Civic Intelligence

Kappa Alpha Order

990EZ • Fiscal year 2024 • EIN 54-1705195

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

James Madison University Msc 3518Harrisonburg, VA 22807

(757) 650-2678

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

43rd percentile

0.4%

Higher net margin than 43% 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

97th percentile

161%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

25th percentile

-9.7%

Faster revenue growth than 25% of similar nonprofits.

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

Assets

Down

$1,141

Down $2,013 (-64%) from 2022

Net Assets

Down

$1,141

Down $2,013 (-64%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$161,834

Up $26,300 (+19%) from 2022

Expenses

Up

$161,130

Up $25,848 (+19%) from 2022

Net Income

Up

$704

Up $452 (+179%) from 2022

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $20,176Liabilities 2011: $0Net Assets 2011: $20,1762011Assets 2013: $10,207Liabilities 2013: $0Net Assets 2013: $10,2072013Assets 2014: $3,731Liabilities 2014: $0Net Assets 2014: $3,7312014Assets 2015: $948Liabilities 2015: $0Net Assets 2015: $9482015Assets 2016: $2,635Liabilities 2016: $0Net Assets 2016: $2,6352016Assets 2017: $7,956Liabilities 2017: $0Net Assets 2017: $7,9562017Assets 2018: $9,119Liabilities 2018: $0Net Assets 2018: $9,1192018Assets 2019: $5,037Liabilities 2019: $0Net Assets 2019: $5,0372019Assets 2020: $14,312Liabilities 2020: $0Net Assets 2020: $14,3122020Assets 2021: $2,902Liabilities 2021: $0Net Assets 2021: $2,9022021Assets 2022: $3,154Liabilities 2022: $0Net Assets 2022: $3,1542022Assets 2024: $1,141Liabilities 2024: $0Net Assets 2024: $1,1412024

Highlighted filing

2024

Assets$1,141
Liabilities$0
Net Assets$1,141

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $131,238Expenses 2011: $113,477Net Income 2011: $17,7612011Revenue 2013: $137,814Expenses 2013: $136,551Net Income 2013: $1,2632013Revenue 2014: $145,936Expenses 2014: $152,412Net Income 2014: -$6,4762014Revenue 2015: $185,755Expenses 2015: $188,538Net Income 2015: -$2,7832015Revenue 2016: $134,237Expenses 2016: $132,550Net Income 2016: $1,6872016Revenue 2017: $141,748Expenses 2017: $136,427Net Income 2017: $5,3212017Revenue 2018: $167,266Expenses 2018: $166,103Net Income 2018: $1,1632018Revenue 2019: $113,427Expenses 2019: $117,509Net Income 2019: -$4,0822019Revenue 2020: $102,641Expenses 2020: $93,366Net Income 2020: $9,2752020Revenue 2021: $87,781Expenses 2021: $99,191Net Income 2021: -$11,4102021Revenue 2022: $135,534Expenses 2022: $135,282Net Income 2022: $2522022Revenue 2024: $161,834Expenses 2024: $161,130Net Income 2024: $7042024

Highlighted filing

2024

Revenue$161,834
Expenses$161,130
Net Income$704
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$161,834
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM POGLASEI-$0--
GARRETT BELOTEII-$0--
LUKE CULPEPERIII-$0--
KYLE HAEGELEIV-$0--
CHARLIE HOPPERV-$0--
CHRISTOPHER BREHLVI-$0--
RYAN KROEGERVII-$0--
WILLIAM DEMPSEYVIII-$0--
DONALD LUBINIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
54-1705195
Phone
7576502678
Address
JAMES MADISON UNIVERSITY MSC 3518, HARRISONBURG, VA 22807

Signing Officer

Name
Christopher Brehl
Title
Number Vi
Phone
7576502678
Signed
2024-11-05
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: 54,199.

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

Description: rush & recruitment. Amount: 9,145. Description: ifc & intramurals. Amount: 3,489. Description: supplies expense. Amount: 2,099. Description: composite. Amount: 2,200. Description: food & beverage expense. Amount: 729. Description: charity & philanthropy. Amount: 2,240. Description: alumni expense. Amount: 1,478. Description: province councils, convention & meetings expenses. Amount: 1,679. Description: travel expenses. Amount: 1,527. Description: entertainment/social/bands expense. Amount: 57,867. Total to form 990-ez, line 16: 82,453.

Raw XML Appendix143 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISTOPHER BREHL
IRS990EZ/BooksInCareOfDetail/PhoneNum07576502678
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0JAMES MADISON UNIVERSITY MSC 3518
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARRISONBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0437
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01141
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0704
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011972
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0437
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01141
IRS990EZ/GrantsAndSimilarAmountsPaidAmt054199
IRS990EZ/GrossReceiptsAmt0161834
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt014150
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0161834
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0437
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01141
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0437
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01141
IRS990EZ/OccupancyRentUtltsAndMaintAmt012506
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM POGLASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARRETT BELOTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUKE CULPEPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KYLE HAEGELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLIE HOPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTOPHER BREHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RYAN KROEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WILLIAM DEMPSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DONALD LUBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VIII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8IX
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt082453
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0161130
IRS990EZ/TotalRevenueAmt0161834
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: 54,199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RUSH & RECRUITMENT. AMOUNT: 9,145. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 3,489. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 2,099. DESCRIPTION: COMPOSITE. AMOUNT: 2,200. DESCRIPTION: FOOD & BEVERAGE EXPENSE. AMOUNT: 729. DESCRIPTION: CHARITY & PHILANTHROPY. AMOUNT: 2,240. DESCRIPTION: ALUMNI EXPENSE. AMOUNT: 1,478. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS EXPENSES. AMOUNT: 1,679. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 1,527. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 57,867. TOTAL TO FORM 990-EZ, LINE 16: 82,453.
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/PersonNm0CHRISTOPHER BREHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum07576502678
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA THETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0541705195
ReturnHeader/Filer/PhoneNum07576502678
ReturnHeader/Filer/USAddress/AddressLine1Txt0JAMES MADISON UNIVERSITY MSC 3518
ReturnHeader/Filer/USAddress/CityNm0HARRISONBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022807
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/ReturnTs02024-11-05T15:40:34-06:00
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
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.62$1.61$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$1.36$1.35$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.88$0.99$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$1.03$0.93$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.13$1.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.67$1.66$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$1.42$1.36$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.34$1.33$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.86$1.89$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.46$1.52$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$1.38$1.37$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$1.31$1.13$0.18