Civic Intelligence

Phi Kappa Sigma Educational Fund Inc

990 • Fiscal year 2018 • EIN 23-6235335

Aug 01, 2017 to Jul 31, 2018 • Filed on May 14, 2019

Organization ProfileN/A
8080 Wolf RoadBurr Ridge, IL 60527

(630) 417-3118

Siviq Scores

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

Liabilities / Assets

34th percentile

0.02x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.21x

Higher debt load relative to revenue than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

66th percentile

6.6%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

84%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$4,823,223

Up $298,991 (+6.6%) from 2017

Net Assets

Up

$4,702,973

Up $239,741 (+5.4%) from 2017

Liabilities

Up

$120,250

Up $59,250 (+97%) from 2017

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin89th percentile

Revenue

Up

$566,801

Up $259,444 (+84%) from 2017

Expenses

Up

$327,060

Up $152,400 (+87%) from 2017

Net Income

Up

$239,741

Up $107,044 (+81%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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: $5,305,558Liabilities 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

2018

Assets$4,823,223
Liabilities$120,250
Net Assets$4,702,973
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$600K$400K$200K$0-$200KExpenses 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: $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

2018

Revenue$566,801
Expenses$327,060
Net Income$239,741
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Gross Receipts
$579,524
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 education to eligible fraternity members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,084,944$4,380,287▲ $295,343
Land, Buildings, and Equipment, Net$349,873$337,150▼ $12,723
Savings and Temporary Cash Investments$89,415$105,786▲ $16,371
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,524,232$4,823,223▲ $298,991
Other Assets Total-$0-
Liabilities
Grants Payable$61,000$88,000▲ $27,000
Accounts Payable and Accrued Expenses-$32,250-
Total Liabilities$61,000$120,250▲ $59,250
Net Assets / Fund Balance
Unrestricted Net Assets$3,877,230$4,277,606▲ $400,376
Temporarily Rstr Net Assets$586,002$425,367▼ $160,635
Total Net Assets Fund Balance$4,463,232$4,702,973▲ $239,741
Total Liabilities and Net Assets / Fund Balance$4,524,232$4,823,223▲ $298,991

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$337,150$12,723-
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert J BurnettPresident
David DupontVice President
Upon RequestDirector
Roy FreemanSecretary
Allan M CameronTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,170
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$450,631
All Other Contributions
$116,170
Change in Net Assets
$239,741

Audited Revenue Reconciliation

Revenue per Audited Statements
$566,801
Total Revenue per Audited Statements
$566,801
Total Revenue per Form 990
$566,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$239,060
Grants and Similar Amounts Paid$88,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$88,000--$88,000
Fees for Service Investment Mgmnt Fees-$59,999-$59,999
Travel-$32,250-$32,250
Fees for Services Accounting-$28,638-$28,638
Other Expenses$46,664$7,889-$7,889
Fees for Services Legal-$6,000-$6,000
Conferences and Meetings-$5,619-$5,619
Office Expenses-$399-$399
Total Functional Expenses$134,664$192,396$0$327,060

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$327,060
Total Expenses per Audited Statements$327,060
Total Expenses per Form 990$327,060
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Sigma Foundation
EIN
23-6235335
Phone
6304173118
Address
8080 WOLF ROAD, BURR RIDGE, IL 60527

Signing Officer

Name
Allan M Cameron Jr
Title
Treasurer
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1953
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Lupo Advisors
Address
1314 Kensington Rd 3306, Oak Brook, IL 60522
Preparer
Lupo Advisors
Phone
6304082222
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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0193000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0204073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0144766
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IRS990ScheduleA/PublicSupportPY170Pct00.45340
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0116170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0123958
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0120058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0149766
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0337150
IRS990ScheduleD/BuildingsGrp/DepreciationAmt012723
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0349873
IRS990ScheduleD/ExpensesSubtotalAmt0327060
IRS990ScheduleD/RevenueSubtotalAmt0566801
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0337150
IRS990ScheduleD/TotalExpensesPerForm990Amt0327060
IRS990ScheduleD/TotalRevenuePerForm990Amt0566801
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0327060
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt043
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE GIVEN IN THE FORM OF SCHOLARSHIPS THAT ARE AWARDED BASED ON CERTAIN CRITERIA AND ON THE CONDITION THAT THE AWARDEE IS ATTENDING THE COLLEGE PER HIS APPLICATION. MONITORING IS DONE THROUGH THE NATIONAL FRATERNITY, DETERMINING THAT THE AWARDEE IS A ACTIVE MEMBER IN THE FRATERNITY CHAPTERS.
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990/ScheduleORequiredInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd1PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0425367
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0116170
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0134664
IRS990/TotalFunctionalExpensesGrp/TotalAmt0327060
IRS990/TotalGrossUBIAmt011739
IRS990/TotalLiabilitiesBOYAmt061000
IRS990/TotalLiabilitiesEOYAmt0120250
IRS990/TotalLiabilitiesGrp/BOYAmt061000
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0212195
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0566801
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IRS990/TravelGrp/TotalAmt032250
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IRS990/UnrelatedBusIncmOverLimitInd0true
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt04277606
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN M CAMERON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA SIGMA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0236235335
ReturnHeader/Filer/PhoneNum06304173118
ReturnHeader/Filer/USAddress/AddressLine1Txt08080 WOLF ROAD
ReturnHeader/Filer/USAddress/CityNm0BURR RIDGE
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ReturnHeader/Filer/USAddress/ZIPCd060527
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465005651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lupo Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01314 Kensington Rd 3306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Brook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060522
ReturnHeader/PreparerPersonGrp/PhoneNum06304082222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lupo Advisors
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T15:58:44-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,823,223
Liabilities
$120,250
Net assets
$4,702,973
Revenue
$566,801
Expenses
$327,060
Net income
$239,741
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
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