Kappa Alpha Order Alpha Xi Chapter EIN 94-2529785 Form 990 (PDF) Claim this org

Kappa Alpha Order Alpha Xi Chapter FY2021 filing

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Kappa Alpha Order Alpha Xi Chapter is a member-serving organization based in Berkeley, CA, formed in 1865. For fiscal year 2021 it reported $538K in revenue, $512K in expenses, and $40K in net assets.Pt I

Founded
1865
Type
Mutual-benefit / member-serving · Nonprofit
Location
Berkeley, CA
Filings
4 on file (2021–2021)
Revenue
$538KFY2021
Expenses
$512K
Net assets
$40K
People
9
Filings
4
Updates
0
More identity details & actions ⌄
EIN  94-2529785 Mutual-benefit / member-serving Berkeley, CA Founded 1865
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
a member-serving organization
Leadership
Pablo Rayon · Number I
Money in and out
$538K revenue, $512K expenses
Bottom line
+5% surplus margin
Reported financial activity · FY2021
Total revenue
$538K
Pt VIII · Ln 12
Total expenses
$512K
Pt IX · Ln 25
Net assets
$40K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $26K
Surplus margin
+5%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$538K
FY2021
Expenses
$512K
FY2021
Total assets
$40K
FY2021
Total liabilities
$0
FY2021
Total revenue
$538K
Pt VIII · Ln 12
Total expenses
$512K
Pt IX · Ln 25
Net assets
$40K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$26K
Total assetsPt X · Ln 16$40K
Program-expense ratioPt IX · col B
Voting members of governing bodyPt I · Ln 39
Independent voting membersPt I · Ln 49

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CKappa Alpha Order Alpha Xi Chapter
EINHdr · item D94-2529785
Principal addressHdr · item CBerkeley, CA
WebsiteHdr · item Jnone reported
Year of formationHdr · item L1865
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(7) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFAug 1940

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a9
Independent voting membersPt VI · Ln 1b9
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Number I
$0Pt VII · Sec A
Number II
$0Pt VII · Sec A
Number III
$0Pt VII · Sec A
Number IV
$0Pt VII · Sec A
$0Pt VII · Sec A
Number Vi
$0Pt VII · Sec A
Number Vii
$0Pt VII · Sec A
Number Viii
$0Pt VII · Sec A
See Kappa Alpha Order Alpha Xi Chapter executive salaries →

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Mission & Programs · Part III

Where the work happens

1 program service, described in the organization's own filed words · FY2020.
01

Collegiate social fraternity

Pt IX · col B

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Statement of Revenue

Part VIII
Program service revenue100%$538K
Total revenueLn 12$538K

Balance Sheet

Part X · end of year
CashLn 1$40K
Total assetsLn 16$40K
Total liabilitiesLn 26$0
Total net assetsLn 32$40K
Months of cash on handcomputed0.9

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $40K · Operating expenses/yr $512K
0.9 months
Where the money goes
Program services
Program services — · Total expenses $512K
Management & General
Management & general — · Total expenses $512K
Fundraising
Fundraising — · Total expenses $512K
Cost to raise $1
Fundraising expense — · Solicited contributions —
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $538K
0%
Government reliance
Government grants — · Total revenue $538K
Earned-income share
Program service revenue $538K · Total revenue $538K
100%
Investment reliance
Investment income $0 · Total revenue $538K
0%
Program self-sufficiency
Program service revenue $538K · Total expenses $512K
105%
Growth & trend
Revenue growth (YoY)
This year $538K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $40K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $538K · Expenses $512K
+5%
Liabilities-to-Assets
Total liabilities — · Total assets $40K
Net-asset ratio
Net assets $40K · Total assets $40K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $40K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Pablo Rayon · Reported title NUMBER I · Highest reported compensation $0 · Total expenses $512K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $512K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$613K revenue · ⤓ 990 PDF
FY2023$612K revenue · ⤓ 990 PDF
FY2022$522K revenue · ⤓ 990 PDF
FY2021$538K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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