Civic Intelligence

Alpha Zeta Association of Pi Kappa Phi Corp

990 • Fiscal year 2017 • EIN 93-0388548

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

PO Box 6688Moraga, CA 94570

(925) 217-7772

Siviq Scores

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

Liabilities / Assets

80th percentile

0.19x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.16x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

54th percentile

4.6%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-1.2%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

29th percentile

-7.2%

Faster revenue growth than 29% of similar nonprofits.

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

Assets

Down

$301,540

Down $3,583 (-1.2%) from 2016

Net Assets

Up

$244,019

Up $16,293 (+7.2%) from 2016

Liabilities

Down

$57,521

Down $19,876 (-26%) from 2016

Revenue

Down

$357,444

Down $27,818 (-7.2%) from 2016

Expenses

Up

$341,151

Up $69,518 (+26%) from 2016

Net Income

Down

$16,293

Down $97,336 (-86%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $63,115Liabilities 2012: $02012Assets 2013: $72,308Liabilities 2013: $02013Assets 2014: $68,380Net Assets 2014: $68,3802014Assets 2015: $114,097Liabilities 2015: $0Net Assets 2015: $114,0972015Assets 2016: $305,123Liabilities 2016: $77,397Net Assets 2016: $227,7262016Assets 2017: $301,540Liabilities 2017: $57,521Net Assets 2017: $244,0192017Assets 2018: $304,417Liabilities 2018: $60,847Net Assets 2018: $243,5702018Assets 2019: $319,419Liabilities 2019: $28,165Net Assets 2019: $291,2542019Assets 2020: $276,586Liabilities 2020: $21,160Net Assets 2020: $255,4262020Assets 2021: $291,732Liabilities 2021: $41,120Net Assets 2021: $250,6122021Assets 2022: $249,508Liabilities 2022: $40,529Net Assets 2022: $208,9792022Assets 2023: $249,509Liabilities 2023: $38,228Net Assets 2023: $211,2812023

Highlighted filing

2017

Assets$301,540
Liabilities$57,521
Net Assets$244,019

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $100,549Expenses 2012: $90,500Net Income 2012: $10,0492012Revenue 2013: $117,241Expenses 2013: $108,048Net Income 2013: $9,1932013Revenue 2014: $185,398Expenses 2014: $175,214Net Income 2014: $10,1842014Revenue 2015: $207,517Expenses 2015: $161,800Net Income 2015: $45,7172015Revenue 2016: $385,262Expenses 2016: $271,633Net Income 2016: $113,6292016Revenue 2017: $357,444Expenses 2017: $341,151Net Income 2017: $16,2932017Revenue 2018: $335,357Expenses 2018: $335,806Net Income 2018: -$4492018Revenue 2019: $314,840Expenses 2019: $267,156Net Income 2019: $47,6842019Revenue 2020: $229,681Expenses 2020: $258,909Net Income 2020: -$29,2282020Revenue 2021: $147,144Expenses 2021: $151,958Net Income 2021: -$4,8142021Revenue 2022: $164,798Expenses 2022: $206,431Net Income 2022: -$41,6332022Revenue 2023: $183,403Expenses 2023: $181,101Net Income 2023: $2,3022023

Highlighted filing

2017

Revenue$357,444
Expenses$341,151
Net Income$16,293
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$357,444
Mission and Program Overview

Mission

Housing for fraternity members

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$180,909$239,977▲ $59,068
Cash and Non-Interest-Bearing Accounts$124,214$61,563▼ $62,651
Loans From Officers Directors$77,397$57,521▼ $19,876
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$305,123$301,540▼ $3,583
Other Assets Total-$0-
Liabilities
Total Liabilities$77,397$57,521▼ $19,876
Net Assets / Fund Balance
Unrestricted Net Assets$227,726$244,019▲ $16,293
Total Net Assets Fund Balance$227,726$244,019▲ $16,293
Total Liabilities and Net Assets / Fund Balance$305,123$301,540▼ $3,583

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$239,977$25,700$265,677
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin BleckmannPresident
Todd HutchinsonVP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$357,439
Investment Income
$5
Other Revenue
$0
Change in Net Assets
$16,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$341,151
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
All Other Expenses$64,549$414-$64,963
Other Expenses$35,146--$35,146
Fees for Services Management$18,000--$18,000
Depreciation Depletion---$9,349
Interest-$3,152-$3,152
Insurance$3,013--$3,013
Fees for Services Accounting-$2,000-$2,000
Total Functional Expenses$326,236$5,566$0$341,151
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$77,397$57,521▼ $19,876
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Alpha Zeta Association
EIN
93-0388548
Phone
9252177772
Address
PO BOX 6688, MORAGA, CA 94570

Signing Officer

Name
Kevin Bleckmann
Title
President
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1932
Legal Domicile
Or
Voting Board Members
2
Independent Board Members
0
Employees
1

Preparer

Firm
Goldberg Gluck & Associates CPAs LLP
Address
950 Tower Ln Ste 110, Foster City, CA 94404
Preparer
Samuel H Gluck CPA
Phone
6508379800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

BANK CHARGES: Column (A) - Total = $407; Column (B) - Program Services = $0; Column (C) - Management & General = $407; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BROTHERHOOD: Column (A) - Total = $351; Column (B) - Program Services = $351; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

CLEANING SERVICE: Column (A) - Total = $3896; Column (B) - Program Services = $3896; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

FEES: Column (A) - Total = $5606; Column (B) - Program Services = $5606; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

INSPECTIONS: Column (A) - Total = $2360; Column (B) - Program Services = $2360; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LANDSCAPE: Column (A) - Total = $2925; Column (B) - Program Services = $2925; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LOAN EXPENSES: Column (A) - Total = $158; Column (B) - Program Services = $158; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

NATIONAL DUES: Column (A) - Total = $156; Column (B) - Program Services = $156; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PAYROLL : Column (A) - Total = $20894; Column (B) - Program Services = $20894; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PAYROLL TAX: Column (A) - Total = $10931; Column (B) - Program Services = $10931; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $7; Column (B) - Program Services = $0; Column (C) - Management & General = $7; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PROPERTY TAX: Column (A) - Total = $3346; Column (B) - Program Services = $3346; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SUPPLIES : Column (A) - Total = $13926; Column (B) - Program Services = $13926; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Raw XML Appendix333 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES: Column (A) - Total = $407; Column (B) - Program Services = $0; Column (C) - Management & General = $407; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BROTHERHOOD: Column (A) - Total = $351; Column (B) - Program Services = $351; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLEANING SERVICE: Column (A) - Total = $3896; Column (B) - Program Services = $3896; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FEES: Column (A) - Total = $5606; Column (B) - Program Services = $5606; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSPECTIONS: Column (A) - Total = $2360; Column (B) - Program Services = $2360; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LANDSCAPE: Column (A) - Total = $2925; Column (B) - Program Services = $2925; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LOAN EXPENSES: Column (A) - Total = $158; Column (B) - Program Services = $158; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NATIONAL DUES: Column (A) - Total = $156; Column (B) - Program Services = $156; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL : Column (A) - Total = $20894; Column (B) - Program Services = $20894; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PAYROLL TAX: Column (A) - Total = $10931; Column (B) - Program Services = $10931; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Postage and Shipping: Column (A) - Total = $7; Column (B) - Program Services = $0; Column (C) - Management & General = $7; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PROPERTY TAX: Column (A) - Total = $3346; Column (B) - Program Services = $3346; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SUPPLIES : Column (A) - Total = $13926; Column (B) - Program Services = $13926; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e: Other Expenses
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0305123
IRS990/TotalAssetsEOYAmt0301540
IRS990/TotalAssetsGrp/BOYAmt0305123
IRS990/TotalAssetsGrp/EOYAmt0301540
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05566
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0326236
IRS990/TotalFunctionalExpensesGrp/TotalAmt0341151
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt077397
IRS990/TotalLiabilitiesEOYAmt057521
IRS990/TotalLiabilitiesGrp/BOYAmt077397
IRS990/TotalLiabilitiesGrp/EOYAmt057521
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0227726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0244019
IRS990/TotalProgramServiceExpensesAmt0326236
IRS990/TotalProgramServiceRevenueAmt0357439
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0357444
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0357444
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0305123
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0301540
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0227726
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0244019
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN BLECKMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA ZETA ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF PI KAPPA PHI CORP
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0930388548
ReturnHeader/Filer/PhoneNum09252177772
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6688
ReturnHeader/Filer/USAddress/CityNm0MORAGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goldberg Gluck & Associates CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 Tower Ln Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Foster City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094404
ReturnHeader/PreparerPersonGrp/PhoneNum06508379800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H GLUCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T11:49:20-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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