Civic Intelligence

Phi Kappa Tau Fraternity

990 • Fiscal year 2023 • EIN 31-0406478

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileWWW.PHIKAPPATAU.ORG
5221 Morning Sun RoadOxford, OH 45056

(513) 523-4193

Siviq Scores

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

Liabilities / Assets

66th percentile

0.32x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.71x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Net Margin

17th percentile

-8.4%

Higher net margin than 17% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

85th percentile

$35,521

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Asset Growth

21st percentile

-3.5%

Faster asset growth than 21% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

1.6%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$4,195,963

Down $151,591 (-3.5%) from 2022

Net Assets

Down

$2,858,576

Down $159,645 (-5.3%) from 2022

Liabilities

Up

$1,337,387

Up $8,054 (+0.6%) from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin17th percentile

Revenue

Up

$1,891,353

Up $29,220 (+1.6%) from 2022

Expenses

Up

$2,050,531

Up $116,842 (+6.0%) from 2022

Net Income

Down

-$159,178

Down $87,622 (-122%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2023

Assets$4,195,963
Liabilities$1,337,387
Net Assets$2,858,576
Open 2023 Filing

Operations Trend

Revenue Growth34th 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

2023

Revenue$1,891,353
Expenses$2,050,531
Net Income-$159,178
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$1,891,353
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$429,711$535,454▲ $105,743
Prepaid Expenses and Deferred Charges$54,883$270,482▲ $215,599
Accounts Receivable$78,107$260,107▲ $182,000
Investments in Publicly Traded Securities$185,324$199,131▲ $13,807
Other Notes and Loans Receivable, Net$195,550$181,756▼ $13,794
Land, Buildings, and Equipment, Net$114,195$144,799▲ $30,604
Total Assets$4,347,554$4,195,963▼ $151,591
Other Assets Total$3,289,784$2,604,234▼ $685,550
Liabilities
Escrow Account Liability$527,315$481,526▼ $45,789
Deferred Revenue$221,150$309,500▲ $88,350
Mortgage Notes Payable Secured by Investment Property$305,288$281,661▼ $23,627
Accounts Payable and Accrued Expenses$207,264$187,473▼ $19,791
Other Liabilities$68,316$77,227▲ $8,911
Total Liabilities$1,329,333$1,337,387▲ $8,054
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,018,221$2,858,576▼ $159,645
Total Net Assets Fund Balance$3,018,221$2,858,576▼ $159,645
Total Liabilities and Net Assets / Fund Balance$4,347,554$4,195,963▼ $151,591

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$126,272$153,042$279,314
Equipment$18,527$18,503$37,030
Other Assets Org$51,933--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew ArnoldCEOFT$35,521$35,521

Board Members and Trustees

NameTitle
Allyn ShawNational COU
Jeffery HilpertsNational COU
Jon HaysNational COU
Michael FrenchNational COU
Michael LummusNational COU
Raymond CarlosNational COU
Ricky BaileyNational COU
Warren MattoxNational COU
Dale HollandNational Pre
Barry MaskNational VP
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,873,595
Investment Income
$17,758
Other Revenue
$0
Change in Net Assets
$-159,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,391,259
Salaries, Compensation, and Employee Benefits$659,272
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$516,841
Insurance---$480,398
Travel---$281,641
Information Technology---$98,936
Conferences and Meetings---$94,257
All Other Expenses---$76,452
Fees for Services Other---$66,005
Other Employee Benefits---$53,972
Fees for Services Accounting---$52,725
Payroll Taxes---$46,685
Fees for Services Legal---$43,830
Current Officers, Directors, Trustees, and Key Employees---$35,521
Occupancy---$31,375
Other Expenses---$22,966
Interest---$13,045
Depreciation Depletion---$8,502
Pension Plan Contributions---$6,253
Office Expenses---$5,406
Fees for Service Investment Mgmnt Fees---$1,016
Total Functional Expenses$0$0$0$2,050,531
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$77,227
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, 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 the ceo and the national council finance & audit committee”

Form 990, Page 6, Part VI, 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 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 public 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 45056

Signing Officer

Name
Matthew Arnold
Title
CEO
Phone
5135234193
Signed
2024-05-14

Organization Details

Principal Officer
Matthew Arnold
Formed
1906
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
500

Preparer

Firm
Kirsch CPA Group LLC
Address
2 S THIRD STREET SUITE 400, HAMILTON, OH 45011
Preparer
Jill Frieden
Phone
5138586040
Supplemental Narrative

Financial Statement Notes

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

“Amounts are held for member chapters.”

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IRS990/PensionPlanContributionsGrp/TotalAmt06253
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt054883
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0270482
IRS990/PrincipalOfficerNm0MATTHEW ARNOLD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1LIABILITY INSURANCE PROGRAM F
IRS990/ProgramServiceRevenueGrp/Desc2REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc3HOUSING FUND FEES
IRS990/ProgramServiceRevenueGrp/Desc4COMMISSION ON SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0900389
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1774275
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt292155
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt361920
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt431662
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0900389
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1774275
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt292155
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt361920
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt431662
IRS990/ProgSrvcAccomActy2Grp/Desc0CHAPTER DEVELOPMENT
IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP ACADEMY
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt024128
IRS990/PYOtherExpensesAmt01443667
IRS990/PYProgramServiceRevenueAmt01838005
IRS990/PYRevenuesLessExpensesAmt0-71556
IRS990/PYSalariesCompEmpBnftPaidAmt0490022
IRS990/PYTotalExpensesAmt01933689
IRS990/PYTotalRevenueAmt01862133
IRS990/ReconcilationRevenueExpnssAmt0-159178
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0126272
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0153042
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0279314
IRS990ScheduleD/EquipmentGrp/BookValueAmt018527
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018503
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037030
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01022969
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1481526
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2370879
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3323941
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4234000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt5118986
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt651933
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BOARD DESIGNATED CASH - INSURANCE FD
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1AMOUNTS HELD FOR CHAPTERS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM PHI KAPPA TAU PROPERTIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DUE FROM PHI KAPPA TAU FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4MISCELLANEOUS RECEIVABLES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5INVESTMENT IN FRMT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc6BOARD DESIGNATED CASH - HOUSING FD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt077227
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OLD MAIN HOLDINGS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AMOUNTS ARE HELD FOR MEMBER CHAPTERS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0144799
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02604234
IRS990ScheduleD/TotalLiabilityAmt077227
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 THE CEO AND THE NATIONAL COUNCIL FINANCE & AUDIT COMMITTEE
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 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 PUBLIC 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/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0370878
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt110800
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2306111
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3323941
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0YEAR-END BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3YEAR-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/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3D
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04347554
IRS990/TotalAssetsEOYAmt04195963
IRS990/TotalAssetsGrp/BOYAmt04347554
IRS990/TotalAssetsGrp/EOYAmt04195963
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,195,963
Liabilities
$1,337,387
Net assets
$2,858,576
Revenue
$1,891,353
Expenses
$2,050,531
Net income
-$159,178
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