Civic Intelligence

Kappa Alpha Order Alpha Alpha Chapter

990EZ • Fiscal year 2024 • EIN 62-6074082

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 08, 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.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-0.9%

Higher net margin than 38% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

31st percentile

-5.5%

Faster asset growth than 31% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

0.9%

Faster revenue growth than 44% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$15,204

Down $884 (-5.5%) from 2023

Net Assets

Down

$15,204

Down $884 (-5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$96,030

Up $878 (+0.9%) from 2023

Expenses

Up

$96,914

Up $15,379 (+19%) from 2023

Net Income

Down

-$884

Down $14,501 (-106%) from 2023

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

2024

Assets$15,204
Liabilities$0
Net Assets$15,204

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

2024

Revenue$96,030
Expenses$96,914
Net Income-$884
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$96,030
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE CALDWELLNumber I-$0--
LINCOLN OERTLINGNumber II-$0--
GERALD MIZENumber III-$0--
TREVOR REICHMANNumber IV-$0--
AUSTIN MILLERNumber V-$0--
MICHAEL EDGENumber VI-$0--
SMITH COCHRANNumber VII-$0--
WILLIAM BUCHANANNumber VIII-$0--
MYLES JOHNSONNumber 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
2024-11-08
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: 22,585.

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

Description: entertainment/social/bands expense. Amount: 9,000. Description: rush/recruitment expense. Amount: 32,894. Description: telephone, cable & internet expense. Amount: 3,600. Description: composite expense. Amount: 1,200. Description: supplies expense. Amount: 1,600. Description: travel expense. Amount: 2,000. Total to form 990-ez, line 16: 50,294.

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/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/BOYAmt016088
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015204
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt07967
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-884
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016088
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015204
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022585
IRS990EZ/GrossReceiptsAmt096030
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt07650
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt088063
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016088
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015204
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016088
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015204
IRS990EZ/OccupancyRentUtltsAndMaintAmt024035
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/PersonNm0GEORGE CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINCOLN OERTLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GERALD MIZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TREVOR REICHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AUSTIN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL EDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SMITH COCHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WILLIAM BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MYLES JOHNSON
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/OtherExpensesTotalAmt050294
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/TotalExpensesAmt096914
IRS990EZ/TotalRevenueAmt096030
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: 22,585.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 9,000. DESCRIPTION: RUSH/RECRUITMENT EXPENSE. AMOUNT: 32,894. DESCRIPTION: TELEPHONE, CABLE & INTERNET EXPENSE. AMOUNT: 3,600. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,200. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 1,600. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 50,294.
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL EDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum09199023936
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
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/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02024-11-08T12:23:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$96.0$96.9$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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