Civic Intelligence

Kappa Alpha Order Zeta Upsilon Chapter

990EZ • Fiscal year 2023 • EIN 80-0666102

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 29, 2024

615 Mccallie AvenueChattangooga, TN 37403

(901) 833-3272

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

7th percentile

-37%

Higher net margin than 7% 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

2nd percentile

-90%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

5th percentile

-46%

Faster revenue growth than 5% of similar nonprofits.

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

Assets

Down

$2,541

Down $22,702 (-90%) from 2022

Net Assets

Down

$2,541

Down $22,702 (-90%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$61,070

Down $52,794 (-46%) from 2022

Expenses

Down

$83,772

Down $4,761 (-5.4%) from 2022

Net Income

Down

-$22,702

Down $48,033 (-190%) from 2022

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

2023

Assets$2,541
Liabilities$0
Net Assets$2,541

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

2023

Revenue$61,070
Expenses$83,772
Net Income-$22,702
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 29, 2024
Return Version
2022v5.0
Gross Receipts
$61,070
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN BEAMNumber I-$0--
ANDREW EICHNERNumber II-$0--
JERIN NIEMIECNumber III-$0--
WILL LATIMERNumber IV-$0--
TIM JURAYEVNumber V-$0--
JOSEPH MILLERNumber VI-$0--
CHARLIE BRANNONNumber VII-$0--
BRYCE CARROLLNumber VIII-$0--
COLBY GRIGSBYNumber IX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
80-0666102
Phone
9018333272
Address
615 MCCALLIE AVENUE, CHATTANGOOGA, TN 37403

Signing Officer

Name
Joseph Miller
Title
Number Vi
Phone
9018333272
Signed
2024-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas C 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: 25,494.

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

Description: entertainment/social/bands expense. Amount: 3,000. Description: telephone/cable/internet expenses. Amount: 500. Description: alumni expenses. Amount: 500. Description: charity & philanthropy expenses. Amount: 500. Description: supplies expense. Amount: 3,500. Description: otcs, convention, & meeting expense. Amount: 3,000. Description: composite expense. Amount: 4,000. Description: equipment rental expense. Amount: 3,000. Description: insurance expense. Amount: 1,504. Description: food & beverage expense. Amount: 3,000. Description: rush & recruitment expense. Amount: 7,423. Description: ifc & intramural expense. Amount: 865. Description: travel expense. Amount: 1,000. Description: special events expense. Amount: 4,000. Total to form 990-ez, line 16: 35,792.

Raw XML Appendix148 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/PersonNm0JOSEPH MILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum09018333272
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0615 MCCALLIE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHATTANOOGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025243
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02541
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-22702
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05486
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025243
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02541
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025494
IRS990EZ/GrossReceiptsAmt061070
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt04750
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt061070
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025243
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02541
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025243
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02541
IRS990EZ/OccupancyRentUtltsAndMaintAmt017000
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/PersonNm0BENJAMIN BEAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW EICHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERIN NIEMIEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILL LATIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIM JURAYEV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSEPH MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHARLIE BRANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRYCE CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8COLBY GRIGSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0NUMBER I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1NUMBER II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2NUMBER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3NUMBER IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NUMBER V
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5NUMBER VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6NUMBER VII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7NUMBER VIII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8NUMBER IX
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035792
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/TotalExpensesAmt083772
IRS990EZ/TotalRevenueAmt061070
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: 25,494.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS EXPENSE. AMOUNT: 3,000. DESCRIPTION: TELEPHONE/CABLE/INTERNET EXPENSES. AMOUNT: 500. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 500. DESCRIPTION: CHARITY & PHILANTHROPY EXPENSES. AMOUNT: 500. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 3,500. DESCRIPTION: OTCS, CONVENTION, & MEETING EXPENSE. AMOUNT: 3,000. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 4,000. DESCRIPTION: EQUIPMENT RENTAL EXPENSE. AMOUNT: 3,000. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 1,504. DESCRIPTION: FOOD & BEVERAGE EXPENSE. AMOUNT: 3,000. DESCRIPTION: RUSH & RECRUITMENT EXPENSE. AMOUNT: 7,423. DESCRIPTION: IFC & INTRAMURAL EXPENSE. AMOUNT: 865. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 1,000. DESCRIPTION: SPECIAL EVENTS EXPENSE. AMOUNT: 4,000. TOTAL TO FORM 990-EZ, LINE 16: 35,792.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum09018333272
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0800666102
ReturnHeader/Filer/PhoneNum09018333272
ReturnHeader/Filer/USAddress/AddressLine1Txt0615 MCCALLIE AVENUE
ReturnHeader/Filer/USAddress/CityNm0CHATTANGOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-01-29T12:19:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings