Civic Intelligence

Kappa Alpha Order Zeta Phi Chapter

990EZ • Fiscal year 2017 • EIN 80-0955420

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

1 University ParkwayHigh Point, NC 27268

(516) 382-7214

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

24th percentile

-5.8%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

3rd percentile

-66%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

91st percentile

39%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Down

$2,891

Down $5,623 (-66%) from 2016

Net Assets

Down

$2,891

Down $5,623 (-66%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$96,946

Up $27,146 (+39%) from 2016

Expenses

Up

$102,569

Up $38,457 (+60%) from 2016

Net Income

Down

-$5,623

Down $11,311 (-199%) from 2016

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

2017

Assets$2,891
Liabilities$0
Net Assets$2,891

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

2017

Revenue$96,946
Expenses$102,569
Net Income-$5,623
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$96,946
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK LOUGHRANNumber I-$0--
NATHAN PERRYNumber II-$0--
RYAN MCCARTNEYNumber III-$0--
KAELIN FULLERNumber IV-$0--
BROC ELLENBERGERNumber V-$0--
EDWARD LENNONNumber VI-$0--
GARRETT SULLIVANNumber VII-$0--
PETER FALGIANONumber VIII-$0--
JEREMY MUHRNumber IX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
80-0955420
Phone
5163827214
Address
1 UNIVERSITY PARKWAY, HIGH POINT, NC 27268

Signing Officer

Name
Edward Lennon
Title
Number Vi
Phone
5163827214
Signed
2017-11-08
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: 37,964.

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

Description: entertainment/social/bands. Amount: 17,215. Description: rush/recruitment. Amount: 3,569. Description: charity & philantrhopy. Amount: 3,487. Description: insurance. Amount: 178. Description: ifc & intramurals. Amount: 1,640. Description: province councils, convention & meetings. Amount: 450. Description: composite expenses. Amount: 1,142. Description: supplies expenses. Amount: 3,597. Description: travel expenses. Amount: 2,000. Description: food & beverage expenses. Amount: 500. Description: special events expenses. Amount: 23,762. Total to form 990-ez, line 16: 57,540.

Raw XML Appendix149 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/PersonNm0EDWARD LENNON
IRS990EZ/BooksInCareOfDetail/PhoneNum05163827214
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 UNIVERSITY PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HIGH POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027268
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08514
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02891
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5623
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05965
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt02891
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037964
IRS990EZ/GrossReceiptsAmt096946
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt012180
IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08514
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02891
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08514
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02891
IRS990EZ/OccupancyRentUtltsAndMaintAmt01100
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK LOUGHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATHAN PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RYAN MCCARTNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAELIN FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BROC ELLENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EDWARD LENNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GARRETT SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PETER FALGIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEREMY MUHR
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/OtherExpensesTotalAmt057540
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/TotalExpensesAmt0102569
IRS990EZ/TotalRevenueAmt096946
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: 37,964.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS. AMOUNT: 17,215. DESCRIPTION: RUSH/RECRUITMENT. AMOUNT: 3,569. DESCRIPTION: CHARITY & PHILANTRHOPY. AMOUNT: 3,487. DESCRIPTION: INSURANCE. AMOUNT: 178. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 1,640. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS. AMOUNT: 450. DESCRIPTION: COMPOSITE EXPENSES. AMOUNT: 1,142. DESCRIPTION: SUPPLIES EXPENSES. AMOUNT: 3,597. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 2,000. DESCRIPTION: FOOD & BEVERAGE EXPENSES. AMOUNT: 500. DESCRIPTION: SPECIAL EVENTS EXPENSES. AMOUNT: 23,762. TOTAL TO FORM 990-EZ, LINE 16: 57,540.
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/PersonNm0EDWARD LENNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum05163827214
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA PHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0800955420
ReturnHeader/Filer/PhoneNum05163827214
ReturnHeader/Filer/USAddress/AddressLine1Txt01 UNIVERSITY PARKWAY
ReturnHeader/Filer/USAddress/CityNm0HIGH POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027268
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0980FFDCBF5BB11EB6CCBE474EBB7B962C12A57DF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0980FFDCBF5BB11EB6CCBE474EBB7B962C12A57DF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02017-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:07:33
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/ReturnTs02017-11-08T10:07:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings