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Kappa Alpha Order- Alpha Upsilon Ch FY2024 filing

Not tax-deductible

Jackson, MS501(c)(7)Since 1900EIN 64-6034464Revenue $2.2M in FY2024

On file with the IRSkaolemiss.com4785 Old Canton Rd, 39211-5532 · Jackson, MSTax-exempt since Jun 1967

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To teach men leadership, gentility, philanthropy, and a determination to strive for excellence

80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average deficit $32K a year · 2% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$148K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.2M
+20% vs prior year
Spent
$2.4M
To programs
80%
Net assets
$630K
By yearFY2021–FY2025
Revenue
$2.2M
FY2024▲ +20%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.4M
FY2023$1.8M
FY2024$2.2M
FY2025$2.5M
Expenses
$2.4M
FY2024▲ +47%
Tap a bar for its year
Expenses by fiscal year
FY2021$1.3M
FY2023$1.6M
FY2024$2.4M
FY2025$2.8M
Net assets
$630K
FY2024▼ -21%
Tap a bar for its year
Net assets by fiscal year
FY2021$489K
FY2023$800K
FY2024$630K
FY2025$341K

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $1.9M Management & general 17% · $397K Fundraising 4% · $85K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Alex Childers
Correspondin
$0Pt VII · Sec A
Owen Collins
Historian
$0Pt VII · Sec A
Jordan Fortenberry
Sergeant-At-
$0Pt VII · Sec A
Downing Koestler
Recording Se
$0Pt VII · Sec A
Evan Lewis
Vice-Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Mills Murphy
President
$0Pt VII · Sec A
Dan Shell
Parliamentar
$0Pt VII · Sec A
See Kappa Alpha Order- Alpha Upsilon Ch executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Teaches men leadership, refinement, generosity, and a drive for excellence.

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1 program · in their own filed words · FY2023
01

To teach men leadership, gentility, philanthropy, and a determination to strive for excellence.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.2M
Ln 12
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$1K
Money outPt IX
$2.4M
Ln 25
Programscol B$1.9M
Managementcol C$397K
Fundraisingcol D$85K
Owns and owesPt X
$630K
net assets · Ln 32
Cash and savingsLn 1–2$499K
Total assetsLn 16$778K
LiabilitiesLn 26$148K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$1K
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$499K
Cash and savings togetherLn 1–2$499K
InvestmentsLn 11–13$100K
Land, buildings, equipmentLn 10c$139K
Total assetsLn 16$778K
LiabilitiesLn 26$148K
Net assetsLn 32$630K
OperationsPt I, VI
EmployeesI 59
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$756K$499K
InvestmentsLn 11–13$100K
Land, buildings, equipmentLn 10c$179K$139K
Total assetsLn 16$985K$778K
LiabilitiesLn 26$184K$148K
Net assetsLn 32$800K$630K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$265K$199K$66K
Other employee benefitsLn 9$8K$6K$2K
Payroll taxesLn 10$24K$18K$6K
TravelLn 17$30$30
Depreciation, depletion and amortizationLn 22$42K$42K
Other expenses (24a–d)Ln 24$1.3M$1.1M$166K
All other expensesLn 24e$731K$489K$157K$85K
Total functional expensesLn 25$2.4M$1.9M$397K$85K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.5M$2.8M−$288K$341K 990 PDF
FY2024 Viewing $2.2M$2.4M−$170K$630K 990 PDF
FY2023 $1.8M$1.6M$222K$800K 990 PDF
FY2022 Not on file
FY2021 $1.4M$1.3M$106K$489K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,214,563 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $1,831,800$2,213,294
I-10 Investment income$1,269
I-11 Other revenuePrior year $17,727$0
I-12 Total revenuePrior year $1,849,527$2,214,563
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $258,971$296,859
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,368,677$2,087,823
I-18 Total expensesPrior year $1,627,648$2,384,682
I-19 Revenue less expensesPrior year $221,879−$170,119
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $2,214,563 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,213,294$2,213,294
VIII-3 Investment incomeRelated to mission $1,269$1,269
VIII-12 Total revenueRelated to mission $2,214,563$2,214,563
Part IX · Statement of functional expenses $2,384,682 across 7 lines filed
IX-7 Other salaries and wagesPrograms $198,755 · Management $66,252$265,007
IX-9 Other employee benefitsPrograms $5,668 · Management $1,889$7,557
IX-10 Payroll taxesPrograms $18,221 · Management $6,074$24,295
IX-17 TravelPrograms $30$30
IX-22 Depreciation, depletion and amortizationPrograms $41,716$41,716
IX-24 Other expenses (24a–d)Programs $1,149,714 · Management $165,690$1,315,404
IX-24e All other expensesPrograms $488,582 · Management $156,833 · Fundraising $85,258$730,673
IX-25 Total functional expensesPrograms $1,902,686 · Management $396,738 · Fundraising $85,258$2,384,682
Part X · Balance sheet $778,192 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $756,224$498,609
X-4 Accounts receivableStart of year $48,979$40,397
X-10c Land, buildings and equipment, netStart of year $179,438$139,171
X-11 Publicly traded securities$100,015
X-16 Total assetsStart of year $984,641$778,192
X-17 Accounts payable and accrued expensesStart of year $13,500$14,892
X-25 Other liabilitiesStart of year $170,851$133,128
X-26 Total liabilitiesStart of year $184,351$148,020
X-27 Net assets without donor restrictionsStart of year $800,290$630,172
X-32 Total net assets or fund balancesStart of year $800,290$630,172
X-33 Total liabilities and net assetsStart of year $984,641$778,192
Part XI · Reconciliation of net assets $630,172 net assets at year end
XI-1 Total revenue$2,214,563
XI-2 Total expenses$2,384,682
XI-3 Revenue less expenses−$170,119
XI-4 Net assets at start of year$800,290
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$630,172

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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