Civic Intelligence

Kappa Alpha Order- Alpha Upsilon Ch

990 • Fiscal year 2018 • EIN 64-6034464

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 29, 2018

P O Box 8107University, MS 38677-8107

(662) 236-1711

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.16x

Higher debt load relative to assets than 42% of similar nonprofits.

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

Liabilities / Revenue

25th percentile

0.06x

Higher debt load relative to revenue than 25% of similar nonprofits.

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

Net Margin

48th percentile

2.9%

Higher net margin than 48% 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

80th percentile

7.8%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

42nd percentile

0.5%

Faster revenue growth than 42% of similar nonprofits.

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

Assets

Up

$514,199

Up $37,385 (+7.8%) from 2017

Net Assets

Up

$434,199

Up $37,385 (+9.4%) from 2017

Liabilities

Flat

$80,000

Flat from 2017

Revenue

Up

$1,295,638

Up $6,595 (+0.5%) from 2017

Expenses

Down

$1,258,253

Down $209,004 (-14%) from 2017

Net Income

Up

$37,385

Up $215,599 (+121%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$514,199
Liabilities$80,000
Net Assets$434,199

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$1,295,638
Expenses$1,258,253
Net Income$37,385
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 29, 2018
Return Version
2017v2.3
Gross Receipts
$1,295,638
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$354,367$318,071▼ $36,296
Cash and Non-Interest-Bearing Accounts$78,306$151,987▲ $73,681
Accounts Receivable$44,141$44,141→ $0
Total Assets$476,814$514,199▲ $37,385
Liabilities
Accounts Payable and Accrued Expenses$80,000$80,000→ $0
Total Liabilities$80,000$80,000→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$396,814$434,199▲ $37,385
Total Net Assets Fund Balance$396,814$434,199▲ $37,385
Total Liabilities and Net Assets / Fund Balance$476,814$514,199▲ $37,385

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$242,681$99,951$342,632
Buildings$75,390$5,930$81,320
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wesley RulePresident
Reid WatsonCorrespondin
Coleman KillorinHistorian
Mason BlackwellMarshall
Mack HubbellParliamentar
Ben LauderdaleRecording Se
Ridge BrohaughSergeant-at-
Jones AlbrittonTreasurer
Anderson SmithVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,295,638
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$37,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,258,253
Total Fundraising Expense$62,088
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$130,000$50,000$20,000$200,000
All Other Expenses$100,013$33,350$42,088$175,451
Other Expenses$73,380$24,460-$97,840
Depreciation Depletion$36,296--$36,296
Total Functional Expenses$901,188$294,977$62,088$1,258,253
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
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
P O BOX 8107, UNIVERSITY, MS 38677-8107

Signing Officer

Name
Wesley Rule
Title
President
Phone
6622361711
Signed
2018-11-29

Organization Details

Principal Officer
Wesley Rule
Formed
1900
Legal Domicile
Ms
Voting Board Members
9
Independent Board Members
9
Employees
0

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

Philanthropy costs 0 0 43,379 fees-merchants 17,912 5,971 0 legal & accounting 13,942 4,648 0 fees-omega financial 12,668 4,223 0 pledge retreat 10,296 3,432 0 repairs & maintenance 7,444 2,481 0 office supplies & printin 5,400 1,800 0 food 5,083 1,694 0 interfraternity council 4,897 1,633 0 alumni relations 4,751 1,584 0 photography/awards/framin 4,588 1,530 0 insurance 4,342 1,448 0 security 2,816 939 0 cleaning/janitorial 1,575 525 0 bank fees 1,124 375 0 meetings 881 294 0 gifts 556 185 0 charitable contributions 536 179 0 dues & subscriptions 435 145 0 postage/shipping 378 126 0 omega fi 299 100 0 telephone 169 56 0 lawn care 71 24 0 publications 19 6 0 ifc dues -25 0 0 fees-payments received by -25 -8 0 composites -119 -40 0 philanthropy event 0 0 -1,291 total 100,013 33,350 42,088

Raw XML Appendix323 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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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/ExplanationTxt3PHILANTHROPY COSTS 0 0 43,379 FEES-MERCHANTS 17,912 5,971 0 LEGAL & ACCOUNTING 13,942 4,648 0 FEES-OMEGA FINANCIAL 12,668 4,223 0 PLEDGE RETREAT 10,296 3,432 0 REPAIRS & MAINTENANCE 7,444 2,481 0 OFFICE SUPPLIES & PRINTIN 5,400 1,800 0 FOOD 5,083 1,694 0 INTERFRATERNITY COUNCIL 4,897 1,633 0 ALUMNI RELATIONS 4,751 1,584 0 PHOTOGRAPHY/AWARDS/FRAMIN 4,588 1,530 0 INSURANCE 4,342 1,448 0 SECURITY 2,816 939 0 CLEANING/JANITORIAL 1,575 525 0 BANK FEES 1,124 375 0 MEETINGS 881 294 0 GIFTS 556 185 0 CHARITABLE CONTRIBUTIONS 536 179 0 DUES & SUBSCRIPTIONS 435 145 0 POSTAGE/SHIPPING 378 126 0 OMEGA FI 299 100 0 TELEPHONE 169 56 0 LAWN CARE 71 24 0 PUBLICATIONS 19 6 0 IFC DUES -25 0 0 FEES-PAYMENTS RECEIVED BY -25 -8 0 COMPOSITES -119 -40 0 PHILANTHROPY EVENT 0 0 -1,291 TOTAL 100,013 33,350 42,088
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
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IRS990/TotalAssetsGrp/EOYAmt0514199
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt062088
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0294977
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0901188
IRS990/TotalFunctionalExpensesGrp/TotalAmt01258253
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt080000
IRS990/TotalLiabilitiesEOYAmt080000
IRS990/TotalLiabilitiesGrp/BOYAmt080000
IRS990/TotalLiabilitiesGrp/EOYAmt080000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0396814
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0434199
IRS990/TotalOtherProgSrvcExpenseAmt0901188
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt013531
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt013531
IRS990/TotalProgramServiceExpensesAmt0901188
IRS990/TotalProgramServiceRevenueAmt01295638
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01295638
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01295638
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0476814
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0514199
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0396814
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0434199
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.KAOLEMISS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WESLEY RULE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06622361711
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER- ALPHA UPSILON CH
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0646034464
ReturnHeader/Filer/PhoneNum06622361711
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 8107
ReturnHeader/Filer/USAddress/CityNm0UNIVERSITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0386778107
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0925B78A6857A337E2CF11B33A92CEC4D68C2ECC0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C9EA127B1123C2B9B9F7603DADE3E0DDF46E87D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:02:05
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/PreparationDt02018-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E HESTER CPA
ReturnHeader/ReturnTs02018-11-29T15:02:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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.$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