Civic Intelligence

Kappa Alpha Order Alpha Alpha Chapter

990EZ • Fiscal year 2023 • EIN 62-6074082

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 29, 2024

735 University AvenueSewanee, TN 37383

(919) 902-3936

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

75th percentile

14%

Higher net margin than 75% 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

99th percentile

551%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

50th percentile

5.1%

Faster revenue growth than 50% of similar nonprofits.

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

Assets

Up

$16,088

Up $13,617 (+551%) from 2022

Net Assets

Up

$16,088

Up $13,617 (+551%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$95,152

Up $4,592 (+5.1%) from 2022

Expenses

Down

$81,535

Down $13,956 (-15%) from 2022

Net Income

Up

$13,617

Up $18,548 (+376%) from 2022

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $7,740Liabilities 2011: $0Net Assets 2011: $7,7402011Assets 2012: $92Liabilities 2012: $0Net Assets 2012: $922012Assets 2013: $519Liabilities 2013: $0Net Assets 2013: $5192013Assets 2014: $683Liabilities 2014: $0Net Assets 2014: $6832014Assets 2015: $990Liabilities 2015: $0Net Assets 2015: $9902015Assets 2017: $578Liabilities 2017: $0Net Assets 2017: $5782017Assets 2018: $176Liabilities 2018: $0Net Assets 2018: $1762018Assets 2019: $949Liabilities 2019: $0Net Assets 2019: $9492019Assets 2020: $8,787Liabilities 2020: $0Net Assets 2020: $8,7872020Assets 2022: $2,471Liabilities 2022: $0Net Assets 2022: $2,4712022Assets 2023: $16,088Liabilities 2023: $0Net Assets 2023: $16,0882023Assets 2024: $15,204Liabilities 2024: $0Net Assets 2024: $15,2042024

Highlighted filing

2023

Assets$16,088
Liabilities$0
Net Assets$16,088

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $83,800Expenses 2011: $76,085Net Income 2011: $7,7152011Revenue 2012: $74,493Expenses 2012: $82,141Net Income 2012: -$7,6482012Revenue 2013: $75,943Expenses 2013: $75,516Net Income 2013: $4272013Revenue 2014: $81,490Expenses 2014: $81,326Net Income 2014: $1642014Revenue 2015: $52,187Expenses 2015: $51,880Net Income 2015: $3072015Revenue 2017: $72,946Expenses 2017: $73,402Net Income 2017: -$4562017Revenue 2018: $67,430Expenses 2018: $67,832Net Income 2018: -$4022018Revenue 2019: $57,203Expenses 2019: $56,430Net Income 2019: $7732019Revenue 2020: $50,000Expenses 2020: $42,162Net Income 2020: $7,8382020Revenue 2022: $90,560Expenses 2022: $95,491Net Income 2022: -$4,9312022Revenue 2023: $95,152Expenses 2023: $81,535Net Income 2023: $13,6172023Revenue 2024: $96,030Expenses 2024: $96,914Net Income 2024: -$8842024

Highlighted filing

2023

Revenue$95,152
Expenses$81,535
Net Income$13,617
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 29, 2024
Return Version
2022v5.0
Gross Receipts
$95,152
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZACH COWANNumber I-$0--
AIDAN BURNSIDENumber II-$0--
JOHN CAMPBELLNumber III-$0--
GEORGE CALDWELLNumber IV-$0--
GREG IXNumber V-$0--
MICHAEL EDGENumber VI-$0--
STEWART MOXLEYNumber VII-$0--
MALCOLM MARSHNumber VIII-$0--
WILLIAM BRUCENumber IX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
62-6074082
Phone
9199023936
Address
735 UNIVERSITY AVENUE, SEWANEE, TN 37383

Signing Officer

Name
Michael Edge
Title
Number Vi
Phone
9199023936
Signed
2024-01-29
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: 21,539.

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

Description: entertainment/social/bands expense. Amount: 9,000. Description: rush/recruitment expense. Amount: 23,550. Description: telephone, cable & internet expense. Amount: 3,702. Description: composite expense. Amount: 1,200. Total to form 990-ez, line 16: 37,452.

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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL EDGE
IRS990EZ/BooksInCareOfDetail/PhoneNum09199023936
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0725 UNIVERSITY AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEWANEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037383
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02471
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016088
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt021427
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt013617
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0206
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02471
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016088
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021539
IRS990EZ/GrossReceiptsAmt095152
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt05525
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt073725
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02471
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016088
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02471
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016088
IRS990EZ/OccupancyRentUtltsAndMaintAmt022338
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/PersonNm0ZACH COWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AIDAN BURNSIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GEORGE CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREG IX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL EDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEWART MOXLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MALCOLM MARSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8WILLIAM BRUCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0NUMBER I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1NUMBER II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2NUMBER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3NUMBER IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NUMBER V
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5NUMBER VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6NUMBER VII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7NUMBER VIII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8NUMBER IX
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037452
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/TotalExpensesAmt081535
IRS990EZ/TotalRevenueAmt095152
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: 21,539.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 9,000. DESCRIPTION: RUSH/RECRUITMENT EXPENSE. AMOUNT: 23,550. DESCRIPTION: TELEPHONE, CABLE & INTERNET EXPENSE. AMOUNT: 3,702. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,200. TOTAL TO FORM 990-EZ, LINE 16: 37,452.
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/PersonNm0MICHAEL EDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum09199023936
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPHA ALPHA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0626074082
ReturnHeader/Filer/PhoneNum09199023936
ReturnHeader/Filer/USAddress/AddressLine1Txt0735 UNIVERSITY AVENUE
ReturnHeader/Filer/USAddress/CityNm0SEWANEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037383
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/ReturnTs02024-01-29T11:45:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EDGE
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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$96.0$96.9$0.88
2023Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$95.2$81.5$13.6
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$90.6$95.5$4.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.00$8.79$50.0$42.2$7.84
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$57.2$56.4$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$67.4$67.8$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$72.9$73.4$0.46
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$52.2$51.9$0.31
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$81.5$81.3$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$75.9$75.5$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$74.5$82.1$7.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.74$0.00$7.74$83.8$76.1$7.72