Civic Intelligence

Phi Sigma Kappa Foundation Incorporated

990 • Fiscal year 2022 • EIN 23-6261152

Jul 01, 2021 to Jun 30, 2022 • Filed on May 03, 2023

Organization ProfileWWW.PHISIGMAKAPPA.ORG
2925 E 96th StIndianapolis, IN 46240

(317) 573-5420

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.03x

Higher debt load relative to revenue than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

81st percentile

$135,927

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

84th percentile

35%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

116%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$2,952,369

Up $758,088 (+35%) from 2021

Net Assets

Up

$2,905,611

Up $712,976 (+33%) from 2021

Liabilities

Up

$46,758

Up $45,112 (+2741%) from 2021

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin92nd percentile

Revenue

Up

$1,617,464

Up $867,447 (+116%) from 2021

Expenses

Down

$648,859

Down $60,030 (-8.5%) from 2021

Net Income

Up

$968,605

Up $927,477 (+2255%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,382,367Liabilities 2011: $10,515Net Assets 2011: $1,371,8522011Assets 2012: $1,203,502Liabilities 2012: $4,127Net Assets 2012: $1,199,3752012Assets 2013: $1,112,641Liabilities 2013: $10,814Net Assets 2013: $1,101,8272013Assets 2016: $1,697,305Liabilities 2016: $6,098Net Assets 2016: $1,691,2072016Assets 2017: $1,940,685Liabilities 2017: $51,727Net Assets 2017: $1,888,9582017Assets 2021: $2,194,281Liabilities 2021: $1,646Net Assets 2021: $2,192,6352021Assets 2022: $2,952,369Liabilities 2022: $46,758Net Assets 2022: $2,905,6112022Assets 2023: $3,280,720Liabilities 2023: $42,183Net Assets 2023: $3,238,5372023Assets 2024: $3,993,297Liabilities 2024: $89,683Net Assets 2024: $3,903,6142024

Highlighted filing

2022

Assets$2,952,369
Liabilities$46,758
Net Assets$2,905,611
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $449,8052011Expenses 2012: $511,6332012Expenses 2013: $493,0462013Revenue 2016: $847,643Expenses 2016: $395,756Net Income 2016: $451,8872016Revenue 2017: $937,069Expenses 2017: $452,880Net Income 2017: $484,1892017Revenue 2021: $750,017Expenses 2021: $708,889Net Income 2021: $41,1282021Revenue 2022: $1,617,464Expenses 2022: $648,859Net Income 2022: $968,6052022Revenue 2023: $918,370Expenses 2023: $608,747Net Income 2023: $309,6232023Revenue 2024: $1,186,349Expenses 2024: $825,178Net Income 2024: $361,1712024

Highlighted filing

2022

Revenue$1,617,464
Expenses$648,859
Net Income$968,605
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 3, 2023
Return Version
2021v4.1
Gross Receipts
$3,655,374
Mission and Program Overview

Mission

To promote educational, literary, and charitable purposes by promoting scholarships, student aid, and assistance to needy and deserving students, the development and fostering of the aims and purposes the educational work of the national fraternity of phi sigma kappa, and other charitable purposes as may be deemed from time to time by the foundation's trustees.

To promote educational, literary, and charitable purpose by promoting scholarships, student aid, and assistance to needy and deserving students, the development and fostering of the aims and purposes of the educational work of the national fraternity of phi sigma kappa and other charitable purposes as may be deemed from time to time by the foundation's trustees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,937,916$2,747,170▲ $809,254
Cash and Non-Interest-Bearing Accounts$131,576$170,765▲ $39,189
Land, Buildings, and Equipment, Net$90,295$0▼ $90,295
Pledges and Grants Receivable$34,494$34,434▼ $60
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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$2,194,281$2,952,369▲ $758,088
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,646$46,758▲ $45,112
Total Liabilities$1,646$46,758▲ $45,112
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,610,902$1,705,704▲ $94,802
Net Assets Without Donor Restrictions$581,733$1,199,907▲ $618,174
Total Net Assets Fund Balance$2,192,635$2,905,611▲ $712,976
Total Liabilities and Net Assets / Fund Balance$2,194,281$2,952,369▲ $758,088

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,610,902$408,953▼ $67,272-$1,705,704
2020$1,415,003$267,536▲ $306,499-$1,610,902
2019$1,105,637$472,222▼ $100,450-$1,396,050
2018$901,977$397,002▲ $17,917-$1,105,637
2017$1,514,993$499,409▲ $39,932-$901,977
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nick ZunigaFormer Exec Dir/COOFT$135,927$135,927
Joseph KernExec Dir/COOPT$69,251$69,251

Board Members and Trustees

NameTitle
Thomas GrunwaldPresident
Adam C CarterVice President
Adam GagasTrustee
Bennett WilliamsTrustee
Braden KeeterTrustee
Bud HannaTrustee
Chad E BurneyTrustee
Clay SkurdalTrustee
Darren AzarianTrustee
Glenn RobyTrustee
Greg StackTrustee
Hunter PachmanTrustee
Jack BarryTrustee
Jake SappTrustee
Joseph TeepleTrustee
Keith ClarkTrustee
Ryan TabakaTrustee
Sean HamiltonTrustee
Steve Ray LaukhufTrustee
T Scott LyonsTrustee
Tom WrightTrustee
Trevor Michael ReedTrustee
Tyler RowlandTrustee
Vern P HackworthTrustee
John SheehanAssistant Treas
Sean B EavesSecretary
Matt WaltzTreasurer
Mark D CowanVP Alumni Devel
Revenue and Support

Revenue Composition

Contributions and Grants
$846,641
Program Service Revenue
$0
Investment Income
$751,749
Other Revenue
$19,074
All Other Contributions
$846,641
Change in Net Assets
$968,605

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,617,464
Revenue Not Reported on Form 990
$-255,629
Total Revenue per Audited Statements
$1,361,835
Total Revenue per Form 990
$1,617,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$418,210
Other Expenses$230,649
Total Fundraising Expense$96,408
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$377,910--$377,910
Fees for Services Management$18,026$67,599$34,551$120,176
Grants to Domestic Individuals$40,300--$40,300
Fees for Services Other-$30,367-$30,367
Travel-$4,244$7,937$12,181
Other Expenses-$7,771$13,711$7,771
Depreciation Depletion-$6,234-$6,234
Total Functional Expenses$436,236$116,215$96,408$648,859

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$648,859
Total Expenses per Audited Statements$648,859
Total Expenses per Form 990$648,859
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grand Chpt of Phi Sigma KappaIndianapolis, IN501c7Leadership and Education Grants$165,000
Grand Chpt of Phi Sigma KappaIndianapolis, IN501c7Shonk Archive/Archivist Salary Supp$50,680
Ferris State alumniHudsonville, MI501c7Educ portions of chpt house remodel$48,981
Delta Triton Chpt of Ps KappaWest Lafyette, IN501c7educ portions of building project$45,899
Grand Chpt of Phi Sigma KappaIndianapolis, IN501c7Publication of Signet Magazine$30,000
PSK Omicron SeptatonVillanova, PA501c7educational exp-ann meeting, schol$13,968
Capt Kimble White Alumni ClubAlbany, GA501c7Educ, utilities, annual meeting$8,613
Pennington and CompanyLawrence, KS501c7Feasibility & Marketing for housing$6,566
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
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“The organization provides a copy of form 990 to the trustees via e-mail and requests comments and proposed changes by a specified date.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“All officers are paid through the grand chapter of phi sigma kappa. The foundation reimburses the fraternity for salary expense related to the foundation. The fraternity defines the executive director's position using industry experts and then matches the description to salary ranges from guidestar, afp, and ahp. The fraternity also has a formal process in place to review the compensation of the director of development.”

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

“The organization makes its governing documents available to the public subject to written request.”

Filing and Contact Details

Filer

Filer Name
Phi Sigma Kappa Foundation Inc
EIN
23-6261152
Phone
3175735420
Address
2925 E 96TH ST, INDIANAPOLIS, IN 46240

Signing Officer

Name
Joseph Kern
Title
Chief Oper Ofc
Signed
2023-05-03
Discuss with paid preparer
Yes

Organization Details

Formed
1946
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
40

Preparer

Firm
Barnes Givens & Barnes
Address
200 E Evergreen Ave STE 117, Mount Prospect, IL 60056
Preparer
William J Barnes
Phone
2247642442
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The process remains unchanged from the prior year.”

Financial Statement Notes

Part X : FIN48 Footnote

“THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE AND A SIMILAR PRVISION OF STATE LAW. IN ADDITION, THE FOUNDATION QUALIFIES AS A CHARITY UNDER SECTION 170(B)(1)(A) AND IS NOT A PRIVATE FOUNDATION, SO CONTRIBUTIONS TO THE FOUNDATION ARE DEDUCTIBLE AS CHARITABLE CONTRIBUTIONS.THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL AND STATE OF INDIANA TAX JURISTICTIONS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019. THE foundation has evaluated tax positions TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.”

Raw XML AppendixShowing 400 of 749 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.

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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,952,369
Liabilities
$46,758
Net assets
$2,905,611
Revenue
$1,617,464
Expenses
$648,859
Net income
$968,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.99$0.09$3.90$1.19$0.83$0.36
2023Detailed filing. Detailed filing data is available for this year.$3.28$0.04$3.24$0.92$0.61$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.05$2.91$1.62$0.65$0.97
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.75$0.71$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.05$1.89$0.94$0.45$0.48
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.01$1.69$0.85$0.40$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.01$1.10$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.01$1.37$0.45