Civic Intelligence

Kappa Alpha Order Beta Eta Chapter

990 • Fiscal year 2018 • EIN 73-0583442

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 09, 2018

1501 Elm AveNorman, OK 73072

(469) 878-2020

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

39th percentile

-0.4%

Higher net margin than 39% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-86%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

112%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$180

Down $1,100 (-86%) from 2017

Net Assets

Down

$180

Down $1,100 (-86%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$280,722

Up $148,571 (+112%) from 2017

Expenses

Up

$281,822

Up $147,587 (+110%) from 2017

Net Income

Up

-$1,100

Up $984 (+47%) from 2017

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $2,777Liabilities 2011: $968Net Assets 2011: $1,8092011Assets 2012: $2,731Liabilities 2012: $1,031Net Assets 2012: $1,7002012Assets 2013: $11,204Liabilities 2013: $778Net Assets 2013: $10,4262013Assets 2014: $3,997Liabilities 2014: $0Net Assets 2014: $3,9972014Assets 2015: $1,371Liabilities 2015: $0Net Assets 2015: $1,3712015Assets 2016: $588Liabilities 2016: $0Net Assets 2016: $5882016Assets 2017: $1,280Liabilities 2017: $0Net Assets 2017: $1,2802017Assets 2018: $180Liabilities 2018: $0Net Assets 2018: $1802018Assets 2019: $243Liabilities 2019: $0Net Assets 2019: $2432019Assets 2023: $8,974Liabilities 2023: $0Net Assets 2023: $8,9742023Assets 2024: $3,238Liabilities 2024: $0Net Assets 2024: $3,2382024

Highlighted filing

2018

Assets$180
Liabilities$0
Net Assets$180

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $333,2492011Expenses 2012: $369,5652012Expenses 2013: $347,3892013Revenue 2014: $378,991Expenses 2014: $385,420Net Income 2014: -$6,4292014Revenue 2015: $169,362Expenses 2015: $172,604Net Income 2015: -$3,2422015Revenue 2016: $141,572Expenses 2016: $142,500Net Income 2016: -$9282016Revenue 2017: $132,151Expenses 2017: $134,235Net Income 2017: -$2,0842017Revenue 2018: $280,722Expenses 2018: $281,822Net Income 2018: -$1,1002018Revenue 2019: $114,971Expenses 2019: $114,908Net Income 2019: $632019Revenue 2023: $54,054Expenses 2023: $45,080Net Income 2023: $8,9742023Revenue 2024: $232,829Expenses 2024: $238,565Net Income 2024: -$5,7362024

Highlighted filing

2018

Revenue$280,722
Expenses$281,822
Net Income-$1,100
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 9, 2018
Return Version
2017v2.3
Gross Receipts
$280,722
Mission and Program Overview

Mission

Collegiate social fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,280$180▼ $1,100
Total Assets$1,280$180▼ $1,100
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,280$180▼ $1,100
Total Net Assets Fund Balance$1,280$180▼ $1,100
Total Liabilities and Net Assets / Fund Balance$1,280$180▼ $1,100
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$280,722
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$281,682
Professional Fundraising Fees$140
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$200,944
Payments to Affiliates---$17,814
Fees for Services Other---$7,433
All Other Expenses---$4,699
Fees for Services Accounting---$4,078
Other Expenses---$3,665
Conferences and Meetings---$671
Fees for Services Professional Fundraising---$140
Total Functional Expenses$0$0$0$281,822
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$140
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 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 the 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 it is filed.

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
73-0583442
Phone
4698782020
Address
1501 ELM AVE, NORMAN, OK 73072

Signing Officer

Name
Michael Hopkins
Title
Number Vi
Phone
4698782020
Signed
2018-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryce Bonnet
Formed
1865
Legal Domicile
Ok
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
David B Hawkins
Phone
5404637121
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Omega financial services 7,433.

Form 990, Part IX, Line 24E

Merchandise purchased 1,630. Entertainment social & bands 1,377. Ifc & intramurals 900. Supplies 405. Alumni expenses 387.

Raw XML Appendix333 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/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OtherExpensesGrp/Desc0FOOD & BEVERAGE
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IRS990/OtherExpensesGrp/Desc2RUSH & RECRUITMENT
IRS990/OtherExpensesGrp/Desc3BANK FEES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENTITY IS A MEMBERSHIP ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS ARE ELECTED BY THE 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 IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CHAPTER WILL MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OMEGA FINANCIAL SERVICES 7,433.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MERCHANDISE PURCHASED 1,630. ENTERTAINMENT SOCIAL & BANDS 1,377. IFC & INTRAMURALS 900. SUPPLIES 405. ALUMNI EXPENSES 387.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
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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ReturnHeader/FilingSecurityInformation/IPTm016:31:18
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/PreparerPersonNm0DAVID B HAWKINS
ReturnHeader/ReturnTs02018-10-09T15:31:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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