Civic Intelligence

Kappa Alpha Order Zeta Upsilon Chapter

990EZ • Fiscal year 2015 • EIN 80-0666102

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 23, 2015

615 Mccallie AvenueChattangooga, TN 37403

(423) 994-5474

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

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

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

18th percentile

-10%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$2,984

No earlier filing loaded for comparison.

Net Assets

$2,984

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$68,367

No earlier filing loaded for comparison.

Expenses

$75,538

No earlier filing loaded for comparison.

Net Income

-$7,171

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2015: $2,984Liabilities 2015: $0Net Assets 2015: $2,9842015Assets 2016: $2,484Liabilities 2016: $0Net Assets 2016: $2,4842016Assets 2017: $2,106Liabilities 2017: $0Net Assets 2017: $2,1062017Assets 2018: $979Liabilities 2018: $0Net Assets 2018: $9792018Assets 2019: $7,743Liabilities 2019: $0Net Assets 2019: $7,7432019Assets 2020: $16,769Liabilities 2020: $0Net Assets 2020: $16,7692020Assets 2022: $25,243Liabilities 2022: $0Net Assets 2022: $25,2432022Assets 2023: $2,541Liabilities 2023: $0Net Assets 2023: $2,5412023Assets 2024: $5,014Liabilities 2024: $0Net Assets 2024: $5,0142024

Highlighted filing

2015

Assets$2,984
Liabilities$0
Net Assets$2,984

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $68,367Expenses 2015: $75,538Net Income 2015: -$7,1712015Revenue 2016: $85,719Expenses 2016: $86,219Net Income 2016: -$5002016Revenue 2017: $67,656Expenses 2017: $68,034Net Income 2017: -$3782017Revenue 2018: $82,138Expenses 2018: $81,832Net Income 2018: $3062018Revenue 2019: $100,273Expenses 2019: $93,509Net Income 2019: $6,7642019Revenue 2020: $67,211Expenses 2020: $59,473Net Income 2020: $7,7382020Revenue 2022: $113,864Expenses 2022: $88,533Net Income 2022: $25,3312022Revenue 2023: $61,070Expenses 2023: $83,772Net Income 2023: -$22,7022023Revenue 2024: $60,496Expenses 2024: $58,023Net Income 2024: $2,4732024

Highlighted filing

2015

Revenue$68,367
Expenses$75,538
Net Income-$7,171
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 23, 2015
Return Version
2014v5.0
Gross Receipts
$68,367
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

DescriptionGrantsExpenses
COLLEGIATE SOCIAL FRATERNITY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES WITKOSKYI-$0--
BRANDON ABRAHAMII-$0--
CHANCE MCGEEIII-$0--
THOMAS DANCEIV-$0--
TRENT SANDERSV-$0--
JOHN HOLDERVI-$0--
JARED MASONERVII-$0--
JARED RYANVIII-$0--
NICK JACKSONIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order Zeta Upsilon Chapter
EIN
80-0666102
Phone
4239945474
Address
615 MCCALLIE AVENUE, CHATTANGOOGA, TN 37403

Signing Officer

Name
John Holder
Title
Treasurer
Phone
4239945474
Signed
2015-10-23
Discuss with paid preparer
Yes

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-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: kappa alpha order. Affiliate address: p.o. Box 1865 lexington, va 24450. Purpose of payment: member dues & assessments. Amount of payment: 26,239.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: entertainment/social/bands expense. Amount: 1,670. Description: rush/recruitment expense. Amount: 2,827. Description: alumni expenses. Amount: 350. Description: charity & philanthropy expenses. Amount: 9,578. Description: ifc & intramurals expenses. Amount: 1,392. Description: travel expenses. Amount: 1,738. Description: province councils, convention & meetings expenses. Amount: 4,425. Description: composite expense. Amount: 1,340. Description: t-shirts. Amount: 13,775. Total to form 990-ez, line 16: 37,095.

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN HOLDER
IRS990EZ/BooksInCareOfDetail/PhoneNum04239945474
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0615 MCCALLIE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHATTANGOOGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010155
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02984
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7171
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07204
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010155
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02984
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026239
IRS990EZ/GrossReceiptsAmt068367
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt07635
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt068367
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02984
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02984
IRS990EZ/OccupancyRentUtltsAndMaintAmt05000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES WITKOSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRANDON ABRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHANCE MCGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS DANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRENT SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN HOLDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JARED MASONER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JARED RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NICK JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VIII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8IX
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037095
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt075538
IRS990EZ/TotalRevenueAmt068367
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: KAPPA ALPHA ORDER. AFFILIATE ADDRESS: P.O. BOX 1865 LEXINGTON, VA 24450. PURPOSE OF PAYMENT: MEMBER DUES & ASSESSMENTS. AMOUNT OF PAYMENT: 26,239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 1,670. DESCRIPTION: RUSH/RECRUITMENT EXPENSE. AMOUNT: 2,827. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 350. DESCRIPTION: CHARITY & PHILANTHROPY EXPENSES. AMOUNT: 9,578. DESCRIPTION: IFC & INTRAMURALS EXPENSES. AMOUNT: 1,392. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 1,738. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS EXPENSES. AMOUNT: 4,425. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,340. DESCRIPTION: T-SHIRTS. AMOUNT: 13,775. TOTAL TO FORM 990-EZ, LINE 16: 37,095.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HOLDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04239945474
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER ZETA UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0800666102
ReturnHeader/Filer/PhoneNum04239945474
ReturnHeader/Filer/USAddress/AddressLine1Txt0615 MCCALLIE AVENUE
ReturnHeader/Filer/USAddress/CityNm0CHATTANGOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037403
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/ReturnTs02015-10-23T11:30:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings