Civic Intelligence

Kappa Alpha Order Theta Chapter

990EZ • Fiscal year 2016 • EIN 61-6042960

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 01, 2017

Organization ProfileN/A
235 East Maxwell StreetLexington, KY 40508

(614) 849-8192

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

47th percentile

2.2%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

90th percentile

44%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-6.0%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$12,803

Up $3,936 (+44%) from 2015

Net Assets

Up

$12,803

Up $3,936 (+44%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin47th percentile

Revenue

Down

$181,241

Down $11,567 (-6.0%) from 2015

Expenses

Down

$177,305

Down $10,469 (-5.6%) from 2015

Net Income

Down

$3,936

Down $1,098 (-22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$60K$40K$20K$0Assets 2011: $4,472Liabilities 2011: $0Net Assets 2011: $4,4722011Assets 2012: $9,788Liabilities 2012: $0Net Assets 2012: $9,7882012Assets 2013: $3,812Liabilities 2013: $0Net Assets 2013: $3,8122013Assets 2014: $3,833Liabilities 2014: $0Net Assets 2014: $3,8332014Assets 2015: $8,867Liabilities 2015: $0Net Assets 2015: $8,8672015Assets 2016: $12,803Liabilities 2016: $0Net Assets 2016: $12,8032016Assets 2017: $20,226Liabilities 2017: $0Net Assets 2017: $20,2262017Assets 2018: $47,618Liabilities 2018: $0Net Assets 2018: $47,6182018Assets 2019: $31,338Liabilities 2019: $0Net Assets 2019: $31,3382019Assets 2020: $12,189Liabilities 2020: $0Net Assets 2020: $12,1892020Assets 2021: $3,274Liabilities 2021: $0Net Assets 2021: $3,2742021Assets 2022: $4,858Liabilities 2022: $0Net Assets 2022: $4,8582022Assets 2023: $41,381Liabilities 2023: $0Net Assets 2023: $41,3812023Assets 2024: $51,444Liabilities 2024: $0Net Assets 2024: $51,4442024

Highlighted filing

2016

Assets$12,803
Liabilities$0
Net Assets$12,803
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $112,057Expenses 2011: $107,588Net Income 2011: $4,4692011Revenue 2012: $160,725Expenses 2012: $155,409Net Income 2012: $5,3162012Revenue 2013: $160,362Expenses 2013: $166,338Net Income 2013: -$5,9762013Revenue 2014: $154,676Expenses 2014: $154,655Net Income 2014: $212014Revenue 2015: $192,808Expenses 2015: $187,774Net Income 2015: $5,0342015Revenue 2016: $181,241Expenses 2016: $177,305Net Income 2016: $3,9362016Revenue 2017: $162,083Expenses 2017: $154,660Net Income 2017: $7,4232017Revenue 2018: $211,878Expenses 2018: $184,486Net Income 2018: $27,3922018Revenue 2019: $181,864Expenses 2019: $198,144Net Income 2019: -$16,2802019Revenue 2020: $212,642Expenses 2020: $233,750Net Income 2020: -$21,1082020Revenue 2021: $195,056Expenses 2021: $203,971Net Income 2021: -$8,9152021Revenue 2022: $191,176Expenses 2022: $189,592Net Income 2022: $1,5842022Revenue 2023: $211,670Expenses 2023: $175,147Net Income 2023: $36,5232023Revenue 2024: $203,231Expenses 2024: $193,168Net Income 2024: $10,0632024

Highlighted filing

2016

Revenue$181,241
Expenses$177,305
Net Income$3,936
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 1, 2017
Return Version
2015v3.0
Gross Receipts
$181,241
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

DescriptionGrantsExpenses
COLLEGIATE SOCIAL FRATERNITY$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLE GABALISI-$0--
JOHN MCFAULLII-$0--
BRETT STRICHARCZUKIII-$0--
FRANK MORELLIIV-$0--
TYER LLOYDV-$0--
JAMES SCOTTVI-$0--
GRADY VANOERVII-$0--
CHRIS WILLARDVIII-$0--
HUNTER BAILEYIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
61-6042960
Phone
6148498192
Address
235 EAST MAXWELL STREET, LEXINGTON, KY 40508

Signing Officer

Name
James Scott
Title
Treasurer
Phone
6158299643
Signed
2017-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
David B Hawkins
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: 44,532.”

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

“Description: food & beverage. Amount: 3,420. Description: rush & recruitment. Amount: 2,553. Description: charity & philanthropy. Amount: 2,369. Description: ifc & intramurals. Amount: 3,210. Description: special events. Amount: 3,682. Description: composite. Amount: 4,240. Description: alumni expenses. Amount: 4,708. Description: entertainment, social, bands expense. Amount: 7,283. Description: utilities expense. Amount: 21,849. Total to form 990-ez, line 16: 53,314.”

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/PersonNm0JAMES SCOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum06158299643
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0235 EAST MAXWELL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040508
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012803
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02450
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03936
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08174
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012803
IRS990EZ/GrantsAndSimilarAmountsPaidAmt044532
IRS990EZ/GrossReceiptsAmt0181241
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt013240
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0178791
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012803
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012803
IRS990EZ/OccupancyRentUtltsAndMaintAmt071285
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COLE GABALIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN MCFAULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRETT STRICHARCZUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANK MORELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TYER LLOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GRADY VANOER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRIS WILLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HUNTER BAILEY
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/OtherExpensesTotalAmt053314
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/TotalExpensesAmt0177305
IRS990EZ/TotalRevenueAmt0181241
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: 44,532.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FOOD & BEVERAGE. AMOUNT: 3,420. DESCRIPTION: RUSH & RECRUITMENT. AMOUNT: 2,553. DESCRIPTION: CHARITY & PHILANTHROPY. AMOUNT: 2,369. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 3,210. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 3,682. DESCRIPTION: COMPOSITE. AMOUNT: 4,240. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 4,708. DESCRIPTION: ENTERTAINMENT, SOCIAL, BANDS EXPENSE. AMOUNT: 7,283. DESCRIPTION: UTILITIES EXPENSE. AMOUNT: 21,849. TOTAL TO FORM 990-EZ, LINE 16: 53,314.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06158299643
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0616042960
ReturnHeader/Filer/PhoneNum06148498192
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 EAST MAXWELL STREET
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040508
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/PreparerPersonNm0DAVID B HAWKINS
ReturnHeader/ReturnTs02017-02-01T15:41:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,803
Liabilities
$0
Net assets
$12,803
Revenue
$181,241
Expenses
$177,305
Net income
$3,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$2.03$1.93$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$2.12$1.75$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$1.91$1.90$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$1.95$2.04$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$2.13$2.34$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$1.82$1.98$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$2.12$1.84$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$1.62$1.55$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.81$1.77$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.93$1.88$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.55$1.55$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$1.60$1.66$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$1.61$1.55$0.05
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$1.12$1.08$0.04