Civic Intelligence

Kappa Alpha Order Zeta Phi Chapter

990EZ • Fiscal year 2016 • EIN 80-0955420

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 02, 2016

1 University ParkwayHigh Point, NC 27268

(919) 691-3357

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

8.1%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

98th percentile

201%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

21%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$8,514

Up $5,688 (+201%) from 2015

Net Assets

Up

$8,514

Up $5,688 (+201%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$69,800

Up $11,883 (+21%) from 2015

Expenses

Down

$64,112

Down $649 (-1.0%) from 2015

Net Income

Up

$5,688

Up $12,532 (+183%) from 2015

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2015: $2,826Liabilities 2015: $0Net Assets 2015: $2,8262015Assets 2016: $8,514Liabilities 2016: $0Net Assets 2016: $8,5142016Assets 2017: $2,891Liabilities 2017: $0Net Assets 2017: $2,8912017Assets 2018: $2,262Liabilities 2018: $0Net Assets 2018: $2,2622018Assets 2019: $3,484Liabilities 2019: $0Net Assets 2019: $3,4842019Assets 2020: $14,318Liabilities 2020: $0Net Assets 2020: $14,3182020Assets 2021: $15,233Liabilities 2021: $0Net Assets 2021: $15,2332021Assets 2022: $5,383Liabilities 2022: $0Net Assets 2022: $5,3832022Assets 2023: $15,246Liabilities 2023: $0Net Assets 2023: $15,2462023Assets 2024: $4,315Liabilities 2024: $0Net Assets 2024: $4,3152024

Highlighted filing

2016

Assets$8,514
Liabilities$0
Net Assets$8,514

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $57,917Expenses 2015: $64,761Net Income 2015: -$6,8442015Revenue 2016: $69,800Expenses 2016: $64,112Net Income 2016: $5,6882016Revenue 2017: $96,946Expenses 2017: $102,569Net Income 2017: -$5,6232017Revenue 2018: $104,644Expenses 2018: $105,273Net Income 2018: -$6292018Revenue 2019: $68,186Expenses 2019: $66,964Net Income 2019: $1,2222019Revenue 2020: $68,180Expenses 2020: $57,346Net Income 2020: $10,8342020Revenue 2021: $63,112Expenses 2021: $62,197Net Income 2021: $9152021Revenue 2022: $80,224Expenses 2022: $90,074Net Income 2022: -$9,8502022Revenue 2023: $98,345Expenses 2023: $88,482Net Income 2023: $9,8632023Revenue 2024: $88,090Expenses 2024: $99,021Net Income 2024: -$10,9312024

Highlighted filing

2016

Revenue$69,800
Expenses$64,112
Net Income$5,688
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$69,800
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL ESPOSITONumber I-$0--
ANDREW SHESKONumber II-$0--
JOHN KERRNumber III-$0--
NATHAN PERRYNumber IV-$0--
GARRETT SULLIVANNumber V-$0--
JORDAN FUDGENumber VI-$0--
ALEXANDER SMOLANNumber VII-$0--
TYLER PRICENumber VIII-$0--
STEPHEN POLLOCKNumber IX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
80-0955420
Phone
9196913357
Address
1 UNIVERSITY PARKWAY, HIGH POINT, NC 27268

Signing Officer

Name
Jordan Fudge
Title
Number Vi
Phone
9196913357
Signed
2016-11-02
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: po box 1865 lexington, va 24450. Purpose of payment: member dues & assessments. Amount of payment: 31,826.

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

Description: entertainment/social/bands. Amount: 14,856. Description: rush/recruitment. Amount: 2,472. Description: charity & philantrhopy. Amount: 1,397. Description: alumni expenses. Amount: 553. Description: insurance. Amount: 178. Description: ifc & intramurals. Amount: 1,640. Description: province councils, convention & meetings. Amount: 450. Description: composite expense. Amount: 1,142. Description: special events. Amount: 455. Description: other miscellaneous expenses. Amount: 202. Total to form 990-ez, line 16: 23,345.

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JORDAN FUDGE
IRS990EZ/BooksInCareOfDetail/PhoneNum09196913357
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 UNIVERSITY PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HIGH POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027268
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02826
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08514
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05123
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt031826
IRS990EZ/GrossReceiptsAmt069800
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02826
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08514
IRS990EZ/OccupancyRentUtltsAndMaintAmt03818
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL ESPOSITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW SHESKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN KERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATHAN PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARRETT SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JORDAN FUDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALEXANDER SMOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TYLER PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEPHEN POLLOCK
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/OtherExpensesTotalAmt023345
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/TotalExpensesAmt064112
IRS990EZ/TotalRevenueAmt069800
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: KAPPA ALPHA ORDER. AFFILIATE ADDRESS: PO BOX 1865 LEXINGTON, VA 24450. PURPOSE OF PAYMENT: MEMBER DUES & ASSESSMENTS. AMOUNT OF PAYMENT: 31,826.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS. AMOUNT: 14,856. DESCRIPTION: RUSH/RECRUITMENT. AMOUNT: 2,472. DESCRIPTION: CHARITY & PHILANTRHOPY. AMOUNT: 1,397. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 553. DESCRIPTION: INSURANCE. AMOUNT: 178. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 1,640. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS. AMOUNT: 450. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 1,142. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 455. DESCRIPTION: OTHER MISCELLANEOUS EXPENSES. AMOUNT: 202. TOTAL TO FORM 990-EZ, LINE 16: 23,345.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JORDAN FUDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum09196913357
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA PHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0800955420
ReturnHeader/Filer/PhoneNum09196913357
ReturnHeader/Filer/USAddress/AddressLine1Txt01 UNIVERSITY PARKWAY
ReturnHeader/Filer/USAddress/CityNm0HIGH POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027268
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/ReturnTs02016-11-02T13:21:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings