Civic Intelligence

Kappa Alpha Order Alpha Omega Chapter

990EZ • Fiscal year 2019 • EIN 56-6061516

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 13, 2019

2709-a Fraternity CTRaleigh, NC 27606

(252) 944-6545

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

51st percentile

2.8%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

54%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-1.9%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$12,633

Up $4,435 (+54%) from 2018

Net Assets

Up

$12,633

Up $4,435 (+54%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$158,851

Down $3,124 (-1.9%) from 2018

Expenses

Down

$154,416

Down $14,307 (-8.5%) from 2018

Net Income

Up

$4,435

Up $11,183 (+166%) from 2018

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $2,344Liabilities 2011: $0Net Assets 2011: $2,3442011Assets 2012: $4,119Liabilities 2012: $0Net Assets 2012: $4,1192012Assets 2013: $3,864Liabilities 2013: $0Net Assets 2013: $3,8642013Assets 2014: $6,772Liabilities 2014: $0Net Assets 2014: $6,7722014Assets 2015: $622Liabilities 2015: $0Net Assets 2015: $6222015Assets 2016: $28,715Liabilities 2016: $0Net Assets 2016: $28,7152016Assets 2017: $14,946Liabilities 2017: $0Net Assets 2017: $14,9462017Assets 2018: $8,198Liabilities 2018: $0Net Assets 2018: $8,1982018Assets 2019: $12,633Liabilities 2019: $0Net Assets 2019: $12,6332019Assets 2020: $31,583Liabilities 2020: $0Net Assets 2020: $31,5832020Assets 2021: $20,332Liabilities 2021: $0Net Assets 2021: $20,3322021Assets 2022: $11,113Liabilities 2022: $0Net Assets 2022: $11,1132022

Highlighted filing

2019

Assets$12,633
Liabilities$0
Net Assets$12,633

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $64,558Expenses 2011: $62,946Net Income 2011: $1,6122011Revenue 2012: $81,738Expenses 2012: $79,963Net Income 2012: $1,7752012Revenue 2013: $77,373Expenses 2013: $77,628Net Income 2013: -$2552013Revenue 2014: $91,189Expenses 2014: $88,281Net Income 2014: $2,9082014Revenue 2015: $110,083Expenses 2015: $116,233Net Income 2015: -$6,1502015Revenue 2016: $143,863Expenses 2016: $115,770Net Income 2016: $28,0932016Revenue 2017: $164,875Expenses 2017: $178,644Net Income 2017: -$13,7692017Revenue 2018: $161,975Expenses 2018: $168,723Net Income 2018: -$6,7482018Revenue 2019: $158,851Expenses 2019: $154,416Net Income 2019: $4,4352019Revenue 2020: $170,795Expenses 2020: $151,845Net Income 2020: $18,9502020Revenue 2021: $80,385Expenses 2021: $91,636Net Income 2021: -$11,2512021Revenue 2022: $14,577Expenses 2022: $23,796Net Income 2022: -$9,2192022

Highlighted filing

2019

Revenue$158,851
Expenses$154,416
Net Income$4,435
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 13, 2019
Return Version
2018v3.1
Gross Receipts
$158,851
Mission and Program Overview

Mission

Collegiate social franternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHANIEL ROBERTSI-$0--
MYERS DEANII-$0--
CARTER WEEKSIII-$0--
HUDSON WEAVERIV-$0--
JACK RIXEYV-$0--
ROB ZERNIAKVI-$0--
REED WHELESSVII-$0--
STEWART HAYNESVIII-$0--
MATTHEW FITZPATRICKIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
56-6061516
Phone
2529446545
Address
2709-A FRATERNITY CT, RALEIGH, NC 27606

Signing Officer

Name
Rob Zerniak
Title
Vi
Phone
2529446545
Signed
2019-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas 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: 47,575.

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

Description: entertainment/social/bands expense. Amount: 22,622. Description: rush/recruitment expense. Amount: 5,462. Description: charity & philanthropy expenses. Amount: 4,218. Description: composite expense. Amount: 2,123. Description: province councils, convention & meetings expenses. Amount: 1,849. Description: food & beverage expense. Amount: 1,366. Description: bank charges. Amount: 48. Description: alumni expenses. Amount: 3,220. Description: ifc & intramurals expenses. Amount: 2,220. Description: supplies expense. Amount: 1,059. Description: travel expenses. Amount: 321. Description: special events. Amount: 38,134. Total to form 990-ez, line 16: 82,642.

Raw XML Appendix151 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/PersonNm0ROB ZERNIAK
IRS990EZ/BooksInCareOfDetail/PhoneNum02529446545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02709-A FRATERNITY CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027606
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08198
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012633
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt04435
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09699
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08198
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012633
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047575
IRS990EZ/GrossReceiptsAmt0158851
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt012325
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IRS990EZ/MembershipDuesAmt0132851
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08198
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012633
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08198
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012633
IRS990EZ/OccupancyRentUtltsAndMaintAmt014500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATHANIEL ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MYERS DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARTER WEEKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HUDSON WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK RIXEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROB ZERNIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6REED WHELESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEWART HAYNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MATTHEW FITZPATRICK
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/OtherExpensesTotalAmt082642
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SOCIAL FRANTERNITY
IRS990EZ/ProgramServiceRevenueAmt026000
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/TotalExpensesAmt0154416
IRS990EZ/TotalRevenueAmt0158851
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: 47,575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 22,622. DESCRIPTION: RUSH/RECRUITMENT EXPENSE. AMOUNT: 5,462. DESCRIPTION: CHARITY & PHILANTHROPY EXPENSES. AMOUNT: 4,218. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 2,123. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS EXPENSES. AMOUNT: 1,849. DESCRIPTION: FOOD & BEVERAGE EXPENSE. AMOUNT: 1,366. DESCRIPTION: BANK CHARGES. AMOUNT: 48. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 3,220. DESCRIPTION: IFC & INTRAMURALS EXPENSES. AMOUNT: 2,220. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 1,059. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 321. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 38,134. TOTAL TO FORM 990-EZ, LINE 16: 82,642.
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROB ZERNIAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VI
ReturnHeader/BusinessOfficerGrp/PhoneNum02529446545
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPHA OMEGA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0566061516
ReturnHeader/Filer/PhoneNum02529446545
ReturnHeader/Filer/USAddress/AddressLine1Txt02709-A FRATERNITY CT
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07D44FBDD1A6BAC38A1A82FDDD56D6E226E1366B8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037FB8B442E8B615421F0EA26E6E55D5909F92F59
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02019-12-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:21:25
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 PENIX
ReturnHeader/ReturnTs02019-12-13T15:15:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings