Civic Intelligence

Phi Kappa Tau Foundation

990 • Fiscal year 2022 • EIN 31-6024975

Jul 01, 2021 to Jun 30, 2022 • Filed on May 11, 2023

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

(513) 523-4193

Siviq Scores

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

Liabilities / Assets

29th percentile

0.05x

Higher debt load relative to assets than 29% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.41x

Higher debt load relative to revenue than 64% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

26th percentile

$114,060

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

26th percentile

-7.0%

Faster asset growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$15,957,307

Down $1,203,969 (-7.0%) from 2021

Net Assets

Down

$15,180,400

Down $1,196,547 (-7.3%) from 2021

Liabilities

Down

$776,907

Down $7,422 (-0.9%) from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin93rd percentile

Revenue

Down

$1,913,729

Down $1,697,961 (-47%) from 2021

Expenses

Down

$674,547

Down $407,675 (-38%) from 2021

Net Income

Down

$1,239,182

Down $1,290,286 (-51%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2022

Assets$15,957,307
Liabilities$776,907
Net Assets$15,180,400
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$1,913,729
Expenses$674,547
Net Income$1,239,182
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.2
Gross Receipts
$2,591,805
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,927,734$8,462,124▼ $465,610
Savings and Temporary Cash Investments$752,801$1,174,232▲ $421,431
Pledges and Grants Receivable$768,146$822,233▲ $54,087
Land, Buildings, and Equipment, Net$680,205$662,690▼ $17,515
Prepaid Expenses and Deferred Charges$10,485$15,345▲ $4,860
Total Assets$17,161,276$15,957,307▼ $1,203,969
Other Assets Total$6,021,905$4,820,683▼ $1,201,222
Liabilities
Other Liabilities$646,438$630,052▼ $16,386
Escrow Account Liability$93,589$78,542▼ $15,047
Accounts Payable and Accrued Expenses$44,302$68,313▲ $24,011
Total Liabilities$784,329$776,907▼ $7,422
Net Assets / Fund Balance
Net Assets With Donor Restrictions$11,191,558$9,945,961▼ $1,245,597
Net Assets Without Donor Restrictions$5,185,389$5,234,439▲ $49,050
Total Net Assets Fund Balance$16,376,947$15,180,400▼ $1,196,547
Total Liabilities and Net Assets / Fund Balance$17,161,276$15,957,307▼ $1,203,969

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$448,601$1,058,049$1,506,650
Equipment$39,089$161,185$200,274
Land$175,000-$175,000
Other Assets Org$97,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$4,364,033---$4,364,033
2020$4,172,209$81,706▲ $1,055,468$76,964$5,232,419
2019$4,439,934$11,462▼ $95,912$183,275$4,172,209
2018$4,426,059$92,674▲ $159,424$238,223$4,439,934
2017$4,123,812$50,000▲ $229,975$184,629$4,219,158
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonChief ExecutiveFT$42,000$72,060$114,060

Board Members and Trustees

NameTitle
F Harrison GreenChairman
Warren MattoxVice-chairman
Adam GoetzTrustee
Barry MaskTrustee
Bill FisherTrustee
Dale HollandTrustee
David RuckmanTrustee
Doug AdamsTrustee
Jack AlvenusTrustee
Jim BaconTrustee
John SayersTrustee
Michael BichimerTrustee
Ray CoxTrustee
Richard MichaelTrustee
Richard MurrayTrustee
Stephen MartinoTrustee
Tim CollinsTrustee
Wesley FugateTrustee
Cliff UngerSecretary
Robert ReeseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,112,253
Program Service Revenue
$0
Investment Income
$795,476
Other Revenue
$6,000
All Other Contributions
$1,112,253
Change in Net Assets
$1,239,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$279,545
Salaries, Compensation, and Employee Benefits$231,570
Grants and Similar Amounts Paid$150,705
Total Fundraising Expense$102,066
Professional Fundraising Fees$12,727

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,759$74,942$39,586$146,287
Grants to Domestic Orgs$110,722--$110,722
Fees for Service Investment Mgmnt Fees$61,724--$61,724
Current Officers, Directors, Trustees, and Key Employees$9,905$23,375$12,346$45,626
Depreciation Depletion-$45,354-$45,354
Grants to Domestic Individuals$39,983--$39,983
Fees for Services Accounting-$34,192-$34,192
Information Technology-$15,124$9,088$24,212
Occupancy$4,537$10,707$5,655$20,899
Other Employee Benefits$4,230$9,981$5,273$19,484
Payroll Taxes$3,486$8,228$4,345$16,059
Fees for Services Professional Fundraising--$12,727$12,727
Conferences and Meetings$450$9,522-$9,972
Fees for Services Other$8,840-$-335$8,505
Insurance-$2,435$5,875$8,310
Other Expenses$4,724$1,424$1,441$7,589
Pension Plan Contributions$893$2,108$1,113$4,114
Travel$158$1,325$569$2,052
Fees for Services Legal--$831$831
All Other Expenses$657$3,607$-3,763$501
Total Functional Expenses$294,933$277,548$102,066$674,547
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PHI KAPPA TAU FRATERNITY - AFFILIATED CHAPTER'SOxford, OH-Educational$108,327
SERIOUSFUN CHILDREN'S NETWORKNorwalk, CT-Educational$26,065
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$12,727
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$630,052
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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, Part VI, Section B, Line 11B

“The prepared form 990 is reviewed for accuracy and completeness by the treasurer of the board, the ceo and business manager prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All members of the board of trustees are required annually to complete theconflict 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 confictsexist.”

Form 990, Part VI, Section B, Line 15

“A committee of the board performs an annual performance review of the ceo.the committee utilizes information from not-for-profit resarchorganizations, information from their respective employment experience, andinformation from other not-for-profit boards on which they serve toevaluate the ceo's compensation. A similar process is performed toevaluate the compensation of key empployees.same process as above but conducted by ceo.”

Form 990, Part VI, Section C, 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
Phone
5135234193
Address
5221 MORNING SUN ROAD, OXFORD, OH 45045

Signing Officer

Name
Travis Robinson
Title
Interim Executive Director
Phone
5135234193
Signed
2023-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Travis Robinson
Formed
1945
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
0

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

PART IV, LINE 2B:

“The foundation manages a fund set up by a donor which also benefits other organizaitons.”

PART V, LINE 4:

“Granting scholarships and general operations of the foundation.”

Raw XML AppendixShowing 400 of 698 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt044302
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt068313
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE EDUCATIONAL UNDERTAKING OF THE PHI KAPPA TAU FRATERNITY AND ITS CHAPTERS.
IRS990/AllOtherContributionsAmt01112253
IRS990/AllOtherExpensesGrp/FundraisingAmt0-3763
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03607
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0657
IRS990/AllOtherExpensesGrp/TotalAmt0501
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LISA ADAMS
IRS990/BooksInCareOfDetail/PhoneNum05135231778
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05221 MORNING SUN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045045
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt012346
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt023375
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt09905
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt045626
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09522
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0450
IRS990/ConferencesMeetingsGrp/TotalAmt09972
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01112253
IRS990/CYGrantsAndSimilarPaidAmt0150705
IRS990/CYInvestmentIncomeAmt0795476
IRS990/CYOtherExpensesAmt0279545
IRS990/CYOtherRevenueAmt06000
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01239182
IRS990/CYSalariesCompEmpBnftPaidAmt0231570
IRS990/CYTotalExpensesAmt0674547
IRS990/CYTotalFundraisingExpenseAmt0102066
IRS990/CYTotalProfFndrsngExpnsAmt012727
IRS990/CYTotalRevenueAmt01913729
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt045354
IRS990/DepreciationDepletionGrp/TotalAmt045354
IRS990/Desc0FRATERNITY EDUCATIONAL SUPPORT - PROVIDES SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMS OF THE FRATERNITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt011191558
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt09945961
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt093589
IRS990/EscrowAccountLiabilityGrp/EOYAmt078542
IRS990/ExpenseAmt0159613
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt034192
IRS990/FeesForServicesAccountingGrp/TotalAmt034192
IRS990/FeesForServicesLegalGrp/FundraisingAmt0831
IRS990/FeesForServicesLegalGrp/TotalAmt0831
IRS990/FeesForServicesOtherGrp/FundraisingAmt0-335
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08840
IRS990/FeesForServicesOtherGrp/TotalAmt08505
IRS990/FeesForServicesProfFundraising/FundraisingAmt012727
IRS990/FeesForServicesProfFundraising/TotalAmt012727
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt061724
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt061724
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
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/AverageHoursPerWeekRt2060.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/OtherCompensationAmt209060
IRS990/Form990PartVIISectionAGrp/PersonNm0F HARRISON GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm1WARREN MATTOX
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT REESE
IRS990/Form990PartVIISectionAGrp/PersonNm3CLIFF UNGER
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUG ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm5JACK ALVENUS
IRS990/Form990PartVIISectionAGrp/PersonNm6JIM BACON
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL BICHIMER
IRS990/Form990PartVIISectionAGrp/PersonNm8TIM COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm9RAY COX
IRS990/Form990PartVIISectionAGrp/PersonNm10BILL FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm11WESLEY FUGATE
IRS990/Form990PartVIISectionAGrp/PersonNm12ADAM GOETZ
IRS990/Form990PartVIISectionAGrp/PersonNm13DALE HOLLAND
IRS990/Form990PartVIISectionAGrp/PersonNm14STEPHEN MARTINO
IRS990/Form990PartVIISectionAGrp/PersonNm15BARRY MASK
IRS990/Form990PartVIISectionAGrp/PersonNm16RICHARD MICHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm17RICHARD MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVID RUCKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN SAYERS
IRS990/Form990PartVIISectionAGrp/PersonNm20W TIMOTHY HUDSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt2042000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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/ReportableCompFromRltdOrgAmt2063000
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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/TitleTxt20CHIEF EXECUTIVE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0359380
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt080277
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt039983
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt039983
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0110722
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0110722
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01037456
IRS990/GrossReceiptsAmt02591805
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt09088
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt015124
IRS990/InformationTechnologyGrp/TotalAmt024212
IRS990/InsuranceGrp/FundraisingAmt05875
IRS990/InsuranceGrp/ManagementAndGeneralAmt02435
IRS990/InsuranceGrp/TotalAmt08310
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0436096
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0436096
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08927734
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08462124
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01219234
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0680205
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0662690
IRS990/LandBldgEquipCostOrOtherBssAmt01881924
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0678076
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE EDUCATIONAL UNDERTAKINGS OF PHI KAPPA TAU FRATERNITY AND ITS CHAPTERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016376947
IRS990/NetAssetsOrFundBalancesEOYAmt015180400
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0359380
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0359380
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2435729
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05185389
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05234439
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05655
IRS990/OccupancyGrp/ManagementAndGeneralAmt010707
IRS990/OccupancyGrp/ProgramServicesAmt04537
IRS990/OccupancyGrp/TotalAmt020899
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06021905
IRS990/OtherAssetsTotalGrp/EOYAmt04820683
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05273
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09981
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04230
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019484
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1PRINTING & PRODUCTION
IRS990/OtherExpensesGrp/Desc2OFFICE EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc3POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/FundraisingAmt04157
IRS990/OtherExpensesGrp/FundraisingAmt13158
IRS990/OtherExpensesGrp/FundraisingAmt21441
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023619
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111605
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21424
IRS990/OtherExpensesGrp/ProgramServicesAmt012865
IRS990/OtherExpensesGrp/ProgramServicesAmt14724
IRS990/OtherExpensesGrp/TotalAmt027776
IRS990/OtherExpensesGrp/TotalAmt116023
IRS990/OtherExpensesGrp/TotalAmt211605
IRS990/OtherExpensesGrp/TotalAmt37589
IRS990/OtherLiabilitiesGrp/BOYAmt0646438
IRS990/OtherLiabilitiesGrp/EOYAmt0630052
IRS990/OtherRevenueMiscGrp/BusinessCd0551112
IRS990/OtherRevenueMiscGrp/Desc0COST SHARING REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06000
IRS990/OtherRevenueTotalAmt06000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039586
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt074942
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031759
IRS990/OtherSalariesAndWagesGrp/TotalAmt0146287
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04345
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08228
IRS990/PayrollTaxesGrp/ProgramServicesAmt03486
IRS990/PayrollTaxesGrp/TotalAmt016059
IRS990/PensionPlanContributionsGrp/FundraisingAmt01113
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02108
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0893
IRS990/PensionPlanContributionsGrp/TotalAmt04114
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0768146
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0822233
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010485
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015345
IRS990/PrincipalOfficerNm0TRAVIS ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - PROVIDES FUNDS FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO PHI KAPPA TAU UNDERGRADUATES AND ALUMNI.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt043151
IRS990/ProgSrvcAccomActy2Grp/GrantAmt039983
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/ExpenseAmt026065
IRS990/ProgSrvcAccomActy3Grp/GrantAmt026065
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANT TO SPONSOR IMPROVEMENTS TO LOCAL HOSPITAL AND DONATION OF PAINTING TO
IRS990/ProgSrvcAccomActyOtherGrp/Desc1INVESTMENT FEES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2GRANT TO ORGANIZATION TO IMPROVE FRATERNITIES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt161724
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt23880
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt13880
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0513726
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0594313
IRS990/PYInvestmentIncomeAmt03094364
IRS990/PYOtherExpensesAmt0251655
IRS990/PYOtherRevenueAmt03600
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02529468
IRS990/PYSalariesCompEmpBnftPaidAmt0211089
IRS990/PYTotalExpensesAmt01082222
IRS990/PYTotalProfFndrsngExpnsAmt025165
IRS990/PYTotalRevenueAmt03611690
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01239182
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0752801

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,957,307
Liabilities
$776,907
Net assets
$15,180,400
Revenue
$1,913,729
Expenses
$674,547
Net income
$1,239,182
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