Civic Intelligence

Kappa Alpha Order Nu Chapter Auburn University

990 • Fiscal year 2018 • EIN 63-0454765

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 17, 2018

Organization ProfileWWW.NUCHAPTER.COM
940 Lem Morrison DiveAuburn, AL 36832-4543

(334) 430-9369

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.00x

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

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Net Margin

32nd percentile

-1.2%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Asset Growth

8th percentile

-9.1%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

0.1%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$144,472

Down $14,543 (-9.1%) from 2017

Net Assets

Down

$144,472

Down $14,543 (-9.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin32nd percentile

Revenue

Up

$1,174,063

Up $1,300 (+0.1%) from 2017

Expenses

Up

$1,188,606

Up $32,148 (+2.8%) from 2017

Net Income

Down

-$14,543

Down $30,848 (-189%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$200K$150K$100K$50K$0Assets 2011: $16,973Liabilities 2011: $0Net Assets 2011: $16,9732011Assets 2012: $21,633Liabilities 2012: $0Net Assets 2012: $21,6332012Assets 2013: $159,243Liabilities 2013: $0Net Assets 2013: $159,2432013Assets 2014: $41,833Liabilities 2014: $0Net Assets 2014: $41,8332014Assets 2015: $107,757Liabilities 2015: $0Net Assets 2015: $107,7572015Assets 2016: $142,710Liabilities 2016: $0Net Assets 2016: $142,7102016Assets 2017: $159,015Liabilities 2017: $0Net Assets 2017: $159,0152017Assets 2018: $144,472Liabilities 2018: $0Net Assets 2018: $144,4722018Assets 2019: $117,217Liabilities 2019: $0Net Assets 2019: $117,2172019Assets 2020: $65,824Liabilities 2020: $0Net Assets 2020: $65,8242020Assets 2021: $129,058Liabilities 2021: $0Net Assets 2021: $129,0582021Assets 2022: $67,245Liabilities 2022: $0Net Assets 2022: $67,2452022Assets 2023: $26,243Liabilities 2023: $0Net Assets 2023: $26,2432023Assets 2024: $50,613Liabilities 2024: $0Net Assets 2024: $50,6132024Assets 2025: $72,470Liabilities 2025: $0Net Assets 2025: $72,4702025

Highlighted filing

2018

Assets$144,472
Liabilities$0
Net Assets$144,472
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $720,0342011Expenses 2012: $854,7602012Expenses 2013: $747,0462013Revenue 2014: $884,914Expenses 2014: $915,924Net Income 2014: -$31,0102014Revenue 2015: $1,049,341Expenses 2015: $983,417Net Income 2015: $65,9242015Revenue 2016: $1,068,301Expenses 2016: $1,033,348Net Income 2016: $34,9532016Revenue 2017: $1,172,763Expenses 2017: $1,156,458Net Income 2017: $16,3052017Revenue 2018: $1,174,063Expenses 2018: $1,188,606Net Income 2018: -$14,5432018Revenue 2019: $1,094,170Expenses 2019: $1,121,425Net Income 2019: -$27,2552019Revenue 2020: $892,868Expenses 2020: $944,261Net Income 2020: -$51,3932020Revenue 2021: $1,084,584Expenses 2021: $1,021,350Net Income 2021: $63,2342021Revenue 2022: $1,100,802Expenses 2022: $1,162,615Net Income 2022: -$61,8132022Revenue 2023: $1,112,380Expenses 2023: $1,153,382Net Income 2023: -$41,0022023Revenue 2024: $1,287,964Expenses 2024: $1,263,594Net Income 2024: $24,3702024Revenue 2025: $1,179,360Expenses 2025: $1,157,503Net Income 2025: $21,8572025

Highlighted filing

2018

Revenue$1,174,063
Expenses$1,188,606
Net Income-$14,543
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 17, 2018
Return Version
2017v2.3
Gross Receipts
$1,174,063
Mission and Program Overview

Mission

Kappa alpha order seeks to create a lifetime experience which centers on reverence to god, duty, honor, character, and gentlemanly conduct as inspired by robert e. Lee.

Undergraduate chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$159,015$144,472▼ $14,543
Rtn Earn Endowment Incm Other Fnds$159,015$144,472▼ $14,543
Total Assets$159,015$144,472▼ $14,543
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$159,015$144,472▼ $14,543
Total Liabilities and Net Assets / Fund Balance$159,015$144,472▼ $14,543
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Martin MooreNumber I
Cole JohnsonNumber Ii
Robert LedbetterNumber Iii
Andrew BellNumber Iv
Michael LeeNumber Ix
Joseph ConnorNumber V
James MasseyNumber Vi
John EthridgeNumber Vii
William MonroeNumber Viii
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$1,173,563
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-14,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,073,810
Salaries, Compensation, and Employee Benefits$109,046
Grants and Similar Amounts Paid$5,750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$327,854
Other Salaries and Wages---$80,076
Other Expenses---$36,340
Payroll Taxes---$28,643
Grants to Domestic Orgs---$5,750
Conferences and Meetings---$2,147
Fees for Services Accounting---$1,793
Office Expenses---$887
Other Employee Benefits---$327
Total Functional Expenses$0$0$0$1,188,606
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The chapter treasurer and alumni advisor performs a review of the return to make sure no material omissions or misstatements are made on the return. Once approved the return is filed electronically.”

Form 990, Page 6, Part VI, Line 12C

“The governing board monitors the conflict of interest policy by reviewing with members each year and prohibits activities that would be inapppropriate.”

Form 990, Page 6, Part VI, Line 18

“The chapter will make its governing documents, conflict of interest policy, financial statements and form 990 available to the public upon request, wtihin one week of request.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
63-0454765
Address
940 LEM MORRISON DIVE, AUBURN, AL 36832-4543

Signing Officer

Name
James Massey
Title
Number Vi
Phone
3344309369
Signed
2018-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin Moore
Formed
1883
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
0
Employees
3
Volunteers
20

Preparer

Firm
Greek Resource Services Inc
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The philosophy of the order is that the acquisition of knowledge and the development of character are the great goals of life. Through fellowship and brotherhood, ka seeks to teach young men to be leaders; to be brave, self reliant, and to continually strive to better themselves.”

Raw XML Appendix294 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0NUMBER II
IRS990/Form990PartVIISectionAGrp/TitleTxt1NUMBER III
IRS990/Form990PartVIISectionAGrp/TitleTxt2NUMBER I
IRS990/Form990PartVIISectionAGrp/TitleTxt3NUMBER IV
IRS990/Form990PartVIISectionAGrp/TitleTxt4NUMBER IX
IRS990/Form990PartVIISectionAGrp/TitleTxt5NUMBER VIII
IRS990/Form990PartVIISectionAGrp/TitleTxt6NUMBER VII
IRS990/Form990PartVIISectionAGrp/TitleTxt7NUMBER VI
IRS990/Form990PartVIISectionAGrp/TitleTxt8NUMBER V
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PHILOSOPHY OF THE ORDER IS THAT THE ACQUISITION OF KNOWLEDGE AND THE DEVELOPMENT OF CHARACTER ARE THE GREAT GOALS OF LIFE. THROUGH FELLOWSHIP AND BROTHERHOOD, KA SEEKS TO TEACH YOUNG MEN TO BE LEADERS; TO BE BRAVE, SELF RELIANT, AND TO CONTINUALLY STRIVE TO BETTER THEMSELVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHAPTER TREASURER AND ALUMNI ADVISOR PERFORMS A REVIEW OF THE RETURN TO MAKE SURE NO MATERIAL OMISSIONS OR MISSTATEMENTS ARE MADE ON THE RETURN. ONCE APPROVED THE RETURN IS FILED ELECTRONICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BOARD MONITORS THE CONFLICT OF INTEREST POLICY BY REVIEWING WITH MEMBERS EACH YEAR AND PROHIBITS ACTIVITIES THAT WOULD BE INAPPPROPRIATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CHAPTER WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST, WTIHIN ONE WEEK OF REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0368324543
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.243.162.178
ReturnHeader/FilingSecurityInformation/IPDt02018-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:04:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631044933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02018-11-02T13:04:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,472
Liabilities
$0
Net assets
$144,472
Revenue
$1,174,063
Expenses
$1,188,606
Net income
-$14,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$1.18$1.16$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.29$1.26$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.11$1.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.10$1.16$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.08$1.02$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.89$0.94$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.09$1.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.17$1.19$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.17$1.16$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.07$1.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.05$0.98$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.88$0.92$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.72