Civic Intelligence

Kappa Alpha Order- Alpha Upsilon Ch

EIN 64-6034464 • 501(c)7 • Oxford, MS

Profile

To teach men leadership, gentility, philanthropy, and a determination to strive for excellence

PO Box 1116Oxford, MS 38655

www.kaolemiss.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.19x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

37th percentile

0.10x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2023

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

96th percentile

45%

Faster asset growth than 96% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$778,192

Down $206,449 (-21%) from 2023

Liabilities

Down

$148,020

Down $36,331 (-20%) from 2023

Net Assets

Down

$630,172

Down $170,118 (-21%) from 2023

Revenue

Up

$2,214,563

Up $365,036 (+20%) from 2023

Expenses

Up

$2,384,682

Up $757,034 (+47%) from 2023

Net Income

Down

-$170,119

Down $391,998 (-177%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2011: $85,182Liabilities 2011: $92,939Net Assets 2011: -$7,7572011Assets 2012: $247,986Liabilities 2012: $0Net Assets 2012: $247,9862012Assets 2013: $446,515Liabilities 2013: $0Net Assets 2013: $446,5152013Assets 2014: $601,163Liabilities 2014: $0Net Assets 2014: $601,1632014Assets 2015: $484,597Liabilities 2015: $0Net Assets 2015: $484,5972015Assets 2016: $238,222Liabilities 2016: $0Net Assets 2016: $238,2222016Assets 2017: $476,814Liabilities 2017: $80,000Net Assets 2017: $396,8142017Assets 2018: $514,199Liabilities 2018: $80,000Net Assets 2018: $434,1992018Assets 2019: $461,693Liabilities 2019: $117,047Net Assets 2019: $344,6462019Assets 2020: $484,490Liabilities 2020: $251,833Net Assets 2020: $232,6572020Assets 2021: $521,098Liabilities 2021: $31,933Net Assets 2021: $489,1652021Assets 2022: $680,415Liabilities 2022: $77,609Net Assets 2022: $602,8062022Assets 2023: $984,641Liabilities 2023: $184,351Net Assets 2023: $800,2902023Assets 2024: $778,192Liabilities 2024: $148,020Net Assets 2024: $630,1722024

Highlighted filing

2024

Assets$778,192
Liabilities$148,020
Net Assets$630,172

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $845,2492011Expenses 2012: $936,5692012Expenses 2013: $1,159,3672013Revenue 2014: $1,598,681Expenses 2014: $1,382,518Net Income 2014: $216,1632014Revenue 2015: $1,416,126Expenses 2015: $1,532,692Net Income 2015: -$116,5662015Revenue 2016: $1,416,126Expenses 2016: $1,662,501Net Income 2016: -$246,3752016Revenue 2017: $1,289,043Expenses 2017: $1,467,257Net Income 2017: -$178,2142017Revenue 2018: $1,295,638Expenses 2018: $1,258,253Net Income 2018: $37,3852018Revenue 2019: $1,237,299Expenses 2019: $1,326,458Net Income 2019: -$89,1592019Revenue 2020: $1,219,673Expenses 2020: $1,173,913Net Income 2020: $45,7602020Revenue 2021: $1,356,252Expenses 2021: $1,250,092Net Income 2021: $106,1602021Revenue 2022: $1,650,535Expenses 2022: $1,524,487Net Income 2022: $126,0482022Revenue 2023: $1,849,527Expenses 2023: $1,627,648Net Income 2023: $221,8792023Revenue 2024: $2,214,563Expenses 2024: $2,384,682Net Income 2024: -$170,1192024

Highlighted filing

2024

Revenue$2,214,563
Expenses$2,384,682
Net Income-$170,119

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.15$0.63$2.21$2.38$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.18$0.80$1.85$1.63$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.08$0.60$1.65$1.52$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.03$0.49$1.36$1.25$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.25$0.23$1.22$1.17$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.12$0.34$1.24$1.33$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.08$0.43$1.30$1.26$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.08$0.40$1.29$1.47$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$1.42$1.66$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.42$1.53$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.60$1.38$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$1.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$0.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.09$0.01$0.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 23, 2024
Return Version
2023v6.0
Gross Receipts
$2,214,563
Mission and Program Overview

Mission

To teach men leadership, gentility, philanthropy, and a determination to strive for excellence

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$756,224$498,609▼ $257,615
Land, Buildings, and Equipment, Net$179,438$139,171▼ $40,267
Investments in Publicly Traded Securities-$100,015-
Accounts Receivable$48,979$40,397▼ $8,582
Total Assets$984,641$778,192▼ $206,449
Liabilities
Other Liabilities$170,851$133,128▼ $37,723
Accounts Payable and Accrued Expenses$13,500$14,892▲ $1,392
Total Liabilities$184,351$148,020▼ $36,331
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$800,290$630,172▼ $170,118
Total Net Assets Fund Balance$800,290$630,172▼ $170,118
Total Liabilities and Net Assets / Fund Balance$984,641$778,192▼ $206,449

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$75,979$322,621$398,600
Buildings$63,192$18,128$81,320
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mills MurphyPresident
Alex ChildersCorrespondin
Owen CollinsHistorian
Larson LooneyMarshall
Dan ShellParliamentar
Downing KoestlerRecording Se
Jordan FortenberrySergeant-at-
Eli WhittingtonTreasurer
Evan LewisVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,213,294
Investment Income
$1,269
Other Revenue
$0
Change in Net Assets
$-170,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,087,823
Salaries, Compensation, and Employee Benefits$296,859
Total Fundraising Expense$85,258
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$488,582$156,833$85,258$730,673
Other Salaries and Wages$198,755$66,252-$265,007
Other Expenses$165,375$55,125-$220,500
Depreciation Depletion$41,716--$41,716
Payroll Taxes$18,221$6,074-$24,295
Other Employee Benefits$5,668$1,889-$7,557
Travel$30--$30
Total Functional Expenses$1,902,686$396,738$85,258$2,384,682
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Dues Paid in Advance$127,259
Employee Loan$5,530
State Tax Withheld$1,616
Child Support Withheld$1,144
Unemployment Payable$1,043
Garnishment Withheld$672
Payroll Tax Liability$-4,136
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order- Alpha Upsilon Ch
EIN
64-6034464
Phone
6622361711
Address
PO BOX 1116, OXFORD, MS 38655

Signing Officer

Name
Mills Murphy
Title
President
Phone
6622361711
Signed
2024-04-23

Organization Details

Principal Officer
Mills Murphy
Formed
1900
Legal Domicile
Ms
Voting Board Members
9
Independent Board Members
9
Employees
7

Preparer

Firm
Williams Weiss Hester & Co Pllc
Address
PO BOX 16506, JACKSON, MS 39236
Preparer
John E Hester CPA
Phone
6019817571
Supplemental Narrative

Additional Explanations

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

To teach men leadership, gentility, philanthropy, and a determination to strive for excellence

Form 990, Part IX, Line 24E

National dues 114,409 38,137 0 rush 118,561 0 0 philanthropy costs 0 0 85,258 repairs & maintenance 55,882 9,862 0 fees-merchants 37,282 12,428 0 ka parents club 35,629 3,959 0 charitable contributions 30,650 0 0 fees-omega financial 18,168 6,056 0 legal & accounting 0 24,113 0 utilities - um 15,920 5,307 0 miscellaneous expense 15,901 5,301 0 lawn care 0 13,272 0 security 8,778 2,926 0 equipment rental/maintena 9,890 1,099 0 supplies 6,926 2,309 0 scholarhsip 5,107 1,703 0 kaoef chapter program con 0 6,800 0 meetings 0 6,577 0 professional service 6,123 0 0 photography/awards/framin 4,233 1,411 0 insurance expense 0 5,636 0 alumni relations 0 4,167 0 house alarm 0 2,562 0 ifc dues 2,424 0 0 utilities 1,505 502 0 interfraternity council 0 1,150 0 pest control 782 261 0 postage/shipping 0 864 0 office supplies & printin 0 841 0 computer/website 0 634 0 cleaning/janitorial 0 418 0 university fees 412 0 0 bank fees 0 240 0 time clock 0 125 0 professional/consulting f 0 -1,827 0 total 488,582 156,833 85,258

Form 990, Part XI, Line 9

Book / tax depreciation difference 1 audit adjustments 0 total 1

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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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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt081320
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt075979
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0322621
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0398600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0127259
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15530
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21616
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31144
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt41043
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt6-4136
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUES PAID IN ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EMPLOYEE LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2STATE TAX WITHHELD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CHILD SUPPORT WITHHELD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4UNEMPLOYMENT PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5GARNISHMENT WITHHELD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6PAYROLL TAX LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0139171
IRS990ScheduleD/TotalLiabilityAmt0133128
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO TEACH MEN LEADERSHIP, GENTILITY, PHILANTHROPY, AND A DETERMINATION TO STRIVE FOR EXCELLENCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NATIONAL DUES 114,409 38,137 0 RUSH 118,561 0 0 PHILANTHROPY COSTS 0 0 85,258 REPAIRS & MAINTENANCE 55,882 9,862 0 FEES-MERCHANTS 37,282 12,428 0 KA PARENTS CLUB 35,629 3,959 0 CHARITABLE CONTRIBUTIONS 30,650 0 0 FEES-OMEGA FINANCIAL 18,168 6,056 0 LEGAL & ACCOUNTING 0 24,113 0 UTILITIES - UM 15,920 5,307 0 MISCELLANEOUS EXPENSE 15,901 5,301 0 LAWN CARE 0 13,272 0 SECURITY 8,778 2,926 0 EQUIPMENT RENTAL/MAINTENA 9,890 1,099 0 SUPPLIES 6,926 2,309 0 SCHOLARHSIP 5,107 1,703 0 KAOEF CHAPTER PROGRAM CON 0 6,800 0 MEETINGS 0 6,577 0 PROFESSIONAL SERVICE 6,123 0 0 PHOTOGRAPHY/AWARDS/FRAMIN 4,233 1,411 0 INSURANCE EXPENSE 0 5,636 0 ALUMNI RELATIONS 0 4,167 0 HOUSE ALARM 0 2,562 0 IFC DUES 2,424 0 0 UTILITIES 1,505 502 0 INTERFRATERNITY COUNCIL 0 1,150 0 PEST CONTROL 782 261 0 POSTAGE/SHIPPING 0 864 0 OFFICE SUPPLIES & PRINTIN 0 841 0 COMPUTER/WEBSITE 0 634 0 CLEANING/JANITORIAL 0 418 0 UNIVERSITY FEES 412 0 0 BANK FEES 0 240 0 TIME CLOCK 0 125 0 PROFESSIONAL/CONSULTING F 0 -1,827 0 TOTAL 488,582 156,833 85,258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK / TAX DEPRECIATION DIFFERENCE 1 AUDIT ADJUSTMENTS 0 TOTAL 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0984641
IRS990/TotalAssetsEOYAmt0778192
IRS990/TotalAssetsGrp/BOYAmt0984641
IRS990/TotalAssetsGrp/EOYAmt0778192
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt085258
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0396738
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01902686
IRS990/TotalFunctionalExpensesGrp/TotalAmt02384682
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0184351
IRS990/TotalLiabilitiesEOYAmt0148020
IRS990/TotalLiabilitiesGrp/BOYAmt0184351
IRS990/TotalLiabilitiesGrp/EOYAmt0148020
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0800290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0630172
IRS990/TotalOtherProgSrvcExpenseAmt01902686
IRS990/TotalProgramServiceExpensesAmt01902686
IRS990/TotalProgramServiceRevenueAmt02213294
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02214563
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02214563
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0984641
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0778192
IRS990/TravelGrp/ProgramServicesAmt030
IRS990/TravelGrp/TotalAmt030
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.KAOLEMISS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MILLS MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06622361711
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER- ALPHA UPSILON CH
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0646034464
ReturnHeader/Filer/PhoneNum06622361711
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1116
ReturnHeader/Filer/USAddress/CityNm0OXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038655
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640317418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS WEISS HESTER & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 16506
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039236
ReturnHeader/PreparerPersonGrp/PhoneNum06019817571
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E HESTER CPA
ReturnHeader/ReturnTs02025-04-23T10:03:52-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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