Civic Intelligence

Kappa Alpha Order Zeta Phi Chapter

990EZ • Fiscal year 2018 • EIN 80-0955420

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 04, 2018

Organization ProfileN/A
1 University ParkwayHigh Point, NC 27268

(315) 283-6932

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-22%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

7.9%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$2,262

Down $629 (-22%) from 2017

Net Assets

Down

$2,262

Down $629 (-22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin39th percentile

Revenue

Up

$104,644

Up $7,698 (+7.9%) from 2017

Expenses

Up

$105,273

Up $2,704 (+2.6%) from 2017

Net Income

Up

-$629

Up $4,994 (+89%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

2018

Assets$2,262
Liabilities$0
Net Assets$2,262
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

2018

Revenue$104,644
Expenses$105,273
Net Income-$629
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 4, 2018
Return Version
2017v2.3
Gross Receipts
$104,644
Mission and Program Overview

Mission

Collegiate social fraternity

Program Services

DescriptionGrantsExpenses
COLLEGIATE SOCIAL FRATERNITY$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN STEWARTNumber I-$0--
SAMUEL ABRAHAMSNumber II-$0--
EDWARD LENNONNumber III-$0--
ANDREW DEFEONumber IV-$0--
MAX MCGEENumber V-$0--
PAUL CLARKNumber VI-$0--
BRENDAN BARRERANumber VII-$0--
MAVERICK KELLEYNumber VIII-$0--
RYAN CHUBBNumber IX-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order
EIN
80-0955420
Phone
3152836932
Address
1 UNIVERSITY PARKWAY, HIGH POINT, NC 27268

Signing Officer

Name
Paul Clark
Title
Number Vi
Phone
3152836932
Signed
2018-10-04
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: 35,778.”

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

“Description: entertainment/social/bands. Amount: 12,538. Description: rush/recruitment. Amount: 2,497. Description: charity & philantrhopy. Amount: 1,674. Description: consultants/ace program. Amount: 9,350. Description: ifc & intramurals. Amount: 832. Description: province councils, convention & meetings. Amount: 450. Description: composite expenses. Amount: 1,581. Description: supplies expenses. Amount: 1,746. Description: travel expenses. Amount: 2,200. Description: food & beverage expenses. Amount: 2,256. Description: special events expenses. Amount: 11,550. Description: bank charges. Amount: 40. Description: non-members reimbursements. Amount: 4,200. Description: t-shirts & sweatshirts. Amount: 2,850. Description: fixtures for house . Amount: 1,200. Description: sorority relations. Amount: 500. Description: miscellaneous expenses. Amount: 764. Description: alumni expenses. Amount: 900. Total to form 990-ez, line 16: 57,128.”

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/BenefitsPaidToOrForMembersAmt01200
IRS990EZ/BooksInCareOfDetail/PersonNm0PAUL CLARK
IRS990EZ/BooksInCareOfDetail/PhoneNum03152836932
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 UNIVERSITY PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HIGH POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027268
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02891
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02262
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-629
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05603
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02891
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02262
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035778
IRS990EZ/GrossReceiptsAmt0104644
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt07425
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0104644
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02891
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02262
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02891
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02262
IRS990EZ/OccupancyRentUtltsAndMaintAmt05564
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/PersonNm0DAN STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMUEL ABRAHAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EDWARD LENNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW DEFEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAX MCGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRENDAN BARRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MAVERICK KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RYAN CHUBB
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/OtherExpensesTotalAmt057128
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/TotalExpensesAmt0105273
IRS990EZ/TotalRevenueAmt0104644
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: 35,778.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ENTERTAINMENT/SOCIAL/BANDS. AMOUNT: 12,538. DESCRIPTION: RUSH/RECRUITMENT. AMOUNT: 2,497. DESCRIPTION: CHARITY & PHILANTRHOPY. AMOUNT: 1,674. DESCRIPTION: CONSULTANTS/ACE PROGRAM. AMOUNT: 9,350. DESCRIPTION: IFC & INTRAMURALS. AMOUNT: 832. DESCRIPTION: PROVINCE COUNCILS, CONVENTION & MEETINGS. AMOUNT: 450. DESCRIPTION: COMPOSITE EXPENSES. AMOUNT: 1,581. DESCRIPTION: SUPPLIES EXPENSES. AMOUNT: 1,746. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 2,200. DESCRIPTION: FOOD & BEVERAGE EXPENSES. AMOUNT: 2,256. DESCRIPTION: SPECIAL EVENTS EXPENSES. AMOUNT: 11,550. DESCRIPTION: BANK CHARGES. AMOUNT: 40. DESCRIPTION: NON-MEMBERS REIMBURSEMENTS. AMOUNT: 4,200. DESCRIPTION: T-SHIRTS & SWEATSHIRTS. AMOUNT: 2,850. DESCRIPTION: FIXTURES FOR HOUSE . AMOUNT: 1,200. DESCRIPTION: SORORITY RELATIONS. AMOUNT: 500. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 764. DESCRIPTION: ALUMNI EXPENSES. AMOUNT: 900. TOTAL TO FORM 990-EZ, LINE 16: 57,128.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NUMBER VI
ReturnHeader/BusinessOfficerGrp/PhoneNum03152836932
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA PHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0800955420
ReturnHeader/Filer/PhoneNum03152836932
ReturnHeader/Filer/USAddress/AddressLine1Txt01 UNIVERSITY PARKWAY
ReturnHeader/Filer/USAddress/CityNm0HIGH POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027268
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FC93B99835399300F37333CC3D657542F3CFC40D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DDDB6DD4DA98E49E50349DA686EB9EFE1E018601
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02018-10-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:42:09
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/ReturnTs02018-10-04T14:42:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,262
Liabilities
$0
Net assets
$2,262
Revenue
$104,644
Expenses
$105,273
Net income
-$629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.88$0.99$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.98$0.88$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.80$0.90$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.63$0.62$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.68$0.57$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.68$0.67$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.05$1.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.97$1.03$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.70$0.64$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.58$0.65$0.07