Civic Intelligence

Phi Kappa Sigma Educational Fund Inc

990 • Fiscal year 2021 • EIN 23-6235335

Aug 01, 2020 to Jul 31, 2021 • Filed on Aug 25, 2022

Organization ProfilePKSEDFUND.COM
PO Box 508Chestertown, MD 21620

(610) 937-2204

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,144,241

Up $612,917 (+14%) from 2020

Net Assets

Up

$5,143,741

Up $757,418 (+17%) from 2020

Liabilities

Down

$500

Down $144,501 (-100%) from 2020

Revenue And Expenses

Revenue

Up

$1,103,267

Up $792,087 (+255%) from 2020

Expenses

Down

$345,849

Down $116,140 (-25%) from 2020

Net Income

Up

$757,418

Up $908,227 (+602%) from 2020

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,253,351Liabilities 2012: $73,306Net Assets 2012: $3,180,0452012Assets 2013: $3,665,258Liabilities 2013: $97,175Net Assets 2013: $3,568,0832013Assets 2014: $4,003,583Liabilities 2014: $84,129Net Assets 2014: $3,919,4542014Assets 2015: $4,213,210Liabilities 2015: $148,573Net Assets 2015: $4,064,6372015Assets 2016: $4,186,011Liabilities 2016: $113,010Net Assets 2016: $4,073,0012016Assets 2017: $4,524,232Liabilities 2017: $61,000Net Assets 2017: $4,463,2322017Assets 2018: $4,823,223Liabilities 2018: $120,250Net Assets 2018: $4,702,9732018Assets 2019: $4,627,132Liabilities 2019: $90,000Net Assets 2019: $4,537,1322019Assets 2020: $4,531,324Liabilities 2020: $145,001Net Assets 2020: $4,386,3232020Assets 2021: $5,144,241Liabilities 2021: $500Net Assets 2021: $5,143,7412021Assets 2021: $5,305,558Liabilities 2021: $4,166Net Assets 2021: $5,301,3922021Assets 2022: $4,460,494Liabilities 2022: $41,119Net Assets 2022: $4,419,3752022Assets 2023: $4,563,530Liabilities 2023: $29,967Net Assets 2023: $4,533,5632023Assets 2024: $4,819,144Liabilities 2024: $511Net Assets 2024: $4,818,6332024

Highlighted filing

2021

Assets$5,144,241
Liabilities$500
Net Assets$5,143,741
Open 2021 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $221,8692012Expenses 2013: $220,3842013Revenue 2014: $284,536Expenses 2014: $204,569Net Income 2014: $79,9672014Revenue 2015: $335,806Expenses 2015: $241,033Net Income 2015: $94,7732015Revenue 2016: $407,645Expenses 2016: $292,041Net Income 2016: $115,6042016Revenue 2017: $307,357Expenses 2017: $174,660Net Income 2017: $132,6972017Revenue 2018: $566,801Expenses 2018: $327,060Net Income 2018: $239,7412018Revenue 2019: $225,389Expenses 2019: $391,230Net Income 2019: -$165,8412019Revenue 2020: $311,180Expenses 2020: $461,989Net Income 2020: -$150,8092020Revenue 2021: $1,103,267Expenses 2021: $345,849Net Income 2021: $757,4182021Revenue 2021: $313,202Expenses 2021: $137,854Net Income 2021: $175,3482021Revenue 2022: $361,518Expenses 2022: $509,782Net Income 2022: -$148,2642022Revenue 2023: $316,275Expenses 2023: $515,833Net Income 2023: -$199,5582023Revenue 2024: $426,177Expenses 2024: $403,318Net Income 2024: $22,8592024

Highlighted filing

2021

Revenue$1,103,267
Expenses$345,849
Net Income$757,418
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Aug 25, 2022
Return Version
2020v4.0
Gross Receipts
$1,103,267
Mission and Program Overview

Mission

To provide financial assistance in the form of scholarships to eligible fraternity members and support development of scholastic improvement and leadership capability of fratenity members within the individual chapters of the fraternity

To provide financial assistance and training for educatino to eligible fraternity memebers

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,938,964$4,629,471▲ $690,507
Land, Buildings, and Equipment, Net$311,704$298,980▼ $12,724
Savings and Temporary Cash Investments$280,656$132,101▼ $148,555
Cash and Non-Interest-Bearing Accounts-$83,689-
Total Assets$4,531,324$5,144,241▲ $612,917
Liabilities
Accounts Payable and Accrued Expenses$45,000--
Grants Payable$100,000$500▼ $99,500
Other Liabilities$1--
Total Liabilities$145,001$500▼ $144,501
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,060,956$4,908,374▲ $847,418
Net Assets With Donor Restrictions$325,367$235,367▼ $90,000
Total Net Assets Fund Balance$4,386,323$5,143,741▲ $757,418
Total Liabilities and Net Assets / Fund Balance$4,531,324$5,144,241▲ $612,917

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$298,980$50,892$349,872
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Daniel HeissDirector ofFT$38,192$38,192

Board Members and Trustees

NameTitle
Robert BurnettPresident
Upon RequestDirector
Ct BenisSecretary
Jeffrey LongTreasurer
Lonny BoekeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$31,691
Program Service Revenue
$0
Investment Income
$1,047,957
Other Revenue
$23,619
All Other Contributions
$31,691
Change in Net Assets
$757,418

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,103,267
Total Revenue per Audited Statements
$1,103,267
Total Revenue per Form 990
$1,103,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$162,150
Total Fundraising Expense$127,500
Professional Fundraising Fees$83,881
Other Expenses$58,459
Salaries, Compensation, and Employee Benefits$41,359

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$162,150--$162,150
Fees for Services Professional Fundraising--$83,881$83,881
Current Officers, Directors, Trustees, and Key Employees--$38,192$38,192
Office Expenses-$17,667-$17,667
Depreciation Depletion$8,906$2,545$1,272$12,723
Fees for Services Accounting-$12,550-$12,550
Fees for Services Legal-$6,950-$6,950
Payroll Taxes--$3,167$3,167
Insurance-$2,795-$2,795
Interest-$1,598-$1,598
Other Expenses-$1,112$988$1,112
Conferences and Meetings-$861-$861
Total Functional Expenses$171,056$47,293$127,500$345,849

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$345,849
Total Expenses per Audited Statements$345,849
Total Expenses per Form 990$345,849
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$83,881
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
CEO compensation reviewed
No
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Treasurer reviews completed form 990, sends copies to other officers for thier comments before filing.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Sigma Educational
EIN
23-6235335
Phone
6109372204
Address
PO BOX 508, CHESTERTOWN, MD 21620

Signing Officer

Name
Jeffrey Long
Title
Treasurer
Phone
6304173118
Signed
2022-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Long
Formed
1953
Legal Domicile
De
Voting Board Members
17
Independent Board Members
17
Employees
1

Preparer

Firm
Rd Barnett Pllc
Address
2311 N 45 TH ST 105, SEATTLE, WA 98103-6905
Preparer
Reginald D Barnett
Phone
2063478000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide financial assistance in the form of scholarships to eligible fraternity members and support development of scholastic improvement and leadership capability of fratenity members within the individual chapters of the fraternity”

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0COVID RELIEF PROVIDED BASED ON CERTAIN CRITERIA AND ON THE CONDITION THAT THE AWARDEE IS ATTENDING THE COLLEGER PER HIS APPLICATION. AWARDEE IS AN ACTIVE MEMBER IN THE FRATERNITY CHAPTERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TREASURER REVIEWS COMPLETED FORM 990, SENDS COPIES TO OTHER OFFICERS FOR THIER COMMENTS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,144,241
Liabilities
$500
Net assets
$5,143,741
Revenue
$1,103,267
Expenses
$345,849
Net income
$757,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.43$0.40$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.03$4.53$0.32$0.52$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.04$4.42$0.36$0.51$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.30$0.31$0.14$0.18
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$1.10$0.35$0.76
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.15$4.39$0.31$0.46$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.63$0.09$4.54$0.23$0.39$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.82$0.12$4.70$0.57$0.33$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.52$0.06$4.46$0.31$0.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.19$0.11$4.07$0.41$0.29$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.15$4.06$0.34$0.24$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.00$0.08$3.92$0.28$0.20$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.10$3.57$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.07$3.18$0.22