Civic Intelligence

Phi Kappa Theta National Foundation

990 • Fiscal year 2017 • EIN 23-7209653

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

71st percentile

$103,900

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 29.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$1,349,268

Up $190,015 (+16%) from 2016

Net Assets

Up

$1,339,329

Up $187,596 (+16%) from 2016

Liabilities

Up

$9,939

Up $2,419 (+32%) from 2016

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin75th percentile

Revenue

Up

$357,750

Up $48,662 (+16%) from 2016

Expenses

Down

$298,950

Down $42,533 (-12%) from 2016

Net Income

Up

$58,800

Up $91,195 (+282%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2017

Assets$1,349,268
Liabilities$9,939
Net Assets$1,339,329
Open 2017 Filing

Operations Trend

Revenue Growth69th 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

2017

Revenue$357,750
Expenses$298,950
Net Income$58,800
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$357,750
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$1,103,496$1,223,041▲ $119,545
Cash and Non-Interest-Bearing Accounts$43,625$99,982▲ $56,357
Accounts Receivable$5,253$21,675▲ $16,422
Pledges and Grants Receivable$5,742$4,570▼ $1,172
Total Assets$1,159,253$1,349,268▲ $190,015
Other Assets Total$1,137--
Liabilities
Accounts Payable and Accrued Expenses$7,520$9,939▲ $2,419
Total Liabilities$7,520$9,939▲ $2,419
Net Assets / Fund Balance
Unrestricted Net Assets$539,553$606,528▲ $66,975
Temporarily Rstr Net Assets$451,671$550,547▲ $98,876
Permanently Rstr Net Assets$160,509$182,254▲ $21,745
Total Net Assets Fund Balance$1,151,733$1,339,329▲ $187,596
Total Liabilities and Net Assets / Fund Balance$1,159,253$1,349,268▲ $190,015
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert RiggsExecutive ViPT$103,900$103,900

Board Members and Trustees

NameTitle
Jeffrey JowdyPresident
Anthony ZinnanteTrustee
Bill BatemanTrustee
Cameron SmithTrustee
Dennis GulloTrustee
Dustin CocciaTrustee
Ed FulfordTrustee
Eugene NeyTrustee
Gerald MorrisTrustee
Gerald TraigleTrustee
James LombardTrustee
Joshua SommerTrustee
Ken HeysTrustee
Kevin LampeTrustee
Matthew WhitakerTrustee
Mike CallaisTrustee
Peter PezarisTrustee
Samuel CastalanoTrustee
Scott TysonTrustee
Stephen HollanderTrustee
Donald WuerlTrustee Emer
Edward SolvibileTrustee Emer
Gregory SteinTrustee Emer
Robert BaileyTrustee Emer
Adrian GonzalezFraternity P
Walter Kronzer IiiPast Preside
Henry SwagerSecretary
Kevin MccarrollTreasurer
Robert StalderVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$304,957
Program Service Revenue
$0
Investment Income
$52,793
Other Revenue
$0
All Other Contributions
$304,957
Change in Net Assets
$58,800

Audited Revenue Reconciliation

Revenue per Audited Statements
$357,750
Revenue Not Reported on Form 990
$128,796
Total Revenue per Audited Statements
$486,546
Total Revenue per Form 990
$357,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$203,601
Total Fundraising Expense$109,306
Grants and Similar Amounts Paid$95,349
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,349--$95,349
Office Expenses-$842$57,126$57,968
Travel-$5,805$38,588$44,393
Fees for Services Legal-$9,270$936$10,206
Fees for Services Accounting-$9,450-$9,450
Fees for Service Investment Mgmnt Fees-$5,660-$5,660
Other Expenses-$3,824$1,591$5,415
All Other Expenses-$4,841-$4,841
Total Functional Expenses$95,349$94,295$109,306$298,950

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$298,950
Total Expenses per Audited Statements$298,950
Total Expenses per Form 990$298,950
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Theta National FraternityIndianapolis, IN501c3Various Purposes$95,349
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
2018-05-15
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 Kane Leemhuis 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 foundation's exempt organization tax returns for the years ended december 31, 2016, 2015 and 2014 are subject to examination by the internal revenue service.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE EMER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE EMER
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE EMER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE EMER
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IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26FRATERNITY P
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IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,349,268
Liabilities
$9,939
Net assets
$1,339,329
Revenue
$357,750
Expenses
$298,950
Net income
$58,800
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
2017Detailed filing. Detailed filing data is available for this year.$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
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. 2017 filings • 501(c)3 • $1M-$5M nonprofits