Civic Intelligence

Phi Kappa Psi Fraternity

990 • Fiscal year 2020 • EIN 54-0339634

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 09, 2021

C/O Swisher Johnson PO Box 1489Lexington, VA 24450

(540) 463-7131

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

63%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

30%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$127,311

Up $49,279 (+63%) from 2019

Net Assets

Up

$127,311

Up $49,279 (+63%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$252,790

Up $58,951 (+30%) from 2019

Expenses

Up

$203,511

Up $82,624 (+68%) from 2019

Net Income

Down

$49,279

Down $23,673 (-32%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $137,067Liabilities 2011: $0Net Assets 2011: $137,0672011Assets 2012: $151,275Liabilities 2012: $02012Assets 2013: $142,160Liabilities 2013: $0Net Assets 2013: $142,1602013Assets 2014: $143,397Liabilities 2014: $8,481Net Assets 2014: $134,9162014Assets 2015: $5,081Liabilities 2015: $02015Assets 2016: $5,081Liabilities 2016: $02016Assets 2019: $78,032Net Assets 2019: $78,0322019Assets 2020: $127,311Liabilities 2020: $0Net Assets 2020: $127,3112020Assets 2021: $87,875Net Assets 2021: $87,8752021Assets 2022: $120,171Liabilities 2022: $0Net Assets 2022: $120,1712022Assets 2023: $81,690Liabilities 2023: $0Net Assets 2023: $81,6902023Assets 2024: $168,056Liabilities 2024: $0Net Assets 2024: $168,0562024

Highlighted filing

2020

Assets$127,311
Liabilities$0
Net Assets$127,311

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $244,858Expenses 2011: $218,580Net Income 2011: $26,2782011Revenue 2012: $149,844Expenses 2012: $135,636Net Income 2012: $14,2082012Expenses 2013: $310,7952013Revenue 2014: $290,426Expenses 2014: $297,670Net Income 2014: -$7,2442014Revenue 2015: $130,534Expenses 2015: $260,369Net Income 2015: -$129,8352015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2019: $193,839Expenses 2019: $120,887Net Income 2019: $72,9522019Revenue 2020: $252,790Expenses 2020: $203,511Net Income 2020: $49,2792020Revenue 2021: $174,580Expenses 2021: $214,016Net Income 2021: -$39,4362021Revenue 2022: $248,662Expenses 2022: $216,366Net Income 2022: $32,2962022Revenue 2023: $291,113Expenses 2023: $329,594Net Income 2023: -$38,4812023Revenue 2024: $277,841Expenses 2024: $191,475Net Income 2024: $86,3662024

Highlighted filing

2020

Revenue$252,790
Expenses$203,511
Net Income$49,279
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 9, 2021
Return Version
2019v5.0
Gross Receipts
$252,790
Mission and Program Overview

Mission

College fraternity chapter

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$71,844$84,293▲ $12,449
Other Notes and Loans Receivable, Net$6,188$43,018▲ $36,830
Total Assets$78,032$127,311▲ $49,279
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$78,032$127,311▲ $49,279
Total Net Assets Fund Balance$78,032$127,311▲ $49,279
Total Liabilities and Net Assets / Fund Balance$78,032$127,311▲ $49,279
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jay WaltonPresident
Colin WhitingTreasurer
Tom Mulvey IiiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$252,790
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$49,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$203,511
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
Other Expenses---$1,740
Occupancy---$1,552
All Other Expenses---$1,114
Total Functional Expenses$0$0$0$203,511
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
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

The tax return is first reviewed by either the president or the treasurer. If no discrepancies or irregularities are noted, the return is filed. Should issues arise during the initial review, the return is subsequently forwarded to the other individual, if the issue cannot be resolved after the second review, the return is then reviewed by the membership

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request

Filing and Contact Details

Filer

Filer Name
Beta Chapter
EIN
54-0339634
Phone
5404637131
Address
C/O SWISHER JOHNSON PO BOX 1489, LEXINGTON, VA 24450

Signing Officer

Name
Colin Whiting
Title
Treasurer
Phone
5404637131
Signed
2021-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Colin Whiting
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Swisher & Johnson Cpas Plc
Address
PO DRAWER 1489, LEXINGTON, VA 24450
Preparer
Susan H Johnson CPA
Phone
5404637131
Raw XML Appendix222 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.

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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxPeriodEndDt02020-08-31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)7 • <$500k nonprofits