Civic Intelligence

Kappa Alpha Theta Phi House Corp

990EZ • Fiscal year 2014 • EIN 94-6078694

Mar 01, 2013 to Feb 28, 2014 • Filed on Jul 03, 2014

Organization ProfileN/A
C/O 1037 Harrington Way95608

(916) 481-2192

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

46%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

0.5%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$491,300

Up $53,104 (+12%) from 2013

Net Assets

Up

$490,950

Up $53,104 (+12%) from 2013

Liabilities

Flat

$350

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Up

$115,278

Up $627 (+0.5%) from 2013

Expenses

Down

$62,174

Down $9,282 (-13%) from 2013

Net Income

Up

$53,104

Up $9,909 (+23%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$600K$400K$200K$0-$200K-$400KAssets 2010: $303,252Net Assets 2010: $303,2522010Assets 2011: $319,115Net Assets 2011: $319,1152011Assets 2012: $394,651Net Assets 2012: $394,6512012Assets 2013: $438,196Liabilities 2013: $350Net Assets 2013: $437,8462013Assets 2014: $491,300Liabilities 2014: $350Net Assets 2014: $490,9502014Assets 2015: $541,346Liabilities 2015: $350Net Assets 2015: $540,9962015Assets 2016: $527,846Liabilities 2016: $350Net Assets 2016: $527,4962016Assets 2017: $513,287Liabilities 2017: $350Net Assets 2017: $512,9372017Assets 2018: $392,088Liabilities 2018: $129,240Net Assets 2018: $262,8482018Assets 2019: $363,478Liabilities 2019: $123,567Net Assets 2019: $239,9112019Assets 2020: $339,144Liabilities 2020: $214,670Net Assets 2020: $124,4742020Assets 2021: $289,437Liabilities 2021: $259,411Net Assets 2021: $30,0262021Assets 2022: $256,281Liabilities 2022: $302,581Net Assets 2022: -$46,3002022Assets 2023: $241,593Liabilities 2023: $370,976Net Assets 2023: -$129,3832023Assets 2024: $209,594Liabilities 2024: $384,909Net Assets 2024: -$175,3152024Assets 2025: $184,061Liabilities 2025: $414,484Net Assets 2025: -$230,4232025

Highlighted filing

2014

Assets$491,300
Liabilities$350
Net Assets$490,950
Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

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

$400K$200K$0-$200KRevenue 2010: $84,107Expenses 2010: $58,466Net Income 2010: $25,6412010Revenue 2011: $88,655Expenses 2011: $72,792Net Income 2011: $15,8632011Revenue 2012: $149,003Expenses 2012: $73,467Net Income 2012: $75,5362012Revenue 2013: $114,651Expenses 2013: $71,456Net Income 2013: $43,1952013Revenue 2014: $115,278Expenses 2014: $62,174Net Income 2014: $53,1042014Revenue 2015: $127,184Expenses 2015: $77,138Net Income 2015: $50,0462015Revenue 2016: $88,168Expenses 2016: $101,668Net Income 2016: -$13,5002016Revenue 2017: $55,921Expenses 2017: $70,480Net Income 2017: -$14,5592017Revenue 2018: $93,986Expenses 2018: $100,890Net Income 2018: -$6,9042018Revenue 2019: $85,819Expenses 2019: $108,756Net Income 2019: -$22,9372019Revenue 2020: $176,580Expenses 2020: $292,017Net Income 2020: -$115,4372020Revenue 2021: $0Expenses 2021: $94,448Net Income 2021: -$94,4482021Revenue 2022: $255,257Expenses 2022: $331,583Net Income 2022: -$76,3262022Revenue 2023: $306,216Expenses 2023: $389,299Net Income 2023: -$83,0832023Revenue 2024: $191,195Expenses 2024: $237,127Net Income 2024: -$45,9322024Revenue 2025: $209,298Expenses 2025: $264,406Net Income 2025: -$55,1082025

Highlighted filing

2014

Revenue$115,278
Expenses$62,174
Net Income$53,104
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2013 to Feb 28, 2014
Signed
Jul 3, 2014
Return Version
2013v3.1
Gross Receipts
$115,562
Mission and Program Overview

Mission

TO PROVIDE HOUSING

Member student housing

Program Services

DescriptionGrantsExpenses
The Corporation's sole function is to provide rental housing for those students who are members of Kappa Alpha Theta fraternity at the University of the Pacific. At the beginning of the fiscal year, 49 students were housed in the corporation's facility. At the end of the fiscal year, 44 students were housed in the corporation's facility.--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jill MalloryPresidentPT$0--
Janice MagdichSecretaryPT$0--
Mylissa NanceTreasurerPT$0--
Meredith PutmanVice PresidentPT$0--
Kelli PageVice PresidentPT$0--
Tricia ChristensenVice PresidentPT$0--
Filing and Contact Details

Filer

EIN
94-6078694
Phone
9164812192

Signing Officer

Name
Mylissa Nance
Title
Treasurer
Signed
2014-07-03
Discuss with paid preparer
No

Preparer

Preparer
Janet M Fazekas
Phone
9165507182
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $4321”

Other Expenses.1009

“Depreciation $12844”

Other Expenses.1012

“Insurance $7324”

Other Expenses.1

“Landscaping $3715”

Other Expenses.2

“Telephone $1919”

Other Expenses.3

“Cleaning $889”

Other Expenses.4

“Pest Control $858”

Other Expenses.5

“Bank Service Charges $60”

Other Expenses.7

“Filing Fees $10”

Total Liabilities.1

“Deposits - Beginning $350 Deposits - Ending $350”

Raw XML Appendix134 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Mylissa Nance Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum09164812192
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101037 Harrington Way
IRS990EZ/BooksInCareOfDetail/USAddress/City0Carmichael
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095608
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072590
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106436
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt053104
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0438196
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0491300
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0115562
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt033
IRS990EZ/LandAndBuildingsGrp/BOYAmt0365606
IRS990EZ/LandAndBuildingsGrp/EOYAmt0384864
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0437846
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0490950
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0437846
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0490950
IRS990EZ/OccupancyRentUtltsAndMaintAmt028943
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jill Mallory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janice Magdich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mylissa Nance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Meredith Putman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kelli Page
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tricia Christensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031940
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Member student housing
IRS990EZ/PrintingPublicationsPostageAmt041
IRS990EZ/ProgramServiceRevenueAmt0115529
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Corporation's sole function is to provide rental housing for those students who are members of Kappa Alpha Theta fraternity at the University of the Pacific. At the beginning of the fiscal year, 49 students were housed in the corporation's facility. At the end of the fiscal year, 44 students were housed in the corporation's facility.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0284
IRS990EZ/SpecialEventsNetIncomeLossAmt0-284
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0350
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0350
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062174
IRS990EZ/TotalRevenueAmt0115278
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $4321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $12844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $7324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Landscaping $3715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone $1919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Cleaning $889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Pest Control $858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Service Charges $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Filing Fees $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Deposits - Beginning $350 Deposits - Ending $350
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Mylissa Nance
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10Kappa Alpha Theta Phi House Corp
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0946078694
ReturnHeader/Filer/PhoneNum09164812192
ReturnHeader/Filer/USAddress/AddressLine10C/O 1037 Harrington Way
ReturnHeader/Filer/USAddress/City0Carmichael
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JANET M FAZEKAS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106609 THOMAS DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NORTH HIGHLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095660
ReturnHeader/PreparerPersonGrp/PhoneNum09165507182
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet M Fazekas
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-07-03T14:39:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-03-01
ReturnHeader/TaxPeriodEndDt02014-02-28
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$491,300
Liabilities
$350
Net assets
$490,950
Revenue
$115,278
Expenses
$62,174
Net income
$53,104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$4.14$2.30$2.09$2.64$0.55
2024Detailed filing. Detailed filing data is available for this year.$2.10$3.85$1.75$1.91$2.37$0.46
2023Detailed filing. Detailed filing data is available for this year.$2.42$3.71$1.29$3.06$3.89$0.83
2022Detailed filing. Detailed filing data is available for this year.$2.56$3.03$0.46$2.55$3.32$0.76
2021Detailed filing. Detailed filing data is available for this year.$2.89$2.59$0.30$0.00$0.94$0.94
2020Detailed filing. Detailed filing data is available for this year.$3.39$2.15$1.24$1.77$2.92$1.15
2019Detailed filing. Detailed filing data is available for this year.$3.63$1.24$2.40$0.86$1.09$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.92$1.29$2.63$0.94$1.01$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.56$0.70$0.15
2016Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.27$0.88$1.02$0.14
2015Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$1.27$0.77$0.50
2014Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$1.15$0.62$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.00$4.38$1.15$0.71$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$3.95$1.49$0.73$0.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$3.19$0.89$0.73$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$3.03$0.84$0.58$0.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)7 • <$500k nonprofits