Civic Intelligence

Kappa Alpha Order Zeta Pi Chapter

990EZ • Fiscal year 2022 • EIN 56-2344545

Jul 01, 2021 to Jun 30, 2022 • Filed on May 08, 2023

11090 Fgcu Blvd NFort Myers, FL 33965

(863) 801-7257

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

12th percentile

-25%

Higher net margin than 12% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

2nd percentile

-78%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

52nd percentile

13%

Faster revenue growth than 52% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$4,579

Down $15,962 (-78%) from 2021

Net Assets

Down

$4,579

Down $15,962 (-78%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$64,468

Up $7,430 (+13%) from 2021

Expenses

Up

$80,430

Up $19,304 (+32%) from 2021

Net Income

Down

-$15,962

Down $11,874 (-290%) from 2021

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

2022

Assets$4,579
Liabilities$0
Net Assets$4,579

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

2022

Revenue$64,468
Expenses$80,430
Net Income-$15,962
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2023
Return Version
2021v4.2
Gross Receipts
$64,468
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUKAS BELCHERI-$0--
REX LOTTII-$0--
ZACHARY BURDENIII-$0--
ERIAN CABRERAIV-$0--
MASON COVELLIV-$0--
DANIEL HAYSVI-$0--
COLE SHUFFVII-$0--
JON THOMASVIII-$0--
BOLIVER TURNERIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
56-2344545
Phone
8638017257
Address
11090 FGCU BLVD N, FORT MYERS, FL 33965

Signing Officer

Name
Daniel Hays
Title
Number Vi
Phone
8638017257
Signed
2023-05-08
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: 23,511.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charity & philanthropy. Grantee name: operation k.a.r.e.. Property description: cash. Amount given: 10,000.

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

Description: entertainment, social & bands. Amount: 900. Description: rush & recruitment. Amount: 1,647. Description: ifc & intramurals. Amount: 710. Description: charity & philanthropy. Amount: 4,489. Description: supplies. Amount: 354. Description: province councils, convention & meetings expenses. Amount: 1,963. Description: composite expense. Amount: 1,050. Description: food & beverage expense. Amount: 306. Description: alumni expense. Amount: 5,000. Description: equipment rental. Amount: 52. Description: special events expense. Amount: 25,071. Total to form 990-ez, line 16: 41,542.

Raw XML Appendix150 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0DANIEL HAYS
IRS990EZ/BooksInCareOfDetail/PhoneNum08638017257
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011090 FGCU BLVD N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033965
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020541
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04579
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-15962
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05277
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020541
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt033511
IRS990EZ/GrossReceiptsAmt064468
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06450
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IRS990EZ/MembershipDuesAmt064468
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020541
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04579
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020541
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04579
IRS990EZ/OccupancyRentUtltsAndMaintAmt0100
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUKAS BELCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REX LOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ZACHARY BURDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIAN CABRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MASON COVELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIEL HAYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COLE SHUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JON THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BOLIVER TURNER
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/OtherExpensesTotalAmt041542
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt080430
IRS990EZ/TotalRevenueAmt064468
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: 23,511.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITY & PHILANTHROPY. GRANTEE NAME: OPERATION K.A.R.E.. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ENTERTAINMENT, SOCIAL & BANDS. AMOUNT: 900. DESCRIPTION: RUSH & RECRUITMENT. AMOUNT: 1,647. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 710. DESCRIPTION: CHARITY & PHILANTHROPY. AMOUNT: 4,489. DESCRIPTION: SUPPLIES. AMOUNT: 354. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS EXPENSES. AMOUNT: 1,963. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,050. DESCRIPTION: FOOD & BEVERAGE EXPENSE. AMOUNT: 306. DESCRIPTION: ALUMNI EXPENSE. AMOUNT: 5,000. DESCRIPTION: EQUIPMENT RENTAL. AMOUNT: 52. DESCRIPTION: SPECIAL EVENTS EXPENSE. AMOUNT: 25,071. TOTAL TO FORM 990-EZ, LINE 16: 41,542.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL HAYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum08638017257
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA PI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0562344545
ReturnHeader/Filer/PhoneNum08638017257
ReturnHeader/Filer/USAddress/AddressLine1Txt011090 FGCU BLVD N
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
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/PreparerPersonNm0LUCAS C PENIX
ReturnHeader/ReturnTs02023-05-08T15:51:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAYS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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