Civic Intelligence

Phi Kappa Psi Fraternity-Colorado Alpha Chapter

990 • Fiscal year 2019 • EIN 84-1478063

Jun 01, 2018 to May 31, 2019 • Filed on Apr 08, 2020

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

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

50th percentile

2.5%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

57%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$24,281

Up $8,816 (+57%) from 2018

Net Assets

Up

$24,281

Up $8,816 (+57%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$353,979

Down $384,581 (-52%) from 2018

Expenses

Down

$345,163

Down $395,022 (-53%) from 2018

Net Income

Up

$8,816

Up $10,441 (+643%) from 2018

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

2019

Assets$24,281
Liabilities$0
Net Assets$24,281

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

2019

Revenue$353,979
Expenses$345,163
Net Income$8,816
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 8, 2020
Return Version
2018v3.2
Gross Receipts
$353,979
Mission and Program Overview

Mission

Social Fraternity

Local chapter of national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,465$24,281▲ $8,816
Rtn Earn Endowment Incm Other Fnds$15,465$24,281▲ $8,816
Total Assets$15,465$24,281▲ $8,816
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,465$24,281▲ $8,816
Total Liabilities and Net Assets / Fund Balance$15,465$24,281▲ $8,816
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nathaniel DavisPresident
Owen SniderRecording Se
Zach GennTreasurer
William KaminskyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$353,979
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$8,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$345,163
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
Fees for Services Accounting---$12,535
Other Expenses---$7,954
Total Functional Expenses$0$0$0$345,163
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 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 from 990 is prepared by an individual 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 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
Address
1131 UNIVERSITY AVENUE, BOULDER, CO 80302

Signing Officer

Name
Zach Genn
Title
Treasurer
Signed
2020-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zach Genn
Legal Domicile
Co
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth M Brewer
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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0ROB BONAR
IRS990/BooksInCareOfDetail/PhoneNum02035603123
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0263 SUNDOWN TERRACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORINDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094563
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt015465
IRS990/CashNonInterestBearingGrp/EOYAmt024281
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0345163
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0353979
IRS990/CYRevenuesLessExpensesAmt08816
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0345163
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0353979
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE MEALS, HOUSING, AND SOCIAL PROGRAMMING TO LOCAL CHAPTER OF THE NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt012535
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0NATHANIEL DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm1OWEN SNIDER
IRS990/Form990PartVIISectionAGrp/PersonNm2ZACH GENN
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM KAMINSKY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1RECORDING SE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0353979
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt012250
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF PHI KAPPA PSI IS TO FOSTER THE DEVELOPMENT OF LEADERS AND PROMOTE ACADEMIC EXCELLENCE IN HIGHER EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt015465
IRS990/NetAssetsOrFundBalancesEOYAmt024281
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0CHAPTER OPERATIONS
IRS990/OtherExpensesGrp/Desc1CHAPTER DUES AND FEES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt0227935
IRS990/OtherExpensesGrp/TotalAmt196739
IRS990/OtherExpensesGrp/TotalAmt27954
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ZACH GENN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0353979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0353979
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYOtherExpensesAmt0740185
IRS990/PYProgramServiceRevenueAmt0738560
IRS990/PYRevenuesLessExpensesAmt0-1625
IRS990/PYTotalExpensesAmt0740185
IRS990/PYTotalRevenueAmt0738560
IRS990/ReconcilationRevenueExpnssAmt08816
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015465
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt024281
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FROM 990 IS PREPARED BY AN INDIVIDUAL 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 IS FILED. ONCE APPROVED, THE RETURN IS SIGNED BY AN AUTHORIZED AGENT AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST, WITHIN ONE WEEK OF REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt015465
IRS990/TotalAssetsEOYAmt024281
IRS990/TotalAssetsGrp/BOYAmt015465
IRS990/TotalAssetsGrp/EOYAmt024281
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0345163
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015465
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt024281
IRS990/TotalProgramServiceRevenueAmt0353979
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0353979
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0353979
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015465
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt024281
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01131 UNIVERSITY AVENUE
IRS990/USAddress/CityNm0BOULDER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080302
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.PHIKAPPAPSI.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ZACH GENN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA PSI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COLORADO ALPHA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0841478063
ReturnHeader/Filer/USAddress/AddressLine1Txt01131 UNIVERSITY AVENUE
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C1903FCBA49715066EFE08152B4916DDC80E07B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07623842E65813F6A9EFA102BDD1B4ABAA2D1E1C1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-04-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:17:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M BREWER
ReturnHeader/ReturnTs02020-04-14T16:17:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings