Civic Intelligence

Phi Kappa Tau Foundation

990 • Fiscal year 2018 • EIN 31-6024975

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

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

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

48th percentile

0.21x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$117,295

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

61st percentile

4.8%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,425,822

Up $617,425 (+4.8%) from 2017

Net Assets

Up

$13,117,298

Up $720,326 (+5.8%) from 2017

Liabilities

Down

$308,524

Down $102,901 (-25%) from 2017

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin86th percentile

Revenue

Up

$1,485,132

Up $213,817 (+17%) from 2017

Expenses

Down

$955,167

Down $26,438 (-2.7%) from 2017

Net Income

Up

$529,965

Up $240,255 (+83%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2018

Assets$13,425,822
Liabilities$308,524
Net Assets$13,117,298
Open 2018 Filing

Operations Trend

Revenue Growth75th 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

2018

Revenue$1,485,132
Expenses$955,167
Net Income$529,965
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$2,125,991
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$6,242,033$6,856,643▲ $614,610
Land, Buildings, and Equipment, Net$945,019$874,426▼ $70,593
Savings and Temporary Cash Investments$483,399$398,047▼ $85,352
Pledges and Grants Receivable$102,068$82,146▼ $19,922
Other Notes and Loans Receivable, Net$10,338--
Prepaid Expenses and Deferred Charges$3,436$730▼ $2,706
Total Assets$12,808,397$13,425,822▲ $617,425
Other Assets Total$5,022,104$5,213,830▲ $191,726
Liabilities
Other Liabilities$321,187$214,937▼ $106,250
Escrow Account Liability$66,290$70,260▲ $3,970
Accounts Payable and Accrued Expenses$23,948$23,327▼ $621
Total Liabilities$411,425$308,524▼ $102,901
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,344,554$5,486,554▲ $142,000
Unrestricted Net Assets$4,055,135$4,280,922▲ $225,787
Temporarily Rstr Net Assets$2,997,283$3,349,822▲ $352,539
Total Net Assets Fund Balance$12,396,972$13,117,298▲ $720,326
Total Liabilities and Net Assets / Fund Balance$12,808,397$13,425,822▲ $617,425

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$619,811$858,999$1,478,810
Equipment$79,615$204,158$283,773
Land$175,000-$175,000
Other Assets Org$82,659--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,123,812$50,000▲ $229,975$-148,629$4,264,694
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
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonChief ExecutPT$43,030$74,265$117,295

Board Members and Trustees

NameTitle
Richard F MichaelChairman
Gregory HeilmeierVice-chairma
Cliff UngerTrustee
David RuckmanTrustee
Edwin RosserTrustee
F Harrison GreenTrustee
Jeffrey HilpretsTrustee
John FriendTrustee
Michael DovillaTrustee
Steve W ChaddickTrustee
Thomas JeswaldTrustee
Warren MattoxTrustee
Wes FugateTrustee
Will S Fischer IiiTrustee
William BraschTrustee
Brian T HardyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$903,813
Program Service Revenue
$0
Investment Income
$564,156
Other Revenue
$17,163
All Other Contributions
$903,813
Change in Net Assets
$529,965

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,441,786
Revenue Not Reported on Financial Statements
$43,346
Revenue Not Reported on Form 990
$190,361
Total Revenue per Audited Statements
$1,632,147
Total Revenue per Form 990
$1,485,132
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$371,230
Other Expenses$289,233
Salaries, Compensation, and Employee Benefits$248,702
Total Fundraising Expense$169,244
Professional Fundraising Fees$46,002

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$334,960--$334,960
Other Salaries and Wages$4,014$114,953$42,644$161,611
Depreciation Depletion-$70,593-$70,593
Current Officers, Directors, Trustees, and Key Employees$8,444$18,765$19,703$46,912
Fees for Services Professional Fundraising--$46,002$46,002
Fees for Service Investment Mgmnt Fees$43,343--$43,343
Occupancy$2,186$24,575$11,290$38,051
Grants to Domestic Individuals$36,270--$36,270
Fees for Services Accounting-$24,207-$24,207
Other Employee Benefits$800$12,494$5,229$18,523
Payroll Taxes$968$10,878$4,997$16,843
Conferences and Meetings$2,161$10,156$863$13,180
Fees for Services Legal-$525$11,186$11,711
Office Expenses$5,305$760$4,275$10,340
Insurance-$1,742$5,579$7,321
Fees for Services Other$5,842-$299$6,141
Information Technology-$5,121-$5,121
Other Expenses$1,562$583$2,763$4,908
Pension Plan Contributions$65$3,532$1,216$4,813
Travel-$66$2,403$2,469
All Other Expenses$134$1,503$460$2,097
Total Functional Expenses$450,485$335,438$169,244$955,167

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$955,167
Expenses per Audited Statements$911,821
Total Expenses per Audited Statements$911,821
Expenses Not Reported on Financial Statements$43,346
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Tau Fraternity ChaptersOxford, OH501c7Education$240,292
Serious Fun Childrens NetworkNew Haven, CT501c3Education$93,768
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$46,002
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
Hardy Co LLCTrusteeTax & Accounting SerNo$1,100
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Phi Kappa Tau Fraternity$214,937
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
2019-05-10

Organization Details

Principal Officer
W Timothy Hudson
Formed
1945
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Hardy & Co LLC
Address
2378 FERGUSON RD, ALLISON PARK, PA 15101-3550
Preparer
Brian T Hardy
Phone
4125629061
Supplemental Narrative

Additional Explanations

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

“Grant to sponsor improvements to local hospital and donation of painting to member organization.”

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.”

Schedule D, Page 2, Part V, Line 4

“Operations, education and scholarship.”

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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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IRS990/MissionDesc0TO SUPPORT THE EDUCATIONAL UNDERTAKINGS OF PHI KAPPA TAU FRATERNITY AND ITS CHAPTERS.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt05305
IRS990/OfficeExpensesGrp/TotalAmt010340
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IRS990/OtherExpensesGrp/FundraisingAmt22763
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010878
IRS990/PayrollTaxesGrp/ProgramServicesAmt0968
IRS990/PayrollTaxesGrp/TotalAmt016843
IRS990/PensionPlanContributionsGrp/FundraisingAmt01216
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03532
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IRS990/PensionPlanContributionsGrp/TotalAmt04813
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0730
IRS990/PrincipalOfficerNm0W TIMOTHY 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/GrantAmt0274292
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/ProgSrvcAccomActy3Grp/GrantAmt096038
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANT TO SPONSOR IMPROVEMENTS TO LOCAL HOSPITAL AND DONATION OF PAINTING TO MEMBER ORGANIZATION.
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IRS990/ReportLandBuildingEquipmentInd0true
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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,425,822
Liabilities
$308,524
Net assets
$13,117,298
Revenue
$1,485,132
Expenses
$955,167
Net income
$529,965
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