Civic Intelligence

Phi Kappa Tau Fraternity - Beta Phi Chapter

990EZ • Fiscal year 2021 • EIN 25-1140900

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileN/A
2378 Ferguson RdAllison Park, PA 15101

(412) 562-9117

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

37th percentile

-0.5%

Higher net margin than 37% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-16%

Faster asset growth than 17% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-9.0%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$1,460

Down $270 (-16%) from 2020

Net Assets

Down

$1,460

Down $270 (-16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin37th percentile

Revenue

Down

$55,788

Down $5,488 (-9.0%) from 2020

Expenses

Down

$56,058

Down $15,289 (-21%) from 2020

Net Income

Up

-$270

Up $9,801 (+97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$30K$20K$10K$0Assets 2014: $6,858Net Assets 2014: $6,8582014Assets 2015: $4,000Net Assets 2015: $4,0002015Assets 2016: $4,297Net Assets 2016: $4,2972016Assets 2017: $2,000Net Assets 2017: $2,0002017Assets 2018: $7,745Net Assets 2018: $7,7452018Assets 2019: $11,801Net Assets 2019: $11,8012019Assets 2020: $1,730Liabilities 2020: $0Net Assets 2020: $1,7302020Assets 2021: $1,460Liabilities 2021: $0Net Assets 2021: $1,4602021Assets 2022: $8,681Net Assets 2022: $8,6812022Assets 2023: $27,164Liabilities 2023: $0Net Assets 2023: $27,1642023

Highlighted filing

2021

Assets$1,460
Liabilities$0
Net Assets$1,460
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $139,806Expenses 2014: $132,635Net Income 2014: $7,1712014Revenue 2015: $60,000Expenses 2015: $62,858Net Income 2015: -$2,8582015Revenue 2016: $73,930Expenses 2016: $73,633Net Income 2016: $2972016Revenue 2017: $74,000Expenses 2017: $76,297Net Income 2017: -$2,2972017Revenue 2018: $87,917Expenses 2018: $81,919Net Income 2018: $5,9982018Revenue 2019: $78,936Expenses 2019: $74,880Net Income 2019: $4,0562019Revenue 2020: $61,276Expenses 2020: $71,347Net Income 2020: -$10,0712020Revenue 2021: $55,788Expenses 2021: $56,058Net Income 2021: -$2702021Revenue 2022: $82,012Expenses 2022: $74,791Net Income 2022: $7,2212022Revenue 2023: $208,085Expenses 2023: $189,602Net Income 2023: $18,4832023

Highlighted filing

2021

Revenue$55,788
Expenses$56,058
Net Income-$270
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$55,788
Mission and Program Overview

Mission

Provide meals, lodging, social and educational activities to members

Program Services

DescriptionGrantsExpenses
PROVIDE MEALS, LODGING, SOCIAL AND EDUCTIONAL ACTIVITES TO MEMBERS$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SMITHPresidentPT$0--
ETHAN NEJADTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau Fraternity - Beta Phi
EIN
25-1140900
Phone
4125629117
Address
2378 FERGUSON RD, ALLISON PARK, PA 15101

Signing Officer

Name
Marc Harkins
Title
Bog Chair
Phone
4125629117
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Hardy & Co LLC
Address
2378 FERGUSON RD, ALLISON PARK, PA 15101-3550
Preparer
Brian T Hardy
Phone
4125629061
Raw XML Appendix97 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ETHAN NEJAD
IRS990EZ/BooksInCareOfDetail/PhoneNum04125629117
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0311 MAPLE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW WILMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016142
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01730
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01460
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-270
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01730
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01460
IRS990EZ/GrossReceiptsAmt055788
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01730
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01460
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01730
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01460
IRS990EZ/OccupancyRentUtltsAndMaintAmt056058
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ETHAN NEJAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MEALS, LODGING, SOCIAL AND EDUCATIONAL ACTIVITIES TO MEMBERS
IRS990EZ/ProgramServiceRevenueAmt055788
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MEALS, LODGING, SOCIAL AND EDUCTIONAL ACTIVITES TO MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt056058
IRS990EZ/TotalRevenueAmt055788
IRS990EZ/TypeOfOrganizationCorpInd0X
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC HARKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOG CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04125629117
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA TAU FRATERNITY - BETA PHI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER - C/O BRIAN T HARDY
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0251140900
ReturnHeader/Filer/PhoneNum04125629117
ReturnHeader/Filer/USAddress/AddressLine1Txt02378 FERGUSON RD
ReturnHeader/Filer/USAddress/CityNm0ALLISON PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821852746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARDY & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02378 FERGUSON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLISON PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0151013550
ReturnHeader/PreparerPersonGrp/PhoneNum04125629061
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN T HARDY
ReturnHeader/ReturnTs02022-05-16T09:27:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARKINS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,460
Liabilities
$0
Net assets
$1,460
Revenue
$55,788
Expenses
$56,058
Net income
-$270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$2.08$1.90$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.82$0.75$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.56$0.56$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.61$0.71$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.79$0.75$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.88$0.82$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.74$0.76$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.74$0.74$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.60$0.63$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.07$1.40$1.33$0.07