Civic Intelligence

Phi Theta Kappa Foundation

990 • Fiscal year 2010 • EIN 20-5469890

Jan 01, 2010 to Dec 31, 2010 • Filed on May 04, 2011

Organization ProfileWWW.PTKFOUNDATION.ORG
1625 Eastover Drive39211
Siviq Scores

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

Liabilities / Assets

51st percentile

0.15x

Higher debt load relative to assets than 51% of similar nonprofits.

2010 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets51st percentile

Assets

$4,089,727

No earlier filing loaded for comparison.

Net Assets

$3,462,313

No earlier filing loaded for comparison.

Liabilities

$627,414

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$265,763

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2010: $4,089,727Liabilities 2010: $627,414Net Assets 2010: $3,462,3132010Assets 2011: $5,676,450Liabilities 2011: $88,251Net Assets 2011: $5,588,1992011Assets 2012: $6,849,795Liabilities 2012: $511,657Net Assets 2012: $6,338,1382012Assets 2013: $6,362,732Liabilities 2013: $492,980Net Assets 2013: $5,869,7522013Assets 2014: $6,754,180Liabilities 2014: $376,958Net Assets 2014: $6,377,2222014Assets 2015: $6,811,787Liabilities 2015: $397,056Net Assets 2015: $6,414,7312015Assets 2016: $8,683,623Liabilities 2016: $382,768Net Assets 2016: $8,300,8552016Assets 2017: $10,243,756Liabilities 2017: $573,550Net Assets 2017: $9,670,2062017Assets 2018: $10,579,171Liabilities 2018: $363,025Net Assets 2018: $10,216,1462018Assets 2019: $12,772,198Liabilities 2019: $499,189Net Assets 2019: $12,273,0092019Assets 2020: $14,027,367Liabilities 2020: $475,914Net Assets 2020: $13,551,4532020Assets 2021: $15,489,995Liabilities 2021: $1,155,343Net Assets 2021: $14,334,6522021Assets 2022: $12,254,762Liabilities 2022: $206,148Net Assets 2022: $12,048,6142022Assets 2023: $16,381,188Liabilities 2023: $2,647,342Net Assets 2023: $13,733,8462023Assets 2024: $17,874,262Liabilities 2024: $3,085,526Net Assets 2024: $14,788,7362024

Highlighted filing

2010

Assets$4,089,727
Liabilities$627,414
Net Assets$3,462,313
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $265,7632010Revenue 2011: $3,757,239Expenses 2011: $1,450,217Net Income 2011: $2,307,0222011Expenses 2012: $2,847,5412012Revenue 2013: $2,100,035Expenses 2013: $2,886,348Net Income 2013: -$786,3132013Revenue 2014: $2,436,191Expenses 2014: $1,826,162Net Income 2014: $610,0292014Revenue 2015: $2,170,583Expenses 2015: $1,985,064Net Income 2015: $185,5192015Revenue 2016: $3,579,409Expenses 2016: $1,973,024Net Income 2016: $1,606,3852016Revenue 2017: $3,582,166Expenses 2017: $3,040,222Net Income 2017: $541,9442017Revenue 2018: $4,378,312Expenses 2018: $2,891,346Net Income 2018: $1,486,9662018Revenue 2019: $3,826,872Expenses 2019: $3,183,720Net Income 2019: $643,1522019Revenue 2020: $3,372,545Expenses 2020: $2,864,848Net Income 2020: $507,6972020Revenue 2021: $3,990,194Expenses 2021: $4,212,207Net Income 2021: -$222,0132021Revenue 2022: $2,585,211Expenses 2022: $2,444,077Net Income 2022: $141,1342022Revenue 2023: $2,550,993Expenses 2023: $2,077,310Net Income 2023: $473,6832023Revenue 2024: $3,322,097Expenses 2024: $3,000,169Net Income 2024: $321,9282024

Highlighted filing

2010

Revenue-
Expenses$265,763
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 4, 2011
Return Version
2010v3.2
Gross Receipts
$2,465,386
Mission and Program Overview

Mission

The mission of the phi theta kappa foundation is to secure the financial resources to support the values, vision, and priorities of the phi theta kappa honor society.

Filing and Contact Details

Filer

EIN
20-5469890
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE CURRENT POSITION OF THE FOUNDATION INCLUDES INVESTMENTS IN CASH AND CASH EQUIVALENTS. THE INTENT OF THE FOUNDATION IS TO MAINTAIN AN INVESTMENT PORTFOLIO WITH A MODERATE RATE OF RETURN. THE INTENDED USE OF ENDOWMENT FUNDS ARE DEFINED BY A WRITTEN AGREEMENT BETWEEN THE DONOR AND THE ORGANIZATION. THE GENERAL PURPOSE OF AN ENDOWMENT IS TO PROVIDE FUNDING TO SUPPORT SCHOLARSHIPS AND PROGRAMS IN PERPETUITY, BY ONLY DISBURSING EARNED INCOME AND PRESERVING THE CORPUS OF THE FUND.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1IN JULY 2006, THE FASB ISSUED INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF FASB STATEMENT NO. 109, CODIFIED IN ASC TOPIC 740. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT NOT-FOR- PROFIT ENTITY. ADDITIONALLY, ASC TOPIC 740 PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE FOUNDATION ADOPTED THIS STANDARD EFFECTIVE JANUARY 1, 2009. THE FOUNDATION HAD NO SIGNIFICANT UNCERTAIN TAX POSITIONS AT THE DATE OF ADOPTION OR AT DECEMBER 31, 2010 OR 2009. ACCORDINGLY, THE ADOPTION DID NOT HAVE A MATERIAL EFFECT ON THE FOUNDATION'S FINANCIAL POSITION OR CHANGES IN NET ASSETS. IF INTEREST AND PENALTIES ARE INCURRED RELATED TO UNCERTAIN TAX POSITIONS, SUCH AMOUNTS ARE RECOGNIZED IN INCOME TAX EXPENSE. TAX PERIODS FOR ALL FISCAL YEARS AFTER 2006 REMAIN OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING JURISDICTIONS TO WHICH THE FOUNDATION IS SUBJECT.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/NetUnrealizedGainsInvestments0157069
IRS990ScheduleD/NetUnrealizedGLOnInvestments0157069
IRS990ScheduleD/OtherLiabilities/Amount0627414
IRS990ScheduleD/OtherLiabilities/Description0DUE TO PHI THETA KAPPA
IRS990ScheduleD/OtherSecurities/BookValue03671393
IRS990ScheduleD/OtherSecurities/BookValue18485
IRS990ScheduleD/OtherSecurities/Description0MUTUAL FUNDS
IRS990ScheduleD/OtherSecurities/Description1EQUITY SECURITIES
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/PermanentEndowmentEOYBalance00.82000
IRS990ScheduleD/RevenueNotRptdF9900157069
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01374550
IRS990ScheduleD/TermEndowmentEOYBalance00.07000
IRS990ScheduleD/TotalAdjustments0157069
IRS990ScheduleD/TotalExpenses0265763
IRS990ScheduleD/TotalExpensesPerForm9900265763
IRS990ScheduleD/TotalOfAmounts0627414
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities03679878
IRS990ScheduleD/TotalRevenue01374550
IRS990ScheduleD/TotalRevenuePerForm99001374550
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0265763
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01531619
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant038706
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients061
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0SCHOLARSHIP ASSISTANCE
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: EACH SCHOLARSHIP PROGRAM ADMINISTERED BY PHI THETA KAPPA FOUNDATION CONTAINS ELIGIBILITY REQUIREMENTS WHICH ARE DESCRIBED IN THE APPLICATION. SCHOLARSHIP CRITERIA MAY INCLUDE A MINIMUM CUMULATIVE GRADE POINT AVERAGE, MINIMUM OR MAXIMUM NUMBER OF COURSES COMPLETED, DEMONSTRATION OF LEADERSHIP SKILLS, WRITTEN RESPONSES TO DISCUSSION OR ESSAY QUESTIONS, AND DESCRIPTIONS OF ENGAGEMENT IN COMMUNITY SERVICE AND HONORS RESEARCH. STUDENTS MUST PROVIDE PROOF OF ENROLLMENT, IDENTIFY PROPOSED USE OF FUNDS, AND AFFIRM PROGRAM COMPLIANCE IN ORDER TO RECEIVE SCHOLARSHIP AWARDS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990OfOtherOrganizations0X
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs030239

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,089,727
Liabilities
$627,414
Net assets
$3,462,313
Revenue
-
Expenses
$265,763
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$3.09$14.8$3.32$3.00$0.32
2023Summary only. Only limited summary data is available for this year.$16.4$2.65$13.7$2.55$2.08$0.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.21$12.0$2.59$2.44$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$1.16$14.3$3.99$4.21$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.48$13.6$3.37$2.86$0.51
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.50$12.3$3.83$3.18$0.64
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.36$10.2$4.38$2.89$1.49
2017Summary only. Only limited summary data is available for this year.$10.2$0.57$9.67$3.58$3.04$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.38$8.30$3.58$1.97$1.61
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$0.40$6.41$2.17$1.99$0.19
2014Detailed filing. Detailed filing data is available for this year.$6.75$0.38$6.38$2.44$1.83$0.61
2013Detailed filing. Detailed filing data is available for this year.$6.36$0.49$5.87$2.10$2.89$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$0.51$6.34$2.85
2011Summary only. Only limited summary data is available for this year.$5.68$0.09$5.59$3.76$1.45$2.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.63$3.46$0.27