Civic Intelligence

Phi Kappa Theta National Foundation

990 • Fiscal year 2019 • EIN 23-7209653

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 04, 2020

Organization ProfileWWW.PHIKAPS.ORG/FOUNDATION
8909 Purdue Road Suite 130Indianapolis, IN 46268

(317) 872-9934

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

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

Liabilities / Revenue

35th percentile

0.04x

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

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

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

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

Top Officer Pay

41st percentile

$33,535

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

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

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,734,111

Up $277,464 (+19%) from 2018

Net Assets

Up

$1,716,626

Up $269,727 (+19%) from 2018

Liabilities

Up

$17,485

Up $7,737 (+79%) from 2018

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin68th percentile

Revenue

Down

$487,881

Down $242,686 (-33%) from 2018

Expenses

Down

$430,572

Down $71,313 (-14%) from 2018

Net Income

Down

$57,309

Down $171,373 (-75%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2019

Assets$1,734,111
Liabilities$17,485
Net Assets$1,716,626
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$487,881
Expenses$430,572
Net Income$57,309
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 4, 2020
Return Version
2019v5.0
Gross Receipts
$487,881
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,142,792$1,449,140▲ $306,348
Cash and Non-Interest-Bearing Accounts$212,146$183,262▼ $28,884
Pledges and Grants Receivable$100,000$100,000→ $0
Total Assets$1,456,647$1,734,111▲ $277,464
Other Assets Total$1,709$1,709→ $0
Liabilities
Other Liabilities-$13,781-
Accounts Payable and Accrued Expenses$9,748$3,704▼ $6,044
Total Liabilities$9,748$17,485▲ $7,737
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,133,523$1,164,257▲ $30,734
Net Assets With Donor Restrictions$313,376$552,369▲ $238,993
Total Net Assets Fund Balance$1,446,899$1,716,626▲ $269,727
Total Liabilities and Net Assets / Fund Balance$1,456,647$1,734,111▲ $277,464
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert RiggsExecutive ViPT$33,535$33,535

Board Members and Trustees

NameTitle
Jeffrey JowdyChairman
Adrian GonzalezTrustee
Bill BatemanTrustee
Dennis Gullo JrTrustee
Douglas DillingTrustee
Dustin CocciaTrustee
Ed FulfordTrustee
Eugene NeyTrustee
Gerald MorrisTrustee
Gerald TraigleTrustee
Gregory StolpTrustee
Joshua SommerTrustee
Ken HeysTrustee
Kevin LampeTrustee
Manuel GonzalezTrustee
Michael McclellanTrustee
Mike CallaisTrustee
Patricio BarreraTrustee
Peter PezarisTrustee
Robert BassoTrustee
Samuel CastalanoTrustee
Stephen HollanderTrustee
Thomas Moore IiiTrustee
William TysonTrustee
Henry SwagerSecretary
Walter Kronzer IiiTreasurer
Robert StalderVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$453,779
Program Service Revenue
$0
Investment Income
$34,102
Other Revenue
$0
All Other Contributions
$453,779
Change in Net Assets
$57,309

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$75,535
Total Noncash Contributions1$75,535

Audited Revenue Reconciliation

Revenue per Audited Statements
$487,881
Revenue Not Reported on Form 990
$212,418
Total Revenue per Audited Statements
$700,299
Total Revenue per Form 990
$487,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,728
Grants and Similar Amounts Paid$213,844
Total Fundraising Expense$92,405
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$213,844--$213,844
Office Expenses-$202$47,398$47,600
Travel-$6,770$23,863$30,633
Fees for Services Accounting-$11,738-$11,738
Fees for Services Legal-$10,152-$10,152
Other Expenses-$7,468$21,144$7,468
Insurance-$2,640-$2,640
All Other Expenses-$35-$35
Total Functional Expenses$213,844$124,323$92,405$430,572

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$430,572
Total Expenses per Audited Statements$430,572
Total Expenses per Form 990$430,572
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Theta National FraternityIndianapolis, IN501c3Various Purposes$213,844
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accounts Payable - Related Party$13,781
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 foundation chair, finance committee 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
8909 PURDUE ROAD SUITE 130, INDIANAPOLIS, IN 46268

Signing Officer

Name
Robert Riggs
Title
Executive Vice Pres.
Phone
3175364746
Signed
2020-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Jowdy
Formed
1954
Legal Domicile
Oh
Voting Board Members
27
Independent Board Members
27
Employees
0

Preparer

Firm
Petrow Kane Leemhuis Pc
Address
8440 WOODFIELD CROSSING 345, INDIANAPOLIS, IN 46240
Preparer
Michael D Barton
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, 2018, 2017 and 2016 are subject to examination by the internal revenue service.”

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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,734,111
Liabilities
$17,485
Net assets
$1,716,626
Revenue
$487,881
Expenses
$430,572
Net income
$57,309
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
2019Detailed filing. Detailed filing data is available for this year.$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
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. 2019 filings • 501(c)3 • $1M-$5M nonprofits