Civic Intelligence

Kappa Alpha Order Epsilon Psi Chapter

990EZ • Fiscal year 2023 • EIN 56-1669921

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

115 Ridgeway DriveWilmington, NC 28409

(252) 955-1049

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,573

Down $978 (-38%) from 2022

Net Assets

Down

$1,573

Down $978 (-38%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$50,096

Down $26,295 (-34%) from 2022

Expenses

Down

$51,074

Down $34,254 (-40%) from 2022

Net Income

Up

-$978

Up $7,959 (+89%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$1,573
Liabilities$0
Net Assets$1,573

Operations Trend

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

2023

Revenue$50,096
Expenses$51,074
Net Income-$978
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$50,096
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIN DOSTERNumber I-$0--
PRICE PELLETIERNumber II-$0--
BEN FULLERNumber III-$0--
MYLS PATTERSONNumber IV-$0--
ZACH HARRIMANNumber V-$0--
FLEET TEMPLENumber VI-$0--
JOHN WASHBURNNumber VII-$0--
COLE PETERSONNumber VIII-$0--
ELLIS DAUGHTRIDGENumber IX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
56-1669921
Phone
2529551049
Address
115 RIDGEWAY DRIVE, WILMINGTON, NC 28409

Signing Officer

Name
Fleet Temple
Title
Purser
Phone
2529551049
Signed
2024-05-15
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: 25,168.

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

Description: food & beverage expense. Amount: 6,602. Description: entertainment/social/bands expense. Amount: 2,545. Description: rush/ recruitment expense. Amount: 3,880. Description: ifc & intramural expense. Amount: 548. Description: supplies expense. Amount: 854. Description: travel expense. Amount: 431. Description: otc, convention, & meeting expense. Amount: 711. Description: composite expense. Amount: 1,900. Description: bank charges. Amount: 1,301. Total to form 990-ez, line 16: 18,772.

Raw XML Appendix147 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/PersonNm0FLEET TEMPLE
IRS990EZ/BooksInCareOfDetail/PhoneNum02529551049
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0115 RIDGEWAY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0284095118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02551
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01573
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-978
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07134
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02551
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01573
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025168
IRS990EZ/GrossReceiptsAmt050096
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt03350
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt050096
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02551
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01573
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02551
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01573
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/PersonNm0FIN DOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PRICE PELLETIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEN FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MYLS PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ZACH HARRIMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FLEET TEMPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN WASHBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COLE PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ELLIS DAUGHTRIDGE
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/OtherExpensesTotalAmt018772
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/TotalExpensesAmt051074
IRS990EZ/TotalRevenueAmt050096
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: 25,168.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FOOD & BEVERAGE EXPENSE. AMOUNT: 6,602. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 2,545. DESCRIPTION: RUSH/ RECRUITMENT EXPENSE. AMOUNT: 3,880. DESCRIPTION: IFC & INTRAMURAL EXPENSE. AMOUNT: 548. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 854. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 431. DESCRIPTION: OTC, CONVENTION, & MEETING EXPENSE. AMOUNT: 711. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,900. DESCRIPTION: BANK CHARGES. AMOUNT: 1,301. TOTAL TO FORM 990-EZ, LINE 16: 18,772.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FLEET TEMPLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PURSER
ReturnHeader/BusinessOfficerGrp/PhoneNum02529551049
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EPSILON PSI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0561669921
ReturnHeader/Filer/PhoneNum02529551049
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 RIDGEWAY DRIVE
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028409
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-05-15T07:49:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FLEET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TEMPLE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings