Civic Intelligence

Kappa Alpha Order Delta Upsilon Chapter

990EZ • Fiscal year 2024 • EIN 51-0167185

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 25, 2024

224 Hannings LaneMartin, TN 38237

(731) 363-1946

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.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

41st percentile

-0.1%

Higher net margin than 41% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-0.4%

Faster asset growth than 43% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

6.3%

Faster revenue growth than 56% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$15,368

Down $67 (-0.4%) from 2023

Net Assets

Down

$15,368

Down $67 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$91,330

Up $5,428 (+6.3%) from 2023

Expenses

Down

$91,397

Down $2,650 (-2.8%) from 2023

Net Income

Up

-$67

Up $8,078 (+99%) from 2023

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $5,276Liabilities 2011: $0Net Assets 2011: $5,2762011Assets 2012: $2,530Liabilities 2012: $0Net Assets 2012: $2,5302012Assets 2013: $9,146Liabilities 2013: $0Net Assets 2013: $9,1462013Assets 2014: $7,944Liabilities 2014: $0Net Assets 2014: $7,9442014Assets 2015: $9,772Liabilities 2015: $0Net Assets 2015: $9,7722015Assets 2016: $10,295Liabilities 2016: $0Net Assets 2016: $10,2952016Assets 2017: $3,785Liabilities 2017: $0Net Assets 2017: $3,7852017Assets 2018: $8,963Liabilities 2018: $0Net Assets 2018: $8,9632018Assets 2019: $1,813Liabilities 2019: $0Net Assets 2019: $1,8132019Assets 2020: $7,407Liabilities 2020: $0Net Assets 2020: $7,4072020Assets 2021: $19,497Liabilities 2021: $0Net Assets 2021: $19,4972021Assets 2022: $23,580Liabilities 2022: $0Net Assets 2022: $23,5802022Assets 2023: $15,435Liabilities 2023: $0Net Assets 2023: $15,4352023Assets 2024: $15,368Liabilities 2024: $0Net Assets 2024: $15,3682024Assets 2025: $20,029Liabilities 2025: $0Net Assets 2025: $20,0292025

Highlighted filing

2024

Assets$15,368
Liabilities$0
Net Assets$15,368

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $77,820Expenses 2011: $73,789Net Income 2011: $4,0312011Revenue 2012: $65,004Expenses 2012: $67,750Net Income 2012: -$2,7462012Revenue 2013: $84,273Expenses 2013: $77,657Net Income 2013: $6,6162013Revenue 2014: $71,746Expenses 2014: $72,948Net Income 2014: -$1,2022014Revenue 2015: $84,366Expenses 2015: $82,538Net Income 2015: $1,8282015Revenue 2016: $80,100Expenses 2016: $79,577Net Income 2016: $5232016Revenue 2017: $75,079Expenses 2017: $81,589Net Income 2017: -$6,5102017Revenue 2018: $73,675Expenses 2018: $70,737Net Income 2018: $2,9382018Revenue 2019: $93,110Expenses 2019: $100,260Net Income 2019: -$7,1502019Revenue 2020: $84,643Expenses 2020: $79,049Net Income 2020: $5,5942020Revenue 2021: $93,121Expenses 2021: $81,031Net Income 2021: $12,0902021Revenue 2022: $80,092Expenses 2022: $76,009Net Income 2022: $4,0832022Revenue 2023: $85,902Expenses 2023: $94,047Net Income 2023: -$8,1452023Revenue 2024: $91,330Expenses 2024: $91,397Net Income 2024: -$672024Revenue 2025: $102,891Expenses 2025: $101,181Net Income 2025: $1,7102025

Highlighted filing

2024

Revenue$91,330
Expenses$91,397
Net Income-$67
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 25, 2024
Return Version
2023v5.1
Gross Receipts
$91,330
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

DescriptionGrantsExpenses
COLLEGIATE SOCIAL FRATERNITY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN PETTYI-$0--
JONATHAN JONESII-$0--
GRANT REAMIII-$0--
CADE HORNSBYIV-$0--
ZACHARY CRAWFORDV-$0--
PRESTON POOLERVI-$0--
JACKSON THIGPENVII-$0--
SAMUEL HENSLEYVIII-$0--
JON POWERSIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
51-0167185
Phone
7313631946
Address
224 HANNINGS LANE, MARTIN, TN 38237

Signing Officer

Name
Preston Pooler
Title
Number Vi
Phone
7313631946
Signed
2024-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas C Penix
Phone
5404637121
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: kappa alpha order. Affiliate address: p o box 1865 lexington, va 24450. Purpose of payment: member dues & assessments. Amount of payment: 38,372.

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

Description: rush & recruitment expense. Amount: 432. Description: composite expense. Amount: 1,950. Description: entertainment/social/bands expense. Amount: 9,753. Description: telephone, cable & internet. Amount: 3,253. Description: otc/convention/meetings expense. Amount: 600. Description: food and beverage expense. Amount: 55. Description: charity and philanthropy. Amount: 3,000. Description: ifc & intramurals. Amount: 80. Description: supplies expense. Amount: 392. Description: travel expense. Amount: 123. Description: special events. Amount: 2,665. Total to form 990-ez, line 16: 22,303.

Raw XML Appendix144 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/PhoneNum07313631946
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038237
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015435
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0675
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-67
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06984
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IRS990EZ/GrossReceiptsAmt091330
IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OccupancyRentUtltsAndMaintAmt023738
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUSTIN PETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JONATHAN JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRANT REAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CADE HORNSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ZACHARY CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PRESTON POOLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACKSON THIGPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SAMUEL HENSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JON POWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VIII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8IX
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022303
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt091397
IRS990EZ/TotalRevenueAmt091330
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: KAPPA ALPHA ORDER. AFFILIATE ADDRESS: P O BOX 1865 LEXINGTON, VA 24450. PURPOSE OF PAYMENT: MEMBER DUES & ASSESSMENTS. AMOUNT OF PAYMENT: 38,372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RUSH & RECRUITMENT EXPENSE. AMOUNT: 432. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,950. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 9,753. DESCRIPTION: TELEPHONE, CABLE & INTERNET. AMOUNT: 3,253. DESCRIPTION: OTC/CONVENTION/MEETINGS EXPENSE. AMOUNT: 600. DESCRIPTION: FOOD AND BEVERAGE EXPENSE. AMOUNT: 55. DESCRIPTION: CHARITY AND PHILANTHROPY. AMOUNT: 3,000. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 80. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 392. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 123. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 2,665. TOTAL TO FORM 990-EZ, LINE 16: 22,303.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/PersonNm0PRESTON POOLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum07313631946
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DELTA UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0510167185
ReturnHeader/Filer/PhoneNum07313631946
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 HANNINGS LANE
ReturnHeader/Filer/USAddress/CityNm0MARTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038237
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541298267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAETZ & HAWKINS PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 SOUTH RANDOLPH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244500916
ReturnHeader/PreparerPersonGrp/PhoneNum05404637121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCAS C PENIX
ReturnHeader/ReturnTs02024-10-25T12:48:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$1.03$1.01$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.91$0.91$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.86$0.94$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.80$0.76$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.93$0.81$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.85$0.79$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.93$1.00$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.74$0.71$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.75$0.82$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.80$0.80$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.84$0.83$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.72$0.73$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.84$0.78$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.65$0.68$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.78$0.74$0.04