Civic Intelligence

Phi Kappa Tau Fraternity Beta Chapter

990 • Fiscal year 2018 • EIN 31-4279760

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

PO Box 307434Gahanna, OH 43230

(740) 593-3388

Siviq Scores

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

Liabilities / Assets

71st percentile

0.50x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

4.16x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

45%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$1,215,197

No earlier filing loaded for comparison.

Net Assets

$612,256

No earlier filing loaded for comparison.

Liabilities

$602,941

No earlier filing loaded for comparison.

Revenue

$144,868

No earlier filing loaded for comparison.

Expenses

$79,747

No earlier filing loaded for comparison.

Net Income

$65,121

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2018: $1,215,197Liabilities 2018: $602,941Net Assets 2018: $612,2562018Assets 2019: $1,193,622Liabilities 2019: $623,795Net Assets 2019: $569,8272019Assets 2020: $1,197,008Liabilities 2020: $607,215Net Assets 2020: $589,7932020Assets 2022: $1,076,723Liabilities 2022: $467,564Net Assets 2022: $609,1592022Assets 2024: $988,510Liabilities 2024: $428,059Net Assets 2024: $560,4512024Assets 2025: $968,616Liabilities 2025: $390,917Net Assets 2025: $577,6992025

Highlighted filing

2018

Assets$1,215,197
Liabilities$602,941
Net Assets$612,256

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $144,868Expenses 2018: $79,747Net Income 2018: $65,1212018Revenue 2019: $215,830Expenses 2019: $135,519Net Income 2019: $80,3112019Revenue 2020: $152,337Expenses 2020: $132,193Net Income 2020: $20,1442020Revenue 2022: $138,278Expenses 2022: $146,028Net Income 2022: -$7,7502022Revenue 2024: $120,612Expenses 2024: $120,708Net Income 2024: -$962024Revenue 2025: $149,156Expenses 2025: $131,908Net Income 2025: $17,2482025

Highlighted filing

2018

Revenue$144,868
Expenses$79,747
Net Income$65,121
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$144,868
Mission and Program Overview

Mission

Social & philanthropic fraternity.

FRATERNAL ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$342,600$1,053,391▲ $710,791
Cash and Non-Interest-Bearing Accounts$166,330$161,806▼ $4,524
Total Assets$547,135$1,215,197▲ $668,062
Other Assets Total$38,205--
Liabilities
Mortgage Notes Payable Secured by Investment Property-$602,941-
Total Liabilities$0$602,941▲ $602,941
Net Assets / Fund Balance
Unrestricted Net Assets$411,189$491,733▲ $80,544
Temporarily Rstr Net Assets$135,946$120,523▼ $15,423
Total Net Assets Fund Balance$547,135$612,256▲ $65,121
Total Liabilities and Net Assets / Fund Balance$547,135$1,215,197▲ $668,062

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,053,391--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark KirkendallPresident
Chris PettitTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$87,128
Program Service Revenue
$57,740
Investment Income
$0
Other Revenue
$0
All Other Contributions
$87,128
Change in Net Assets
$65,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,747
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$27,292
Occupancy---$24,424
Interest---$11,157
Insurance---$9,366
Fees for Services Legal---$2,145
Conferences and Meetings---$475
Other Expenses---$262
Office Expenses---$221
All Other Expenses---$215
Total Functional Expenses$0$0$0$79,747
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau Fraternity Beta Chptr
EIN
31-4279760
Phone
7405933388
Address
PO BOX 307434, GAHANNA, OH 43230

Signing Officer

Name
Mark Kirkendall
Title
President
Phone
7405933388
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Kirkendall
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Howell Associates
Address
501 W SCHROCK RD STE 202, WESTERVILLE, OH 43081-8106
Preparer
Craig Howell CPA
Phone
6143922182
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Support of fraternal organization.

Raw XML Appendix242 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FRATERNAL ORGANIZATION
IRS990/AllOtherContributionsAmt087128
IRS990/AllOtherExpensesGrp/TotalAmt0215
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0MARK KIRKENDALL
IRS990/BooksInCareOfDetail/PhoneNum07405933388
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01257 JACKSON HOLE DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0BLACKLICK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043004
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0475
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt079747
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt057740
IRS990/CYRevenuesLessExpensesAmt065121
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt079747
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0144868
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORT FRATERNAL ORGANIZATION
IRS990/DescribedInSection501c3Ind0false
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IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0144868
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InsuranceGrp/TotalAmt09366
IRS990/InterestGrp/TotalAmt011157
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0342600
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01053391
IRS990/LandBldgEquipCostOrOtherBssAmt01053391
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FRATERNAL ORGANIZATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0602941
IRS990/NetAssetsOrFundBalancesBOYAmt0547135
IRS990/NetAssetsOrFundBalancesEOYAmt0612256
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt024424
IRS990/OfficeExpensesGrp/TotalAmt0221
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt038205
IRS990/OtherExpensesGrp/Desc0UNDERGRAD ACTIVITIES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2TAX & LICENSE
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSE
IRS990/OtherExpensesGrp/TotalAmt03528
IRS990/OtherExpensesGrp/TotalAmt1332
IRS990/OtherExpensesGrp/TotalAmt2330
IRS990/OtherExpensesGrp/TotalAmt3262
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt027292
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARK KIRKENDALL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt057740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt057740
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT OF FRATERNAL ORGANIZATION.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt037995
IRS990/PYContributionsGrantsAmt0135946
IRS990/PYOtherExpensesAmt028772
IRS990/PYRevenuesLessExpensesAmt064598
IRS990/PYSalariesCompEmpBnftPaidAmt04581
IRS990/PYTotalExpensesAmt071348
IRS990/PYTotalRevenueAmt0135946
IRS990/ReconcilationRevenueExpnssAmt065121
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01053391
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt01053391
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01053391
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT OF FRATERNAL ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/VotingMembersGoverningBodyCnt02
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/FilingSecurityInformation/IPTm015:49:32
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
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ReturnHeader/ReturnTs02018-11-15T16:49:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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