Civic Intelligence

Phi Kappa Tau Foundation

990 • Fiscal year 2016 • EIN 31-6024975

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

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

21st percentile

0.03x

Higher debt load relative to assets than 21% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.32x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

78th percentile

16%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$93,060

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

25%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$12,130,574

Up $76,995 (+0.6%) from 2015

Net Assets

Down

$11,732,502

Down $87,347 (-0.7%) from 2015

Liabilities

Up

$398,072

Up $164,342 (+70%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin78th percentile

Revenue

Up

$1,259,743

Up $254,637 (+25%) from 2015

Expenses

Up

$1,057,768

Up $68,225 (+6.9%) from 2015

Net Income

Up

$201,975

Up $186,412 (+1198%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2016

Assets$12,130,574
Liabilities$398,072
Net Assets$11,732,502
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

2016

Revenue$1,259,743
Expenses$1,057,768
Net Income$201,975
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$2,713,656
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$5,473,977$5,541,903▲ $67,926
Land, Buildings, and Equipment, Net$978,787$999,357▲ $20,570
Savings and Temporary Cash Investments$480,226$766,190▲ $285,964
Pledges and Grants Receivable$47,377$134,565▲ $87,188
Prepaid Expenses and Deferred Charges$11,589$21,373▲ $9,784
Total Assets$12,053,579$12,130,574▲ $76,995
Other Assets Total$5,061,623$4,667,186▼ $394,437
Liabilities
Other Liabilities$136,369$302,150▲ $165,781
Escrow Account Liability$60,120$59,070▼ $1,050
Accounts Payable and Accrued Expenses$37,241$36,852▼ $389
Total Liabilities$233,730$398,072▲ $164,342
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,285,096$4,986,353▼ $298,743
Unrestricted Net Assets$4,177,631$4,088,981▼ $88,650
Temporarily Rstr Net Assets$2,357,122$2,657,168▲ $300,046
Total Net Assets Fund Balance$11,819,849$11,732,502▼ $87,347
Total Liabilities and Net Assets / Fund Balance$12,053,579$12,130,574▲ $76,995

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$735,252$743,558$1,478,810
Equipment$89,105$178,428$267,533
Land$175,000-$175,000
Other Assets Org$69,494--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,102,103$18,300▲ $49,670$213,245$3,956,828
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
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonChief ExecutFT$36,140$56,920$93,060

Board Members and Trustees

NameTitle
Richard F MichaelChairman
Gregory HeilmeierVice-chairma
Anthony MarucciTrustee
Barret McgrathTrustee
Charles T BallTrustee
Cliff UngerTrustee
David RuckmanTrustee
Edwin RosserTrustee
Green F HarrisonTrustee
Gregory HollenTrustee
Jeffrey HilpretsTrustee
John FriendTrustee
Michael DovillaTrustee
Steve W ChaddickTrustee
Thomas JeswaldTrustee
Warren MattoxTrustee
Wes FugateTrustee
Will S Fischer IiiTrustee
William BraschTrustee
William MacakTrustee
John M GreenSecretary
Brian T HardyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$799,372
Program Service Revenue
$0
Investment Income
$443,822
Other Revenue
$16,549
All Other Contributions
$799,372
Change in Net Assets
$201,975

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,219,704
Revenue Not Reported on Financial Statements
$40,039
Revenue Not Reported on Form 990
$-289,322
Total Revenue per Audited Statements
$930,382
Total Revenue per Form 990
$1,259,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$407,240
Other Expenses$349,685
Salaries, Compensation, and Employee Benefits$276,103
Total Fundraising Expense$152,277
Professional Fundraising Fees$24,740

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$353,791--$353,791
Other Salaries and Wages$39,706$115,431$48,360$203,497
Depreciation Depletion-$66,402-$66,402
Grants to Domestic Individuals$53,449--$53,449
Office Expenses$28,017$1,931$15,123$45,071
Fees for Service Investment Mgmnt Fees$40,039--$40,039
Occupancy$7,278$21,158$8,865$37,301
Current Officers, Directors, Trustees, and Key Employees$7,262$21,115$8,847$37,224
Conferences and Meetings$4,005$17,511$6,694$28,210
Fees for Services Professional Fundraising--$24,740$24,740
Fees for Services Accounting-$22,602-$22,602
Fees for Services Other$398$7,500$13,150$21,048
Payroll Taxes$3,592$10,442$4,376$18,410
Other Employee Benefits$2,469$7,180$3,009$12,658
Insurance-$8,755$3,840$12,595
Information Technology-$11,574-$11,574
Travel$393$1,043$5,950$7,386
Other Expenses$877$2,549$1,068$4,494
Pension Plan Contributions$842$2,447$1,025$4,314
All Other Expenses--$3,017$3,017
Fees for Services Legal-$2,625-$2,625
Total Functional Expenses$545,395$360,096$152,277$1,057,768

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,057,768
Expenses per Audited Statements$1,017,729
Total Expenses per Audited Statements$1,017,729
Expenses Not Reported on Financial Statements$40,039
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Tau Fraternity ChaptersOxford, OH501c7Education$151,823
Serious Fun Childrens NetworkNew Haven, CT501c3Education$101,968
Phi Kappa Tau FraternityOxford, OH501c7Education$100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$24,740
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$1,100
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Phi Kappa Tau Fraternity$302,150
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 prior to filing.”

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

“All members of the board of trustees are required annually to complete the 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 17

“Massachusetts, michigan, minnesota, new jersey, new mexico, new york, north carolina, ohio, oklahoma, oregon, pennsylvania, rhode island, south carolina, tennessee, utah, virginia, washington, west virginia, wisconsin”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and forrm 990 are made available upon request.”

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
W Timothy Hudson
Title
Chief Executive
Signed
2017-05-11

Organization Details

Principal Officer
W Timothy Hudson
Formed
1945
Legal Domicile
Oh
Voting Board Members
23
Independent Board Members
23
Employees
4

Preparer

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

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.”

Raw XML AppendixShowing 400 of 755 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt037241
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt036852
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT THE EDUCATIONAL UNDERTAKINGS OF PHI KAPPA TAU FRATERNITY AND ITS CHAPTERS.
IRS990/AllOtherContributionsAmt0799372
IRS990/AllOtherExpensesGrp/FundraisingAmt03017
IRS990/AllOtherExpensesGrp/TotalAmt03017
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PHI KAPPA TAU FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum05135231778
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05221 MORNING SUN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045045
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt08847
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt021115
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt07262
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt037224
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt06694
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt017511
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04005
IRS990/ConferencesMeetingsGrp/TotalAmt028210
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0799372
IRS990/CYGrantsAndSimilarPaidAmt0407240
IRS990/CYInvestmentIncomeAmt0443822
IRS990/CYOtherExpensesAmt0349685
IRS990/CYOtherRevenueAmt016549
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0201975
IRS990/CYSalariesCompEmpBnftPaidAmt0276103
IRS990/CYTotalExpensesAmt01057768
IRS990/CYTotalFundraisingExpenseAmt0152277
IRS990/CYTotalProfFndrsngExpnsAmt024740
IRS990/CYTotalRevenueAmt01259743
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt066402
IRS990/DepreciationDepletionGrp/TotalAmt066402
IRS990/Desc0FRATERNITY EDUCATIONAL SUPPORT - PROVIDES SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMS OF THE FRATERNITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt060120
IRS990/EscrowAccountLiabilityGrp/EOYAmt059070
IRS990/ExpenseAmt0158410
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022602
IRS990/FeesForServicesAccountingGrp/TotalAmt022602
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02625
IRS990/FeesForServicesLegalGrp/TotalAmt02625
IRS990/FeesForServicesOtherGrp/FundraisingAmt013150
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07500
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0398
IRS990/FeesForServicesOtherGrp/TotalAmt021048
IRS990/FeesForServicesProfFundraising/FundraisingAmt024740
IRS990/FeesForServicesProfFundraising/TotalAmt024740
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt040039
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt040039
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt155.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt165.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt185.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt195.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt205.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt225.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt02710
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0W TIMOTHY HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD F MICHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm2GREGORY HEILMEIER
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN M GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN T HARDY
IRS990/Form990PartVIISectionAGrp/PersonNm5CHARLES T BALL
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM BRASCH
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE W CHADDICK
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL DOVILLA
IRS990/Form990PartVIISectionAGrp/PersonNm9WILL S FISCHER III
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN FRIEND
IRS990/Form990PartVIISectionAGrp/PersonNm11WES FUGATE
IRS990/Form990PartVIISectionAGrp/PersonNm12GREEN F HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm13JEFFREY HILPRETS
IRS990/Form990PartVIISectionAGrp/PersonNm14GREGORY HOLLEN
IRS990/Form990PartVIISectionAGrp/PersonNm15THOMAS JESWALD
IRS990/Form990PartVIISectionAGrp/PersonNm16BARRET MCGRATH
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM MACAK
IRS990/Form990PartVIISectionAGrp/PersonNm18ANTHONY MARUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm19WARREN MATTOX
IRS990/Form990PartVIISectionAGrp/PersonNm20EDWIN ROSSER
IRS990/Form990PartVIISectionAGrp/PersonNm21DAVID RUCKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm22CLIFF UNGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt036140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt054210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-57794
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt0100000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt053449
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt053449
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0353791
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0353791
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01396119
IRS990/GrossReceiptsAmt02713656
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt023
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011574
IRS990/InformationTechnologyGrp/TotalAmt011574
IRS990/InsuranceGrp/FundraisingAmt03840
IRS990/InsuranceGrp/ManagementAndGeneralAmt08755
IRS990/InsuranceGrp/TotalAmt012595
IRS990/InvestmentIncomeGrp/ExclusionAmt0501616
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0501616
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05473977
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05541903
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0921986
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0978787
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0999357
IRS990/LandBldgEquipCostOrOtherBssAmt01921343
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01453913
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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
IRS990/NetAssetsOrFundBalancesBOYAmt011819849
IRS990/NetAssetsOrFundBalancesEOYAmt011732502
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-57794
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-57794
IRS990/NetUnrlzdGainsLossesInvstAmt0-289322
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt08865
IRS990/OccupancyGrp/ManagementAndGeneralAmt021158
IRS990/OccupancyGrp/ProgramServicesAmt07278
IRS990/OccupancyGrp/TotalAmt037301
IRS990/OfficeExpensesGrp/FundraisingAmt015123
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01931
IRS990/OfficeExpensesGrp/ProgramServicesAmt028017
IRS990/OfficeExpensesGrp/TotalAmt045071
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05061623
IRS990/OtherAssetsTotalGrp/EOYAmt04667186
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03009
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07180
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02469
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012658
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3COMMUNICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt02959
IRS990/OtherExpensesGrp/FundraisingAmt11254
IRS990/OtherExpensesGrp/FundraisingAmt21068
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023422
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114798
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21611
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32549
IRS990/OtherExpensesGrp/ProgramServicesAmt03277
IRS990/OtherExpensesGrp/ProgramServicesAmt1877
IRS990/OtherExpensesGrp/TotalAmt026381
IRS990/OtherExpensesGrp/TotalAmt114798
IRS990/OtherExpensesGrp/TotalAmt26142
IRS990/OtherExpensesGrp/TotalAmt34494
IRS990/OtherLiabilitiesGrp/BOYAmt0136369
IRS990/OtherLiabilitiesGrp/EOYAmt0302150
IRS990/OtherRevenueMiscGrp/Desc0COST SHARING REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016549
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016549
IRS990/OtherRevenueTotalAmt016549
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt048360
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0115431
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt039706
IRS990/OtherSalariesAndWagesGrp/TotalAmt0203497
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04376
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010442
IRS990/PayrollTaxesGrp/ProgramServicesAmt03592
IRS990/PayrollTaxesGrp/TotalAmt018410
IRS990/PensionPlanContributionsGrp/FundraisingAmt01025
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02447
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0842
IRS990/PensionPlanContributionsGrp/TotalAmt04314
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05285096
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04986353
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt047377
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0134565
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011589
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021373
IRS990/PrincipalOfficerNm0W TIMOTHY HUDSON
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - PROVIDES FUNDS FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO PHI KAPPA TAU UNDERGRADUATES AND ALUMNI.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0277433
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0197688
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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0109552
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0109552
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0499931
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0370320
IRS990/PYInvestmentIncomeAmt0488531
IRS990/PYOtherExpensesAmt0335375
IRS990/PYOtherRevenueAmt016644
IRS990/PYRevenuesLessExpensesAmt015563
IRS990/PYSalariesCompEmpBnftPaidAmt0267327
IRS990/PYTotalExpensesAmt0989543
IRS990/PYTotalProfFndrsngExpnsAmt016521
IRS990/PYTotalRevenueAmt01005106
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0201975

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,130,574
Liabilities
$398,072
Net assets
$11,732,502
Revenue
$1,259,743
Expenses
$1,057,768
Net income
$201,975
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