Civic Intelligence

Kappa Alpha Psi Fraternity Southern Province

990 • Fiscal year 2020 • EIN 51-0212810

Oct 01, 2019 to Sep 30, 2020 • Filed on Apr 23, 2021

601 Savannah StreetMobile, AL 36603

(251) 433-5514

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.00x

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

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Net Margin

84th percentile

20%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Asset Growth

97th percentile

39%

Faster asset growth than 97% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

6.5%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$586,907

Up $164,972 (+39%) from 2019

Net Assets

Up

$586,907

Up $164,972 (+39%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$832,755

Up $50,834 (+6.5%) from 2019

Expenses

Down

$667,783

Down $103,093 (-13%) from 2019

Net Income

Up

$164,972

Up $153,927 (+1394%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $89,625Liabilities 2011: $0Net Assets 2011: $89,6252011Assets 2012: $116,782Liabilities 2012: $0Net Assets 2012: $116,7822012Assets 2017: $336,190Liabilities 2017: $0Net Assets 2017: $336,1902017Assets 2018: $411,389Liabilities 2018: $499Net Assets 2018: $410,8902018Assets 2019: $421,935Liabilities 2019: $0Net Assets 2019: $421,9352019Assets 2020: $586,907Liabilities 2020: $0Net Assets 2020: $586,9072020Assets 2021: $611,456Liabilities 2021: $0Net Assets 2021: $611,4562021Assets 2022: $670,661Liabilities 2022: $0Net Assets 2022: $670,6612022Assets 2023: $699,722Liabilities 2023: $0Net Assets 2023: $699,7222023Assets 2024: $784,981Liabilities 2024: $0Net Assets 2024: $784,9812024

Highlighted filing

2020

Assets$586,907
Liabilities$0
Net Assets$586,907

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $385,913Expenses 2011: $380,324Net Income 2011: $5,5892011Revenue 2012: $365,156Expenses 2012: $337,999Net Income 2012: $27,1572012Revenue 2017: $559,100Expenses 2017: $567,075Net Income 2017: -$7,9752017Revenue 2018: $821,239Expenses 2018: $754,656Net Income 2018: $66,5832018Revenue 2019: $781,921Expenses 2019: $770,876Net Income 2019: $11,0452019Revenue 2020: $832,755Expenses 2020: $667,783Net Income 2020: $164,9722020Revenue 2021: $94,895Expenses 2021: $63,267Net Income 2021: $31,6282021Revenue 2022: $1,342,330Expenses 2022: $1,250,723Net Income 2022: $91,6072022Revenue 2023: $1,026,148Expenses 2023: $984,960Net Income 2023: $41,1882023Revenue 2024: $509,974Expenses 2024: $431,908Net Income 2024: $78,0662024

Highlighted filing

2020

Revenue$832,755
Expenses$667,783
Net Income$164,972
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Apr 23, 2021
Return Version
2019v5.0
Gross Receipts
$832,755
Mission and Program Overview

Mission

The organization strives to foster achievement in every field of human endeavor. The southern province of kappa alpha psi fraternity is part on a national organization which provides administrative, training and advisory leadership to 75 alumni and college undergraduate chapters in alabama and florida. The province appointed polemarch(president) and board of directors are available at all times to provide help and assist the provincial chapters as well as college administrator's. The southern province has focus on providing and developing college students to be leaders on their campuses and their community since 1950 and will continue to promote these activities. The southern province requires all chapters to meet several times a year to train and update members on community service activities and organizational requirements. Listed are the activities conducted each year by the southern province. 1. C. Rodger wilson leadership conference - this is a three day training event with worksh

To unite college men of culture, patriotism and honor in a bond of fraternity; to encourage honorable achievement in every field of human endeavor; to promote the spiritual, social, intellectual and moral welfare of its members; to assist the aims and purposes of colleges and universities; to inspire service in the public's interest.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$343,712$356,755▲ $13,043
Cash and Non-Interest-Bearing Accounts$78,223$230,152▲ $151,929
Total Assets$421,935$586,907▲ $164,972
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$243,621$586,907▲ $343,286
Net Assets With Donor Restrictions$178,314--
Total Net Assets Fund Balance$421,935$586,907▲ $164,972
Total Liabilities and Net Assets / Fund Balance$421,935$586,907▲ $164,972
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bertram K OrumPresident
Cleveland Ferguson Iii EsqSecretary
Ralph AlticeTreasurer
Chauncy E HaynesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$69,880
Program Service Revenue
$743,342
Investment Income
$19,533
Other Revenue
$0
All Other Contributions
$31,030
Change in Net Assets
$164,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$667,783
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$32,768$30,005-$62,773
Other Expenses$21,724--$21,724
Total Functional Expenses$637,778$30,005$0$667,783
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 reviewed and approved by executive committee before it is filed.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Kappa Alpha Psi Fraternity
EIN
51-0212810
Address
601 SAVANNAH STREET, MOBILE, AL 36603

Signing Officer

Name
Ralph Altice
Title
Treasurer
Signed
2021-04-23

Organization Details

Principal Officer
Bertram K Orum
Formed
1951
Legal Domicile
Fl
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Grayson Accounting & Consult
Address
118 SALEM CT, TALLAHASSEE, FL 32301-2810
Preparer
John M Grayson CPA
Phone
8502941750
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization strives to foster achievement in every field of human endeavor. The southern province of kappa alpha psi fraternity is part on a national organization which provides administrative, training and advisory leadership to 75 alumni and college undergraduate chapters in alabama and florida. The province appointed polemarch(president) and board of directors are available at all times to provide help and assist the provincial chapters as well as college administrator's. The southern province has focus on providing and developing college students to be leaders on their campuses and their community since 1950 and will continue to promote these activities. The southern province requires all chapters to meet several times a year to train and update members on community service activities and organizational requirements. Listed are the activities conducted each year by the southern province. 1. C. Rodger wilson leadership conference - this is a three day training event with workshops providing information to all chapter leaders on organizational updates provide by the national organization. This training is conducted in the fall of the year at locations either in alabama or florida. The activities are coordinate by the appointed chairman and several broad members such as the president, secretary, treasurer and college advisors. This meeting provides the training materials on community service, scholarships, college and governmental requirements. Presenters are available all year long for assistant. 2. Province council meeting - this is a four day meeting conducted in the spring of each year. Attendant is required by all chapters in alabama and florida. Meetings are conducted by the province polemarch and province officers on updates, initiatives, scholarships, college and governmental requirements. This meeting is when new officers are elected to continue the focus and objectives of kappa alpha psi fraternity, inc. 3. Chapter advisory training - this training is conducted as often as needed. The training consist of 8 hours of leadership training for college and university advisors that must be certified by kappa alpha psi fraternity to interact with college officials and students. Training is provided by the province broad member appointed by grand chapter. 4. Leadership retreat for advisors and polemarchs - the meeting occur every 24 months usually every other summer. Meeting is conducted by the southern province vice-polemarch to ensure that all chapters are consistent with the statues, guidelines and organization requirements set force by kappa alpha psi fraternity headquarters. This is a two day event either in alabama or florida. 5. New memberships - individuals who wish to join the kappa alpha psi fraternity, inc. From colleges or universities in alabama and florida must join through the programs provided by the southern province. The membership process is conducted by the province polemarch and his membership team. The process is a two day event either in alabama or florida and can be conducted only at times set by the province polemarch. Usually the process takes place in the fall and spring of the year.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION STRIVES TO FOSTER ACHIEVEMENT IN EVERY FIELD OF HUMAN ENDEAVOR. THE SOUTHERN PROVINCE OF KAPPA ALPHA PSI FRATERNITY IS PART ON A NATIONAL ORGANIZATION WHICH PROVIDES ADMINISTRATIVE, TRAINING AND ADVISORY LEADERSHIP TO 75 ALUMNI AND COLLEGE UNDERGRADUATE CHAPTERS IN ALABAMA AND FLORIDA. THE PROVINCE APPOINTED POLEMARCH(PRESIDENT) AND BOARD OF DIRECTORS ARE AVAILABLE AT ALL TIMES TO PROVIDE HELP AND ASSIST THE PROVINCIAL CHAPTERS AS WELL AS COLLEGE ADMINISTRATOR'S. THE SOUTHERN PROVINCE HAS FOCUS ON PROVIDING AND DEVELOPING COLLEGE STUDENTS TO BE LEADERS ON THEIR CAMPUSES AND THEIR COMMUNITY SINCE 1950 AND WILL CONTINUE TO PROMOTE THESE ACTIVITIES. THE SOUTHERN PROVINCE REQUIRES ALL CHAPTERS TO MEET SEVERAL TIMES A YEAR TO TRAIN AND UPDATE MEMBERS ON COMMUNITY SERVICE ACTIVITIES AND ORGANIZATIONAL REQUIREMENTS. LISTED ARE THE ACTIVITIES CONDUCTED EACH YEAR BY THE SOUTHERN PROVINCE. 1. C. RODGER WILSON LEADERSHIP CONFERENCE - THIS IS A THREE DAY TRAINING EVENT WITH WORKSHOPS PROVIDING INFORMATION TO ALL CHAPTER LEADERS ON ORGANIZATIONAL UPDATES PROVIDE BY THE NATIONAL ORGANIZATION. THIS TRAINING IS CONDUCTED IN THE FALL OF THE YEAR AT LOCATIONS EITHER IN ALABAMA OR FLORIDA. THE ACTIVITIES ARE COORDINATE BY THE APPOINTED CHAIRMAN AND SEVERAL BROAD MEMBERS SUCH AS THE PRESIDENT, SECRETARY, TREASURER AND COLLEGE ADVISORS. THIS MEETING PROVIDES THE TRAINING MATERIALS ON COMMUNITY SERVICE, SCHOLARSHIPS, COLLEGE AND GOVERNMENTAL REQUIREMENTS. PRESENTERS ARE AVAILABLE ALL YEAR LONG FOR ASSISTANT. 2. PROVINCE COUNCIL MEETING - THIS IS A FOUR DAY MEETING CONDUCTED IN THE SPRING OF EACH YEAR. ATTENDANT IS REQUIRED BY ALL CHAPTERS IN ALABAMA AND FLORIDA. MEETINGS ARE CONDUCTED BY THE PROVINCE POLEMARCH AND PROVINCE OFFICERS ON UPDATES, INITIATIVES, SCHOLARSHIPS, COLLEGE AND GOVERNMENTAL REQUIREMENTS. THIS MEETING IS WHEN NEW OFFICERS ARE ELECTED TO CONTINUE THE FOCUS AND OBJECTIVES OF KAPPA ALPHA PSI FRATERNITY, INC. 3. CHAPTER ADVISORY TRAINING - THIS TRAINING IS CONDUCTED AS OFTEN AS NEEDED. THE TRAINING CONSIST OF 8 HOURS OF LEADERSHIP TRAINING FOR COLLEGE AND UNIVERSITY ADVISORS THAT MUST BE CERTIFIED BY KAPPA ALPHA PSI FRATERNITY TO INTERACT WITH COLLEGE OFFICIALS AND STUDENTS. TRAINING IS PROVIDED BY THE PROVINCE BROAD MEMBER APPOINTED BY GRAND CHAPTER. 4. LEADERSHIP RETREAT FOR ADVISORS AND POLEMARCHS - THE MEETING OCCUR EVERY 24 MONTHS USUALLY EVERY OTHER SUMMER. MEETING IS CONDUCTED BY THE SOUTHERN PROVINCE VICE-POLEMARCH TO ENSURE THAT ALL CHAPTERS ARE CONSISTENT WITH THE STATUES, GUIDELINES AND ORGANIZATION REQUIREMENTS SET FORCE BY KAPPA ALPHA PSI FRATERNITY HEADQUARTERS. THIS IS A TWO DAY EVENT EITHER IN ALABAMA OR FLORIDA. 5. NEW MEMBERSHIPS - INDIVIDUALS WHO WISH TO JOIN THE KAPPA ALPHA PSI FRATERNITY, INC. FROM COLLEGES OR UNIVERSITIES IN ALABAMA AND FLORIDA MUST JOIN THROUGH THE PROGRAMS PROVIDED BY THE SOUTHERN PROVINCE. THE MEMBERSHIP PROCESS IS CONDUCTED BY THE PROVINCE POLEMARCH AND HIS MEMBERSHIP TEAM. THE PROCESS IS A TWO DAY EVENT EITHER IN ALABAMA OR FLORIDA AND CAN BE CONDUCTED ONLY AT TIMES SET BY THE PROVINCE POLEMARCH. USUALLY THE PROCESS TAKES PLACE IN THE FALL AND SPRING OF THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 REVIEWED AND APPROVED BY EXECUTIVE COMMITTEE BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0637778
IRS990/TotalFunctionalExpensesGrp/TotalAmt0667783
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0421935
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0586907
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt019700
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt019700
IRS990/TotalProgramServiceExpensesAmt0637778
IRS990/TotalProgramServiceRevenueAmt0743342
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0832755
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0421935
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IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05780 CARRINGTON LAKE PARKWAY
IRS990/USAddress/CityNm0TRUSSVILLE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035173
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH ALTICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA PSI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOUTHERN PROVINCE
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0510212810
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 SAVANNAH STREET
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593735258
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAYSON ACCOUNTING & CONSULT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0118 SALEM CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0323012810
ReturnHeader/PreparerPersonGrp/PhoneNum08502941750
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M GRAYSON CPA
ReturnHeader/ReturnTs02021-05-02T08:54:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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