Civic Intelligence

Phi Kappa Tau Foundation

990 • Fiscal year 2019 • EIN 31-6024975

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

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

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.08x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$126,989

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

46th percentile

2.7%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

31%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$13,784,075

Up $358,253 (+2.7%) from 2018

Net Assets

Up

$13,628,892

Up $511,594 (+3.9%) from 2018

Liabilities

Down

$155,183

Down $153,341 (-50%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin91st percentile

Revenue

Up

$1,943,488

Up $458,356 (+31%) from 2018

Expenses

Up

$992,192

Up $37,025 (+3.9%) from 2018

Net Income

Up

$951,296

Up $421,331 (+80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2019

Assets$13,784,075
Liabilities$155,183
Net Assets$13,628,892
Open 2019 Filing

Operations Trend

Revenue Growth85th 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

2019

Revenue$1,943,488
Expenses$992,192
Net Income$951,296
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$1,943,488
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$6,856,643$7,303,115▲ $446,472
Land, Buildings, and Equipment, Net$874,426$805,208▼ $69,218
Savings and Temporary Cash Investments$398,047$565,013▲ $166,966
Pledges and Grants Receivable$82,146$56,608▼ $25,538
Prepaid Expenses and Deferred Charges$730$754▲ $24
Total Assets$13,425,822$13,784,075▲ $358,253
Other Assets Total$5,213,830$5,053,377▼ $160,453
Liabilities
Escrow Account Liability$70,260$70,029▼ $231
Other Liabilities$214,937$54,080▼ $160,857
Accounts Payable and Accrued Expenses$23,327$31,074▲ $7,747
Total Liabilities$308,524$155,183▼ $153,341
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,486,554$5,677,356▲ $190,802
Unrestricted Net Assets$4,280,922$4,792,516▲ $511,594
Temporarily Rstr Net Assets$3,349,822$3,159,020▼ $190,802
Total Net Assets Fund Balance$13,117,298$13,628,892▲ $511,594
Total Liabilities and Net Assets / Fund Balance$13,425,822$13,784,075▲ $358,253

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$563,557$915,253$1,478,810
Equipment$66,651$120,221$186,872
Land$175,000-$175,000
Other Assets Org$25,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$4,264,694-▲ $413,463$-238,223$4,439,934
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
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonChief ExecutFT$49,900$77,089$126,989

Board Members and Trustees

NameTitle
Wes FugateChairman
F Harrison GreenVice-chairma
Cliff UngerTrustee
Dale HolandTrustee
David RuckmanTrustee
Edwin RosserTrustee
Gary RyanTrustee
Jeffrey HilpretsTrustee
Robert ReeseTrustee
Stephen MarinoTrustee
Steve W ChaddickTrustee
Thomas JeswaldTrustee
Warren MattoxTrustee
Will S Fischer IiiTrustee
William BraschTrustee
Brian T HardyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$842,573
Program Service Revenue
$17,238
Investment Income
$1,083,677
Other Revenue
$0
All Other Contributions
$842,573
Change in Net Assets
$951,296

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,890,055
Revenue Not Reported on Financial Statements
$53,433
Total Revenue per Audited Statements
$1,890,055
Total Revenue per Form 990
$1,943,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$380,107
Other Expenses$348,719
Salaries, Compensation, and Employee Benefits$227,119
Total Fundraising Expense$159,515
Professional Fundraising Fees$36,247

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$339,196--$339,196
Other Salaries and Wages$24,804$89,177$24,027$138,008
Depreciation Depletion-$69,219-$69,219
Current Officers, Directors, Trustees, and Key Employees$10,004$22,232$23,344$55,580
Fees for Service Investment Mgmnt Fees$53,433--$53,433
Grants to Domestic Individuals$40,911--$40,911
Occupancy$6,755$21,818$8,993$37,566
Fees for Services Professional Fundraising--$36,247$36,247
Conferences and Meetings$12,876$10,540$195$23,611
Fees for Services Accounting-$23,133-$23,133
Office Expenses$15,713$363-$16,076
Payroll Taxes$2,782$8,986$3,704$15,472
Other Expenses$7,322$14,689$7,116$14,689
Other Employee Benefits$2,485$8,728$2,608$13,821
Fees for Services Other$9,088$483$3,826$13,397
Fees for Services Legal-$711$12,126$12,837
Insurance-$1,753$5,807$7,560
All Other Expenses$5,060$2,105$375$7,540
Pension Plan Contributions$761$2,788$689$4,238
Information Technology-$3,915-$3,915
Total Functional Expenses$531,190$301,487$159,515$992,192

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$992,192
Expenses per Audited Statements$938,759
Total Expenses per Audited Statements$938,759
Expenses Not Reported on Financial Statements$53,433
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Tau Fraternity ChaptersOxford, OH501c7Education$233,468
Serious Fun Childrens NetworkNew Haven, CT501c3Education$102,928
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$36,247
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$54,080
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
2020-07-15

Organization Details

Principal Officer
W Timothy Hudson
Formed
1945
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
3

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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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,784,075
Liabilities
$155,183
Net assets
$13,628,892
Revenue
$1,943,488
Expenses
$992,192
Net income
$951,296
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