Civic Intelligence

Phi Kappa Tau Foundation

990 • Fiscal year 2017 • EIN 31-6024975

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

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

22nd percentile

0.03x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.32x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

19th percentile

$87,332

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

54th percentile

5.6%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

0.9%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$12,808,397

Up $677,823 (+5.6%) from 2016

Net Assets

Up

$12,396,972

Up $664,470 (+5.7%) from 2016

Liabilities

Up

$411,425

Up $13,353 (+3.4%) from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin80th percentile

Revenue

Up

$1,271,315

Up $11,572 (+0.9%) from 2016

Expenses

Down

$981,605

Down $76,163 (-7.2%) from 2016

Net Income

Up

$289,710

Up $87,735 (+43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2017

Assets$12,808,397
Liabilities$411,425
Net Assets$12,396,972
Open 2017 Filing

Operations Trend

Revenue Growth37th 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

2017

Revenue$1,271,315
Expenses$981,605
Net Income$289,710
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.1
Gross Receipts
$1,271,315
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$5,541,903$6,242,033▲ $700,130
Land, Buildings, and Equipment, Net$999,357$945,019▼ $54,338
Savings and Temporary Cash Investments$766,190$483,399▼ $282,791
Pledges and Grants Receivable$134,565$102,068▼ $32,497
Other Notes and Loans Receivable, Net-$10,338-
Prepaid Expenses and Deferred Charges$21,373$3,436▼ $17,937
Total Assets$12,130,574$12,808,397▲ $677,823
Other Assets Total$4,667,186$5,022,104▲ $354,918
Liabilities
Other Liabilities$302,150$321,187▲ $19,037
Escrow Account Liability$59,070$66,290▲ $7,220
Accounts Payable and Accrued Expenses$36,852$23,948▼ $12,904
Total Liabilities$398,072$411,425▲ $13,353
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,986,353$5,344,554▲ $358,201
Unrestricted Net Assets$4,088,981$4,055,135▼ $33,846
Temporarily Rstr Net Assets$2,657,168$2,997,283▲ $340,115
Total Net Assets Fund Balance$11,732,502$12,396,972▲ $664,470
Total Liabilities and Net Assets / Fund Balance$12,130,574$12,808,397▲ $677,823

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$677,315$801,495$1,478,810
Equipment$92,704$191,069$283,773
Land$175,000-$175,000
Other Assets Org$77,988--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,956,828$17,278▲ $330,906$-181,200$4,123,812
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
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonChief ExecutPT$32,000$55,332$87,332

Board Members and Trustees

NameTitle
Richard F MichaelChairman
Gregory HeilmeierVice-chairma
Anthony MarucciTrustee
Barret McgrathTrustee
Cliff UngerTrustee
David RuckmanTrustee
Edwin RosserTrustee
F Harrison GreenTrustee
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
$769,334
Program Service Revenue
$0
Investment Income
$484,876
Other Revenue
$17,105
All Other Contributions
$769,334
Change in Net Assets
$289,710

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,220,442
Revenue Not Reported on Financial Statements
$50,873
Revenue Not Reported on Form 990
$374,761
Total Revenue per Audited Statements
$1,595,203
Total Revenue per Form 990
$1,271,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$379,250
Grants and Similar Amounts Paid$319,252
Salaries, Compensation, and Employee Benefits$216,186
Total Fundraising Expense$179,932
Professional Fundraising Fees$66,917

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$269,461--$269,461
Other Salaries and Wages$9,720$115,964$22,739$148,423
Depreciation Depletion-$70,578-$70,578
Fees for Services Professional Fundraising--$66,917$66,917
Fees for Service Investment Mgmnt Fees$50,873--$50,873
Grants to Domestic Individuals$49,791--$49,791
Occupancy$3,995$28,452$8,228$40,675
Fees for Services Other$5,912$7,500$25,730$39,142
Conferences and Meetings$15,997$16,327$5,775$38,099
Current Officers, Directors, Trustees, and Key Employees$8,733$11,179$15,021$34,933
Office Expenses$21,501$6,593$6,162$34,256
Fees for Services Accounting-$22,753-$22,753
Payroll Taxes$1,488$10,600$3,066$15,154
Other Employee Benefits$1,122$10,793$2,473$14,388
Insurance-$6,876$4,753$11,629
Information Technology-$8,414-$8,414
Other Expenses$2,088$790$2,876$5,754
Travel$402$305$3,986$4,693
Fees for Services Legal-$3,500-$3,500
Pension Plan Contributions$169$2,685$434$3,288
All Other Expenses$264$1,882$544$2,690
Total Functional Expenses$441,516$360,157$179,932$981,605

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$981,605
Expenses per Audited Statements$930,732
Total Expenses per Audited Statements$930,732
Expenses Not Reported on Financial Statements$50,873
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Tau Fraternity ChaptersOxford, OH501c7Education$185,029
Serious Fun Childrens NetworkNew Haven, CT501c3Education$84,432
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$66,917
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Phi Kappa Tau Fraternity$321,187
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
2018-05-08

Organization Details

Principal Officer
W Timothy Hudson
Formed
1945
Legal Domicile
Oh
Voting Board Members
22
Independent Board Members
22
Employees
4

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

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 700 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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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,808,397
Liabilities
$411,425
Net assets
$12,396,972
Revenue
$1,271,315
Expenses
$981,605
Net income
$289,710
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