Civic Intelligence

Phi Kappa Tau Fraternity

990 • Fiscal year 2017 • EIN 31-0406478

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

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

49th percentile

0.23x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.43x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Net Margin

65th percentile

8.8%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$83,560

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Asset Growth

61st percentile

2.6%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

3.2%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$4,274,476

Up $107,823 (+2.6%) from 2016

Net Assets

Up

$3,272,031

Up $214,961 (+7.0%) from 2016

Liabilities

Down

$1,002,445

Down $107,138 (-9.7%) from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin65th percentile

Revenue

Up

$2,325,428

Up $72,227 (+3.2%) from 2016

Expenses

Up

$2,120,050

Up $351,583 (+20%) from 2016

Net Income

Down

$205,378

Down $279,356 (-58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

2017

Assets$4,274,476
Liabilities$1,002,445
Net Assets$3,272,031
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

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

2017

Revenue$2,325,428
Expenses$2,120,050
Net Income$205,378
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.1
Gross Receipts
$2,325,428
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,322,192$2,443,369▲ $121,177
Prepaid Expenses and Deferred Charges$243,694$146,383▼ $97,311
Land, Buildings, and Equipment, Net$152,111$145,142▼ $6,969
Investments in Publicly Traded Securities$162,402$144,289▼ $18,113
Accounts Receivable$112,491$138,818▲ $26,327
Other Notes and Loans Receivable, Net$58,355$40,677▼ $17,678
Total Assets$4,166,653$4,274,476▲ $107,823
Other Assets Total$1,115,408$1,215,798▲ $100,390
Liabilities
Escrow Account Liability$407,996$432,174▲ $24,178
Mortgage Notes Payable Secured by Investment Property$254,873$239,631▼ $15,242
Accounts Payable and Accrued Expenses$190,111$149,771▼ $40,340
Deferred Revenue$189,149$114,175▼ $74,974
Other Liabilities$67,454$66,694▼ $760
Total Liabilities$1,109,583$1,002,445▼ $107,138
Net Assets / Fund Balance
Unrestricted Net Assets$3,057,070$3,272,031▲ $214,961
Total Net Assets Fund Balance$3,057,070$3,272,031▲ $214,961
Total Liabilities and Net Assets / Fund Balance$4,166,653$4,274,476▲ $107,823

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$144,579$107,274$251,853
Equipment$563$24,753$25,316
Other Assets Org$5,160--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonCEOPT$48,000$35,560$83,560

Board Members and Trustees

NameTitle
Dale HollandNational COU
Gabe UebelNational COU
Gregory HeilmeierNational COU
Jh MahaneyNational COU
Michael LummusNational COU
Richard F MichaelNational COU
Thomas SkenaNational COU
Timothy GallagherNational COU
Michael D DovillaNational Pre
William BraschNational VP
Revenue and Support

Revenue Composition

Contributions and Grants
$916,769
Program Service Revenue
$1,402,071
Investment Income
$6,588
Other Revenue
$0
Change in Net Assets
$205,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,433,546
Salaries, Compensation, and Employee Benefits$686,504
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$479,365--$479,365
Insurance$445,471--$445,471
Travel$345,274--$345,274
Other Employee Benefits$99,500--$99,500
All Other Expenses$90,169--$90,169
Conferences and Meetings$77,691--$77,691
Fees for Services Other$53,576--$53,576
Current Officers, Directors, Trustees, and Key Employees$50,136--$50,136
Payroll Taxes$44,441--$44,441
Other Expenses$43,735--$43,735
Fees for Services Accounting$31,280--$31,280
Occupancy$25,286--$25,286
Information Technology$24,330--$24,330
Pension Plan Contributions$13,062--$13,062
Interest$11,942--$11,942
Fees for Services Legal$9,600--$9,600
Depreciation Depletion$7,567--$7,567
Total Functional Expenses$2,120,050$0$0$2,120,050
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.$66,694
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
Yes
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 is 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 performance 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
W Timothy Hudson
Title
CEO
Phone
5135234193
Signed
2018-05-08

Organization Details

Principal Officer
W Timothy Hudson
Formed
1906
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
22
Volunteers
400

Preparer

Firm
Hardy & Co LLC
Address
2378 FERGUSON RD, ALLISON PARK, PA 15101-3550
Preparer
Brian T Hardy
Phone
4125629061
Supplemental Narrative

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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt9NATIONAL COU
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IRS990/OtherExpensesGrp/Desc3PUBLICATIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt0128253
IRS990/OtherExpensesGrp/ProgramServicesAmt174879
IRS990/OtherExpensesGrp/ProgramServicesAmt264493
IRS990/OtherExpensesGrp/ProgramServicesAmt343735
IRS990/OtherExpensesGrp/TotalAmt0128253
IRS990/OtherExpensesGrp/TotalAmt174879
IRS990/OtherExpensesGrp/TotalAmt264493
IRS990/OtherExpensesGrp/TotalAmt343735
IRS990/OtherLiabilitiesGrp/BOYAmt067454
IRS990/OtherLiabilitiesGrp/EOYAmt066694
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0479365
IRS990/OtherSalariesAndWagesGrp/TotalAmt0479365
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt058355
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt040677
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt044441
IRS990/PayrollTaxesGrp/TotalAmt044441
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013062
IRS990/PensionPlanContributionsGrp/TotalAmt013062
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0243694
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0146383
IRS990/PrincipalOfficerNm0W TIMOTHY HUDSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LIABILITY INSURANCE PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc2HOUSING FUND PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3COMMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc4INTEREST & FINANCE CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0905985
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1350116
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt270793
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt354422
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt417959
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0905985
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1350116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt270793
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt354422
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt417959
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.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0977846
IRS990/PYInvestmentIncomeAmt011629
IRS990/PYOtherExpensesAmt01169025
IRS990/PYProgramServiceRevenueAmt01263726
IRS990/PYRevenuesLessExpensesAmt0484734
IRS990/PYSalariesCompEmpBnftPaidAmt0599442
IRS990/PYTotalExpensesAmt01768467
IRS990/PYTotalRevenueAmt02253201
IRS990/ReconcilationRevenueExpnssAmt0205378
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02322192
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02443369
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0144579
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0107274
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0251853
IRS990ScheduleD/EquipmentGrp/BookValueAmt0563
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024753
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025316
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0432174
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1321187
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2237706
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3118986
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4100585
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt55160
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0AMOUNTS HELD FOR OTHER CHAPTERS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM PHI KAPPA TAU FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM PHI KAPPA TAU PROPERTIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3INVESTMENT IN FRMT, LTD
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4MISC. RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5OTHER CURRENT ASSET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt066694
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/TotalBookValueLandBuildingsAmt0145142
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01215798
IRS990ScheduleD/TotalLiabilityAmt066694
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 IS 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 PERFORMANCE 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/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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1316024975
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TITLE HOLD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORTING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05221 MORNING SUN RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt15221 MORNING SUN RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OXFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1OXFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045056
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd145056
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0237706
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt122280
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt241375
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3227153
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt4321187
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0YEAR-END BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4YEAR-END BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PHI KAPPA TAU PROPERTIES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1PHI KAPPA TAU PROPERTIES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2PHI KAPPA TAU FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3PHI KAPPA TAU FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4PHI KAPPA TAU FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1K

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,274,476
Liabilities
$1,002,445
Net assets
$3,272,031
Revenue
$2,325,428
Expenses
$2,120,050
Net income
$205,378
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