Civic Intelligence

Phi Kappa Theta National Foundation

990 • Fiscal year 2015 • EIN 23-7209653

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 27, 2016

Organization ProfileWWW.PHIKAPS.ORG/FOUNDATION
3901 West 86th Street Suite 360Indianapolis, IN 46268

(317) 872-9934

Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.08x

Higher debt load relative to revenue than 44% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

23rd percentile

-8.0%

Higher net margin than 23% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets35th percentile

Assets

$1,167,347

No earlier filing loaded for comparison.

Net Assets

$1,130,060

No earlier filing loaded for comparison.

Liabilities

$37,287

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin23rd percentile

Revenue

$464,364

No earlier filing loaded for comparison.

Expenses

$501,413

No earlier filing loaded for comparison.

Net Income

-$37,049

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2015: $1,167,347Liabilities 2015: $37,287Net Assets 2015: $1,130,0602015Assets 2016: $1,159,253Liabilities 2016: $7,520Net Assets 2016: $1,151,7332016Assets 2017: $1,349,268Liabilities 2017: $9,939Net Assets 2017: $1,339,3292017Assets 2018: $1,456,647Liabilities 2018: $9,748Net Assets 2018: $1,446,8992018Assets 2019: $1,734,111Liabilities 2019: $17,485Net Assets 2019: $1,716,6262019Assets 2020: $1,860,405Liabilities 2020: $0Net Assets 2020: $1,860,4052020Assets 2021: $2,065,931Liabilities 2021: $0Net Assets 2021: $2,065,9312021Assets 2022: $1,669,342Liabilities 2022: $0Net Assets 2022: $1,669,3422022Assets 2023: $1,856,752Liabilities 2023: $0Net Assets 2023: $1,856,7522023

Highlighted filing

2015

Assets$1,167,347
Liabilities$37,287
Net Assets$1,130,060
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $464,364Expenses 2015: $501,413Net Income 2015: -$37,0492015Revenue 2016: $309,088Expenses 2016: $341,483Net Income 2016: -$32,3952016Revenue 2017: $357,750Expenses 2017: $298,950Net Income 2017: $58,8002017Revenue 2018: $730,567Expenses 2018: $501,885Net Income 2018: $228,6822018Revenue 2019: $487,881Expenses 2019: $430,572Net Income 2019: $57,3092019Revenue 2020: $334,624Expenses 2020: $262,539Net Income 2020: $72,0852020Revenue 2021: $279,293Expenses 2021: $220,969Net Income 2021: $58,3242021Revenue 2022: $280,301Expenses 2022: $309,518Net Income 2022: -$29,2172022Revenue 2023: $262,211Expenses 2023: $260,152Net Income 2023: $2,0592023

Highlighted filing

2015

Revenue$464,364
Expenses$501,413
Net Income-$37,049
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 27, 2016
Return Version
2015v2.1
Gross Receipts
$529,070
Mission and Program Overview

Mission

The Phi Kappa Theta National Foundation raises money and manages financial resources to support the academic and educational development of Phi Kappa Theta Fraternitys brothers chapters and colonies.

To enhance the quality of the educational, spiritual, and fraternal programs of the national fraternity and its local chapters by providing funding and offering guidance as to implementation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,026,059$1,018,255▼ $7,804
Cash and Non-Interest-Bearing Accounts$135,521$142,610▲ $7,089
Accounts Receivable$19,248--
Pledges and Grants Receivable$8,933$5,728▼ $3,205
Total Assets$1,190,515$1,167,347▼ $23,168
Other Assets Total$754$754→ $0
Liabilities
Accounts Payable and Accrued Expenses$15,265$37,287▲ $22,022
Total Liabilities$15,265$37,287▲ $22,022
Net Assets / Fund Balance
Unrestricted Net Assets$622,421$573,149▼ $49,272
Temporarily Rstr Net Assets$401,882$405,305▲ $3,423
Permanently Rstr Net Assets$150,947$151,606▲ $659
Total Net Assets Fund Balance$1,175,250$1,130,060▼ $45,190
Total Liabilities and Net Assets / Fund Balance$1,190,515$1,167,347▼ $23,168
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Walter Kronzer IiiPresident
Anthony R ZinnanteTrustee
Cameron E Smith OdTrustee
Dennis GulloTrustee
Donald WuerlTrustee
Ed Fulford JrTrustee
Edward SolvibileTrustee
Gerald F MorrisTrustee
Gerald J TraigleTrustee
Gregory SteinTrustee
Henry SwagerTrustee
James F DickowTrustee
Kevin J LampeTrustee
Laurence P CzajkowskiTrustee
Owen MullenTrustee
Pat CalabreseTrustee
Paul PetersonTrustee
Robert BaileyTrustee
Robert StadlerTrustee
Sammuel CastalanoTrustee
Stephen HollanderTrustee
Robert RiggsExecutive Vi
Eugene NeySecretary
Thomas ClarkTreasurer
Jeffrey JowdyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$439,923
Program Service Revenue
$0
Investment Income
$24,441
Other Revenue
$0
All Other Contributions
$439,923
Change in Net Assets
$-37,049

Audited Revenue Reconciliation

Revenue per Audited Statements
$464,364
Revenue Not Reported on Form 990
$-8,141
Total Revenue per Audited Statements
$456,223
Total Revenue per Form 990
$464,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$268,866
Other Expenses$181,647
Total Fundraising Expense$132,958
Professional Fundraising Fees$50,900
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$268,866--$268,866
Office Expenses-$10,732$66,870$77,602
Fees for Services Professional Fundraising--$50,900$50,900
Fees for Services Accounting-$7,750-$7,750
Travel-$4,706$3,009$7,715
Fees for Service Investment Mgmnt Fees-$5,245-$5,245
Other Expenses-$4,417$3,105$4,417
All Other Expenses-$250-$250
Total Functional Expenses$268,866$99,589$132,958$501,413

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$501,413
Total Expenses per Audited Statements$501,413
Total Expenses per Form 990$501,413
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Theta National FraternityIndianapolis, IN501c3Various Purposes$268,866
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$50,900
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
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

“Return reviewed by president and executive vice president in draft form prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Organization and financial information available upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Theta National Foundation
EIN
23-7209653
Phone
3178729934
Address
3901 WEST 86TH STREET SUITE 360, INDIANAPOLIS, IN 46268

Signing Officer

Name
Robert Riggs
Title
Executive Vice Pres.
Phone
3175364746
Signed
2016-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Riggs
Formed
1954
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Petrow Leemhuis Vincent & Kane Pc
Address
8440 WOODFIELD CROSSING 345, INDIANAPOLIS, IN 46240
Preparer
John S Leemhuis
Phone
3174524700
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“In consideration of asc 740-10-25 accounting for uncertainties in income taxes, the foundation has not taken any uncertain tax positions that should be recognized in the accompanying financial statements. The fraternity's exempt organization tax returns for the twelve months ended december 31, 2014 and 2013, and for the six months ended december 31, 2012, are subject to examination by the internal revenue service.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE VI
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IRS990/GrossReceiptsAmt0529070
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IRS990/IncludeFIN48FootnoteInd0true
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024197
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt01018255
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010732
IRS990/OfficeExpensesGrp/TotalAmt077602
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0754
IRS990/OtherAssetsTotalGrp/EOYAmt0754
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION SERVICES
IRS990/OtherExpensesGrp/Desc1ALUMNI EVENTS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
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IRS990/OtherExpensesGrp/TotalAmt064816
IRS990/OtherExpensesGrp/TotalAmt19074
IRS990/OtherExpensesGrp/TotalAmt24778
IRS990/OtherExpensesGrp/TotalAmt34417
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0150947
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0151606
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08933
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05728
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBERT RIGGS
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0271377
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt069241
IRS990/PYInvestmentIncomeAmt029076
IRS990/PYOtherExpensesAmt0137612
IRS990/PYRevenuesLessExpensesAmt093600
IRS990/PYTotalExpensesAmt0206853
IRS990/PYTotalRevenueAmt0300453
IRS990/ReconcilationRevenueExpnssAmt0-37049
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0439923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0271377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0124959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0202211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0122774
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024197
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024785
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91140
IRS990ScheduleA/PublicSupportPY170Pct00.87600
IRS990ScheduleA/PublicSupportTotal170Amt01161244
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0439923
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01161244
IRS990ScheduleA/TotalSupportAmt01274074
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/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0501413
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-8141
IRS990ScheduleD/RevenueNotReportedAmt0-8141
IRS990ScheduleD/RevenueSubtotalAmt0464364
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN CONSIDERATION OF ASC 740-10-25 ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES, THE FOUNDATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FRATERNITY'S EXEMPT ORGANIZATION TAX RETURNS FOR THE TWELVE MONTHS ENDED DECEMBER 31, 2014 AND 2013, AND FOR THE SIX MONTHS ENDED DECEMBER 31, 2012, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt0501413
IRS990ScheduleD/TotalRevenuePerForm990Amt0464364
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0456223
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0501413
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0268866
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VARIOUS PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PHI KAPPA THETA NATIONAL FRATERNITY
IRS990ScheduleI/RecipientTable/RecipientEIN0042200265

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,167,347
Liabilities
$37,287
Net assets
$1,130,060
Revenue
$464,364
Expenses
$501,413
Net income
-$37,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.26$0.26$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.28$0.31$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.28$0.22$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$0.33$0.26$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.02$1.72$0.49$0.43$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.01$1.45$0.73$0.50$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.01$1.34$0.36$0.30$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.01$1.15$0.31$0.34$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.04$1.13$0.46$0.50$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits