Civic Intelligence

Kappa Alpha Order Upsilon Chapter

990EZ • Fiscal year 2020 • EIN 56-0548211

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 15, 2020

412 W Cameron AveChapel Hill, NC 27516

(336) 944-4374

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

36th percentile

-3.6%

Higher net margin than 36% 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

5th percentile

-49%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

78th percentile

4.3%

Faster revenue growth than 78% of similar nonprofits.

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

Assets

Down

$6,723

Down $6,421 (-49%) from 2019

Net Assets

Down

$6,723

Down $6,421 (-49%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$177,612

Up $7,251 (+4.3%) from 2019

Expenses

Up

$184,033

Up $19,444 (+12%) from 2019

Net Income

Down

-$6,421

Down $12,193 (-211%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$6,723
Liabilities$0
Net Assets$6,723

Operations Trend

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

2020

Revenue$177,612
Expenses$184,033
Net Income-$6,421
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 15, 2020
Return Version
2019v5.1
Gross Receipts
$177,612
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
THADDEUS CREECHI-$0--
WILLIAM SMITHII-$0--
SAMUEL GRELCKIII-$0--
JOSHUA FASNACHTIV-$0--
PATRICK KLUGV-$0--
HARRISON HILLVI-$0--
NOAH HAYESVII-$0--
MEHUL MUPPASANIVIII-$0--
HENRY DUPERIERIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
56-0548211
Phone
3369444374
Address
412 W CAMERON AVE, CHAPEL HILL, NC 27516

Signing Officer

Name
Harrison Hill
Title
Number Vi
Phone
3369444374
Signed
2020-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas 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: 16,353.

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

Description: rush & recruitment. Amount: 13,545. Description: ifc & intramurals. Amount: 870. Description: province councils, convention & meetings. Amount: 2,641. Description: composite. Amount: 1,147. Description: entertainment/social/bands. Amount: 7,133. Description: alumni expense. Amount: 1,533. Description: charity & philanthropy expenses. Amount: 3,244. Description: supplies expense. Amount: 1,429. Description: travel expense. Amount: 682. Total to form 990-ez, line 16: 32,224.

Raw XML Appendix152 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/BenefitsPaidToOrForMembersAmt03200
IRS990EZ/BooksInCareOfDetail/PersonNm0HARRISON HILL
IRS990EZ/BooksInCareOfDetail/PhoneNum03369444374
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0412 W CAMERON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027516
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013144
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06723
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04156
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6421
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02376
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013144
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06723
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016353
IRS990EZ/GrossReceiptsAmt0177612
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt03400
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0172751
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013144
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06723
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013144
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06723
IRS990EZ/OccupancyRentUtltsAndMaintAmt0129880
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/PersonNm0THADDEUS CREECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMUEL GRELCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSHUA FASNACHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICK KLUG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HARRISON HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NOAH HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MEHUL MUPPASANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HENRY DUPERIER
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/OtherExpensesTotalAmt032224
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramServiceRevenueAmt0705
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/TotalExpensesAmt0184033
IRS990EZ/TotalRevenueAmt0177612
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: 16,353.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RUSH & RECRUITMENT. AMOUNT: 13,545. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 870. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS. AMOUNT: 2,641. DESCRIPTION: COMPOSITE. AMOUNT: 1,147. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS. AMOUNT: 7,133. DESCRIPTION: ALUMNI EXPENSE. AMOUNT: 1,533. DESCRIPTION: CHARITY & PHILANTHROPY EXPENSES. AMOUNT: 3,244. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 1,429. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 682. TOTAL TO FORM 990-EZ, LINE 16: 32,224.
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRISON HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum03369444374
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0560548211
ReturnHeader/Filer/PhoneNum03369444374
ReturnHeader/Filer/USAddress/AddressLine1Txt0412 W CAMERON AVE
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027516
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09762FC32C14AE1614DB722AD03079C6D1C24F468
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037FB8B442E8B615421F0EA26E6E55D5909F92F59
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02020-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:27:50
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 PENIX
ReturnHeader/ReturnTs02020-10-15T14:26:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.$0.31$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