Civic Intelligence

Kappa Alpha Order Zeta Upsilon Chapter

990EZ • Fiscal year 2020 • EIN 80-0666102

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 25, 2021

615 Mccallie AvenueChattangooga, TN 37403

(615) 975-9228

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.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

95th percentile

117%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-33%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$16,769

Up $9,026 (+117%) from 2019

Net Assets

Up

$16,769

Up $9,026 (+117%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$67,211

Down $33,062 (-33%) from 2019

Expenses

Down

$59,473

Down $34,036 (-36%) from 2019

Net Income

Up

$7,738

Up $974 (+14%) from 2019

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

2020

Assets$16,769
Liabilities$0
Net Assets$16,769

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

2020

Revenue$67,211
Expenses$59,473
Net Income$7,738
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 25, 2021
Return Version
2019v5.1
Gross Receipts
$67,211
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
OWEN GARNERI-$0--
BRISTON REESEII-$0--
LOGAN WRIGHTIII-$0--
BRAEDEN NIEMIECIV-$0--
NICK SHIRLEYV-$0--
MARTIN HOLLISVI-$0--
JOSEPH PATTERSONVII-$0--
JOHN BEDAYOVIII-$0--
BLAKE MOOREIX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
80-0666102
Phone
6159759228
Address
615 MCCALLIE AVENUE, CHATTANGOOGA, TN 37403

Signing Officer

Name
Martin Hollis
Title
Number Vi
Phone
6159759228
Signed
2021-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas Penix
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: 27,246.

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

Description: entertainment/social/bands expense. Amount: 3,665. Description: rush/recruitment expense. Amount: 1,449. Description: charity & philanthropy expenses. Amount: 1,894. Description: ifc & intramurals expenses. Amount: 1,553. Description: academic team honorarium. Amount: 300. Description: composite expense. Amount: 1,536. Description: food & beverages. Amount: 213. Description: supplies. Amount: 7,435. Description: province councils, convention & meetings. Amount: 245. Description: equipment rental expense. Amount: 170. Description: convivium. Amount: 3,070. Total to form 990-ez, line 16: 21,530.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: foto bill pay. Amount: 366. Description: operating bill pay. Amount: 922. Total to form 990-ez, line 20: 1,288.

Raw XML Appendix144 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/BooksInCareOfDetail/PersonNm0MARTIN HOLLIS
IRS990EZ/BooksInCareOfDetail/PhoneNum06159759228
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0615 MCCALLIE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHATTANGOOGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07743
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016769
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt07738
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08407
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07743
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016769
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027246
IRS990EZ/GrossReceiptsAmt067211
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt08610
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt067211
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07743
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016769
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07743
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016769
IRS990EZ/OccupancyRentUtltsAndMaintAmt02290
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/PersonNm0OWEN GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRISTON REESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LOGAN WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRAEDEN NIEMIEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICK SHIRLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARTIN HOLLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSEPH PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN BEDAYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BLAKE MOORE
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/OtherChangesInNetAssetsAmt01288
IRS990EZ/OtherExpensesTotalAmt021530
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/TotalExpensesAmt059473
IRS990EZ/TotalRevenueAmt067211
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: 27,246.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 3,665. DESCRIPTION: RUSH/RECRUITMENT EXPENSE. AMOUNT: 1,449. DESCRIPTION: CHARITY & PHILANTHROPY EXPENSES. AMOUNT: 1,894. DESCRIPTION: IFC & INTRAMURALS EXPENSES. AMOUNT: 1,553. DESCRIPTION: ACADEMIC TEAM HONORARIUM. AMOUNT: 300. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,536. DESCRIPTION: FOOD & BEVERAGES. AMOUNT: 213. DESCRIPTION: SUPPLIES. AMOUNT: 7,435. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS. AMOUNT: 245. DESCRIPTION: EQUIPMENT RENTAL EXPENSE. AMOUNT: 170. DESCRIPTION: CONVIVIUM. AMOUNT: 3,070. TOTAL TO FORM 990-EZ, LINE 16: 21,530.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FOTO BILL PAY. AMOUNT: 366. DESCRIPTION: OPERATING BILL PAY. AMOUNT: 922. TOTAL TO FORM 990-EZ, LINE 20: 1,288.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN HOLLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum06159759228
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0800666102
ReturnHeader/Filer/PhoneNum06159759228
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/PreparerPersonNm0LUCAS PENIX
ReturnHeader/ReturnTs02021-01-25T16:17:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings