Civic Intelligence

Kappa Alpha Order Zeta Pi Chapter

990EZ • Fiscal year 2016 • EIN 56-2344545

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 18, 2016

10501 Fgcu Blvd SFort Meyers, FL 33965

(239) 233-4218

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

23rd percentile

-6.5%

Higher net margin than 23% 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

7th percentile

-37%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

83rd percentile

21%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Down

$14,430

Down $8,514 (-37%) from 2015

Net Assets

Down

$14,430

Down $8,514 (-37%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$130,083

Up $22,539 (+21%) from 2015

Expenses

Up

$138,597

Up $48,005 (+53%) from 2015

Net Income

Down

-$8,514

Down $25,466 (-150%) from 2015

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $6,428Liabilities 2011: $02011Assets 2012: $7,392Liabilities 2012: $0Net Assets 2012: $7,3922012Assets 2013: $6,605Liabilities 2013: $0Net Assets 2013: $6,6052013Assets 2014: $5,992Liabilities 2014: $0Net Assets 2014: $5,9922014Assets 2015: $22,944Liabilities 2015: $0Net Assets 2015: $22,9442015Assets 2016: $14,430Liabilities 2016: $0Net Assets 2016: $14,4302016Assets 2017: $10,924Liabilities 2017: $0Net Assets 2017: $10,9242017Assets 2018: $16,371Liabilities 2018: $0Net Assets 2018: $16,3712018Assets 2019: $10,149Liabilities 2019: $0Net Assets 2019: $10,1492019Assets 2020: $24,629Liabilities 2020: $0Net Assets 2020: $24,6292020Assets 2021: $20,541Liabilities 2021: $0Net Assets 2021: $20,5412021Assets 2022: $4,579Liabilities 2022: $0Net Assets 2022: $4,5792022Assets 2023: $1,560Liabilities 2023: $0Net Assets 2023: $1,5602023Assets 2024: $8,023Liabilities 2024: $0Net Assets 2024: $8,0232024

Highlighted filing

2016

Assets$14,430
Liabilities$0
Net Assets$14,430

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $73,678Expenses 2011: $68,957Net Income 2011: $4,7212011Revenue 2012: $71,073Expenses 2012: $70,109Net Income 2012: $9642012Revenue 2013: $59,004Expenses 2013: $59,791Net Income 2013: -$7872013Revenue 2014: $105,521Expenses 2014: $106,134Net Income 2014: -$6132014Revenue 2015: $107,544Expenses 2015: $90,592Net Income 2015: $16,9522015Revenue 2016: $130,083Expenses 2016: $138,597Net Income 2016: -$8,5142016Revenue 2017: $128,602Expenses 2017: $132,108Net Income 2017: -$3,5062017Revenue 2018: $122,479Expenses 2018: $117,032Net Income 2018: $5,4472018Revenue 2019: $90,539Expenses 2019: $96,761Net Income 2019: -$6,2222019Revenue 2020: $86,456Expenses 2020: $71,976Net Income 2020: $14,4802020Revenue 2021: $57,038Expenses 2021: $61,126Net Income 2021: -$4,0882021Revenue 2022: $64,468Expenses 2022: $80,430Net Income 2022: -$15,9622022Revenue 2023: $72,134Expenses 2023: $75,153Net Income 2023: -$3,0192023Revenue 2024: $110,990Expenses 2024: $104,527Net Income 2024: $6,4632024

Highlighted filing

2016

Revenue$130,083
Expenses$138,597
Net Income-$8,514
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 18, 2016
Return Version
2015v2.1
Gross Receipts
$130,083
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLIOTT WHITEI-$0--
GRAHAM SCOTTII-$0--
LANDON STARNESIII-$0--
JOHN LYNCHIV-$0--
GARRETT MARTINEZV-$0--
ANDREW KOLLMANNVI-$0--
JACOB KALOGRIDISVII-$0--
ADAM BUCHANANVIII-$0--
ANTHONY MAYIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
56-2344545
Phone
2392334218
Address
10501 FGCU BLVD S, FORT MEYERS, FL 33965

Signing Officer

Name
Andrew Kollmann
Title
Number Vi
Phone
2392334218
Signed
2016-10-18
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: 35,299.

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

Description: entertainment, social & bands. Amount: 40,175. Description: rush & recruitment. Amount: 5,829. Description: ifc & intramurals. Amount: 2,715. Description: charity & philanthropy. Amount: 21,738. Description: supplies. Amount: 2,593. Description: travel. Amount: 17,612. Description: province councils, convention & meetings expenses. Amount: 1,487. Description: composite expense. Amount: 1,726. Description: repairs & maintenance expense. Amount: 111. Description: equipment rental expense. Amount: 1,515. Total to form 990-ez, line 16: 95,501.

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02392334218
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010501 FGCU BLVD S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033965
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022944
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014430
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8514
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07797
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt0130083
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0130083
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt014430
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014430
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLIOTT WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRAHAM SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LANDON STARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN LYNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARRETT MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREW KOLLMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACOB KALOGRIDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ADAM BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANTHONY MAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt095501
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/TotalExpensesAmt0138597
IRS990EZ/TotalRevenueAmt0130083
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: 35,299.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT, SOCIAL & BANDS. AMOUNT: 40,175. DESCRIPTION: RUSH & RECRUITMENT. AMOUNT: 5,829. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 2,715. DESCRIPTION: CHARITY & PHILANTHROPY. AMOUNT: 21,738. DESCRIPTION: SUPPLIES. AMOUNT: 2,593. DESCRIPTION: TRAVEL. AMOUNT: 17,612. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS EXPENSES. AMOUNT: 1,487. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,726. DESCRIPTION: REPAIRS & MAINTENANCE EXPENSE. AMOUNT: 111. DESCRIPTION: EQUIPMENT RENTAL EXPENSE. AMOUNT: 1,515. TOTAL TO FORM 990-EZ, LINE 16: 95,501.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW KOLLMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum02392334218
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA PI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0562344545
ReturnHeader/Filer/PhoneNum02392334218
ReturnHeader/Filer/USAddress/AddressLine1Txt010501 FGCU BLVD S
ReturnHeader/Filer/USAddress/CityNm0FORT MEYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033965
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/ReturnTs02016-10-17T00:00:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.11$1.05$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.72$0.75$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.64$0.80$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.57$0.61$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.86$0.72$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.91$0.97$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.22$1.17$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.29$1.32$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.30$1.39$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.08$0.91$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.06$1.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.59$0.60$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.71$0.70$0.01
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.74$0.69$0.05