Civic Intelligence

Phi Kappa Educational Foundation Inc.

990 • Fiscal year 2013 • EIN 06-6032430

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 08, 2014

Organization ProfileN/A
C/O Doug Tansill 1 Dock Street No400Stamford, CT 06902

(203) 973-1347

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

50th percentile

2.2%

Faster asset growth than 50% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

22nd percentile

-9.4%

Faster revenue growth than 22% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$676,875

Up $14,295 (+2.2%) from 2012

Net Assets

Up

$676,875

Up $14,295 (+2.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin90th percentile

Revenue

Down

$29,742

Down $3,078 (-9.4%) from 2012

Expenses

Up

$15,447

Up $4,912 (+47%) from 2012

Net Income

Down

$14,295

Down $7,990 (-36%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.0M$500K$0Assets 2010: $633,020Liabilities 2010: $0Net Assets 2010: $633,0202010Assets 2011: $640,295Liabilities 2011: $0Net Assets 2011: $640,2952011Assets 2012: $662,580Liabilities 2012: $0Net Assets 2012: $662,5802012Assets 2013: $676,875Liabilities 2013: $0Net Assets 2013: $676,8752013Assets 2015: $725,802Liabilities 2015: $02015Assets 2021: $850,889Liabilities 2021: $3,0002021Assets 2022: $669,207Liabilities 2022: $1,0002022Assets 2023: $755,718Liabilities 2023: $1,300Net Assets 2023: $754,4182023Assets 2024: $916,332Liabilities 2024: $31,300Net Assets 2024: $885,0322024

Highlighted filing

2013

Assets$676,875
Liabilities$0
Net Assets$676,875
Open 2013 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50KRevenue 2010: $26,134Expenses 2010: $15,878Net Income 2010: $10,2562010Revenue 2011: $18,851Expenses 2011: $11,576Net Income 2011: $7,2752011Revenue 2012: $32,820Expenses 2012: $10,535Net Income 2012: $22,2852012Revenue 2013: $29,742Expenses 2013: $15,447Net Income 2013: $14,2952013Revenue 2015: -$7,653Expenses 2015: $12,318Net Income 2015: -$19,9712015Revenue 2021: $52,648Expenses 2021: $71,400Net Income 2021: -$18,7522021Revenue 2022: $27,474Expenses 2022: $47,294Net Income 2022: -$19,8202022Revenue 2023: $37,842Expenses 2023: $34,873Net Income 2023: $2,9692023Revenue 2024: $13,060Expenses 2024: $35,019Net Income 2024: -$21,9592024

Highlighted filing

2013

Revenue$29,742
Expenses$15,447
Net Income$14,295
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 8, 2014
Return Version
2013v3.0
Gross Receipts
$162,419
Mission and Program Overview

Mission

Grants for financial aid are awarded upon recommendation of the director of financial aid at trinity college, hartford, ct and payments are made directly to the college or sponsoring organization for those individuals awarded grants. Lectures are sponsored at trinity college upon recommendation of the lecture committee of the foundation, working with student members of the phi kappa chapter of alpha delta phi fraternity and trinity college personnel. These lectures are open to the general public. Literary awards are made on the recommendation of the department of the english literary writing program of trinity college, under a program open to all undergraduate students at trinity college. The foundation produces a bi-annual newsletter and mails to all members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$632,336$653,648▲ $21,312
Cash and Non-Interest-Bearing Accounts$30,244$23,227▼ $7,017
Total Assets$662,580$676,875▲ $14,295
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$662,580$676,875▲ $14,295
Total Net Assets Fund Balance$662,580$676,875▲ $14,295
Total Liabilities and Net Assets / Fund Balance$662,580$676,875▲ $14,295

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$18,692--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Luther L Terry JrPresident
Douglas C BennettTrustee
Murphy VanderveldeTrustee
Peter EspyTrustee
Thomas C WyckoffTrustee
Thomas J MonahanTrustee
W James Murphy JrTrustee
Samuel Bailery Jr EsqSecretary
Douglas T TansillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$29,742
Other Revenue
$0
Change in Net Assets
$14,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,447
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 Service Investment Mgmnt Fees$8,430--$8,430
Occupancy$4,701--$4,701
Other Expenses$2,316--$2,316
Total Functional Expenses$15,447$0$0$15,447
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 11

“The form 990 is prepared by the organization's independent accountants. Prior to finalizing, the form 990 is given to the organization's board of directors. The form 990 is finalized upon approval from the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents available to the public upon request.”

Filing and Contact Details

Filer

EIN
06-6032430
Phone
2039731347

Signing Officer

Name
Douglas Tansill
Title
Treasurer
Phone
2039731347
Signed
2014-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Tansill
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Preparer
Clemente J Pascarella CPA
Phone
2033259771
Raw XML Appendix354 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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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0653648
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS. PRIOR TO FINALIZING, THE FORM 990 IS GIVEN TO THE ORGANIZATION'S BOARD OF DIRECTORS. THE FORM 990 IS FINALIZED UPON APPROVAL FROM THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0662580
IRS990/TotalAssetsEOYAmt0676875
IRS990/TotalAssetsGrp/BOYAmt0662580
IRS990/TotalAssetsGrp/EOYAmt0676875
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015447
IRS990/TotalFunctionalExpensesGrp/TotalAmt015447
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0662580
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0676875
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt015447
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029742
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029742
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0662580
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0676875
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0662580
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0676875
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101 DOCK STREET STE 400
IRS990/USAddress/City0STAMFORD
IRS990/USAddress/State0CT
IRS990/USAddress/ZIPCode006902
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS TANSILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02039731347
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10PHI KAPPA EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0066032430
ReturnHeader/Filer/PhoneNum02039731347
ReturnHeader/Filer/USAddress/AddressLine10C/O DOUG TANSILL 1 DOCK STREET NO
ReturnHeader/Filer/USAddress/AddressLine20400
ReturnHeader/Filer/USAddress/City0STAMFORD
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061091638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10THE PROFESSIONAL ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1084 WEST PARK PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STAMFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0069012243
ReturnHeader/PreparerPersonGrp/PhoneNum02033259771
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLEMENTE J PASCARELLA CPA
ReturnHeader/ReturnTs02014-11-10T21:42:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$676,875
Liabilities
$0
Net assets
$676,875
Revenue
$29,742
Expenses
$15,447
Net income
$14,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.16$0.31$8.85$0.13$0.35$0.22
2023Detailed filing. Detailed filing data is available for this year.$7.56$0.01$7.54$0.38$0.35$0.03
2022Summary only. Only limited summary data is available for this year.$6.69$0.01$0.27$0.47$0.20
2021Summary only. Only limited summary data is available for this year.$8.51$0.03$0.53$0.71$0.19
2015Summary only. Only limited summary data is available for this year.$7.26$0.00$0.08$0.12$0.20
2013Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.30$0.15$0.14
2012Summary only. Only limited summary data is available for this year.$6.63$0.00$6.63$0.33$0.11$0.22
2011Summary only. Only limited summary data is available for this year.$6.40$0.00$6.40$0.19$0.12$0.07
2010Summary only. Only limited summary data is available for this year.$6.33$0.00$6.33$0.26$0.16$0.10