Civic Intelligence

Phi Theta Kappa Foundation

990 • Fiscal year 2012 • EIN 20-5469890

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

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

32nd percentile

0.07x

Higher debt load relative to assets than 32% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

86th percentile

21%

Faster asset growth than 86% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$6,849,795

Up $1,173,345 (+21%) from 2011

Net Assets

Up

$6,338,138

Up $749,939 (+13%) from 2011

Liabilities

Up

$511,657

Up $423,406 (+480%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,847,541

Up $1,397,324 (+96%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

2012

Assets$6,849,795
Liabilities$511,657
Net Assets$6,338,138
Open 2012 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

2012

Revenue-
Expenses$2,847,541
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Gross Receipts
$3,628,980
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/CurrentYearMinus4Years/Contributions0238325
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance0515591
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses0277266
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal02847541
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/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/Form990ScheduleDPartXIII/Explanation1THE FOUNDATION IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2012 AND 2011. ALL TAX PERIODS AFTER 2008 REMAIN OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2ENDOWMENT DISTRIBUTIONS REINVESTED TO CORPUS 10,099.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
IRS990ScheduleD/InvestmentsProgramRelated/BookValue04728110
IRS990ScheduleD/InvestmentsProgramRelated/Description0MUTUAL FUNDS
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation0F
IRS990ScheduleD/NetUnrealizedGainsInvestments0-31500
IRS990ScheduleD/OtherLiabilities/Amount0343157
IRS990ScheduleD/OtherLiabilities/Amount1168500
IRS990ScheduleD/OtherLiabilities/Description0DUE TO PHI THETA KAPPA
IRS990ScheduleD/OtherLiabilities/Description1DEFERRED REV.

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,849,795
Liabilities
$511,657
Net assets
$6,338,138
Revenue
-
Expenses
$2,847,541
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