Civic Intelligence

Kappa Alpha Order

990EZ • Fiscal year 2023 • EIN 61-6042959

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

300 North Broadway RoadLexington, KY 40508

(606) 694-1237

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

54th percentile

4.0%

Higher net margin than 54% 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

98th percentile

198%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

68th percentile

17%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Up

$4,759

Up $3,161 (+198%) from 2022

Net Assets

Up

$4,759

Up $3,161 (+198%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$78,461

Up $11,121 (+17%) from 2022

Expenses

Up

$75,300

Up $7,570 (+11%) from 2022

Net Income

Up

$3,161

Up $3,551 (+911%) from 2022

Historical Trend

Balance Sheet Trend

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

$10K$5.0K$0Assets 2011: $8,648Liabilities 2011: $0Net Assets 2011: $8,6482011Assets 2012: $2,834Liabilities 2012: $0Net Assets 2012: $2,8342012Assets 2013: $1,458Liabilities 2013: $0Net Assets 2013: $1,4582013Assets 2014: $6,023Liabilities 2014: $0Net Assets 2014: $6,0232014Assets 2020: $6,996Liabilities 2020: $0Net Assets 2020: $6,9962020Assets 2022: $1,598Liabilities 2022: $0Net Assets 2022: $1,5982022Assets 2023: $4,759Liabilities 2023: $0Net Assets 2023: $4,7592023Assets 2024: $2,608Liabilities 2024: $0Net Assets 2024: $2,6082024Assets 2025: $7,186Liabilities 2025: $0Net Assets 2025: $7,1862025

Highlighted filing

2023

Assets$4,759
Liabilities$0
Net Assets$4,759

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $57,585Expenses 2011: $49,383Net Income 2011: $8,2022011Revenue 2012: $55,072Expenses 2012: $60,886Net Income 2012: -$5,8142012Revenue 2013: $73,718Expenses 2013: $75,094Net Income 2013: -$1,3762013Revenue 2014: $64,778Expenses 2014: $60,213Net Income 2014: $4,5652014Revenue 2020: $50,212Expenses 2020: $44,494Net Income 2020: $5,7182020Revenue 2022: $67,340Expenses 2022: $67,730Net Income 2022: -$3902022Revenue 2023: $78,461Expenses 2023: $75,300Net Income 2023: $3,1612023Revenue 2024: $98,723Expenses 2024: $100,874Net Income 2024: -$2,1512024Revenue 2025: $87,271Expenses 2025: $82,693Net Income 2025: $4,5782025

Highlighted filing

2023

Revenue$78,461
Expenses$75,300
Net Income$3,161
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 6, 2023
Return Version
2022v5.0
Gross Receipts
$78,461
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRISON BRATTONNumber I-$0--
MATSON WAINWRIGHTNumber II-$0--
TAI STORMONTNumber III-$0--
PARKER ROWLANDNumber IV-$0--
TUCKER STRODENumber V-$0--
ANDREW STULTZNumber VI-$0--
NICHOLAS SANDMANNNumber VII-$0--
SIMON SMITHNumber VIII-$0--
CADE TERRYNumber IX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
61-6042959
Phone
6066941237
Address
300 NORTH BROADWAY ROAD, LEXINGTON, KY 40508

Signing Officer

Name
Andrew Stultz
Title
Number Vi
Phone
6066941237
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: 28,429.

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

Description: food & beverage expense. Amount: 210. Description: entertainment/social/bands expense. Amount: 25,368. Description: rush/recruitment expense. Amount: 6,498. Description: alumni expense. Amount: 2,394. Description: scholastic program. Amount: 1,654. Description: ifc & intramurals expense. Amount: 470. Description: supplies expense. Amount: 534. Description: province councils, convention & meetings expense. Amount: 1,086. Description: composite expense. Amount: 1,911. Total to form 990-ez, line 16: 40,125.

Raw XML Appendix149 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/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PARKER ROWLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TUCKER STRODE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREW STULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICHOLAS SANDMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SIMON SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CADE TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0NUMBER I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1NUMBER II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2NUMBER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3NUMBER IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NUMBER V
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IRS990EZ/Organization501cInd0X
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IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherExpensesTotalAmt040125
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt075300
IRS990EZ/TotalRevenueAmt078461
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: 28,429.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FOOD & BEVERAGE EXPENSE. AMOUNT: 210. DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 25,368. DESCRIPTION: RUSH/RECRUITMENT EXPENSE. AMOUNT: 6,498. DESCRIPTION: ALUMNI EXPENSE. AMOUNT: 2,394. DESCRIPTION: SCHOLASTIC PROGRAM. AMOUNT: 1,654. DESCRIPTION: IFC & INTRAMURALS EXPENSE. AMOUNT: 470. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 534. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS EXPENSE. AMOUNT: 1,086. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,911. TOTAL TO FORM 990-EZ, LINE 16: 40,125.
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW STULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum06066941237
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPHA THETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0616042959
ReturnHeader/Filer/PhoneNum06066941237
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 NORTH BROADWAY ROAD
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040508
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/ReturnTs02023-12-06T07:41:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STULTZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings