Civic Intelligence

Kappa Alpha Order Eta Chapter

990EZ • Fiscal year 2025 • EIN 54-6069366

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 04, 2025

28 Westhampton WayRichmond, VA 23173

(914) 815-1263

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

57th percentile

0.00x

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

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

33rd percentile

-2.1%

Higher net margin than 33% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

9th percentile

-36%

Faster asset growth than 9% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

-0.3%

Faster revenue growth than 41% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,198

Down $1,263 (-36%) from 2024

Net Assets

$2,198

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$60,997

Down $164 (-0.3%) from 2024

Expenses

Up

$62,260

Up $2,959 (+5.0%) from 2024

Net Income

Down

-$1,263

Down $3,123 (-168%) from 2024

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $2,141Liabilities 2011: $0Net Assets 2011: $2,1412011Assets 2012: $761Liabilities 2012: $02012Assets 2013: $406Liabilities 2013: $02013Assets 2014: $1,800Liabilities 2014: $0Net Assets 2014: $1,8002014Assets 2015: $2,452Liabilities 2015: $0Net Assets 2015: $2,4522015Assets 2016: $1,812Liabilities 2016: $0Net Assets 2016: $1,8122016Assets 2017: $2,873Liabilities 2017: $02017Assets 2018: $3,242Liabilities 2018: $0Net Assets 2018: $3,2422018Assets 2019: $6,915Liabilities 2019: $02019Assets 2020: $22,679Liabilities 2020: $0Net Assets 2020: $22,6792020Assets 2023: $1,601Liabilities 2023: $02023Assets 2024: $3,461Liabilities 2024: $02024Assets 2025: $2,198Liabilities 2025: $0Net Assets 2025: $2,1982025

Highlighted filing

2025

Assets$2,198
Liabilities$0
Net Assets$2,198

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $70,866Expenses 2011: $69,742Net Income 2011: $1,1242011Revenue 2012: $75,509Expenses 2012: $76,889Net Income 2012: -$1,3802012Revenue 2013: $70,900Expenses 2013: $71,255Net Income 2013: -$3552013Revenue 2014: $89,092Expenses 2014: $87,698Net Income 2014: $1,3942014Revenue 2015: $88,080Expenses 2015: $87,428Net Income 2015: $6522015Revenue 2016: $61,400Expenses 2016: $62,040Net Income 2016: -$6402016Revenue 2017: $67,732Expenses 2017: $66,671Net Income 2017: $1,0612017Revenue 2018: $74,920Expenses 2018: $74,551Net Income 2018: $3692018Revenue 2019: $78,560Expenses 2019: $74,887Net Income 2019: $3,6732019Revenue 2020: $76,334Expenses 2020: $60,570Net Income 2020: $15,7642020Revenue 2023: $60,175Expenses 2023: $70,513Net Income 2023: -$10,3382023Revenue 2024: $61,161Expenses 2024: $59,301Net Income 2024: $1,8602024Revenue 2025: $60,997Expenses 2025: $62,260Net Income 2025: -$1,2632025

Highlighted filing

2025

Revenue$60,997
Expenses$62,260
Net Income-$1,263
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$60,997
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
WYATT BALLARDNumber I-$0--
RAFAEL SANTOMENNANumber II-$0--
GABRIEL MONGELLINumber III-$0--
JACKSON VOELKELNumber IV-$0--
HUNTER MILLERNumber V-$0--
WILLIAM KERSHNERNumber VI-$0--
MATTHEW DALICANDRONumber VII-$0--
OWEN SHEEHANNumber VIII-$0--
ERIC GLASERNumber IX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
54-6069366
Phone
9148151263
Address
28 WESTHAMPTON WAY, RICHMOND, VA 23173

Signing Officer

Name
William Kershner
Title
Number Vi
Phone
9148151263
Signed
2025-11-04
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: 29,377.

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

Description: entertainment and social expenses. Amount: 10,592. Description: rush and recruitment expenses. Amount: 1,343. Description: charity and philanthropy. Amount: 3,171. Description: insurance. Amount: 2,874. Description: composite expenses. Amount: 382. Description: supplies. Amount: 1,236. Description: ifc & intramurals. Amount: 675. Description: travel. Amount: 1,678. Description: other expenses. Amount: 240. Total to form 990-ez, line 16: 22,191.

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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM KERSHNER
IRS990EZ/BooksInCareOfDetail/PhoneNum09148151263
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028 WESTHAMPTON WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03461
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02198
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02790
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1263
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06057
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03461
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02198
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029377
IRS990EZ/GrossReceiptsAmt060997
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt07650
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03461
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02198
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03461
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02198
IRS990EZ/OccupancyRentUtltsAndMaintAmt04635
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/PersonNm0WYATT BALLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RAFAEL SANTOMENNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GABRIEL MONGELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKSON VOELKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HUNTER MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM KERSHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATTHEW DALICANDRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7OWEN SHEEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIC GLASER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0NUMBER I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1NUMBER II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2NUMBER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3NUMBER IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NUMBER V
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5NUMBER VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6NUMBER VII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7NUMBER VIII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8NUMBER IX
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022191
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramServiceRevenueAmt058207
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/TotalExpensesAmt062260
IRS990EZ/TotalRevenueAmt060997
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: 29,377.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT AND SOCIAL EXPENSES. AMOUNT: 10,592. DESCRIPTION: RUSH AND RECRUITMENT EXPENSES. AMOUNT: 1,343. DESCRIPTION: CHARITY AND PHILANTHROPY. AMOUNT: 3,171. DESCRIPTION: INSURANCE. AMOUNT: 2,874. DESCRIPTION: COMPOSITE EXPENSES. AMOUNT: 382. DESCRIPTION: SUPPLIES. AMOUNT: 1,236. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 675. DESCRIPTION: TRAVEL. AMOUNT: 1,678. DESCRIPTION: OTHER EXPENSES. AMOUNT: 240. TOTAL TO FORM 990-EZ, LINE 16: 22,191.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM KERSHNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum09148151263
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0546069366
ReturnHeader/Filer/PhoneNum09148151263
ReturnHeader/Filer/USAddress/AddressLine1Txt028 WESTHAMPTON WAY
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023173
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/ReturnTs02025-11-04T13:07:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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.$2.20$0.00$2.20$61.0$62.3$1.26
2024Summary only. Only limited summary data is available for this year.$3.46$0.00$61.2$59.3$1.86
2023Summary only. Only limited summary data is available for this year.$1.60$0.00$60.2$70.5$10.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.00$22.7$76.3$60.6$15.8
2019Summary only. Only limited summary data is available for this year.$6.92$0.00$78.6$74.9$3.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$74.9$74.6$0.37
2017Summary only. Only limited summary data is available for this year.$2.87$0.00$67.7$66.7$1.06
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$61.4$62.0$0.64
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$88.1$87.4$0.65
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$89.1$87.7$1.39
2013Summary only. Only limited summary data is available for this year.$0.41$0.00$70.9$71.3$0.36
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$75.5$76.9$1.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.00$2.14$70.9$69.7$1.12