Civic Intelligence

Phi Kappa Theta National Foundation

990 • Fiscal year 2016 • EIN 23-7209653

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 20, 2017

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

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

67th percentile

$96,050

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 31.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

41st percentile

-0.7%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$1,159,253

Down $8,094 (-0.7%) from 2015

Net Assets

Up

$1,151,733

Up $21,673 (+1.9%) from 2015

Liabilities

Down

$7,520

Down $29,767 (-80%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin22nd percentile

Revenue

Down

$309,088

Down $155,276 (-33%) from 2015

Expenses

Down

$341,483

Down $159,930 (-32%) from 2015

Net Income

Up

-$32,395

Up $4,654 (+13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2016

Assets$1,159,253
Liabilities$7,520
Net Assets$1,151,733
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

2016

Revenue$309,088
Expenses$341,483
Net Income-$32,395
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 20, 2017
Return Version
2016v3.0
Gross Receipts
$309,088
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$1,018,255$1,103,496▲ $85,241
Cash and Non-Interest-Bearing Accounts$142,610$43,625▼ $98,985
Pledges and Grants Receivable$5,728$5,742▲ $14
Accounts Receivable-$5,253-
Total Assets$1,167,347$1,159,253▼ $8,094
Other Assets Total$754$1,137▲ $383
Liabilities
Accounts Payable and Accrued Expenses$37,287$7,520▼ $29,767
Total Liabilities$37,287$7,520▼ $29,767
Net Assets / Fund Balance
Unrestricted Net Assets$573,149$539,553▼ $33,596
Temporarily Rstr Net Assets$405,305$451,671▲ $46,366
Permanently Rstr Net Assets$151,606$160,509▲ $8,903
Total Net Assets Fund Balance$1,130,060$1,151,733▲ $21,673
Total Liabilities and Net Assets / Fund Balance$1,167,347$1,159,253▼ $8,094
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert RiggsExecutive ViPT$96,050$96,050

Board Members and Trustees

NameTitle
Jeffrey JowdyBoard Presid
Henry SwagerBoard Secret
Stephen HollanderBoard Treasu
Thomas ClarkBoard Vice P
Anthony ZinnanteTrustee
Bill BatemanTrustee
Cameron SmithTrustee
Dennis GulloTrustee
Dustin CocciaTrustee
Ed FulfordTrustee
Eugene NeyTrustee
Gerald MorrisTrustee
Gerald TraigleTrustee
James DickowTrustee
Ken HeysTrustee
Kevin LampeTrustee
Kevin MccarrollTrustee
Laurence CzajkowskiTrustee
Matthew WhitakerTrustee
Paul PetersonTrustee
Robert StalderTrustee
Scott TysonTrustee
Donald WuerlTrustee Emer
Edward SolvibileTrustee Emer
Gregory SteinTrustee Emer
Pat CalabreseTrustee Emer
Robert BaileyTrustee Emer
Larry DorockEx-officio T
Walter Kronzer IiiPast Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$282,277
Program Service Revenue
$0
Investment Income
$26,811
Other Revenue
$0
All Other Contributions
$282,277
Change in Net Assets
$-32,395

Audited Revenue Reconciliation

Revenue per Audited Statements
$309,088
Revenue Not Reported on Form 990
$54,068
Total Revenue per Audited Statements
$363,156
Total Revenue per Form 990
$309,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$257,803
Total Fundraising Expense$151,136
Grants and Similar Amounts Paid$83,680
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$83,680--$83,680
Fees for Services Legal-$33,079$49,903$82,982
Office Expenses-$962$74,112$75,074
Travel-$6,635$9,275$15,910
Fees for Services Accounting-$9,100-$9,100
Fees for Service Investment Mgmnt Fees-$7,155-$7,155
Other Expenses-$2,505$725$3,230
All Other Expenses-$349-$349
Total Functional Expenses$83,680$106,667$151,136$341,483

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$341,483
Total Expenses per Audited Statements$341,483
Total Expenses per Form 990$341,483
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Theta National FraternityIndianapolis, IN501c3Various Purposes$83,680
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
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
2017-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Riggs
Formed
1954
Legal Domicile
Oh
Voting Board Members
29
Independent Board Members
29
Employees
0

Preparer

Firm
Petrow Leemhuis Vincent & Kane Pc
Address
8440 WOODFIELD CROSSING 345, INDIANAPOLIS, IN 46240
Preparer
David M Holmes
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 foundation's exempt organization tax returns for the twelve months ended december 31, 2015 2014, and 2013, are subject to examination by the internal revenue service.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD VICE P
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD SECRET
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD TREASU
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE EMER
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IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE EMER
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE EMER
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE EMER
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,159,253
Liabilities
$7,520
Net assets
$1,151,733
Revenue
$309,088
Expenses
$341,483
Net income
-$32,395
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
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.15$0.31$0.34$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2016 filings • 501(c)3 • $1M-$5M nonprofits