Civic Intelligence

Pi Kappa Alpha Fraternity

990 • Fiscal year 2020 • EIN 87-0164970

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 11, 2021

1431 East 100 SouthSalt Lake City, UT 84102

(949) 395-3016

Siviq Scores

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

Liabilities / Assets

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.02x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

46%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

-0.2%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$137,353

Up $42,954 (+46%) from 2019

Net Assets

Up

$132,353

Up $37,954 (+40%) from 2019

Liabilities

Up

$5,000

Up $5,000 from 2019

Revenue

Down

$280,663

Down $615 (-0.2%) from 2019

Expenses

Down

$242,709

Down $15,466 (-6.0%) from 2019

Net Income

Up

$37,954

Up $14,851 (+64%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2019: $94,399Liabilities 2019: $0Net Assets 2019: $94,3992019Assets 2020: $137,353Liabilities 2020: $5,000Net Assets 2020: $132,3532020Assets 2021: $132,775Liabilities 2021: $415Net Assets 2021: $132,3602021Assets 2023: $12,994Liabilities 2023: $12,994Net Assets 2023: $02023Assets 2024: $35,496Liabilities 2024: $0Net Assets 2024: $35,4962024

Highlighted filing

2020

Assets$137,353
Liabilities$5,000
Net Assets$132,353

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0Revenue 2019: $281,278Expenses 2019: $258,175Net Income 2019: $23,1032019Revenue 2020: $280,663Expenses 2020: $242,709Net Income 2020: $37,9542020Revenue 2021: $148,417Expenses 2021: $148,410Net Income 2021: $72021Revenue 2023: $335,653Expenses 2023: $322,666Net Income 2023: $12,9872023Revenue 2024: $289,000Expenses 2024: $266,498Net Income 2024: $22,5022024

Highlighted filing

2020

Revenue$280,663
Expenses$242,709
Net Income$37,954
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 11, 2021
Return Version
2019v5.0
Gross Receipts
$280,663
Mission and Program Overview

Mission

Pi kappa alpha is dedicated to developing men of integrity, intellect, and high moral character and to fostering a truly lifelong fraternal experience.

Undergraduate chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$94,399$132,353▲ $37,954
Accounts Receivable$91,876$124,006▲ $32,130
Cash and Non-Interest-Bearing Accounts$2,523$13,347▲ $10,824
Total Assets$94,399$137,353▲ $42,954
Liabilities
Accounts Payable and Accrued Expenses-$5,000-
Total Liabilities$0$5,000▲ $5,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$94,399$132,353▲ $37,954
Total Liabilities and Net Assets / Fund Balance$94,399$137,353▲ $42,954
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jackson BowlingPresident
Luke WaltonMc
Nicholas BelbasRecruitment
Ryan WaltersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$280,663
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$37,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$242,709
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$6,496--$6,496
Other Expenses$200--$200
Total Functional Expenses$242,709$0$0$242,709
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 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, 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 reveiw of the return 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
Pi Kappa Alpha Fraternity
EIN
87-0164970
Phone
9493953016
Address
1431 EAST 100 SOUTH, SALT LAKE CITY, UT 84102

Signing Officer

Name
Ryan Walterson
Title
Treasurer
Phone
8019719894
Signed
2021-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Walterson
Formed
1912
Legal Domicile
Ut
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
4

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990

Per irs notice 2020-33, this return is eligible for the grant of relief to taxpayers affected by covid-19 which postones the due date for returns of this type until july 15, 2020.

Raw XML Appendix241 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/GrantsToIndividualsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDIVIDUAL EXPERIENCED IN THE AREA OF NON-PROFIT TAXATION. THE BOARD MAKES A CURSORY REVEIW OF THE RETURN 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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessNameControlTxt0PIKA
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-01-15T11:08:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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