Civic Intelligence

Phi Kappa Theta Fraternity Inc

990 • Fiscal year 2022 • EIN 04-2200265

Jun 01, 2021 to May 31, 2022 • Filed on Apr 17, 2023

8909 Purdue Road Suite 130Indianapolis, IN 46268

(317) 872-9934

Siviq Scores

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

Liabilities / Assets

98th percentile

1.24x

Higher debt load relative to assets than 98% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.39x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Net Margin

7th percentile

-22%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Asset Growth

2nd percentile

-41%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

25%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$240,852

Down $170,345 (-41%) from 2021

Net Assets

Down

-$58,966

Down $182,295 (-148%) from 2021

Liabilities

Up

$299,818

Up $11,950 (+4.2%) from 2021

Revenue

Up

$770,851

Up $155,887 (+25%) from 2021

Expenses

Up

$937,558

Up $386,383 (+70%) from 2021

Net Income

Down

-$166,707

Down $230,496 (-361%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $384,589Liabilities 2011: $210,056Net Assets 2011: $174,5332011Assets 2012: $412,018Liabilities 2012: $191,150Net Assets 2012: $220,8682012Assets 2013: $500,643Liabilities 2013: $183,048Net Assets 2013: $317,5952013Assets 2015: $662,176Liabilities 2015: $273,966Net Assets 2015: $388,2102015Assets 2016: $621,006Liabilities 2016: $287,328Net Assets 2016: $333,6782016Assets 2017: $517,997Liabilities 2017: $299,479Net Assets 2017: $218,5182017Assets 2018: $474,904Liabilities 2018: $290,107Net Assets 2018: $184,7972018Assets 2019: $387,519Liabilities 2019: $296,124Net Assets 2019: $91,3952019Assets 2020: $366,532Liabilities 2020: $328,688Net Assets 2020: $37,8442020Assets 2021: $411,197Liabilities 2021: $287,868Net Assets 2021: $123,3292021Assets 2022: $240,852Liabilities 2022: $299,818Net Assets 2022: -$58,9662022Assets 2024: $566,861Liabilities 2024: $250,287Net Assets 2024: $316,5742024Assets 2025: $366,328Liabilities 2025: $215,102Net Assets 2025: $151,2262025

Highlighted filing

2022

Assets$240,852
Liabilities$299,818
Net Assets-$58,966

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $747,802Expenses 2011: $732,454Net Income 2011: $15,3482011Revenue 2012: $743,180Expenses 2012: $691,945Net Income 2012: $51,2352012Revenue 2013: $839,581Expenses 2013: $745,007Net Income 2013: $94,5742013Revenue 2015: $898,716Expenses 2015: $938,011Net Income 2015: -$39,2952015Revenue 2016: $1,009,846Expenses 2016: $1,057,880Net Income 2016: -$48,0342016Revenue 2017: $860,830Expenses 2017: $981,132Net Income 2017: -$120,3022017Revenue 2018: $977,595Expenses 2018: $995,992Net Income 2018: -$18,3972018Revenue 2019: $989,656Expenses 2019: $1,076,157Net Income 2019: -$86,5012019Revenue 2020: $826,404Expenses 2020: $878,967Net Income 2020: -$52,5632020Revenue 2021: $614,964Expenses 2021: $551,175Net Income 2021: $63,7892021Revenue 2022: $770,851Expenses 2022: $937,558Net Income 2022: -$166,7072022Revenue 2024: $798,615Expenses 2024: $765,733Net Income 2024: $32,8822024Revenue 2025: $875,439Expenses 2025: $759,728Net Income 2025: $115,7112025

Highlighted filing

2022

Revenue$770,851
Expenses$937,558
Net Income-$166,707
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 17, 2023
Return Version
2021v4.2
Gross Receipts
$799,927
Mission and Program Overview

Mission

Phi kappa theta actively develops men to be effective leaders who passionately serve society, fraternity and god.

Actively develops men to be effective leaders who serve society, fraternity and god.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$125,854$89,281▼ $36,573
Prepaid Expenses and Deferred Charges$35,955$42,160▲ $6,205
Accounts Receivable$73,050$38,238▼ $34,812
Cash and Non-Interest-Bearing Accounts$129,343$38,065▼ $91,278
Other Notes and Loans Receivable, Net$39,614$26,409▼ $13,205
Savings and Temporary Cash Investments$6,457$6,699▲ $242
Land, Buildings, and Equipment, Net$924$0▼ $924
Total Assets$411,197$240,852▼ $170,345
Liabilities
Other Liabilities$193,747$187,204▼ $6,543
Accounts Payable and Accrued Expenses$46,256$92,659▲ $46,403
Deferred Revenue$47,865$19,955▼ $27,910
Total Liabilities$287,868$299,818▲ $11,950
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$123,329$-58,966▼ $182,295
Total Net Assets Fund Balance$123,329$-58,966▼ $182,295
Total Liabilities and Net Assets / Fund Balance$411,197$240,852▼ $170,345

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$113,800$113,800
Other Land Buildings$0$13,000$13,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lane HarlanUgac Chairman
Matthew RunklePresident
Dominic KaneUgac Vice Chairman
Rob RiggsExecutive Vice President
Dan BureauVice President
Adrian GonzalezTrustee
Doug DillingTrustee
Raymond WuTrustee
Max JasperSecretary
Wade HendersonTreasurer
Seth WareUgac Advisor

Highest Paid Contractors

ContractorServicesLocationCompensation
The Mattison CorporationAdmin8909 PURDUE ROAD SUITE 130, Indianapolis, IN 46268$439,560
Revenue and Support

Revenue Composition

Contributions and Grants
$40,731
Program Service Revenue
$668,055
Investment Income
$13,160
Other Revenue
$48,905
Change in Net Assets
$-166,707

Audited Revenue Reconciliation

Revenue per Audited Statements
$770,222
Revenue Not Reported on Financial Statements
$629
Revenue Not Reported on Form 990
$-15,588
Total Revenue per Audited Statements
$754,634
Total Revenue per Form 990
$770,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$937,558
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 Management---$439,561
Insurance---$104,242
Conferences and Meetings---$91,083
Fees for Services Legal---$24,528
Office Expenses---$15,422
All Other Expenses---$15,414
Other Expenses---$14,779
Fees for Services Other---$11,527
Interest---$10,714
Depreciation Depletion---$924
Fees for Service Investment Mgmnt Fees---$629
Total Functional Expenses$0$0$0$937,558

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$937,558
Expenses per Audited Statements$936,929
Total Expenses per Audited Statements$936,929
Expenses Not Reported on Financial Statements$629
Expenses Not Reported on Form 990$0
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
Sba Loan$149,900
Reserve for Insurance Claims$25,000
Insurance Financing$12,304
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Management of the fraternity has been delegated to mattison corporation.

Form 990, Part VI, Section A, Line 6

There are two classes of membership: collegiate and alumnus. A collegiatemember shall be defined as a male student duly initiated in the bonds, inattendance at a school where a collegiate chapter of the fraternity hasbeen installed and chartered, and is entitled to full membership privilegeswhile in good standing. However, where institutions of higher learning arelocated in the same vicinity or city where a regularly chartered chapter isalready in existence, at such an institution collegiate membership may begranted to students in such other institutions subject to all othermembership qualifications, and subject to the specific prior approval ofthe board of trustees. An alumnus member of this fraternity shall be onewho has been properly elected and initiated as herein provided and who isnot a collegiate member of a chapter, an alumni member of a localfraternity, and one who pays the regular initiation fee.

Form 990, Part VI, Section A, Line 7A

Members vote on board members at the convention that is held every otheryear. As soon as it is convenient after the election of the members to theinternational board of trustees at the current convention, they, with themembers of the board holding over, shall meet to select from their ownmembers an international president, international vice president, asecretary and a treasurer. The board may combine the offices. The boardshall then select an international chaplain.

Form 990, Part VI, Section B, Line 10B

The fraternity has individual chapters nationwide. The fraternity's role is to guide these chapters with resources and best practices and not to indepedently and individually supervise these chapters.

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

The return is reviewed by the board before filing. The final return is distributed to the entire board.

Form 990, Part VI, Section B, Line 12C

All employees, board members and officers are required to sign an annualdeclaration of any conflicts of interest.

Form 990, Part VI, Section B, Line 15A

The board conducts an annual review of the executive vice president.

Form 990, Part VI, Section C, Line 19

Copies of the federal form 990 and application for exemption, other governing documents, conflict of interest policy and financial statements are made available upon request (subject to the charges permitted by law to any indivuals requesting).

Filing and Contact Details

Filer

Filer Name
Phi Kappa Theta Fraternity Inc
EIN
04-2200265
Phone
3178729934
Address
8909 PURDUE ROAD SUITE 130, INDIANAPOLIS, IN 46268

Signing Officer

Name
Matthew Runkle
Title
President
Phone
3178729934
Signed
2023-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Runkle
Formed
1959
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Sikich Llp
Address
8555 N RIVER RD 300, INDIANAPOLIS, IN 46240
Preparer
Bridgette Mugge
Phone
3178424466
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The fraternity is exempt from federal and state income taxes under section 501(c)(7) of the u.s. Internal revenue code. The fraternity is not a private foundation.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/OtherExpensesGrp/TotalAmt175244
IRS990/OtherExpensesGrp/TotalAmt221857
IRS990/OtherExpensesGrp/TotalAmt314779
IRS990/OtherLiabilitiesGrp/BOYAmt0193747
IRS990/OtherLiabilitiesGrp/EOYAmt0187204
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt039614
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt026409
IRS990/PartialLiquidationInd00
IRS990/PoliciesReferenceChaptersInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035955
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042160
IRS990/PrincipalOfficerNm0MATTHEW RUNKLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES AND AS
IRS990/ProgramServiceRevenueGrp/Desc1LIABILITY INSURANCE PR
IRS990/ProgramServiceRevenueGrp/Desc2NATIONAL MEETING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0413531
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1191606
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt262918
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0413531
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1191606
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt262918
IRS990/ProgSrvcAccomActy2Grp/Desc0SPONSOR REGIONAL LEADERSHIP CONFERENCES AND CONVENTIONS.
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE LIABILITY AND PROPERTY INSURANCE COVERAGE TO CHAPTERS AND MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt025942
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05664
IRS990/PYOtherExpensesAmt0551175
IRS990/PYOtherRevenueAmt047597
IRS990/PYProgramServiceRevenueAmt0535761
IRS990/PYRevenuesLessExpensesAmt063789
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0551175
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0614964
IRS990/ReconcilationRevenueExpnssAmt0-166707
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt040731
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt048905
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt048905
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06457
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06699
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0113800
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0113800
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0629
IRS990ScheduleD/ExpensesSubtotalAmt0936929
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0629
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0629
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-15588
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1149900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt212304
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVE FOR INSURANCE CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SBA LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2INSURANCE FINANCING
IRS990ScheduleD/RevenueNotReportedAmt0-15588
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0629
IRS990ScheduleD/RevenueSubtotalAmt0770222
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FRATERNITY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(7) OF THE U.S. INTERNAL REVENUE CODE. THE FRATERNITY IS NOT A PRIVATE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0937558
IRS990ScheduleD/TotalLiabilityAmt0187204
IRS990ScheduleD/TotalRevenuePerForm990Amt0770851
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0754634
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0936929
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ROB RIGGS, EXECUTIVE VICE PRESIDENT, IS EMPLOYED BY THE FRATERNITY'S MANAGEMENT COMPANY, THE MATTISON CORPORATION. PHI KAPPA THETA FRATERNITY PAID MANAGEMENT FEES OF $439,560 OF WHICH $116,502 IS CONSIDERED COMPENSATION TO ROB RIGGS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OF THE FRATERNITY HAS BEEN DELEGATED TO MATTISON CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE TWO CLASSES OF MEMBERSHIP: COLLEGIATE AND ALUMNUS. A COLLEGIATEMEMBER SHALL BE DEFINED AS A MALE STUDENT DULY INITIATED IN THE BONDS, INATTENDANCE AT A SCHOOL WHERE A COLLEGIATE CHAPTER OF THE FRATERNITY HASBEEN INSTALLED AND CHARTERED, AND IS ENTITLED TO FULL MEMBERSHIP PRIVILEGESWHILE IN GOOD STANDING. HOWEVER, WHERE INSTITUTIONS OF HIGHER LEARNING ARELOCATED IN THE SAME VICINITY OR CITY WHERE A REGULARLY CHARTERED CHAPTER ISALREADY IN EXISTENCE, AT SUCH AN INSTITUTION COLLEGIATE MEMBERSHIP MAY BEGRANTED TO STUDENTS IN SUCH OTHER INSTITUTIONS SUBJECT TO ALL OTHERMEMBERSHIP QUALIFICATIONS, AND SUBJECT TO THE SPECIFIC PRIOR APPROVAL OFTHE BOARD OF TRUSTEES. AN ALUMNUS MEMBER OF THIS FRATERNITY SHALL BE ONEWHO HAS BEEN PROPERLY ELECTED AND INITIATED AS HEREIN PROVIDED AND WHO ISNOT A COLLEGIATE MEMBER OF A CHAPTER, AN ALUMNI MEMBER OF A LOCALFRATERNITY, AND ONE WHO PAYS THE REGULAR INITIATION FEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS VOTE ON BOARD MEMBERS AT THE CONVENTION THAT IS HELD EVERY OTHERYEAR. AS SOON AS IT IS CONVENIENT AFTER THE ELECTION OF THE MEMBERS TO THEINTERNATIONAL BOARD OF TRUSTEES AT THE CURRENT CONVENTION, THEY, WITH THEMEMBERS OF THE BOARD HOLDING OVER, SHALL MEET TO SELECT FROM THEIR OWNMEMBERS AN INTERNATIONAL PRESIDENT, INTERNATIONAL VICE PRESIDENT, ASECRETARY AND A TREASURER. THE BOARD MAY COMBINE THE OFFICES. THE BOARDSHALL THEN SELECT AN INTERNATIONAL CHAPLAIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FRATERNITY HAS INDIVIDUAL CHAPTERS NATIONWIDE. THE FRATERNITY'S ROLE IS TO GUIDE THESE CHAPTERS WITH RESOURCES AND BEST PRACTICES AND NOT TO INDEPEDENTLY AND INDIVIDUALLY SUPERVISE THESE CHAPTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE RETURN IS REVIEWED BY THE BOARD BEFORE FILING. THE FINAL RETURN IS DISTRIBUTED TO THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL EMPLOYEES, BOARD MEMBERS AND OFFICERS ARE REQUIRED TO SIGN AN ANNUALDECLARATION OF ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE VICE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COPIES OF THE FEDERAL FORM 990 AND APPLICATION FOR EXEMPTION, OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST (SUBJECT TO THE CHARGES PERMITTED BY LAW TO ANY INDIVUALS REQUESTING).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHI KAPPA THETA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237209653
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03901 W 86TH STREET SUITE 360
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046268
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0411197
IRS990/TotalAssetsEOYAmt0240852
IRS990/TotalAssetsGrp/BOYAmt0411197
IRS990/TotalAssetsGrp/EOYAmt0240852
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt040731
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0937558
IRS990/TotalGrossUBIAmt062065
IRS990/TotalLiabilitiesBOYAmt0287868
IRS990/TotalLiabilitiesEOYAmt0299818
IRS990/TotalLiabilitiesGrp/BOYAmt0287868
IRS990/TotalLiabilitiesGrp/EOYAmt0299818
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0123329
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-58966

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