Civic Intelligence

Phi Kappa Sigma Educational Fund Inc

990 • Fiscal year 2019 • EIN 23-6235335

Aug 01, 2018 to Jul 31, 2019 • Filed on Jan 12, 2020

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

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.40x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-74%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

22nd percentile

-4.1%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-60%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,627,132

Down $196,091 (-4.1%) from 2018

Net Assets

Down

$4,537,132

Down $165,841 (-3.5%) from 2018

Liabilities

Down

$90,000

Down $30,250 (-25%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin4th percentile

Revenue

Down

$225,389

Down $341,412 (-60%) from 2018

Expenses

Up

$391,230

Up $64,170 (+20%) from 2018

Net Income

Down

-$165,841

Down $405,582 (-169%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$4,627,132
Liabilities$90,000
Net Assets$4,537,132
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$225,389
Expenses$391,230
Net Income-$165,841
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jan 12, 2020
Return Version
2018v3.1
Gross Receipts
$238,612
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$4,380,287$4,056,273▼ $324,014
Land, Buildings, and Equipment, Net$337,150$324,427▼ $12,723
Savings and Temporary Cash Investments$105,786$246,432▲ $140,646
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$4,823,223$4,627,132▼ $196,091
Other Assets Total-$0-
Liabilities
Grants Payable$88,000$90,000▲ $2,000
Accounts Payable and Accrued Expenses$32,250--
Total Liabilities$120,250$90,000▼ $30,250
Net Assets / Fund Balance
Unrestricted Net Assets$4,277,606$4,151,765▼ $125,841
Temporarily Rstr Net Assets$425,367$385,367▼ $40,000
Total Net Assets Fund Balance$4,702,973$4,537,132▼ $165,841
Total Liabilities and Net Assets / Fund Balance$4,823,223$4,627,132▼ $196,091

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$324,427$25,446-
Compensation and Service Providers
Top Officer PayScore unavailable

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
$68,411
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$156,978
All Other Contributions
$68,411
Change in Net Assets
$-165,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$225,389
Total Revenue per Audited Statements
$225,389
Total Revenue per Form 990
$225,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,230
Grants and Similar Amounts Paid$90,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$90,000--$90,000
Other Expenses$70,472$38,526-$38,526
Office Expenses-$21,030-$21,030
Fees for Services Accounting-$18,500-$18,500
Travel-$6,672-$6,672
Fees for Services Legal-$3,261-$3,261
Information Technology-$599-$599
Total Functional Expenses$220,472$170,758$0$391,230

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$391,230
Total Expenses per Audited Statements$391,230
Total Expenses per Form 990$391,230
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
2020-01-12
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
Raw XML AppendixShowing 400 of 406 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt032250
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL ASSISTANCE AND TRAINING FOR EDUCATION TO ELIGIBLE FRATERNITY MEMBERS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt068411
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ALAN CAMERON JR
IRS990/BooksInCareOfDetail/PhoneNum06304173118
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08080 WOLF RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BURR RIDGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060527
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt068411
IRS990/CYGrantsAndSimilarPaidAmt090000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0301230
IRS990/CYOtherRevenueAmt0156978
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-165841
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0391230
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0225389
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE FINANCIAL ASSITANCE AND TRAINING FOR EDUCATION TO ELIGIBLE FRATERNITY MEMBERS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0220472
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018500
IRS990/FeesForServicesAccountingGrp/TotalAmt018500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03261
IRS990/FeesForServicesLegalGrp/TotalAmt03261
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0UPON REQUEST
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT J BURNETT
IRS990/Form990PartVIISectionAGrp/PersonNm2ALLAN M CAMERON
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID DUPONT
IRS990/Form990PartVIISectionAGrp/PersonNm4ROY FREEMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt090000
IRS990/GrantsPayableGrp/BOYAmt088000
IRS990/GrantsPayableGrp/EOYAmt090000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt090000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt090000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0238612
IRS990/GrossRentsGrp/RealAmt010000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0599
IRS990/InformationTechnologyGrp/TotalAmt0599
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04380287
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04056273
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025446
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0337150
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0324427
IRS990/LandBldgEquipCostOrOtherBssAmt0349873
IRS990/LegalDomicileStateCd0PA
IRS990/LessRentalExpensesGrp/RealAmt013223
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS TO ELIGIBLE FRATERNITY MEMBERS AND SUPPORT DEVELOPMENT OF SCHOLASTIC IMPROVEMENT AND LEADERSHIP CAPABILITY OF FRATERNITY MEMBERS WITHIN THE INDIVIDUAL CHAPTERS OF THE FRATERNITY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04702973
IRS990/NetAssetsOrFundBalancesEOYAmt04537132
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-3223
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-3223
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021030
IRS990/OfficeExpensesGrp/TotalAmt021030
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FRATERNITY SUPPORT ALLOCATION
IRS990/OtherExpensesGrp/Desc1FUNDRAISING ADMINISTRATION
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt082170
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt138526
IRS990/OtherExpensesGrp/ProgramServicesAmt060000
IRS990/OtherExpensesGrp/ProgramServicesAmt170472
IRS990/OtherExpensesGrp/TotalAmt0142170
IRS990/OtherExpensesGrp/TotalAmt170472
IRS990/OtherExpensesGrp/TotalAmt238526
IRS990/OtherRevenueMiscGrp/Desc0INTEREST DIVIDENDS UNREAL
IRS990/OtherRevenueMiscGrp/ExclusionAmt0160201
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0160201
IRS990/OtherRevenueTotalAmt0160201
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0116170
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt088000
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0239060
IRS990/PYOtherRevenueAmt0450631
IRS990/PYRevenuesLessExpensesAmt0239741
IRS990/PYTotalExpensesAmt0327060
IRS990/PYTotalRevenueAmt0566801
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-165841
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-3223
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105786
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0246432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0116170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0123958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0212688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0120058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0641285
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0170201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0234657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0183399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0193000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0204073
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0985330
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39420
IRS990ScheduleA/PublicSupportPY170Pct00.42950
IRS990ScheduleA/PublicSupportTotal170Amt0641285
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt068411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0116170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0123958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0212688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0120058
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0641285
IRS990ScheduleA/TotalSupportAmt01626615
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0324427
IRS990ScheduleD/BuildingsGrp/DepreciationAmt025446
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0349873
IRS990ScheduleD/ExpensesSubtotalAmt0391230
IRS990ScheduleD/RevenueSubtotalAmt0225389
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0324427
IRS990ScheduleD/TotalExpensesPerForm990Amt0391230
IRS990ScheduleD/TotalRevenuePerForm990Amt0225389
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0225389
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0391230
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt090000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER REVIEWS COMPLETED FORM 990, SENDS COPIES TO OTHER OFFICERS FOR THEIR COMMENTS BEFORE FILING
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/StatesWhereCopyOfReturnIsFldCd1PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0425367
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0385367
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04823223
IRS990/TotalAssetsEOYAmt04627132
IRS990/TotalAssetsGrp/BOYAmt04823223
IRS990/TotalAssetsGrp/EOYAmt04627132
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt068411
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0170758
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0220472
IRS990/TotalFunctionalExpensesGrp/TotalAmt0391230
IRS990/TotalGrossUBIAmt0-3223
IRS990/TotalLiabilitiesBOYAmt0120250
IRS990/TotalLiabilitiesEOYAmt090000
IRS990/TotalLiabilitiesGrp/BOYAmt0120250
IRS990/TotalLiabilitiesGrp/EOYAmt090000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04702973
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04537132
IRS990/TotalProgramServiceExpensesAmt0220472
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0160201
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0225389
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-3223
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04823223
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04627132
IRS990/TravelGrp/ManagementAndGeneralAmt06672
IRS990/TravelGrp/TotalAmt06672
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04277606
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04151765
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08080 WOLF ROAD
IRS990/USAddress/CityNm0BURR RIDGE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060527
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN M CAMERON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-12
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,627,132
Liabilities
$90,000
Net assets
$4,537,132
Revenue
$225,389
Expenses
$391,230
Net income
-$165,841
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