Civic Intelligence

Phi Kappa Tau Fraternity

990 • Fiscal year 2020 • EIN 31-0406478

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

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

54th percentile

0.26x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.45x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

46th percentile

3.0%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$118,146

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Asset Growth

70th percentile

5.3%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

4.3%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$4,136,807

Up $208,747 (+5.3%) from 2019

Net Assets

Up

$3,046,629

Up $65,271 (+2.2%) from 2019

Liabilities

Up

$1,090,178

Up $143,476 (+15%) from 2019

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin46th percentile

Revenue

Up

$2,418,797

Up $100,047 (+4.3%) from 2019

Expenses

Down

$2,345,336

Down $299,999 (-11%) from 2019

Net Income

Up

$73,461

Up $400,046 (+122%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2020

Assets$4,136,807
Liabilities$1,090,178
Net Assets$3,046,629
Open 2020 Filing

Operations Trend

Revenue Growth75th 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

2020

Revenue$2,418,797
Expenses$2,345,336
Net Income$73,461
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.2
Gross Receipts
$2,418,883
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$123,610$208,224▲ $84,614
Investments in Publicly Traded Securities$150,780$196,396▲ $45,616
Prepaid Expenses and Deferred Charges$187,014$194,767▲ $7,753
Accounts Receivable$67,345$135,558▲ $68,213
Land, Buildings, and Equipment, Net$129,925$122,355▼ $7,570
Other Notes and Loans Receivable, Net$88,146$91,827▲ $3,681
Total Assets$3,928,060$4,136,807▲ $208,747
Other Assets Total$3,181,240$3,187,680▲ $6,440
Liabilities
Escrow Account Liability$485,403$603,651▲ $118,248
Deferred Revenue$108,643$204,074▲ $95,431
Mortgage Notes Payable Secured by Investment Property$208,746$192,016▼ $16,730
Other Liabilities$36,824$45,856▲ $9,032
Accounts Payable and Accrued Expenses$107,086$44,581▼ $62,505
Total Liabilities$946,702$1,090,178▲ $143,476
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,981,358$3,046,629▲ $65,271
Total Net Assets Fund Balance$2,981,358$3,046,629▲ $65,271
Total Liabilities and Net Assets / Fund Balance$3,928,060$4,136,807▲ $208,747

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$119,849$125,094$244,943
Equipment$204$18,221$18,425
Leasehold Improvements$2,302$4,608$6,910
Other Assets Org$165,873--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonCEOFT$105,000$13,146$118,146

Board Members and Trustees

NameTitle
William BraschNational President
Gabe UebelNational Council
F Harrison GreenNational Councilor
Michael FrenchNational Councilor
Michael LummusNational Councilor
Raymond CarlosNational Councilor
Ricky BaileyNational Councilor
Robert RagsdaleNational Councilor
Wesley FugateNational Councilor
Dale HollandNational VP
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,406,037
Investment Income
$12,760
Other Revenue
$0
Change in Net Assets
$73,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,630,105
Salaries, Compensation, and Employee Benefits$715,231
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance---$717,291
Other Salaries and Wages---$512,492
Travel---$237,572
Information Technology---$79,981
Other Employee Benefits---$74,596
Current Officers, Directors, Trustees, and Key Employees---$63,000
Conferences and Meetings---$57,850
Payroll Taxes---$46,944
Other Expenses---$45,888
All Other Expenses---$45,824
Office Expenses---$42,072
Fees for Services Accounting---$33,269
Occupancy---$24,175
Pension Plan Contributions---$18,199
Fees for Services Other---$16,168
Interest---$12,251
Fees for Services Legal---$9,600
Depreciation Depletion---$7,571
Total Functional Expenses$0$0$0$2,345,336
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$45,856
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
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, Part VI, Section A, Line 6

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

Form 990, Part VI, Section A, Line 7A

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

Form 990, Part VI, Section B, Line 11B

“The prepared form 990 is reviewed for accuracy and completeness by the ceo, business manager and a financial advisor.”

Form 990, Part VI, Section B, Line 12C

“All members of the board of directors are required annually to complete theconflict 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 anyconflicts of interest exist.”

Form 990, Part VI, Section B, Line 15

“A committee of the board members performs an annual performance appraisalof the ceo. The committee utilizes information from not-for-profitresearch organizations, information from their respective employment, andinformation from other not-for profit boards on which they serve toevaluate the ceo's compensation.a similar process to 15a is performed for key employees but is performed bythe ceo rather than a committee of the board.”

Form 990, Part VI, Section C, 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
2021-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Timothy Hudson
Formed
1906
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
200

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The ceo, business manager and a financial advisor are responsible for oversight of the audit.”

Financial Statement Notes

PART IV, LINE 2B:

“Amounts are held for member chapters.”

Raw XML AppendixShowing 400 of 477 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0NATIONAL PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1NATIONAL VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2NATIONAL COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3NATIONAL COUNCILOR
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0DUES
IRS990/ProgramServiceRevenueGrp/Desc1LIABILITY INSURANCE PR
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCE REGISTRATIO
IRS990/ProgramServiceRevenueGrp/Desc3HOUSING FUND PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc4COMMISSIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01203731
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1913605
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2146890
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt382065
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt451354
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01203731
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1913605
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2146890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt382065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt451354
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/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0882630
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015932
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01420188
IRS990/PYRevenuesLessExpensesAmt02318750
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02318750
IRS990/ReconcilationRevenueExpnssAmt073461
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123610
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0208224
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt049864
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0485403
IRS990ScheduleD/BuildingsGrp/BookValueAmt0119849
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0125094
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0244943
IRS990ScheduleD/EndingBalanceAmt0535267
IRS990ScheduleD/EquipmentGrp/BookValueAmt0204
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018221
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018425
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02302
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04608
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06910
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0603651
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1118986
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2280458
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3600000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4375000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt51043712
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt6165873
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0AMOUNTS HELD FOR OTHER CHAPTERS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVESTMENT IN FRMT, LTD
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM PHI KAPPA TAU PROPERTIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DUE FROM PHI KAPPA TAU FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4MISC. RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5BOARD DESIGNATED CASH - INSURANCE FD
IRS990ScheduleD/OtherAssetsOrgGrp/Desc6BOARD DESIGNATED CASH - HOUSING FD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt045856
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OLD MAIN HOLDINGS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AMOUNTS ARE HELD FOR MEMBER CHAPTERS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0122355
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03187680
IRS990ScheduleD/TotalLiabilityAmt045856
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNDERGRADUATE AND ALUMNI MEMBERS ARE REPRESENTED BY ONE DELEGATE (ONEUNDERGRADUATE 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 THE CEO, BUSINESS MANAGER AND A FINANCIAL ADVISOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED ANNUALLY TO COMPLETE THECONFLICT 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 ANYCONFLICTS OF INTEREST EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COMMITTEE OF THE BOARD MEMBERS PERFORMS AN ANNUAL PERFORMANCE APPRAISALOF THE CEO. THE COMMITTEE UTILIZES INFORMATION FROM NOT-FOR-PROFITRESEARCH ORGANIZATIONS, INFORMATION FROM THEIR RESPECTIVE EMPLOYMENT, ANDINFORMATION FROM OTHER NOT-FOR PROFIT BOARDS ON WHICH THEY SERVE TOEVALUATE THE CEO'S COMPENSATION.A SIMILAR PROCESS TO 15A IS PERFORMED FOR KEY EMPLOYEES BUT IS PERFORMED BYTHE CEO RATHER THAN A COMMITTEE OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLICK BY PROVIDING COPIES UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CEO, BUSINESS MANAGER AND A FINANCIAL ADVISOR ARE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0PHI KAPPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHI KAPPA TAU PROPERTIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PHI KAPPA TAU FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311039855
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1316024975
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TITLE HOLD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORTING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
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/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0142082
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt119979
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2283190
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt340598
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0YEAR-END BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3ACTUAL
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/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,136,807
Liabilities
$1,090,178
Net assets
$3,046,629
Revenue
$2,418,797
Expenses
$2,345,336
Net income
$73,461
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