Civic Intelligence

Phi Kappa Tau Fraternity

990 • Fiscal year 2021 • EIN 31-0406478

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

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

58th percentile

0.27x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.82x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Net Margin

41st percentile

6.2%

Higher net margin than 41% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$114,033

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

5.0%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-41%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$4,344,718

Up $207,911 (+5.0%) from 2020

Net Assets

Up

$3,168,927

Up $122,298 (+4.0%) from 2020

Liabilities

Up

$1,175,791

Up $85,613 (+7.9%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin41st percentile

Revenue

Down

$1,428,402

Down $990,395 (-41%) from 2020

Expenses

Down

$1,339,606

Down $1,005,730 (-43%) from 2020

Net Income

Up

$88,796

Up $15,335 (+21%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2021

Assets$4,344,718
Liabilities$1,175,791
Net Assets$3,168,927
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$1,428,402
Expenses$1,339,606
Net Income$88,796
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$1,428,402
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$208,224$576,039▲ $367,815
Investments in Publicly Traded Securities$196,396$230,848▲ $34,452
Other Notes and Loans Receivable, Net$91,827$201,631▲ $109,804
Prepaid Expenses and Deferred Charges$194,767$152,290▼ $42,477
Accounts Receivable$135,558$144,086▲ $8,528
Land, Buildings, and Equipment, Net$122,355$114,784▼ $7,571
Total Assets$4,136,807$4,344,718▲ $207,911
Other Assets Total$3,187,680$2,925,040▼ $262,640
Liabilities
Escrow Account Liability$603,651$513,477▼ $90,174
Mortgage Notes Payable Secured by Investment Property$192,016$324,208▲ $132,192
Deferred Revenue$204,074$201,050▼ $3,024
Accounts Payable and Accrued Expenses$44,581$76,506▲ $31,925
Other Liabilities$45,856$60,550▲ $14,694
Total Liabilities$1,090,178$1,175,791▲ $85,613
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,046,629$3,133,927▲ $87,298
Net Assets With Donor Restrictions-$35,000-
Total Net Assets Fund Balance$3,046,629$3,168,927▲ $122,298
Total Liabilities and Net Assets / Fund Balance$4,136,807$4,344,718▲ $207,911

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$114,784$155,494-
Other Assets Org$14,375--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonCEOFT$63,000$51,033$114,033

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
$35,000
Program Service Revenue
$1,381,680
Investment Income
$11,722
Other Revenue
$0
All Other Contributions
$35,000
Change in Net Assets
$88,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$929,774
Salaries, Compensation, and Employee Benefits$409,832
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance---$563,261
Other Salaries and Wages---$257,947
Information Technology---$82,595
Fees for Services Other---$65,431
Current Officers, Directors, Trustees, and Key Employees---$63,000
Other Employee Benefits---$51,656
Fees for Services Accounting---$33,079
Payroll Taxes---$26,960
All Other Expenses---$20,062
Occupancy---$18,340
Conferences and Meetings---$17,075
Other Expenses---$16,109
Interest---$11,173
Pension Plan Contributions---$10,269
Office Expenses---$9,211
Depreciation Depletion---$7,571
Fees for Services Legal---$7,200
Travel---$1,636
Fees for Service Investment Mgmnt Fees---$1,127
Total Functional Expenses$0$0$0$1,339,606
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$60,550
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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
2022-05-13
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
0

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

PART IV, LINE 2B:

“Amounts are held for member chapters.”

Raw XML AppendixShowing 400 of 481 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
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0DUES
IRS990/ProgramServiceRevenueGrp/Desc1LIABILITY INSURANCE PR
IRS990/ProgramServiceRevenueGrp/Desc2COMMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc3HOUSING FUND PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc4INTEREST & FINANCE CHA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0760568
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1568410
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt220584
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt317603
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt46946
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0760568
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1568410
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt220584
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt317603
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt46946
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/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012760
IRS990/PYOtherExpensesAmt01630105
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02406037
IRS990/PYRevenuesLessExpensesAmt073461
IRS990/PYSalariesCompEmpBnftPaidAmt0715231
IRS990/PYTotalExpensesAmt02345336
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02418797
IRS990/ReconcilationRevenueExpnssAmt088796
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0208224
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0576039
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0535267
IRS990ScheduleD/BuildingsGrp/BookValueAmt0114784
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0155494
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0270278
IRS990ScheduleD/EndingBalanceAmt0535267
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0513477
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1118986
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2304672
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3646438
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4450000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt5877092
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt614375
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/Amt060550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OLD MAIN HOLDINGS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AMOUNTS ARE HELD FOR MEMBER CHAPTERS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0114784
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02925040
IRS990ScheduleD/TotalLiabilityAmt060550
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/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
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/InvolvedAmt0304672
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt16150
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
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,344,718
Liabilities
$1,175,791
Net assets
$3,168,927
Revenue
$1,428,402
Expenses
$1,339,606
Net income
$88,796
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