Civic Intelligence

Kappa Alpha Order Upsilon Chapter

990EZ • Fiscal year 2015 • EIN 56-0548211

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 20, 2015

Organization ProfileN/A
427 W Cameron AveChapel Hill, NC 27516

(336) 970-7576

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

6th percentile

-38%

Faster asset growth than 6% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

33%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$6,230

Down $3,855 (-38%) from 2014

Net Assets

Down

$6,230

Down $3,855 (-38%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin41st percentile

Revenue

Up

$173,603

Up $43,359 (+33%) from 2014

Expenses

Up

$172,997

Up $39,374 (+29%) from 2014

Net Income

Up

$606

Up $3,985 (+118%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$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

2015

Assets$6,230
Liabilities$0
Net Assets$6,230
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$173,603
Expenses$172,997
Net Income$606
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 20, 2015
Return Version
2014v5.0
Gross Receipts
$173,603
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

DescriptionGrantsExpenses
COLLEGIATE SOCIAL FRATERNITY$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM CAMPI-$0--
BOBBY PEEDINII-$0--
SPENCER STEWARTIII-$0--
HAYDEN VICKIV-$0--
MCKINLEY POLLOCKV-$0--
JACKSON SOMERSVI-$0--
BEN FINGERSVII-$0--
LOGAN BARNESVIII-$0--
JACOB MUNSTERIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order Upsilon Chapter
EIN
56-0548211
Phone
3369707576
Address
427 W CAMERON AVE, CHAPEL HILL, NC 27516

Signing Officer

Name
Jackson Somers
Title
Treasurer
Phone
3369067787
Signed
2015-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
David B Hawkins
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: 22,227.”

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

“Description: rush & recruitment. Amount: 11,324. Description: charity & philanthropy. Amount: 2,154. Description: ifc & intramurals. Amount: 1,092. Description: supplies expense. Amount: 6,754. Description: province councils, convention & meetings. Amount: 1,919. Description: composite. Amount: 1,206. Description: entertainment/social/bands. Amount: 57,543. Total to form 990-ez, line 16: 81,992.”

Raw XML Appendix141 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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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM CAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOBBY PEEDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SPENCER STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HAYDEN VICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MCKINLEY POLLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACKSON SOMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BEN FINGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LOGAN BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JACOB MUNSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0I
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt081992
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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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: 22,227.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RUSH & RECRUITMENT. AMOUNT: 11,324. DESCRIPTION: CHARITY & PHILANTHROPY. AMOUNT: 2,154. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 1,092. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 6,754. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS. AMOUNT: 1,919. DESCRIPTION: COMPOSITE. AMOUNT: 1,206. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS. AMOUNT: 57,543. TOTAL TO FORM 990-EZ, LINE 16: 81,992.
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.
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ReturnHeader/Filer/BusinessNameControlTxt0KAPP
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ReturnHeader/Filer/PhoneNum03369707576
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerPersonGrp/PhoneNum05404637121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B HAWKINS
ReturnHeader/ReturnTs02015-11-20T13:44:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,230
Liabilities
$0
Net assets
$6,230
Revenue
$173,603
Expenses
$172,997
Net income
$606
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