Civic Intelligence

Phi Kappa Psi Fraternity-Colorado Alpha Chapter

EIN 84-1478063 • 501(c)7 • Boulder, CO

Profile

The mission of the phi kappa psi is to foster the development of leaders and promote academic excellence in higher education.

1131 University AveBoulder, CO 80302

www.phikappapsi.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

39th percentile

-1.3%

Higher net margin than 39% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-46%

Faster asset growth than 10% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

-0.9%

Faster revenue growth than 41% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$6,346

Down $5,374 (-46%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$6,346

Down $5,374 (-46%) from 2024

Operations
Liabilities / Revenue58th percentileNet Margin39th percentile

Revenue

Down

$411,396

Down $3,786 (-0.9%) from 2024

Expenses

Up

$416,770

Up $12,227 (+3.0%) from 2024

Net Income

Down

-$5,374

Down $16,013 (-151%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100K-$200KAssets 2012: $31,088Liabilities 2012: $18,033Net Assets 2012: $13,0552012Assets 2013: $28,512Liabilities 2013: $24,291Net Assets 2013: $4,2212013Assets 2014: $82,833Liabilities 2014: $214,543Net Assets 2014: -$131,7102014Assets 2015: $106,070Liabilities 2015: $0Net Assets 2015: $106,0702015Assets 2016: $2,521Liabilities 2016: $0Net Assets 2016: $2,5212016Assets 2017: $17,090Liabilities 2017: $0Net Assets 2017: $17,0902017Assets 2018: $15,465Liabilities 2018: $0Net Assets 2018: $15,4652018Assets 2019: $24,281Liabilities 2019: $0Net Assets 2019: $24,2812019Assets 2020: $8,923Liabilities 2020: $0Net Assets 2020: $8,9232020Assets 2022: $769Liabilities 2022: $0Net Assets 2022: $7692022Assets 2023: $1,081Liabilities 2023: $0Net Assets 2023: $1,0812023Assets 2024: $11,720Liabilities 2024: $0Net Assets 2024: $11,7202024Assets 2025: $6,346Liabilities 2025: $0Net Assets 2025: $6,3462025

Highlighted filing

2025

Assets$6,346
Liabilities$0
Net Assets$6,346
Open 2025 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $635,959Expenses 2012: $672,363Net Income 2012: -$36,4042012Revenue 2013: $590,164Expenses 2013: $598,998Net Income 2013: -$8,8342013Revenue 2014: $177,974Expenses 2014: $313,904Net Income 2014: -$135,9302014Revenue 2015: $571,850Expenses 2015: $667,268Net Income 2015: -$95,4182015Revenue 2016: $554,650Expenses 2016: $608,813Net Income 2016: -$54,1632016Revenue 2017: $784,191Expenses 2017: $769,622Net Income 2017: $14,5692017Revenue 2018: $738,560Expenses 2018: $740,185Net Income 2018: -$1,6252018Revenue 2019: $353,979Expenses 2019: $345,163Net Income 2019: $8,8162019Revenue 2020: $258,231Expenses 2020: $273,589Net Income 2020: -$15,3582020Revenue 2022: $367,118Expenses 2022: $367,126Net Income 2022: -$82022Revenue 2023: $474,757Expenses 2023: $474,445Net Income 2023: $3122023Revenue 2024: $415,182Expenses 2024: $404,543Net Income 2024: $10,6392024Revenue 2025: $411,396Expenses 2025: $416,770Net Income 2025: -$5,3742025

Highlighted filing

2025

Revenue$411,396
Expenses$416,770
Net Income-$5,374
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,346
Liabilities
$0
Net assets
$6,346
Revenue
$411,396
Expenses
$416,770
Net income
-$5,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$4.11$4.17$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$4.15$4.05$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$4.75$4.74$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$3.67$3.67$0.00
2020Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$2.58$2.74$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$3.54$3.45$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$7.39$7.40$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$7.84$7.70$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$5.55$6.09$0.54
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$5.72$6.67$0.95
2014Detailed filing. Detailed filing data is available for this year.$0.83$2.15$1.32$1.78$3.14$1.36
2013Summary only. Only limited summary data is available for this year.$0.29$0.24$0.04$5.90$5.99$0.09
2012Summary only. Only limited summary data is available for this year.$0.31$0.18$0.13$6.36$6.72$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 22, 2025
Return Version
2024v5.2
Gross Receipts
$411,396
Mission and Program Overview

Mission

Social Fraternity

Local chapter of national collegiate social fratenity

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,720$6,346▼ $5,374
Total Assets$11,720$6,346▼ $5,374
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,720$6,346▼ $5,374
Total Net Assets Fund Balance$11,720$6,346▼ $5,374
Total Liabilities and Net Assets / Fund Balance$11,720$6,346▼ $5,374
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Joey WhitcombePresident
Johan JonesVice President
Dylan BrowningFinancial Controller
Stephen ForneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$411,396
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-5,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$416,770
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$90,835--$90,835
Fees for Services Accounting$8,689--$8,689
Occupancy$6--$6
Total Functional Expenses$416,770$0$0$416,770
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization's form 990 is prepared by a cpa firm experienced in the area of non-profit taxation. The board makes a cursory review of the return to make sure no material errors or omissions or misstatements are made on the return before it is filed. Once approved, the return is signed by an authorized agent and filed.”

Form 990, Part VI, Section C, Line 19

“Upon request, within one week of request”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi Fraternity-colorado Alpha
EIN
84-1478063
Phone
8477369917
Address
1131 UNIVERSITY AVE, BOULDER, CO 80302

Signing Officer

Name
Brice Parrott
Title
Treasurer
Phone
8477369917
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Forney
Formed
1914
Legal Domicile
Co
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
AGRESTA STORMS & O'LEARY PC
Address
1214 STATE ROAD 229, BATESVILLE, IN 47006
Preparer
Michelle a Clouse Ea
Phone
8129321911
Raw XML Appendix257 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GrantsToIndividualsInd00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE A CLOUSE EA
ReturnHeader/ReturnTs02025-08-27T07:44:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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