Civic Intelligence

Kappa Alpha Order Epsilon Psi Chapter

990EZ • Fiscal year 2016 • EIN 56-1669921

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 03, 2016

Organization ProfileN/A
8 Heron St BWrightsville Beach, NC 28480

(704) 778-7457

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-0.0%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-0.1%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$12,006

Down $7 (-0.1%) from 2015

Net Assets

Down

$12,006

Down $7 (-0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin39th percentile

Revenue

Up

$70,775

Up $7,505 (+12%) from 2015

Expenses

Up

$70,782

Up $15,565 (+28%) from 2015

Net Income

Down

-$7

Down $8,060 (-100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15K$10K$5.0K$0Assets 2015: $12,013Liabilities 2015: $0Net Assets 2015: $12,0132015Assets 2016: $12,006Liabilities 2016: $0Net Assets 2016: $12,0062016Assets 2019: $3,975Liabilities 2019: $0Net Assets 2019: $3,9752019Assets 2020: $7,483Liabilities 2020: $0Net Assets 2020: $7,4832020Assets 2022: $2,551Liabilities 2022: $0Net Assets 2022: $2,5512022Assets 2023: $1,573Liabilities 2023: $0Net Assets 2023: $1,5732023

Highlighted filing

2016

Assets$12,006
Liabilities$0
Net Assets$12,006
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0-$50KRevenue 2015: $63,270Expenses 2015: $55,217Net Income 2015: $8,0532015Revenue 2016: $70,775Expenses 2016: $70,782Net Income 2016: -$72016Revenue 2019: $61,135Expenses 2019: $59,267Net Income 2019: $1,8682019Revenue 2020: $49,960Expenses 2020: $46,452Net Income 2020: $3,5082020Revenue 2022: $76,391Expenses 2022: $85,328Net Income 2022: -$8,9372022Revenue 2023: $50,096Expenses 2023: $51,074Net Income 2023: -$9782023

Highlighted filing

2016

Revenue$70,775
Expenses$70,782
Net Income-$7
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 3, 2016
Return Version
2015v2.1
Gross Receipts
$70,775
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

DescriptionGrantsExpenses
COLLEGIATE SOCIAL FRATERNITY$0$0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON OZMENTPresident-$0--
KYLE LOEBERVice President-$0--
ALBERT KLEMMERecording Secretary-$0--
GARRETT LANZONICorresponding Secretary-$0--
WILL ADAMSHistorian-$0--
TRENTON KINGPurser-$0--
BEN STEVENSParliamentarian-$0--
ALEC MEYERSSergeant-At-Arms-$0--
ANDER ETXEGOIENMarshall-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
56-1669921
Phone
7047787457
Address
8 HERON ST B, WRIGHTSVILLE BEACH, NC 28480

Signing Officer

Name
Trenton King
Title
Treasurer
Phone
7047787457
Signed
2016-10-03
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 8 - Other Revenue

“Description: savings account beginning balance. Amount: 109.”

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: 21,008.”

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

“Description: entertainment/social/bands expense. Amount: 6,719. Description: rush/recruitment expense. Amount: 6,526. Description: alumni expenses. Amount: 1,877. Description: ifc & intramurals expenses. Amount: 1,078. Description: travel expenses. Amount: 22,986. Description: province councils, convention & meetings expenses. Amount: 1,785. Description: composite expense. Amount: 2,456. Description: charity & philanthropy. Amount: 1,040. Description: other chapter expenses. Amount: 122. Total to form 990-ez, line 16: 44,589.”

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/PersonNm0TRENTON KING
IRS990EZ/BooksInCareOfDetail/PhoneNum07047787457
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08 HERON ST B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WRIGHTSVILLE BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028480
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012013
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012006
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05185
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012013
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012006
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021008
IRS990EZ/GrossReceiptsAmt070775
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt04550
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt070666
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012013
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012006
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012013
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012006
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/PersonNm0JASON OZMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KYLE LOEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALBERT KLEMME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARRETT LANZONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILL ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRENTON KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BEN STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALEC MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANDER ETXEGOIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PURSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SERGEANT-AT-ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MARSHALL
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt044589
IRS990EZ/OtherRevenueTotalAmt0109
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/TotalExpensesAmt070782
IRS990EZ/TotalRevenueAmt070775
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SAVINGS ACCOUNT BEGINNING BALANCE. AMOUNT: 109.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: KAPPA ALPHA ORDER. AFFILIATE ADDRESS: P.O. BOX 1865 LEXINGTON, VA 24450. PURPOSE OF PAYMENT: MEMBER DUES & ASSESSMENTS. AMOUNT OF PAYMENT: 21,008.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 6,719. DESCRIPTION: RUSH/RECRUITMENT EXPENSE. AMOUNT: 6,526. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 1,877. DESCRIPTION: IFC & INTRAMURALS EXPENSES. AMOUNT: 1,078. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 22,986. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS EXPENSES. AMOUNT: 1,785. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 2,456. DESCRIPTION: CHARITY & PHILANTHROPY. AMOUNT: 1,040. DESCRIPTION: OTHER CHAPTER EXPENSES. AMOUNT: 122. TOTAL TO FORM 990-EZ, LINE 16: 44,589.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRENTON KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047787457
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EPSILON PSI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0561669921
ReturnHeader/Filer/PhoneNum07047787457
ReturnHeader/Filer/USAddress/AddressLine1Txt08 HERON ST B
ReturnHeader/Filer/USAddress/CityNm0WRIGHTSVILLE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028480
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/PreparerPersonNm0DAVID B HAWKINS
ReturnHeader/ReturnTs02016-10-03T13:00:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,006
Liabilities
$0
Net assets
$12,006
Revenue
$70,775
Expenses
$70,782
Net income
-$7
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$50.1$51.1$0.98
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$76.4$85.3$8.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.48$0.00$7.48$50.0$46.5$3.51
2019Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$61.1$59.3$1.87
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$70.8$70.8$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$63.3$55.2$8.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)7 • <$500k nonprofits