO FRATERNITY MEMBERS$18,816-
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK ROWEPresident-$0--
JAY HOWARDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Phi Alpha Educational Foundation
EIN
48-1139379
Phone
7858427644
Address
PO BOX 442557, LAWRENCE, KS 66044

Signing Officer

Name
Jack Rowe
Title
President
Signed
2015-09-26
Discuss with paid preparer
Yes

Preparer

Firm
The McFadden Group LLC
Address
616 Vermont Street Suite A, Lawrence, KS 66044
Preparer
Brenda McFadden CPA
Phone
7858439550
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1733”

Other Expenses.1

“SCHOLARSHIP $10000”

Other Expenses.2

“BANKING FEES $42”

Raw XML Appendix128 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID GAGE
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAWRENCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd066047
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027768
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025706
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016139
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2062
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03126
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027768
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027768
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK ROWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAY HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011775
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT TO THE SIGMA ALPHA EPSILON FRATERNITY FOR CONTRUCTION, OPERATING COSTS, FURNITURE, FIXTURES, ANS EQUIPMENT NECESSARY TO OPERATE THE EDUCATIONAL AREAS OF THE CHAPETER HOUSE. AS WELL AS GRANT SCHOLARSHIPS TO FRATERNITY MEMBERS AND PLEDGES AND PROVIDE TUTORS FOR THOSE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT SIGMA ALPHA EPSILON FRATERNITY OPERATIONS AND AWARD SCHOLARSHIPS TO FRATERNITY MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018816
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018201
IRS990EZ/TotalProgramServiceExpensesAmt018816
IRS990EZ/TotalRevenueAmt016139
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt086918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt055926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0221189
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92270
IRS990ScheduleA/PublicSupportPY170Pct00.92550
IRS990ScheduleA/PublicSupportTotal170Amt0204087
IRS990ScheduleA/SubstantialContributorsTotAmt017102
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036346
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt086918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt055926
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0221189
IRS990ScheduleA/TotalSupportAmt0221189
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIP $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANKING FEES $42
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK ROWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI ALPHA EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIA
ReturnHeader/Filer/EIN0481139379
ReturnHeader/Filer/PhoneNum07858427644
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 442557
ReturnHeader/Filer/USAddress/CityNm0LAWRENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The McFadden Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0616 Vermont Street Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lawrence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066044
ReturnHeader/PreparerPersonGrp/PhoneNum07858439550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brenda McFadden CPA
ReturnHeader/ReturnTs02015-09-26T11:36:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,706
Liabilities
-
Net assets
$25,706
Revenue
$16,139
Expenses
$18,201
Net income
-$2,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.21$0.12$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$1.48$1.06$0.42
2022Detailed filing. Detailed filing data is available for this year.$1.55$1.55$1.01$1.52$0.51
2021Detailed filing. Detailed filing data is available for this year.$2.26$2.26$0.16$0.03$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.05$2.05$0.19$0.02$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.22$0.03$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.24$0.11$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.46$1.46$1.34$0.36$0.97
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.51$0.26$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.16$0.22$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.16$0.18$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.36$0.22$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.13$0.25$0.25$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.13$0.87$1.08$0.21