Civic Intelligence

Phi Alpha Educational Foundation

990EZ • Fiscal year 2017 • EIN 48-1139379

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 02, 2018

Organization ProfileN/A
2201 W 25th St Ste RLawrence, KS 66047

(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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

95th percentile

225%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

164%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$146,039

Up $101,130 (+225%) from 2016

Net Assets

Up

$146,039

Up $101,130 (+225%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$133,667

Up $83,006 (+164%) from 2016

Expenses

Up

$36,237

Up $10,626 (+41%) from 2016

Net Income

Up

$97,430

Up $72,380 (+289%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2017

Assets$146,039
Liabilities-
Net Assets$146,039
Open 2017 Filing

Operations Trend

Revenue Growth95th 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

2017

Revenue$133,667
Expenses$36,237
Net Income$97,430
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 2, 2018
Return Version
2017v2.2
Gross Receipts
$133,667
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$29,933-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLYN RISLEYPresident-$0--
RICH LITTRELLVice President-$0--
DAVID GAGETreasurer-$0--
LARENCE FERREE IIISecretary-$0--
Filing and Contact Details

Filer

Filer Name
Phi Alpha Educational Foundation
EIN
48-1139379
Phone
7858427644
Address
2201 W 25TH ST STE R, LAWRENCE, KS 66047

Signing Officer

Name
David Gage
Title
Treasurer
Signed
2018-10-02
Discuss with paid preparer
Yes

Preparer

Firm
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 $1350”

Other Expenses.1

“SCHOLARSHIP $24474”

Other Expenses.2

“BANKING FEES $115”

Other Expenses.3

“ANNUAL REPORT FEE $40”

Raw XML Appendix139 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/USAddress/CityNm0LAWRENCE
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01446
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLYN RISLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICH LITTRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID GAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARENCE FERREE III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03700
IRS990EZ/OtherExpensesTotalAmt025979
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/GrantsAndAllocationsAmt029933
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036237
IRS990EZ/TotalProgramServiceExpensesAmt029933
IRS990EZ/TotalRevenueAmt0133667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0132221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050661
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt036346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0252321
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.28950
IRS990ScheduleA/PublicSupportPY170Pct00.45000
IRS990ScheduleA/PublicSupportTotal170Amt073037
IRS990ScheduleA/SubstantialContributorsTotAmt0179284
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0132221
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt036346
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0252321
IRS990ScheduleA/TotalSupportAmt0252321
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIP $24474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANKING FEES $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL REPORT FEE $40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID GAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI ALPHA EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIA
ReturnHeader/Filer/EIN0481139379
ReturnHeader/Filer/PhoneNum07858427644
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 W 25TH ST STE R
ReturnHeader/Filer/USAddress/CityNm0LAWRENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066047
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481173023
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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/ReturnTs02018-10-02T08:42:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,039
Liabilities
-
Net assets
$146,039
Revenue
$133,667
Expenses
$36,237
Net income
$97,430
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