Civic Intelligence

Phi Kappa Psi Fraternity-Colorado Alpha Chapter

990 • Fiscal year 2017 • EIN 84-1478063

Jun 01, 2016 to May 31, 2017 • Filed on Oct 17, 2019

1131 University AvenueBoulder, CO 80302

(203) 560-3123

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

23rd percentile

0.00x

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

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Net Margin

41st percentile

1.9%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M 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

99th percentile

578%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

41%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$17,090

Up $14,569 (+578%) from 2016

Net Assets

Up

$17,090

Up $14,569 (+578%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$784,191

Up $229,541 (+41%) from 2016

Expenses

Up

$769,622

Up $160,809 (+26%) from 2016

Net Income

Up

$14,569

Up $68,732 (+127%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$17,090
Liabilities$0
Net Assets$17,090

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$784,191
Expenses$769,622
Net Income$14,569
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 17, 2019
Return Version
2016v3.1
Gross Receipts
$784,191
Mission and Program Overview

Mission

Social Fraternity

Undergraduate chapter of national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,521$17,090▲ $14,569
Rtn Earn Endowment Incm Other Fnds$2,521$17,090▲ $14,569
Total Assets$2,521$17,090▲ $14,569
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,521$17,090▲ $14,569
Total Liabilities and Net Assets / Fund Balance$2,521$17,090▲ $14,569
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nathaniel DavisPresident
Owen SnyderRecording Se
Robert BonarTreasurer
William KaminskyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$784,191
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$14,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$769,622
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
Occupancy---$672,206
Other Expenses---$15,856
Fees for Services Accounting---$10,790
Conferences and Meetings---$460
Total Functional Expenses$0$0$0$769,622
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
Backup withholding compliance
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, Page 6, Part VI, Line 11B

The organization's form 990 is prepared by an individual experienced in the area of non-profit taxation. The board makes a cursory review to make sure no material 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, Page 6, Part VI, Line 19

Upon request, within one week of request.

Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi Fraternity
EIN
84-1478063
Phone
2035603123
Address
1131 UNIVERSITY AVENUE, BOULDER, CO 80302

Signing Officer

Name
Robert Bonar
Title
Treasurer
Phone
2035603123
Signed
2019-10-17

Organization Details

Principal Officer
Nathaniel Davis
Formed
1914
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
23

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
John T Murdock
Phone
2057587754
Raw XML Appendix228 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SE
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IRS990/FormationYr01914
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IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0784191
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt012500
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/OtherExpensesGrp/TotalAmt052550
IRS990/OtherExpensesGrp/TotalAmt117760
IRS990/OtherExpensesGrp/TotalAmt215856
IRS990/OtherWebsiteInd0X
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/ReturnTs02019-10-28T07:48:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

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Filings