Civic Intelligence

Kappa Alpha Order

990EZ • Fiscal year 2023 • EIN 59-3684443

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 14, 2023

1 Unf Dr Building 58E 2102Jacksonville, FL 32224

(904) 451-1138

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

-4.6%

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

17th percentile

-18%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

47th percentile

3.5%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Down

$16,127

Down $3,472 (-18%) from 2022

Net Assets

Down

$16,127

Down $3,472 (-18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$74,711

Up $2,502 (+3.5%) from 2022

Expenses

Up

$78,183

Up $2,945 (+3.9%) from 2022

Net Income

Down

-$3,472

Down $443 (-15%) 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 2017: $5,530Liabilities 2017: $0Net Assets 2017: $5,5302017Assets 2018: $7,024Liabilities 2018: $0Net Assets 2018: $7,0242018Assets 2019: $19,490Liabilities 2019: $0Net Assets 2019: $19,4902019Assets 2020: $15,546Liabilities 2020: $0Net Assets 2020: $15,5462020Assets 2021: $22,628Liabilities 2021: $0Net Assets 2021: $22,6282021Assets 2022: $19,599Liabilities 2022: $0Net Assets 2022: $19,5992022Assets 2023: $16,127Liabilities 2023: $0Net Assets 2023: $16,1272023Assets 2024: $13,896Liabilities 2024: $0Net Assets 2024: $13,8962024

Highlighted filing

2023

Assets$16,127
Liabilities$0
Net Assets$16,127

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $54,782Expenses 2017: $51,228Net Income 2017: $3,5542017Revenue 2018: $52,393Expenses 2018: $50,899Net Income 2018: $1,4942018Revenue 2019: $67,144Expenses 2019: $54,678Net Income 2019: $12,4662019Revenue 2020: $66,630Expenses 2020: $70,574Net Income 2020: -$3,9442020Revenue 2021: $66,720Expenses 2021: $59,638Net Income 2021: $7,0822021Revenue 2022: $72,209Expenses 2022: $75,238Net Income 2022: -$3,0292022Revenue 2023: $74,711Expenses 2023: $78,183Net Income 2023: -$3,4722023Revenue 2024: $49,328Expenses 2024: $51,559Net Income 2024: -$2,2312024

Highlighted filing

2023

Revenue$74,711
Expenses$78,183
Net Income-$3,472
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 14, 2023
Return Version
2022v5.0
Gross Receipts
$74,711
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZACHARY PEASEI-$0--
STERLING LEGAII-$0--
SAM BOXHOLDIII-$0--
JORDAN FOUTSIV-$0--
PHILIP LORBERV-$0--
CHRISTIAN RYANVI-$0--
DALTON KNAPPVII-$0--
JACKSON PARRISHVIII-$0--
MARSHALL SHIVEIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
59-3684443
Phone
9044511138
Address
1 UNF DR BUILDING 58E 2102, JACKSONVILLE, FL 32224

Signing Officer

Name
Christian Ryan
Title
Purser
Phone
9044511138
Signed
2023-12-14
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: 26,479.

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

Description: entertainment/social/bands expenses. Amount: 7,947. Description: rush/recruitment expenses. Amount: 1,918. Description: charity & philanthropy expenses. Amount: 16,035. Description: supplies expenses. Amount: 3,695. Description: composite expense. Amount: 2,030. Description: ifc & intramurals. Amount: 1,230. Description: travel expense. Amount: 1,115. Description: alumni expense. Amount: 4,833. Description: food & beverage expense. Amount: 1,998. Description: special events expense. Amount: 1,288. Description: equipment rental expense. Amount: 2,773. Description: other expenses. Amount: 1,775. Total to form 990-ez, line 16: 46,637.

Raw XML Appendix148 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/PersonNm0CHRISTIAN RYAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09044511138
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032224
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019599
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt026479
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ZACHARY PEASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STERLING LEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAM BOXHOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JORDAN FOUTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PHILIP LORBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTIAN RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DALTON KNAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JACKSON PARRISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARSHALL SHIVE
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/OtherExpensesTotalAmt046637
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/TotalExpensesAmt078183
IRS990EZ/TotalRevenueAmt074711
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: 26,479.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSES. AMOUNT: 7,947. DESCRIPTION: RUSH/RECRUITMENT EXPENSES. AMOUNT: 1,918. DESCRIPTION: CHARITY & PHILANTHROPY EXPENSES. AMOUNT: 16,035. DESCRIPTION: SUPPLIES EXPENSES. AMOUNT: 3,695. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 2,030. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 1,230. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 1,115. DESCRIPTION: ALUMNI EXPENSE. AMOUNT: 4,833. DESCRIPTION: FOOD & BEVERAGE EXPENSE. AMOUNT: 1,998. DESCRIPTION: SPECIAL EVENTS EXPENSE. AMOUNT: 1,288. DESCRIPTION: EQUIPMENT RENTAL EXPENSE. AMOUNT: 2,773. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,775. TOTAL TO FORM 990-EZ, LINE 16: 46,637.
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.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIAN RYAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PURSER
ReturnHeader/BusinessOfficerGrp/PhoneNum09044511138
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA NU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0593684443
ReturnHeader/Filer/PhoneNum09044511138
ReturnHeader/Filer/USAddress/AddressLine1Txt01 UNF DR BUILDING 58E 2102
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032224
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/ReturnTs02023-12-14T08:35:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RYAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings