Civic Intelligence

Phi Kappa Tau Foundation

990 • Fiscal year 2015 • EIN 31-6024975

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization ProfileWWW.PHIKAPPATAU.ORG
5221 Morning Sun RoadOxford, OH 45045

(513) 523-1778

Siviq Scores

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

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.23x

Higher debt load relative to revenue than 48% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

44th percentile

1.5%

Higher net margin than 44% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$95,386

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / Assets17th percentile

Assets

$12,053,579

No earlier filing loaded for comparison.

Net Assets

$11,819,849

No earlier filing loaded for comparison.

Liabilities

$233,730

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin44th percentile

Revenue

$1,005,106

No earlier filing loaded for comparison.

Expenses

$989,543

No earlier filing loaded for comparison.

Net Income

$15,563

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2015: $12,053,579Liabilities 2015: $233,730Net Assets 2015: $11,819,8492015Assets 2016: $12,130,574Liabilities 2016: $398,072Net Assets 2016: $11,732,5022016Assets 2017: $12,808,397Liabilities 2017: $411,425Net Assets 2017: $12,396,9722017Assets 2018: $13,425,822Liabilities 2018: $308,524Net Assets 2018: $13,117,2982018Assets 2019: $13,784,075Liabilities 2019: $155,183Net Assets 2019: $13,628,8922019Assets 2020: $14,540,736Liabilities 2020: $693,257Net Assets 2020: $13,847,4792020Assets 2021: $17,161,276Liabilities 2021: $784,329Net Assets 2021: $16,376,9472021Assets 2022: $15,957,307Liabilities 2022: $776,907Net Assets 2022: $15,180,4002022Assets 2023: $16,551,673Liabilities 2023: $441,563Net Assets 2023: $16,110,1102023Assets 2024: $17,763,304Liabilities 2024: $431,454Net Assets 2024: $17,331,8502024

Highlighted filing

2015

Assets$12,053,579
Liabilities$233,730
Net Assets$11,819,849
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2015: $1,005,106Expenses 2015: $989,543Net Income 2015: $15,5632015Revenue 2016: $1,259,743Expenses 2016: $1,057,768Net Income 2016: $201,9752016Revenue 2017: $1,271,315Expenses 2017: $981,605Net Income 2017: $289,7102017Revenue 2018: $1,485,132Expenses 2018: $955,167Net Income 2018: $529,9652018Revenue 2019: $1,943,488Expenses 2019: $992,192Net Income 2019: $951,2962019Revenue 2020: $2,629,184Expenses 2020: $1,823,543Net Income 2020: $805,6412020Revenue 2021: $3,611,690Expenses 2021: $1,082,222Net Income 2021: $2,529,4682021Revenue 2022: $1,913,729Expenses 2022: $674,547Net Income 2022: $1,239,1822022Revenue 2023: $2,809,805Expenses 2023: $1,750,924Net Income 2023: $1,058,8812023Revenue 2024: $1,739,707Expenses 2024: $1,561,844Net Income 2024: $177,8632024

Highlighted filing

2015

Revenue$1,005,106
Expenses$989,543
Net Income$15,563
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$1,753,103
Mission and Program Overview

Mission

To support the educational undertakings of phi kappa tau fraternity and its chapters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,174,889$5,473,977▲ $299,088
Land, Buildings, and Equipment, Net$1,028,829$978,787▼ $50,042
Savings and Temporary Cash Investments$482,850$480,226▼ $2,624
Pledges and Grants Receivable$46,142$47,377▲ $1,235
Prepaid Expenses and Deferred Charges$20,368$11,589▼ $8,779
Total Assets$12,322,902$12,053,579▼ $269,323
Other Assets Total$5,569,824$5,061,623▼ $508,201
Liabilities
Other Liabilities$99,405$136,369▲ $36,964
Escrow Account Liability$61,229$60,120▼ $1,109
Accounts Payable and Accrued Expenses$40,974$37,241▼ $3,733
Total Liabilities$201,608$233,730▲ $32,122
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,524,857$5,285,096▼ $239,761
Unrestricted Net Assets$4,419,090$4,177,631▼ $241,459
Temporarily Rstr Net Assets$2,177,347$2,357,122▲ $179,775
Total Net Assets Fund Balance$12,121,294$11,819,849▼ $301,445
Total Liabilities and Net Assets / Fund Balance$12,322,902$12,053,579▼ $269,323

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$789,241$684,024$1,473,265
Equipment$14,546$171,561$186,107
Land$175,000-$175,000
Other Assets Org$70,729--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,234,450$-74,465▲ $82,243$140,125$4,102,103
2013$3,666,540$178,155▲ $504,132$93,377$4,234,450
2012$2,656,740$854,988▲ $273,654$91,842$3,666,540
2011$2,992,204$4,039▲ $13,371$331,074$2,656,740
2010$2,524,360$6,398▲ $617,211$135,365$2,992,204
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonChief ExecutFT$35,626$59,760$95,386

Board Members and Trustees

NameTitle
Richard F MichaelChairman
Gregory HeilmeierVice-chairma
Bill S Fischer IiiTrustee
Charles T BallTrustee
Cliff UngerTrustee
Edwin RosserTrustee
F Harrison GreenTrustee
Jeffrey RivardTrustee
John FriendTrustee
Reza HashampourTrustee
Scott StewartTrustee
Steve W ChaddickTrustee
Thomas JeswaldTrustee
Warren MattoxTrustee
Wes FugateTrustee
John M GreenSecretary
Brian T HardyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$499,931
Program Service Revenue
$0
Investment Income
$488,531
Other Revenue
$16,644
All Other Contributions
$499,931
Change in Net Assets
$15,563

Audited Revenue Reconciliation

Revenue per Audited Statements
$950,807
Revenue Not Reported on Financial Statements
$54,299
Revenue Not Reported on Form 990
$-317,008
Total Revenue per Audited Statements
$633,799
Total Revenue per Form 990
$1,005,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$370,320
Other Expenses$335,375
Salaries, Compensation, and Employee Benefits$267,327
Total Fundraising Expense$119,992
Professional Fundraising Fees$16,521

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$304,048--$304,048
Other Salaries and Wages$54,174$102,011$34,903$191,088
Grants to Domestic Individuals$66,272--$66,272
Depreciation Depletion-$63,353-$63,353
Fees for Service Investment Mgmnt Fees$54,299--$54,299
Conferences and Meetings$22,389$13,440$4,604$40,433
Current Officers, Directors, Trustees, and Key Employees$12,286$2,022$23,846$38,154
Occupancy$10,899$17,251$9,492$37,642
Fees for Services Accounting-$19,909-$19,909
Information Technology$1,394$14,875$2,695$18,964
Payroll Taxes$5,070$8,025$4,416$17,511
Other Employee Benefits$4,924$8,461$3,786$17,171
Fees for Services Professional Fundraising--$16,521$16,521
Insurance-$12,251$3,840$16,091
Office Expenses$6,021$4,849$4,990$15,860
Fees for Services Other$1,968$789$3,805$6,562
Travel$2,252$675$2,481$5,408
Pension Plan Contributions$952$1,992$459$3,403
Other Expenses$1,825$1,310$1,105$3,135
Fees for Services Legal-$300-$300
All Other Expenses--$109$109
Total Functional Expenses$550,042$319,509$119,992$989,543

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$989,543
Expenses per Audited Statements$935,244
Total Expenses per Audited Statements$935,244
Expenses Not Reported on Financial Statements$54,299
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Tau FraternityOxford, OH501c7Education$125,000
Phi Kappa Tau Fraternity ChaptersOxford, OH501c7Education$117,882
Serious Fun Childrens NetworkNew Haven, CT501c3Education$61,166
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$16,521
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-TrusteeTax & Accounting SerNo$1,122
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Phi Kappa Tau Fraternity$136,369
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The prepared form 990 is reviewed for accuracy and completeness by the treasurer of the board and the chief executive officer propr to filing.”

Form 990, Page 6, Part VI, Line 12C

“All members of the board of trustees are required annually to complete teh conflict of interest policy form and submit it to the ceo and board chair. The ceo and board chair review the forms and determine if any conficts exist.”

Form 990, Page 6, Part VI, Line 15A

“A committee of the board performs an annual performance review of the ceo. The committee utilizes information from not-for-profit resarch organizations, information from their respective employment experience, and information from other not-for-profit boards on which they serve to evaluate the ceo's compensation. A similar process is performed to evaluate the compensation of key empployees.”

Form 990, Page 6, Part VI, Line 15B

“Same process as above but conducted by ceo.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau Foundation
EIN
31-6024975
Address
5221 MORNING SUN ROAD, OXFORD, OH 45045

Signing Officer

Name
Tim Hudson
Title
CEO
Signed
2016-05-13

Organization Details

Principal Officer
Tim Hudson
Formed
1945
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
50

Preparer

Firm
Medwig & Co
Address
401 WOOD ST STE 1000, PITTSBURGH, PA 15222
Preparer
Brian T Hardy
Phone
4125629061
Supplemental Narrative

Additional Explanations

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

“????????????????????”

Financial Statement Notes

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

“The foundation administers a charitable trust fund held at fifth-third bank for which it is a beneficiary along with other not-for-profit organizations.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/InformationTechnologyGrp/TotalAmt018964
IRS990/InsuranceGrp/FundraisingAmt03840
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IRS990/LobbyingActivitiesInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE EDUCATIONAL UNDERTAKINGS OF PHI KAPPA TAU FRATERNITY AND ITS CHAPTERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/OccupancyGrp/ManagementAndGeneralAmt017251
IRS990/OccupancyGrp/ProgramServicesAmt010899
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IRS990/OfficeExpensesGrp/FundraisingAmt04990
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IRS990/OfficeExpensesGrp/ProgramServicesAmt06021
IRS990/OfficeExpensesGrp/TotalAmt015860
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03786
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04924
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017171
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IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
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IRS990/OtherExpensesGrp/FundraisingAmt11105
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025859
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22009
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31310
IRS990/OtherExpensesGrp/ProgramServicesAmt01269
IRS990/OtherExpensesGrp/ProgramServicesAmt11825
IRS990/OtherExpensesGrp/TotalAmt025859
IRS990/OtherExpensesGrp/TotalAmt123068
IRS990/OtherExpensesGrp/TotalAmt24383
IRS990/OtherExpensesGrp/TotalAmt33135
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IRS990/OtherRevenueTotalAmt016644
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0191088
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04416
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08025
IRS990/PayrollTaxesGrp/ProgramServicesAmt05070
IRS990/PayrollTaxesGrp/TotalAmt017511
IRS990/PensionPlanContributionsGrp/FundraisingAmt0459
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01992
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IRS990/PensionPlanContributionsGrp/TotalAmt03403
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05285096
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt047377
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020368
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IRS990/PrincipalOfficerNm0TIM HUDSON
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - PROVIDES FUNDS FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO PHI KAPPA TAU UNDERGRADUATES AND ALUMNI.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0164327
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANTS TO CAMPS SERVING CHILDREN WITH CANCER AND OTHER LIFE-THREATENING ILLNESSES INCLUDING TRAVEL REIMBURSEMENT OF MEMBERS WHO VOLUNTEER AT ONE OF THE CAMPS.
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0318610
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0388335
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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,053,579
Liabilities
$233,730
Net assets
$11,819,849
Revenue
$1,005,106
Expenses
$989,543
Net income
$15,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.8$0.43$17.3$1.74$1.56$0.18
2023Detailed filing. Detailed filing data is available for this year.$16.6$0.44$16.1$2.81$1.75$1.06
2022Detailed filing. Detailed filing data is available for this year.$16.0$0.78$15.2$1.91$0.67$1.24
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.78$16.4$3.61$1.08$2.53
2020Detailed filing. Detailed filing data is available for this year.$14.5$0.69$13.8$2.63$1.82$0.81
2019Detailed filing. Detailed filing data is available for this year.$13.8$0.16$13.6$1.94$0.99$0.95
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.31$13.1$1.49$0.96$0.53
2017Detailed filing. Detailed filing data is available for this year.$12.8$0.41$12.4$1.27$0.98$0.29
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.40$11.7$1.26$1.06$0.20
2015Detailed filing. Detailed filing data is available for this year.$12.1$0.23$11.8$1.01$0.99$0.02