Civic Intelligence

Kappa Alpha Order Zeta Pi Chapter

990EZ • Fiscal year 2023 • EIN 56-2344545

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 06, 2023

11090 Fgcu Blvd NFort Myers, FL 33965

(239) 692-7720

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-4.2%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

4th percentile

-66%

Faster asset growth than 4% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

12%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,560

Down $3,019 (-66%) from 2022

Net Assets

Down

$1,560

Down $3,019 (-66%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$72,134

Up $7,666 (+12%) from 2022

Expenses

Down

$75,153

Down $5,277 (-6.6%) from 2022

Net Income

Up

-$3,019

Up $12,943 (+81%) from 2022

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

2023

Assets$1,560
Liabilities$0
Net Assets$1,560

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

2023

Revenue$72,134
Expenses$75,153
Net Income-$3,019
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 6, 2023
Return Version
2022v5.0
Gross Receipts
$72,134
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
MASON COVELLII-$0--
JON THOMASII-$0--
ETHAN RIOSIII-$0--
CARTER BROWNIV-$0--
COLE SHUFFV-$0--
LUKE CHAPPELLVI-$0--
NOAH HERMANNVII-$0--
BOLLY TURNERVIII-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
56-2344545
Phone
2396927720
Address
11090 FGCU BLVD N, FORT MYERS, FL 33965

Signing Officer

Name
Luke Chappell
Title
Number Vi
Phone
2396927720
Signed
2023-12-06
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: 25,639.

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

Description: bank fees. Amount: 136. Description: rush & recruitment. Amount: 357. Description: ifc & intramurals. Amount: 1,475. Description: charity & philanthropy. Amount: 2,549. Description: supplies expense. Amount: 2,637. Description: travel expense. Amount: 78. Description: province councils, convention & meetings expenses. Amount: 2,086. Description: composite expense. Amount: 1,145. Description: food & beverage expense. Amount: 736. Description: alumni expense. Amount: 453. Description: special events expense. Amount: 30,267. Total to form 990-ez, line 16: 41,919.

Raw XML Appendix143 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/PersonNm0LUKE CHAPPELL
IRS990EZ/BooksInCareOfDetail/PhoneNum02396927720
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011090 FGCU BLVD N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033965
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04579
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01560
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0935
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3019
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04877
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt025639
IRS990EZ/GrossReceiptsAmt072134
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06500
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt071199
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04579
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01560
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04579
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01560
IRS990EZ/OccupancyRentUtltsAndMaintAmt02718
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MASON COVELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JON THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ETHAN RIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARTER BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLE SHUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LUKE CHAPPELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NOAH HERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BOLLY 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/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041919
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/TotalExpensesAmt075153
IRS990EZ/TotalRevenueAmt072134
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: 25,639.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 136. DESCRIPTION: RUSH & RECRUITMENT. AMOUNT: 357. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 1,475. DESCRIPTION: CHARITY & PHILANTHROPY. AMOUNT: 2,549. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 2,637. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 78. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS EXPENSES. AMOUNT: 2,086. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,145. DESCRIPTION: FOOD & BEVERAGE EXPENSE. AMOUNT: 736. DESCRIPTION: ALUMNI EXPENSE. AMOUNT: 453. DESCRIPTION: SPECIAL EVENTS EXPENSE. AMOUNT: 30,267. TOTAL TO FORM 990-EZ, LINE 16: 41,919.
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/PersonNm0LUKE CHAPPELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum02396927720
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA PI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0562344545
ReturnHeader/Filer/PhoneNum02396927720
ReturnHeader/Filer/USAddress/AddressLine1Txt011090 FGCU BLVD N
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033965
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/ReturnTs02023-12-06T07:45:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LUKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHAPPELL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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