Civic Intelligence

Kappa Alpha Order Beta Tau Chapter

990 • Fiscal year 2023 • EIN 64-0120597

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

105 Clyde Q Sheely CircleStarkville, MS 39759

(601) 408-1660

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

43rd percentile

2.5%

Higher net margin than 43% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

99th percentile

187%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

10%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$23,498

Up $15,298 (+187%) from 2022

Net Assets

Up

$23,498

Up $15,298 (+187%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$606,950

Up $57,548 (+10%) from 2022

Expenses

Up

$591,652

Up $41,827 (+7.6%) from 2022

Net Income

Up

$15,298

Up $15,721 (+3717%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $10,134Liabilities 2011: $0Net Assets 2011: $10,1342011Assets 2012: $11,980Liabilities 2012: $0Net Assets 2012: $11,9802012Assets 2013: $23,931Liabilities 2013: $0Net Assets 2013: $23,9312013Assets 2014: $42,820Liabilities 2014: $0Net Assets 2014: $42,8202014Assets 2015: $16,695Liabilities 2015: $0Net Assets 2015: $16,6952015Assets 2016: $51,748Liabilities 2016: $0Net Assets 2016: $51,7482016Assets 2017: $17,409Liabilities 2017: $0Net Assets 2017: $17,4092017Assets 2018: $13,592Liabilities 2018: $0Net Assets 2018: $13,5922018Assets 2019: $10,306Liabilities 2019: $0Net Assets 2019: $10,3062019Assets 2020: $43,317Liabilities 2020: $0Net Assets 2020: $43,3172020Assets 2021: $8,623Liabilities 2021: $0Net Assets 2021: $8,6232021Assets 2022: $8,200Liabilities 2022: $0Net Assets 2022: $8,2002022Assets 2023: $23,498Liabilities 2023: $0Net Assets 2023: $23,4982023Assets 2024: $64,407Liabilities 2024: $0Net Assets 2024: $64,4072024Assets 2025: $12,234Liabilities 2025: $0Net Assets 2025: $12,2342025

Highlighted filing

2023

Assets$23,498
Liabilities$0
Net Assets$23,498

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $293,8952011Expenses 2012: $349,3672012Expenses 2013: $359,0322013Revenue 2014: $387,415Expenses 2014: $368,526Net Income 2014: $18,8892014Revenue 2015: $392,067Expenses 2015: $418,192Net Income 2015: -$26,1252015Revenue 2016: $617,619Expenses 2016: $582,566Net Income 2016: $35,0532016Revenue 2017: $647,268Expenses 2017: $681,607Net Income 2017: -$34,3392017Revenue 2018: $644,626Expenses 2018: $648,443Net Income 2018: -$3,8172018Revenue 2019: $604,388Expenses 2019: $635,280Net Income 2019: -$30,8922019Revenue 2020: $592,167Expenses 2020: $559,156Net Income 2020: $33,0112020Revenue 2021: $444,765Expenses 2021: $479,459Net Income 2021: -$34,6942021Revenue 2022: $549,402Expenses 2022: $549,825Net Income 2022: -$4232022Revenue 2023: $606,950Expenses 2023: $591,652Net Income 2023: $15,2982023Revenue 2024: $770,734Expenses 2024: $729,825Net Income 2024: $40,9092024Revenue 2025: $662,448Expenses 2025: $714,621Net Income 2025: -$52,1732025

Highlighted filing

2023

Revenue$606,950
Expenses$591,652
Net Income$15,298
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 29, 2024
Return Version
2022v5.0
Gross Receipts
$606,950
Mission and Program Overview

Mission

Collegiate social fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$8,200$23,498▲ $15,298
Total Assets$8,200$23,498▲ $15,298
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,200$23,498▲ $15,298
Total Net Assets Fund Balance$8,200$23,498▲ $15,298
Total Liabilities and Net Assets / Fund Balance$8,200$23,498▲ $15,298
Compensation and Service Providers

Board Members and Trustees

NameTitle
Zachary BurksNumber I
Camden FrankfatherNumber Ii
Jack EdwardsNumber Iii
Zane MonsourNumber Iv
Cade McclenaghanNumber Ix
Kevin KeithNumber V
Will ShappleyNumber Vi
Noah LordNumber Vii
Clay CarrollNumber Viii
Revenue and Support

Revenue Composition

Contributions and Grants
$6,019
Program Service Revenue
$600,931
Investment Income
$0
Other Revenue
$0
All Other Contributions
$6,019
Change in Net Assets
$15,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$591,652
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$184,707
Payments to Affiliates---$56,551
Other Expenses---$33,018
All Other Expenses---$21,608
Fees for Services Other---$20,318
Insurance---$8,320
Information Technology---$5,303
Conferences and Meetings---$1,648
Travel---$232
Total Functional Expenses$0$0$0$591,652
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
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Entity is a membership organization.

Form 990, Part VI, Section A, Line 7A

Officers are elected by members.

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the entity or officers.

Form 990, Part VI, Section B, Line 11B

Return is reviewed by officers i & vi before filing.

Form 990, Part VI, Section C, Line 19

The chapter will make its governing documents, financial statements, and form 990 available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
64-0120597
Phone
6014081660
Address
105 CLYDE Q SHEELY CIRCLE, STARKVILLE, MS 39759

Signing Officer

Name
Will Shappley
Title
Number Vi
Phone
6014081660
Signed
2024-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zachary Burks
Formed
1865
Legal Domicile
Ms
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

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, Part IX, Line 11G

Omega financial fees 20,318.

Form 990, Part IX, Line 24E

Rush/ recruitment expense 9,500. Supplies expense 5,796. Composite expense 2,963. Charity & philanthropy expense 1,935. Other expenses 899. Alumni expense 515.

Raw XML Appendix337 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 I
IRS990/Form990PartVIISectionAGrp/TitleTxt1NUMBER II
IRS990/Form990PartVIISectionAGrp/TitleTxt2NUMBER III
IRS990/Form990PartVIISectionAGrp/TitleTxt3NUMBER IV
IRS990/Form990PartVIISectionAGrp/TitleTxt4NUMBER V
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IRS990/Form990PartVIISectionAGrp/TitleTxt6NUMBER VII
IRS990/Form990PartVIISectionAGrp/TitleTxt7NUMBER VIII
IRS990/Form990PartVIISectionAGrp/TitleTxt8NUMBER IX
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IRS990/FormationYr01865
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENTITY IS A MEMBERSHIP ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS ARE ELECTED BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE ENTITY OR OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETURN IS REVIEWED BY OFFICERS I & VI BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CHAPTER WILL MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OMEGA FINANCIAL FEES 20,318.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RUSH/ RECRUITMENT EXPENSE 9,500. SUPPLIES EXPENSE 5,796. COMPOSITE EXPENSE 2,963. CHARITY & PHILANTHROPY EXPENSE 1,935. OTHER EXPENSES 899. ALUMNI EXPENSE 515.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
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IRS990/USAddress/CityNm0STARKVILLE
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd039759
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILL SHAPPLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum06014081660
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA TAU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0640120597
ReturnHeader/Filer/PhoneNum06014081660
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 CLYDE Q SHEELY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0STARKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039759
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/ReturnTs02024-01-29T11:54:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHAPPLEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$6.62$7.15$0.52
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$7.71$7.30$0.41
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$6.07$5.92$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$5.49$5.50$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$4.45$4.79$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$5.92$5.59$0.33
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$6.04$6.35$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$6.45$6.48$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$6.47$6.82$0.34
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$6.18$5.83$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$3.92$4.18$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$3.87$3.69$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$3.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$3.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$2.94