Civic Intelligence

Kappa Alpha Chapter of Phi Mu House Corp

990 • Fiscal year 2017 • EIN 64-0723232

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

PO Box 1880Tuscaloosa, AL 35403-1880

(205) 758-7754

Siviq Scores

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

Liabilities / Assets

77th percentile

0.64x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

4.55x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Net Margin

94th percentile

27%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Asset Growth

97th percentile

58%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

5.2%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,267,921

Up $3,396,931 (+58%) from 2016

Net Assets

Up

$3,293,846

Up $348,531 (+12%) from 2016

Liabilities

Up

$5,974,075

Up $3,048,400 (+104%) from 2016

Revenue

Up

$1,312,805

Up $64,432 (+5.2%) from 2016

Expenses

Up

$964,274

Up $350,731 (+57%) from 2016

Net Income

Down

$348,531

Down $286,299 (-45%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $1,689,328Liabilities 2011: $587,460Net Assets 2011: $1,101,8682011Assets 2012: $1,229,863Liabilities 2012: $1,585Net Assets 2012: $1,228,2782012Assets 2013: $1,482,456Liabilities 2013: $2,144Net Assets 2013: $1,480,3122013Assets 2014: $1,759,337Liabilities 2014: $10,827Net Assets 2014: $1,748,5102014Assets 2015: $2,317,165Liabilities 2015: $6,680Net Assets 2015: $2,310,4852015Assets 2016: $5,870,990Liabilities 2016: $2,925,675Net Assets 2016: $2,945,3152016Assets 2017: $9,267,921Liabilities 2017: $5,974,075Net Assets 2017: $3,293,8462017Assets 2018: $9,257,964Liabilities 2018: $5,787,245Net Assets 2018: $3,470,7192018Assets 2019: $9,622,220Liabilities 2019: $5,905,859Net Assets 2019: $3,716,3612019Assets 2020: $8,472,018Liabilities 2020: $4,530,882Net Assets 2020: $3,941,1362020Assets 2021: $8,407,602Liabilities 2021: $3,977,565Net Assets 2021: $4,430,0372021Assets 2022: $8,783,569Liabilities 2022: $3,998,479Net Assets 2022: $4,785,0902022Assets 2023: $7,905,607Liabilities 2023: $2,779,773Net Assets 2023: $5,125,8342023Assets 2024: $8,316,536Liabilities 2024: $2,800,874Net Assets 2024: $5,515,6622024Assets 2025: $8,358,600Liabilities 2025: $2,224,834Net Assets 2025: $6,133,7662025

Highlighted filing

2017

Assets$9,267,921
Liabilities$5,974,075
Net Assets$3,293,846

Operations Trend

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

$3.0M$2.0M$1.0M$0Revenue 2011: $685,099Expenses 2011: $450,552Net Income 2011: $234,5472011Revenue 2012: $343,182Expenses 2012: $216,772Net Income 2012: $126,4102012Revenue 2013: $771,673Expenses 2013: $519,639Net Income 2013: $252,0342013Revenue 2014: $1,029,747Expenses 2014: $761,549Net Income 2014: $268,1982014Revenue 2015: $1,157,957Expenses 2015: $595,982Net Income 2015: $561,9752015Revenue 2016: $1,248,373Expenses 2016: $613,543Net Income 2016: $634,8302016Revenue 2017: $1,312,805Expenses 2017: $964,274Net Income 2017: $348,5312017Revenue 2018: $1,391,048Expenses 2018: $1,214,175Net Income 2018: $176,8732018Revenue 2019: $1,465,522Expenses 2019: $1,221,107Net Income 2019: $244,4152019Revenue 2020: $1,387,841Expenses 2020: $1,165,813Net Income 2020: $222,0282020Revenue 2021: $1,659,895Expenses 2021: $1,205,355Net Income 2021: $454,5402021Revenue 2022: $1,672,609Expenses 2022: $1,285,099Net Income 2022: $387,5102022Revenue 2023: $1,678,732Expenses 2023: $1,356,061Net Income 2023: $322,6712023Revenue 2024: $1,819,273Expenses 2024: $1,445,934Net Income 2024: $373,3392024Revenue 2025: $2,019,866Expenses 2025: $1,422,717Net Income 2025: $597,1492025

Highlighted filing

2017

Revenue$1,312,805
Expenses$964,274
Net Income$348,531
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$1,312,805
Mission and Program Overview

Mission

Provide housing, meals, and common meeting place for social fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,617,067$8,047,315▲ $3,430,248
Rtn Earn Endowment Incm Other Fnds$2,945,315$3,293,846▲ $348,531
Savings and Temporary Cash Investments$1,214,583$1,176,591▼ $37,992
Prepaid Expenses and Deferred Charges$2,463$9,701▲ $7,238
Accounts Receivable$5,818$5,665▼ $153
Total Assets$5,870,990$9,267,921▲ $3,396,931
Other Assets Total$31,059$28,649▼ $2,410
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,911,655$5,846,471▲ $2,934,816
Accounts Payable and Accrued Expenses$13,503$127,087▲ $113,584
Deferred Revenue$517$517→ $0
Total Liabilities$2,925,675$5,974,075▲ $3,048,400
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,945,315$3,293,846▲ $348,531
Total Liabilities and Net Assets / Fund Balance$5,870,990$9,267,921▲ $3,396,931

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,047,315$1,500,560$9,547,875
Compensation and Service Providers

Board Members and Trustees

NameTitle
Beth RamseyPresident
Cathy GodwinBoard Member
Emily OwenBoard Member
Jennifer BoundsBoard Member
Lucy MorganBoard Member
Lynn InfangerBoard Member
Martha Ruth ParvinBoard Member
Susan KeithBoard Member
Brenda NowellSecretary
Lisa McalexanderTreasurer
Kathi BeanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$34,055
Program Service Revenue
$1,277,855
Investment Income
$895
Other Revenue
$0
All Other Contributions
$34,055
Change in Net Assets
$348,531

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,312,805
Revenue Not Reported on Form 990
$19,472
Total Revenue per Audited Statements
$1,332,277
Total Revenue per Form 990
$1,312,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$823,814
Salaries, Compensation, and Employee Benefits$140,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest---$165,834
Occupancy---$144,824
Depreciation Depletion---$132,921
Other Salaries and Wages---$119,839
Fees for Services Accounting---$32,319
All Other Expenses---$19,279
Other Expenses---$13,957
Payroll Taxes---$13,816
Other Employee Benefits---$6,805
Office Expenses---$4,109
Fees for Services Management---$3,000
Total Functional Expenses$0$0$0$964,274

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$983,746
Expenses per Audited Statements$964,274
Total Expenses per Form 990$964,274
Expenses Not Reported on Form 990$19,472
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
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 6

The organization consists of members who belong to a national collegiate fraternity.

Form 990, Page 6, Part VI, Line 7A

The directors of the corporation shall be elected by the member at the annual meeting of the corporation.

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

The organizations executive officers review the form 990 when completed and contact the preparer to address any issues. Should any changes need to be made, the changes are promptly mad and the form is resubmitted to the execitive officers for further review. After final approval by the executive committee, the signing officer signs the return and it is mailed to or filed electronically with the irs.

Form 990, Page 6, Part VI, Line 19

The books are available for viewing upon request to the organziation's principal officer.

Filing and Contact Details

Filer

Filer Name
Kappa Alpha Chapter of
EIN
64-0723232
Phone
2057587754
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880

Signing Officer

Name
Beth Ramsey
Title
President
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Ramsey
Formed
1985
Legal Domicile
Ms
Voting Board Members
12
Independent Board Members
0
Employees
6
Volunteers
15

Preparer

Firm
Greek Resource Services Inc
Address
2118 8TH ST, TUSCALOOSA, AL 35401-2134
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Provide housing, meals, and common meeting place for social fraternity

Form 990, Part XI, Line 9

Recover 19,472 recover -19,472

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

RECOVER 19,472

Schedule D, Page 4, Part XII, Line 2D

RECOVER 19,472

Raw XML Appendix366 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/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02945315
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03293846
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01214583
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01176591
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt08047315
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01500560
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09547875
IRS990ScheduleD/ExpensesNotReportedAmt019472
IRS990ScheduleD/ExpensesSubtotalAmt0964274
IRS990ScheduleD/OtherExpensesIncludedAmt019472
IRS990ScheduleD/OtherRevenueAmt019472
IRS990ScheduleD/RevenueNotReportedAmt019472
IRS990ScheduleD/RevenueSubtotalAmt01312805
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RECOVER 19,472
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RECOVER 19,472
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08047315
IRS990ScheduleD/TotalExpensesPerForm990Amt0964274
IRS990ScheduleD/TotalRevenuePerForm990Amt01312805
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01332277
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0983746
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE HOUSING, MEALS, AND COMMON MEETING PLACE FOR SOCIAL FRATERNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CONSISTS OF MEMBERS WHO BELONG TO A NATIONAL COLLEGIATE FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIRECTORS OF THE CORPORATION SHALL BE ELECTED BY THE MEMBER AT THE ANNUAL MEETING OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS EXECUTIVE OFFICERS REVIEW THE FORM 990 WHEN COMPLETED AND CONTACT THE PREPARER TO ADDRESS ANY ISSUES. SHOULD ANY CHANGES NEED TO BE MADE, THE CHANGES ARE PROMPTLY MAD AND THE FORM IS RESUBMITTED TO THE EXECITIVE OFFICERS FOR FURTHER REVIEW. AFTER FINAL APPROVAL BY THE EXECUTIVE COMMITTEE, THE SIGNING OFFICER SIGNS THE RETURN AND IT IS MAILED TO OR FILED ELECTRONICALLY WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOOKS ARE AVAILABLE FOR VIEWING UPON REQUEST TO THE ORGANZIATION'S PRINCIPAL OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RECOVER 19,472 RECOVER -19,472
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05870990
IRS990/TotalAssetsEOYAmt09267921
IRS990/TotalAssetsGrp/BOYAmt05870990
IRS990/TotalAssetsGrp/EOYAmt09267921
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034055
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0964274
IRS990/TotalGrossUBIAmt0895
IRS990/TotalLiabilitiesBOYAmt02925675
IRS990/TotalLiabilitiesEOYAmt05974075
IRS990/TotalLiabilitiesGrp/BOYAmt02925675
IRS990/TotalLiabilitiesGrp/EOYAmt05974075
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02945315
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03293846
IRS990/TotalProgramServiceRevenueAmt01277855
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01277855
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01312805
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0895
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05870990
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09267921
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0105 ROBERT L JONES DRIVE
IRS990/USAddress/CityNm0MISSISSIPPI STATE
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd039762
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH RAMSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA CHAPTER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PHI MU HOUSE CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0640723232
ReturnHeader/Filer/PhoneNum02057587754
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0354031880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631044933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02118 8TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354012134
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02017-11-09T09:46:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.36$2.22$6.13$2.02$1.42$0.60
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.32$2.80$5.52$1.82$1.45$0.37
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.91$2.78$5.13$1.68$1.36$0.32
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.78$4.00$4.79$1.67$1.29$0.39
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.41$3.98$4.43$1.66$1.21$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$4.53$3.94$1.39$1.17$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.62$5.91$3.72$1.47$1.22$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$5.79$3.47$1.39$1.21$0.18
2017Detailed filing. Detailed filing data is available for this year.$9.27$5.97$3.29$1.31$0.96$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$2.93$2.95$1.25$0.61$0.63
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.31$1.16$0.60$0.56
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.01$1.75$1.03$0.76$0.27
2013Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.77$0.52$0.25
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.34$0.22$0.13
2011Summary only. Only limited summary data is available for this year.$1.69$0.59$1.10$0.69$0.45$0.23