Civic Intelligence

Phi Kappa Sigma Building Association

990EZ • Fiscal year 2023 • EIN 76-0700911

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 15, 2024

Organization ProfileWWW.PKS.ORG
P O Box 567Bristow, OK 74010

(918) 367-3333

Siviq Scores

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

Liabilities / Assets

80th percentile

0.16x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

100th percentile

6.74x

Higher debt load relative to revenue than 100% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

64%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

1.6%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

582%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$98,543

Up $1,516 (+1.6%) from 2022

Net Assets

Up

$82,638

Up $1,516 (+1.9%) from 2022

Liabilities

Flat

$15,905

Flat from 2022

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin97th percentile

Revenue

Up

$2,361

Up $2,015 (+582%) from 2022

Expenses

Down

$845

Down $1,855 (-69%) from 2022

Net Income

Up

$1,516

Up $3,870 (+164%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $985,337Liabilities 2011: $117,073Net Assets 2011: $868,2642011Assets 2012: $999,175Liabilities 2012: $145,978Net Assets 2012: $853,1972012Assets 2013: $2,642,404Liabilities 2013: $1,752,812Net Assets 2013: $889,5922013Assets 2014: $2,012Liabilities 2014: $02014Assets 2015: $4,157,367Liabilities 2015: $3,043,026Net Assets 2015: $1,114,3412015Assets 2016: $4,054,487Liabilities 2016: $2,986,065Net Assets 2016: $1,068,4222016Assets 2017: $4,022,278Liabilities 2017: $3,055,917Net Assets 2017: $966,3612017Assets 2018: $4,001,112Liabilities 2018: $3,007,787Net Assets 2018: $993,3252018Assets 2020: $3,872,952Liabilities 2020: $2,899,331Net Assets 2020: $973,6212020Assets 2021: $99,381Liabilities 2021: $15,905Net Assets 2021: $83,4762021Assets 2022: $97,027Liabilities 2022: $15,905Net Assets 2022: $81,1222022Assets 2023: $98,543Liabilities 2023: $15,905Net Assets 2023: $82,6382023Assets 2024: $102,642Liabilities 2024: $15,905Net Assets 2024: $86,7372024

Highlighted filing

2023

Assets$98,543
Liabilities$15,905
Net Assets$82,638
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$500K$0-$500K-$1.0MRevenue 2011: $81,591Expenses 2011: $76,481Net Income 2011: $5,1102011Revenue 2012: $60,238Expenses 2012: $75,305Net Income 2012: -$15,0672012Revenue 2013: $120,983Expenses 2013: $84,588Net Income 2013: $36,3952013Revenue 2014: $7,721Expenses 2014: $0Net Income 2014: $7,7212014Revenue 2015: $171,958Expenses 2015: $299,056Net Income 2015: -$127,0982015Revenue 2016: -$33,197Expenses 2016: $12,722Net Income 2016: -$45,9192016Revenue 2017: -$59,076Expenses 2017: $2,985Net Income 2017: -$62,0612017Revenue 2018: $28,089Expenses 2018: $1,125Net Income 2018: $26,9642018Revenue 2020: -$8,807Expenses 2020: $200Net Income 2020: -$9,0072020Revenue 2021: -$890,029Expenses 2021: $116Net Income 2021: -$890,1452021Revenue 2022: $346Expenses 2022: $2,700Net Income 2022: -$2,3542022Revenue 2023: $2,361Expenses 2023: $845Net Income 2023: $1,5162023Revenue 2024: $5,178Expenses 2024: $1,079Net Income 2024: $4,0992024

Highlighted filing

2023

Revenue$2,361
Expenses$845
Net Income$1,516
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 15, 2024
Return Version
2023v5.1
Gross Receipts
$4,445
Mission and Program Overview

Mission

The objects of Phi Kappa Sigma Fraternity shall be the promotion ofgood fellowship and the cultivation of the social virtues among ourmembers; the protection of just rights and the advancement of thebest interests, present and future, individual and collective, of allthose who shall be associated together as members of this Fraternity;the encouragement of good scholarship and the breadth of training forour members; and cooperation in the educational and cultural programsof institutions of higher education in which our Chapters are located.

Program Services

DescriptionGrantsExpenses
Perpetuate the Omicron Chapter of Phi Kppa Sigma Fraternity at the University of Oklahoma, Norman, Oklahoma; to supplement the student members' classroom experience and contribute to their personal development in the areas of education, morals, manners, culture and philosophy by providing them a safe, wholesome living environment and culture in which they can thrive. The fraternity attracts men of good character and scholastic and augments and fosters the education experience.-$845
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN CALIENDOPresident-$0--
BLAKE THOMPSONDirector-$0--
BRENT MORGANDirectorPT$0--
WILLIAM MCCALEBDirector-$0--
DREW B THOMPSONDirector-$0--
MICHAEL S LOEFFLERSecretary/Treas-$0--
MIKE RHEADirector-$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Sigma Building Association
EIN
76-0700911
Phone
9183673333
Address
P O BOX 567, BRISTOW, OK 74010

Signing Officer

Name
Michael S Loeffler
Title
Secretary/treas
Signed
2024-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Lohrey & Associates PLLC
Address
1924 S Utica 900, Tulsa, OK 74104
Preparer
Jay Stallsmith
Phone
9187438900
Supplemental Narrative

Additional Explanations

Other Expenses.1

“OFFICE EXPENSE $261”

Other Expenses.2

“BANK CHARGES $25”

Other Expenses.3

“OTHER TAXES $7”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $15905 Accounts Payable and Accrued Expenses - Ending $15905”

Raw XML Appendix137 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 567
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRISTOW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097027
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IRS990EZ/ExcessOrDeficitForYearAmt01516
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
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IRS990EZ/GrossReceiptsAmt04445
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02094
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081122
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082638
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN CALIENDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BLAKE THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENT MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM MCCALEB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DREW B THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL S LOEFFLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE RHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0293
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The objects of Phi Kappa Sigma Fraternity shall be the promotion ofgood fellowship and the cultivation of the social virtues among ourmembers; the protection of just rights and the advancement of thebest interests, present and future, individual and collective, of allthose who shall be associated together as members of this Fraternity;the encouragement of good scholarship and the breadth of training forour members; and cooperation in the educational and cultural programsof institutions of higher education in which our Chapters are located.
IRS990EZ/PrintingPublicationsPostageAmt02
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0845
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt02351
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015905
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015905
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0845
IRS990EZ/TotalProgramServiceExpensesAmt0845
IRS990EZ/TotalRevenueAmt02361
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PKS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE EXPENSE $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER TAXES $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $15905 Accounts Payable and Accrued Expenses - Ending $15905
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
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ReturnHeader/Filer/EIN0760700911
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ReturnHeader/PreparerPersonGrp/PhoneNum09187438900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY STALLSMITH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-15T09:56:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL S
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,543
Liabilities
$15,905
Net assets
$82,638
Revenue
$2,361
Expenses
$845
Net income
$1,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.09$0.01$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.08$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.08$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.08$0.89$0.00$0.89
2020Detailed filing. Detailed filing data is available for this year.$3.87$2.90$0.97$0.01$0.00$0.01
2018Summary only. Only limited summary data is available for this year.$4.00$3.01$0.99$0.03$0.00$0.03
2017Summary only. Only limited summary data is available for this year.$4.02$3.06$0.97$0.06$0.00$0.06
2016Summary only. Only limited summary data is available for this year.$4.05$2.99$1.07$0.03$0.01$0.05
2015Summary only. Only limited summary data is available for this year.$4.16$3.04$1.11$0.17$0.30$0.13
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.01$0.00$0.01
2013Summary only. Only limited summary data is available for this year.$2.64$1.75$0.89$0.12$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$1.00$0.15$0.85$0.06$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$0.99$0.12$0.87$0.08$0.08$0.01