Civic Intelligence

Kappa Alpha Order Zeta Upsilon Chapter

990EZ • Fiscal year 2017 • EIN 80-0666102

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 27, 2018

615 Mccallie AvenueChattangooga, TN 37403

(901) 304-7494

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

33rd percentile

-2.2%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-73%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-2.2%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$673

Down $1,811 (-73%) from 2016

Net Assets

Down

$673

Down $1,811 (-73%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$83,802

Down $1,917 (-2.2%) from 2016

Expenses

Down

$85,613

Down $606 (-0.7%) from 2016

Net Income

Down

-$1,811

Down $1,311 (-262%) from 2016

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 2017: $673Liabilities 2017: $0Net Assets 2017: $6732017Assets 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

2017

Assets$673
Liabilities$0
Net Assets$673

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 2017: $83,802Expenses 2017: $85,613Net Income 2017: -$1,8112017Revenue 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

2017

Revenue$83,802
Expenses$85,613
Net Income-$1,811
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 27, 2018
Return Version
2016v3.0
Gross Receipts
$83,802
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JARED RYANI-$0--
JON WHITENERII-$0--
JASON MILLERIII-$0--
CONNER STILESIV-$0--
JON MICHAEL BELLV-$0--
KEVIN VOSEVI-$0--
PRESTON GRAYVII-$0--
JON OMANAVIII-$0--
CHRIS ALLBRITTENIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
80-0666102
Phone
9013047494
Address
615 MCCALLIE AVENUE, CHATTANGOOGA, TN 37403

Signing Officer

Name
Kevin Vose
Title
Number Vi
Phone
9013047494
Signed
2018-03-27
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: 31,727.

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

Description: entertainment/social/bands expense. Amount: 17,014. Description: rush/recruitment expense. Amount: 4,925. Description: charity & philanthropy expenses. Amount: 6,250. Description: ifc & intramurals expenses. Amount: 3,979. Description: travel expenses. Amount: 436. Description: composite expense. Amount: 1,370. Description: food & beverages. Amount: 7,298. Description: supplies. Amount: 3,265. Description: bank fees. Amount: 277. Description: miscellaneous expenses. Amount: 684. Total to form 990-ez, line 16: 45,498.

Raw XML Appendix150 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN VOSE
IRS990EZ/BooksInCareOfDetail/PhoneNum09013047494
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0615 MCCALLIE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHATTANGOOGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02484
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0673
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1811
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05436
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0673
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031727
IRS990EZ/GrossReceiptsAmt083802
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt011250
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt083802
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02484
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0673
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02484
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0673
IRS990EZ/OccupancyRentUtltsAndMaintAmt02952
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JARED RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JON WHITENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CONNER STILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JON MICHAEL BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEVIN VOSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PRESTON GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JON OMANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRIS ALLBRITTEN
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/OtherExpensesTotalAmt045498
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/TotalExpensesAmt085613
IRS990EZ/TotalRevenueAmt083802
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: 31,727.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 17,014. DESCRIPTION: RUSH/RECRUITMENT EXPENSE. AMOUNT: 4,925. DESCRIPTION: CHARITY & PHILANTHROPY EXPENSES. AMOUNT: 6,250. DESCRIPTION: IFC & INTRAMURALS EXPENSES. AMOUNT: 3,979. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 436. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,370. DESCRIPTION: FOOD & BEVERAGES. AMOUNT: 7,298. DESCRIPTION: SUPPLIES. AMOUNT: 3,265. DESCRIPTION: BANK FEES. AMOUNT: 277. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 684. TOTAL TO FORM 990-EZ, LINE 16: 45,498.
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN VOSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum09013047494
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0800666102
ReturnHeader/Filer/PhoneNum09013047494
ReturnHeader/Filer/USAddress/AddressLine1Txt0615 MCCALLIE AVENUE
ReturnHeader/Filer/USAddress/CityNm0CHATTANGOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0980FFDCBF5BB11EB6CCBE474EBB7B962C12A57DF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0980FFDCBF5BB11EB6CCBE474EBB7B962C12A57DF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02018-03-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:48:45
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/ReturnTs02018-03-27T07:46:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings