Civic Intelligence

Kappa Alpha Order

EIN 73-0647639 • 501(c)7 • Tulsa, OK

Profile

Collegiate social fraternity

3145 East 7th StreetTulsa, OK 74104

n/A

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-19%

Faster revenue growth than 18% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$24,957

Down $20,033 (-45%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$24,957

Down $20,033 (-45%) from 2024

Operations
Liabilities / Revenue58th percentileNet Margin22nd percentile

Revenue

Down

$178,894

Down $42,670 (-19%) from 2024

Expenses

Down

$198,927

Down $2,029 (-1.0%) from 2024

Net Income

Down

-$20,033

Down $40,641 (-197%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$60K$40K$20K$0Assets 2011: $1,038Liabilities 2011: $0Net Assets 2011: $1,0382011Assets 2012: $3,701Liabilities 2012: $0Net Assets 2012: $3,7012012Assets 2013: $33,597Liabilities 2013: $0Net Assets 2013: $33,5972013Assets 2014: $45,749Liabilities 2014: $0Net Assets 2014: $45,7492014Assets 2015: $34,149Liabilities 2015: $0Net Assets 2015: $34,1492015Assets 2016: $34,702Liabilities 2016: $0Net Assets 2016: $34,7022016Assets 2017: $6,163Liabilities 2017: $0Net Assets 2017: $6,1632017Assets 2018: $16,365Liabilities 2018: $0Net Assets 2018: $16,3652018Assets 2019: $32,967Liabilities 2019: $0Net Assets 2019: $32,9672019Assets 2020: $39,307Liabilities 2020: $0Net Assets 2020: $39,3072020Assets 2021: $29,689Liabilities 2021: $0Net Assets 2021: $29,6892021Assets 2022: $20,407Liabilities 2022: $0Net Assets 2022: $20,4072022Assets 2023: $24,382Liabilities 2023: $0Net Assets 2023: $24,3822023Assets 2024: $44,990Liabilities 2024: $0Net Assets 2024: $44,9902024Assets 2025: $24,957Liabilities 2025: $0Net Assets 2025: $24,9572025

Highlighted filing

2025

Assets$24,957
Liabilities$0
Net Assets$24,957
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $98,580Expenses 2011: $101,136Net Income 2011: -$2,5562011Revenue 2012: $136,131Expenses 2012: $133,468Net Income 2012: $2,6632012Revenue 2013: $162,233Expenses 2013: $141,848Net Income 2013: $20,3852013Revenue 2014: $195,376Expenses 2014: $183,224Net Income 2014: $12,1522014Revenue 2015: $83,707Expenses 2015: $95,307Net Income 2015: -$11,6002015Revenue 2016: $175,037Expenses 2016: $174,484Net Income 2016: $5532016Revenue 2017: $180,985Expenses 2017: $209,524Net Income 2017: -$28,5392017Revenue 2018: $182,905Expenses 2018: $172,703Net Income 2018: $10,2022018Revenue 2019: $204,768Expenses 2019: $189,102Net Income 2019: $15,6662019Revenue 2020: $194,247Expenses 2020: $187,907Net Income 2020: $6,3402020Revenue 2021: $148,414Expenses 2021: $158,032Net Income 2021: -$9,6182021Revenue 2022: $239,526Expenses 2022: $248,808Net Income 2022: -$9,2822022Revenue 2023: $199,719Expenses 2023: $195,744Net Income 2023: $3,9752023Revenue 2024: $221,564Expenses 2024: $200,956Net Income 2024: $20,6082024Revenue 2025: $178,894Expenses 2025: $198,927Net Income 2025: -$20,0332025

Highlighted filing

2025

Revenue$178,894
Expenses$198,927
Net Income-$20,033
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,957
Liabilities
$0
Net assets
$24,957
Revenue
$178,894
Expenses
$198,927
Net income
-$20,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.79$1.99$0.20
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$2.22$2.01$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$2.00$1.96$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$2.40$2.49$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.48$1.58$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.94$1.88$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$2.05$1.89$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.83$1.73$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.81$2.10$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.75$1.74$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.84$0.95$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.95$1.83$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$1.62$1.42$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$1.36$1.33$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.99$1.01$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$178,894
Mission and Program Overview

Mission

Collegiate social fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$44,990$24,957▼ $20,033
Total Assets$44,990$24,957▼ $20,033
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$44,990$24,957▼ $20,033
Total Net Assets Fund Balance$44,990$24,957▼ $20,033
Total Liabilities and Net Assets / Fund Balance$44,990$24,957▼ $20,033
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Zachary GlasgowNumber I
Harold SandersNumber Ii
Nathaniel FischerNumber Iii
Rowan HoneyboneNumber Iv
Alex HomeyerNumber Ix
John LeaverNumber V
Jonathan ShefferNumber Vi
John BellNumber Vii
Griffin WeindelNumber Viii
Revenue and Support

Revenue Composition

Contributions and Grants
$60
Program Service Revenue
$178,834
Investment Income
$0
Other Revenue
$0
All Other Contributions
$60
Change in Net Assets
$-20,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$198,927
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---$74,961
Payments to Affiliates---$36,736
All Other Expenses---$15,407
Fees for Services Other---$11,867
Other Expenses---$9,577
Travel---$2,904
Conferences and Meetings---$1,147
Total Functional Expenses$0$0$0$198,927
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

“Mu chapter is a membership organization by definition”

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

“Members elect the officers listed in part vii”

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

“There are no committees with the authority to act on behalf of the chapter as a whole”

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

“Form 990 is reviewed by officers i and vi before filing”

Form 990, Part VI, Section C, Line 19

“Mu chapter makes its documentation available upon request”

Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
73-0647639
Phone
5055775921
Address
3145 EAST 7TH STREET, TULSA, OK 74104

Signing Officer

Name
Jonathan Sheffer
Title
Number Vi
Phone
5055775921
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zachary Glasgow
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
Lucas C Penix
Phone
5404637121
Raw XML Appendix325 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.

Path#Value
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IRS990/AllOtherExpensesGrp/TotalAmt015407
IRS990/BooksInCareOfDetail/PersonNm0JONATHAN SHEFFER
IRS990/BooksInCareOfDetail/PhoneNum05055775921
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03145 EAST 7TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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IRS990/Form990PartVIISectionAGrp/PersonNm2NATHANIEL FISCHER
IRS990/Form990PartVIISectionAGrp/PersonNm3ROWAN HONEYBONE
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN LEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm5JONATHAN SHEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN BELL
IRS990/Form990PartVIISectionAGrp/PersonNm7GRIFFIN WEINDEL
IRS990/Form990PartVIISectionAGrp/PersonNm8ALEX HOMEYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0NUMBER I
IRS990/Form990PartVIISectionAGrp/TitleTxt1NUMBER II
IRS990/Form990PartVIISectionAGrp/TitleTxt2NUMBER III
IRS990/Form990PartVIISectionAGrp/TitleTxt3NUMBER IV
IRS990/Form990PartVIISectionAGrp/TitleTxt4NUMBER V
IRS990/Form990PartVIISectionAGrp/TitleTxt5NUMBER VI
IRS990/Form990PartVIISectionAGrp/TitleTxt6NUMBER VII
IRS990/Form990PartVIISectionAGrp/TitleTxt7NUMBER VIII
IRS990/Form990PartVIISectionAGrp/TitleTxt8NUMBER IX
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IRS990/FormationYr01865
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0178894
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupExemptionNum00066
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
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IRS990/MethodOfAccountingCashInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MU CHAPTER IS A MEMBERSHIP ORGANIZATION BY DEFINITION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE OFFICERS LISTED IN PART VII
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE CHAPTER AS A WHOLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY OFFICERS I AND VI BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MU CHAPTER MAKES ITS DOCUMENTATION AVAILABLE UPON REQUEST
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/SchoolOperatingInd00
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IRS990/TotalContributionsAmt060
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt044990
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt024957
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0178834
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0178834
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0178894
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt044990
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt024957
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02904
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/AddressLine1Txt03145 EAST 7TH STREET
IRS990/USAddress/CityNm0TULSA
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074104
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN SHEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum05055775921
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0730647639
ReturnHeader/Filer/PhoneNum05055775921
ReturnHeader/Filer/USAddress/AddressLine1Txt03145 EAST 7TH STREET
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02025-11-05T15:44:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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