Civic Intelligence

Kappa Alpha Order

EIN 56-0548211 • 501(c)7 • Chapel Hill, NC

Profile

Collegiate social fraternity

412 W Cameron AveChapel Hill, NC 27516

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

84th percentile

23%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

99th percentile

640%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

57th percentile

6.2%

Faster revenue growth than 57% of similar nonprofits.

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

Assets

Up

$31,317

Up $27,087 (+640%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$31,317

Up $27,087 (+640%) from 2023

Revenue

Up

$119,908

Up $7,046 (+6.2%) from 2023

Expenses

Down

$92,821

Down $23,997 (-21%) from 2023

Net Income

Up

$27,087

Up $31,043 (+785%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $8,869Liabilities 2011: $0Net Assets 2011: $8,8692011Assets 2012: $13,157Liabilities 2012: $0Net Assets 2012: $13,1572012Assets 2013: $13,464Liabilities 2013: $0Net Assets 2013: $13,4642013Assets 2014: $10,085Liabilities 2014: $0Net Assets 2014: $10,0852014Assets 2015: $6,230Liabilities 2015: $0Net Assets 2015: $6,2302015Assets 2016: $9,755Liabilities 2016: $0Net Assets 2016: $9,7552016Assets 2017: $6,948Liabilities 2017: $0Net Assets 2017: $6,9482017Assets 2018: $6,834Liabilities 2018: $0Net Assets 2018: $6,8342018Assets 2019: $13,144Liabilities 2019: $0Net Assets 2019: $13,1442019Assets 2020: $6,723Liabilities 2020: $0Net Assets 2020: $6,7232020Assets 2021: $34,016Liabilities 2021: $0Net Assets 2021: $34,0162021Assets 2022: $8,186Liabilities 2022: $0Net Assets 2022: $8,1862022Assets 2023: $4,230Liabilities 2023: $0Net Assets 2023: $4,2302023Assets 2024: $31,317Liabilities 2024: $0Net Assets 2024: $31,3172024

Highlighted filing

2024

Assets$31,317
Liabilities$0
Net Assets$31,317

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $68,735Expenses 2011: $61,827Net Income 2011: $6,9082011Revenue 2012: $69,272Expenses 2012: $64,984Net Income 2012: $4,2882012Revenue 2013: $188,440Expenses 2013: $188,133Net Income 2013: $3072013Revenue 2014: $130,244Expenses 2014: $133,623Net Income 2014: -$3,3792014Revenue 2015: $173,603Expenses 2015: $172,997Net Income 2015: $6062015Revenue 2016: $195,820Expenses 2016: $192,295Net Income 2016: $3,5252016Revenue 2017: $165,841Expenses 2017: $168,648Net Income 2017: -$2,8072017Revenue 2018: $189,408Expenses 2018: $189,522Net Income 2018: -$1142018Revenue 2019: $170,361Expenses 2019: $164,589Net Income 2019: $5,7722019Revenue 2020: $177,612Expenses 2020: $184,033Net Income 2020: -$6,4212020Revenue 2021: $152,871Expenses 2021: $125,578Net Income 2021: $27,2932021Revenue 2022: $129,676Expenses 2022: $155,506Net Income 2022: -$25,8302022Revenue 2023: $112,862Expenses 2023: $116,818Net Income 2023: -$3,9562023Revenue 2024: $119,908Expenses 2024: $92,821Net Income 2024: $27,0872024

Highlighted filing

2024

Revenue$119,908
Expenses$92,821
Net Income$27,087

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.20$0.93$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.13$1.17$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.30$1.56$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.53$1.26$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.78$1.84$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.70$1.65$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.89$1.90$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.66$1.69$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.96$1.92$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.74$1.73$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.30$1.34$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$1.88$1.88$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.69$0.65$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.69$0.62$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 17, 2024
Return Version
2023v5.1
Gross Receipts
$119,908
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
AYDEN FUSSELLI-$0--
AVERY DORSETTII-$0--
BRIAN LIIII-$0--
ETHAN JOYNERIV-$0--
SANFORD CAMPBELLV-$0--
TROY SMITHVI-$0--
ANTHONY MARELLOVII-$0--
GARRETT POWELLVIII-$0--
JOHN POWERSIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
56-0548211
Phone
5165828596
Address
412 W CAMERON AVE, CHAPEL HILL, NC 27516

Signing Officer

Name
Troy Smith
Title
Number Vi
Phone
5165828596
Signed
2024-12-17
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: 17,523.

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

Description: rush & recruitment. Amount: 22,415. Description: food & beverage. Amount: 7,291. Description: composite. Amount: 2,374. Description: entertainment/social/bands. Amount: 29,818. Description: charity & philanthropy expenses. Amount: 815. Description: supplies expense. Amount: 1,073. Description: travel expense. Amount: 1,172. Description: covention & meetings. Amount: 943. Description: ifc & intramurals. Amount: 329. Total to form 990-ez, line 16: 66,230.

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/USAddress/CityNm0CHAPEL HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TROY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANTHONY MARELLO
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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: 17,523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RUSH & RECRUITMENT. AMOUNT: 22,415. DESCRIPTION: FOOD & BEVERAGE. AMOUNT: 7,291. DESCRIPTION: COMPOSITE. AMOUNT: 2,374. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS. AMOUNT: 29,818. DESCRIPTION: CHARITY & PHILANTHROPY EXPENSES. AMOUNT: 815. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 1,073. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 1,172. DESCRIPTION: COVENTION & MEETINGS. AMOUNT: 943. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 329. TOTAL TO FORM 990-EZ, LINE 16: 66,230.
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/PersonNm0TROY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum05165828596
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0560548211
ReturnHeader/Filer/PhoneNum05165828596
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ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
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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/ReturnTs02024-12-17T10:01:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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