Civic Intelligence

Phi Kappa Tau Fraternity

990 • Fiscal year 2015 • EIN 31-0406478

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization ProfileWWW.PHIKAPPATAU.ORG
5221 Morning Sun RoadOxford, OH 45045

(513) 523-4193

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.28x

Higher debt load relative to assets than 52% of similar nonprofits.

2015 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.41x

Higher debt load relative to revenue than 47% of similar nonprofits.

2015 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2015

Net Margin

90th percentile

31%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

85th percentile

$95,386

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2015 filings • 501(c)7 • $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 / Assets52nd percentile

Assets

$3,565,025

No earlier filing loaded for comparison.

Net Assets

$2,583,468

No earlier filing loaded for comparison.

Liabilities

$981,557

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin90th percentile

Revenue

$2,394,891

No earlier filing loaded for comparison.

Expenses

$1,648,985

No earlier filing loaded for comparison.

Net Income

$745,906

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.

$6.0M$4.0M$2.0M$0Assets 2015: $3,565,025Liabilities 2015: $981,557Net Assets 2015: $2,583,4682015Assets 2016: $4,166,653Liabilities 2016: $1,109,583Net Assets 2016: $3,057,0702016Assets 2017: $4,274,476Liabilities 2017: $1,002,445Net Assets 2017: $3,272,0312017Assets 2018: $4,331,609Liabilities 2018: $1,021,777Net Assets 2018: $3,309,8322018Assets 2019: $3,928,060Liabilities 2019: $946,702Net Assets 2019: $2,981,3582019Assets 2020: $4,136,807Liabilities 2020: $1,090,178Net Assets 2020: $3,046,6292020Assets 2021: $4,344,718Liabilities 2021: $1,175,791Net Assets 2021: $3,168,9272021Assets 2022: $4,347,554Liabilities 2022: $1,329,333Net Assets 2022: $3,018,2212022Assets 2023: $4,195,963Liabilities 2023: $1,337,387Net Assets 2023: $2,858,5762023Assets 2024: $4,235,097Liabilities 2024: $1,317,002Net Assets 2024: $2,918,0952024

Highlighted filing

2015

Assets$3,565,025
Liabilities$981,557
Net Assets$2,583,468
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,394,891Expenses 2015: $1,648,985Net Income 2015: $745,9062015Revenue 2016: $2,253,201Expenses 2016: $1,768,467Net Income 2016: $484,7342016Revenue 2017: $2,325,428Expenses 2017: $2,120,050Net Income 2017: $205,3782017Revenue 2018: $2,067,875Expenses 2018: $2,030,102Net Income 2018: $37,7732018Revenue 2019: $2,318,750Expenses 2019: $2,645,335Net Income 2019: -$326,5852019Revenue 2020: $2,418,797Expenses 2020: $2,345,336Net Income 2020: $73,4612020Revenue 2021: $1,428,402Expenses 2021: $1,339,606Net Income 2021: $88,7962021Revenue 2022: $1,862,133Expenses 2022: $1,933,689Net Income 2022: -$71,5562022Revenue 2023: $1,891,353Expenses 2023: $2,050,531Net Income 2023: -$159,1782023Revenue 2024: $3,096,917Expenses 2024: $3,059,130Net Income 2024: $37,7872024

Highlighted filing

2015

Revenue$2,394,891
Expenses$1,648,985
Net Income$745,906
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$2,394,891
Mission and Program Overview

Mission

Promote religious, educational, cultural, social & fraternal welfare of members.

Promote religiouys, educational, cultural, social & fraternal welfare of members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,341,324$2,108,057▲ $766,733
Land, Buildings, and Equipment, Net$162,971$155,075▼ $7,896
Investments in Publicly Traded Securities$240,466$142,644▼ $97,822
Accounts Receivable$107,906$139,190▲ $31,284
Other Notes and Loans Receivable, Net$145,526$67,725▼ $77,801
Prepaid Expenses and Deferred Charges$204,241$65,315▼ $138,926
Total Assets$2,945,438$3,565,025▲ $619,587
Other Assets Total$743,004$887,019▲ $144,015
Liabilities
Escrow Account Liability$361,098$381,937▲ $20,839
Mortgage Notes Payable Secured by Investment Property$283,213$269,366▼ $13,847
Accounts Payable and Accrued Expenses$187,729$204,260▲ $16,531
Deferred Revenue$207,754$120,827▼ $86,927
Other Liabilities$55,167$5,167▼ $50,000
Total Liabilities$1,094,961$981,557▼ $113,404
Net Assets / Fund Balance
Unrestricted Net Assets$1,850,477$2,583,468▲ $732,991
Total Net Assets Fund Balance$1,850,477$2,583,468▲ $732,991
Total Liabilities and Net Assets / Fund Balance$2,945,438$3,565,025▲ $619,587

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$155,075$89,868$244,943
Equipment-$24,719$24,719
Leasehold Improvements-$2,381$2,381
Other Assets Org$40,832--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonCEOFT$53,440$41,946$95,386

Board Members and Trustees

NameTitle
Dale HollandNational COU
Gregory HeilmeierNational COU
Jh MahaneyNational COU
Joshua J BleidtNational COU
Richard F MichaelNational COU
Robert PlumleighNational COU
Thomas SkenaNational COU
William BraschNational COU
Rick KeltnerNational Pre
Michael D DovillaNational VP
Revenue and Support

Revenue Composition

Contributions and Grants
$1,040,666
Program Service Revenue
$1,337,679
Investment Income
$16,546
Other Revenue
$0
Change in Net Assets
$745,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,168,235
Salaries, Compensation, and Employee Benefits$480,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$325,868
Travel---$314,854
Fees for Services Other---$223,313
Insurance---$195,705
Conferences and Meetings---$61,224
Other Employee Benefits---$58,834
Current Officers, Directors, Trustees, and Key Employees---$57,232
All Other Expenses---$49,551
Payroll Taxes---$32,318
Information Technology---$30,650
Occupancy---$24,942
Fees for Services Accounting---$24,242
Other Expenses---$22,503
Interest---$13,337
Fees for Services Legal---$9,600
Depreciation Depletion---$7,894
Pension Plan Contributions---$6,498
Total Functional Expenses$0$0$0$1,648,985
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Old Main Holdings, Inc.$5,167
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 6

“Undergraduate and alumni members are represented by one delegate (one undergraduate and one alum) at the fraternity's biennial convention.”

Form 990, Page 6, Part VI, Line 7A

“The delegates (see line 6 above) elect the board of directors.”

Form 990, Page 6, Part VI, Line 11B

“The prepared form 990 os reviewed for accuracy and completeness by a financial advisor and the chielf executive offer prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“All members of the board of directors are required annually to complete the conflict of interest policy form and submit it to the board chair and ceo. The ceo and board chair review the completed forms to determine if any conflicts of interest exist.”

Form 990, Page 6, Part VI, Line 15A

“A committee of the board members performs an annual performace appraisal of the ceo. The committee utilizes information from not-for-profit research organizations, information from their respective employment, and information from other not-for profit boards on which they serve to evaluate the ceo's compensation.”

Form 990, Page 6, Part VI, Line 15B

“A similar process to 15a is performed for key employees but is performed by the ceo rather than a committee of the board.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the publick by providing copies upon written request.”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau Fraternity
EIN
31-0406478
Phone
5135234193
Address
5221 MORNING SUN ROAD, OXFORD, OH 45045

Signing Officer

Name
Tim Hudson
Title
CEO
Phone
5135234193
Signed
2016-05-13

Organization Details

Principal Officer
Tim Hudson
Formed
1906
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
20
Volunteers
400

Preparer

Firm
Medwig & Co
Address
401 WOOD ST STE 1000, PITTSBURGH, PA 15222
Preparer
Brian T Hardy
Phone
4125629061
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees 223,313 0 0”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Funds deposited by chapters which are held until the chapter reactivates or builds a chapter house.”

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1355108
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt274048
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt329691
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE PROGRAMMING, EDUCATION, AND SUPPORT FOR MEMBERS TO ENHANCE THEIR INTELLECTUAL, CHARACTER AND LEADERSHIP SKILLS.
IRS990/ProgSrvcAccomActy3Grp/Desc0CHAPTER DEVELOPMENT - ORGANIZATIONAL AND EDUCATIONAL SUPPORT PROVIDED TO CHAPTER OFFICERS AND ADVISORS IN ORDER TO FOSTER A CULTURE OF SERVICE AND VALUES-BASED ACTION AND DECISION-MAKING.
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1209246
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2136018
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3118986
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt440832
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0AMOUNTS HELD FOR OTHER CHAPTERS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM PHI KAPPA TAU PROPERTIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM PHI KAPPA TAU FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3INVESTMENT IN FRMT, LTD
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4MISC. RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05167
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OLD MAIN HOLDINGS, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS DEPOSITED BY CHAPTERS WHICH ARE HELD UNTIL THE CHAPTER REACTIVATES OR BUILDS A CHAPTER HOUSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0155075
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0887019
IRS990ScheduleD/TotalLiabilityAmt05167
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNDERGRADUATE AND ALUMNI MEMBERS ARE REPRESENTED BY ONE DELEGATE (ONE UNDERGRADUATE AND ONE ALUM) AT THE FRATERNITY'S BIENNIAL CONVENTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DELEGATES (SEE LINE 6 ABOVE) ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PREPARED FORM 990 OS REVIEWED FOR ACCURACY AND COMPLETENESS BY A FINANCIAL ADVISOR AND THE CHIELF EXECUTIVE OFFER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED ANNUALLY TO COMPLETE THE CONFLICT OF INTEREST POLICY FORM AND SUBMIT IT TO THE BOARD CHAIR AND CEO. THE CEO AND BOARD CHAIR REVIEW THE COMPLETED FORMS TO DETERMINE IF ANY CONFLICTS OF INTEREST EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COMMITTEE OF THE BOARD MEMBERS PERFORMS AN ANNUAL PERFORMACE APPRAISAL OF THE CEO. THE COMMITTEE UTILIZES INFORMATION FROM NOT-FOR-PROFIT RESEARCH ORGANIZATIONS, INFORMATION FROM THEIR RESPECTIVE EMPLOYMENT, AND INFORMATION FROM OTHER NOT-FOR PROFIT BOARDS ON WHICH THEY SERVE TO EVALUATE THE CEO'S COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A SIMILAR PROCESS TO 15A IS PERFORMED FOR KEY EMPLOYEES BUT IS PERFORMED BY THE CEO RATHER THAN A COMMITTEE OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLICK BY PROVIDING COPIES UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER PROFESSIONAL FEES 223,313 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0PHI KAPPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHI KAPPA TAU PROPERTIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PHI KAPPA TAU FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311039855
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TITLE HOLD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORTING
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt15221 MORNING SUN RD
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1OXFORD
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1209246
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt213634
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt341400
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt4209545
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1YEAR-END BALANCE
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4ACTUAL
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1PHI KAPPA TAU PROPERTIES INC
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1D
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01648985
IRS990/TotalGrossUBIAmt016546

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,565,025
Liabilities
$981,557
Net assets
$2,583,468
Revenue
$2,394,891
Expenses
$1,648,985
Net income
$745,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.24$1.32$2.92$3.10$3.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.20$1.34$2.86$1.89$2.05$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.35$1.33$3.02$1.86$1.93$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.34$1.18$3.17$1.43$1.34$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.14$1.09$3.05$2.42$2.35$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.93$0.95$2.98$2.32$2.65$0.33
2018Detailed filing. Detailed filing data is available for this year.$4.33$1.02$3.31$2.07$2.03$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.27$1.00$3.27$2.33$2.12$0.21
2016Detailed filing. Detailed filing data is available for this year.$4.17$1.11$3.06$2.25$1.77$0.48
2015Detailed filing. Detailed filing data is available for this year.$3.57$0.98$2.58$2.39$1.65$0.75