Civic Intelligence

Phi Kappa Sigma Corp Alpha Psi Chapter

EIN 95-6095293 • 501(c)2 • Palos Verdes Estates, CA

Profile

Housing for college fraternity

2444 Via CampesinaPalos Verdes Estates, CA 90274

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.38x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

2.85x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2021

Net Margin

86th percentile

78%

Higher net margin than 86% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

501(c)2 • <$500k nonprofits • Source year 2021

Asset Growth

88th percentile

10%

Faster asset growth than 88% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

57%

Faster revenue growth than 88% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$490,064

Up $45,451 (+10%) from 2020

Liabilities

Down

$186,775

Down $5,512 (-2.9%) from 2020

Net Assets

Up

$303,289

Up $50,963 (+20%) from 2020

Revenue

Up

$65,444

Up $23,652 (+57%) from 2020

Expenses

Down

$14,481

Down $21,361 (-60%) from 2020

Net Income

Up

$50,963

Up $45,013 (+757%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $301,232Liabilities 2010: $254,244Net Assets 2010: $46,9882010Assets 2011: $359,300Liabilities 2011: $248,124Net Assets 2011: $111,1762011Assets 2012: $410,315Liabilities 2012: $244,321Net Assets 2012: $165,9942012Assets 2013: $455,554Liabilities 2013: $241,798Net Assets 2013: $213,7562013Assets 2014: $483,119Liabilities 2014: $234,720Net Assets 2014: $248,3992014Assets 2015: $352,516Liabilities 2015: $233,406Net Assets 2015: $119,1102015Assets 2016: $352,463Liabilities 2016: $229,893Net Assets 2016: $122,5702016Assets 2017: $347,552Liabilities 2017: $230,389Net Assets 2017: $117,1632017Assets 2018: $402,012Liabilities 2018: $231,170Net Assets 2018: $170,8422018Assets 2019: $448,680Liabilities 2019: $202,304Net Assets 2019: $246,3762019Assets 2020: $444,613Liabilities 2020: $192,287Net Assets 2020: $252,3262020Assets 2021: $490,064Liabilities 2021: $186,775Net Assets 2021: $303,2892021

Highlighted filing

2021

Assets$490,064
Liabilities$186,775
Net Assets$303,289

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100K-$150KExpenses 2010: $6,5452010Expenses 2011: $6,7472011Expenses 2012: $8,7252012Revenue 2013: $54,492Expenses 2013: $6,730Net Income 2013: $47,7622013Revenue 2014: $35,653Expenses 2014: $1,010Net Income 2014: $34,6432014Revenue 2015: -$119,662Expenses 2015: $9,627Net Income 2015: -$129,2892015Revenue 2016: $10,745Expenses 2016: $7,285Net Income 2016: $3,4602016Revenue 2017: $1,388Expenses 2017: $6,795Net Income 2017: -$5,4072017Revenue 2018: $55,131Expenses 2018: $1,452Net Income 2018: $53,6792018Revenue 2019: $60,257Expenses 2019: $6,523Net Income 2019: $53,7342019Revenue 2020: $41,792Expenses 2020: $35,842Net Income 2020: $5,9502020Revenue 2021: $65,444Expenses 2021: $14,481Net Income 2021: $50,9632021

Highlighted filing

2021

Revenue$65,444
Expenses$14,481
Net Income$50,963

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$198,572
Mission and Program Overview

Mission

Administration of residential housing for members of phi kappa sigma fraternity at ucla.

Administration of the phi kappa sigma alpha psi chapter fraternity house atthe university of california los angeles and related alumni and chapter activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$444,613$490,064▲ $45,451
Rtn Earn Endowment Incm Other Fnds$252,326$303,289▲ $50,963
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$444,613$490,064▲ $45,451
Liabilities
Mortgage Notes Payable Secured by Investment Property$175,841$167,429▼ $8,412
Other Liabilities$16,446$19,346▲ $2,900
Total Liabilities$192,287$186,775▼ $5,512
Net Assets / Fund Balance
Total Net Assets Fund Balance$252,326$303,289▲ $50,963
Total Liabilities and Net Assets / Fund Balance$444,613$490,064▲ $45,451
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard WilliamsPresident
Kevin IveySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$65,444
Change in Net Assets
$50,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,481
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 Legal---$2,073
Fees for Services Accounting---$1,000
Advertising---$592
Fees for Services Other---$36
Office Expenses---$33
Other Expenses---$20
Total Functional Expenses$0$0$0$14,481
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$19,346
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is submitted to the treasurer for review and then form 990 is either transmitted electronically or a paper copy is mailed.

Form 990, Part VI, Section C, Line 19

The board does not make any direct communications of information to the public, but would be provided upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Kevin ivey - 2444 via campesina, palos verdes estates, ca 90274. Richard williams - 2444 via campesina, palos verdes estates, ca 90274.

Filing and Contact Details

Filer

Filer Name
Phi Kappa Sigma Corp Alpha Psi Chapter
EIN
95-6095293
Phone
3109414257
Address
2444 VIA CAMPESINA, PALOS VERDES ESTATES, CA 90274

Signing Officer

Name
Richard Williams
Title
President
Phone
3109414257
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Williams
Formed
1955
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Williams & Ribb Llp
Address
6615 E PACIFIC COAST HWY STE 150, LONG BEACH, CA 90803
Preparer
John D Williams
Phone
5624238777
Raw XML Appendix256 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/GrantsToIndividualsInd00
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IRS990/GrossReceiptsAmt0198572
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
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IRS990/LessRentalExpensesGrp/RealAmt0133128
IRS990/LoanOutstandingInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0303289
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IRS990/OtherExpensesGrp/Desc2CHARITABLE DONATIONS
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
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IRS990/OtherExpensesGrp/TotalAmt15093
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD DOES NOT MAKE ANY DIRECT COMMUNICATIONS OF INFORMATION TO THE PUBLIC, BUT WOULD BE PROVIDED UPON REQUEST.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)2 • <$500k nonprofits