Civic Intelligence

Phi Kappa Tau Foundation

990 • Fiscal year 2023 • EIN 31-6024975

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 15, 2024

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

22nd percentile

0.03x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.16x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

29th percentile

$125,512

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

43rd percentile

3.7%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

47%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$16,551,673

Up $594,366 (+3.7%) from 2022

Net Assets

Up

$16,110,110

Up $929,710 (+6.1%) from 2022

Liabilities

Down

$441,563

Down $335,344 (-43%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin86th percentile

Revenue

Up

$2,809,805

Up $896,076 (+47%) from 2022

Expenses

Up

$1,750,924

Up $1,076,377 (+160%) from 2022

Net Income

Down

$1,058,881

Down $180,301 (-15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$16,551,673
Liabilities$441,563
Net Assets$16,110,110
Open 2023 Filing

Operations Trend

Revenue Growth86th 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

2023

Revenue$2,809,805
Expenses$1,750,924
Net Income$1,058,881
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 15, 2024
Return Version
2022v5.0
Gross Receipts
$2,809,805
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$8,462,124$8,870,789▲ $408,665
Savings and Temporary Cash Investments$1,174,232$1,259,762▲ $85,530
Land, Buildings, and Equipment, Net$662,690$696,807▲ $34,117
Pledges and Grants Receivable$822,233$537,206▼ $285,027
Prepaid Expenses and Deferred Charges$15,345$13,352▼ $1,993
Total Assets$15,957,307$16,551,673▲ $594,366
Other Assets Total$4,820,683$5,173,757▲ $353,074
Liabilities
Other Liabilities$630,052$323,941▼ $306,111
Escrow Account Liability$78,542$89,581▲ $11,039
Accounts Payable and Accrued Expenses$68,313$28,041▼ $40,272
Total Liabilities$776,907$441,563▼ $335,344
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,945,961$10,919,909▲ $973,948
Net Assets Without Donor Restrictions$5,234,439$5,190,201▼ $44,238
Total Net Assets Fund Balance$15,180,400$16,110,110▲ $929,710
Total Liabilities and Net Assets / Fund Balance$15,957,307$16,551,673▲ $594,366

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$494,676$1,093,980$1,588,656
Equipment$27,131$173,143$200,274
Land$175,000-$175,000
Other Assets Org$313,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$4,364,033$423,843▲ $414,019$533,373$5,248,006
2021$5,232,419$331,987▼ $428,706$192,183$4,943,517
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
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Travis RobinsonInterim Exeuctive DirectorFT$101,273$24,239$125,512
W Timothy HudsonChief ExecutiveFT$19,250$30,502$49,752
K Craig RogersExecutive DirectorFT$18,333$2,189$20,522

Board Members and Trustees

NameTitle
Jeffrey HilpertsChairman
Doug AdamsVice-chairman
Adam GoetzTrustee
Barry MaskTrustee
Bill FisherTrustee
Cliff UngerTrustee
Dale HollandTrustee
David RuckmanTrustee
Jack AlvenusTrustee
Jim BaconTrustee
Michael BichimerTrustee
Ray CoxTrustee
Richard MichaelTrustee
Richard MurrayTrustee
Stephen MartinoTrustee
Tim CollinsTrustee
Warren MattoxTrustee
Wesley FugateTrustee
John SayersSecretary
Robert ReeseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,528,696
Program Service Revenue
$0
Investment Income
$1,275,109
Other Revenue
$6,000
All Other Contributions
$1,528,696
Change in Net Assets
$1,058,881

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$366,410Nyse
Total Noncash Contributions1$366,410-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,753,611
Revenue Not Reported on Financial Statements
$56,194
Revenue Not Reported on Form 990
$-129,171
Total Revenue per Audited Statements
$2,624,440
Total Revenue per Form 990
$2,809,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,053,008
Total Fundraising Expense$861,302
Salaries, Compensation, and Employee Benefits$398,516
Grants and Similar Amounts Paid$278,492
Professional Fundraising Fees$20,908

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$242,602--$242,602
Other Salaries and Wages$41,785$84,745$58,131$184,661
Current Officers, Directors, Trustees, and Key Employees$35,775$72,558$49,771$158,104
Fees for Services Other$5,950$39,587$12,777$58,314
Fees for Service Investment Mgmnt Fees-$56,194-$56,194
Depreciation Depletion-$47,888-$47,888
Fees for Services Accounting-$46,080-$46,080
Grants to Domestic Individuals$35,890--$35,890
Occupancy$6,566$13,318$9,136$29,020
Payroll Taxes$6,009$12,187$8,360$26,556
All Other Expenses$12,891$4,365$4,030$21,286
Fees for Services Professional Fundraising--$20,908$20,908
Other Employee Benefits$4,594$9,315$6,391$20,300
Other Expenses$5,279$3,630$9,005$17,914
Information Technology-$11,574$5,612$17,186
Conferences and Meetings$16,447--$16,447
Travel$871$8,945$572$10,388
Fees for Services Legal-$9,022-$9,022
Pension Plan Contributions$2,013$4,082$2,800$8,895
Insurance-$2,925$5,796$8,721
Total Functional Expenses$424,923$464,699$861,302$1,750,924

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,750,924
Expenses per Audited Statements$1,694,730
Total Expenses per Audited Statements$1,694,730
Expenses Not Reported on Financial Statements$56,194
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PHI KAPPA TAU FRATERNITY - AFFILIATED CHAPTER'SOxford, OH501(c)(7)Educational$213,352
SERIOUSFUN CHILDREN'S NETWORKNorwalk, CT501(c)(3)Educational$28,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$20,908
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$323,941
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
K Craig Rogers
Title
Executive Director
Phone
5135234193
Signed
2024-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
K Craig Rogers
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

Additional Explanations

Amended Return

“The audited financial statements were not complete when the form 990 was originally prepared and filed. The amended form 990 has been updated to include information available from the audited financial statements, including reconciliation of revenue and expenses on schedule d. In addition, information in schedule r (transactions with related parties) has been corrected. Schedules a and b were also updated.”

FORM 990, PART XII, LINE 2C:

“No change from prior year.”

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.”

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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/ReportableCompFromOrgAmt20101273
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2118333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2219250
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/ReportableCompFromRltdOrgAmt208806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2228875
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/TitleTxt20INTERIM EXEUCTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF EXECUTIVE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0788613
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt035890
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt035890
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0242602
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0242602
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0788613
IRS990/GrossReceiptsAmt02809805
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05612
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011574
IRS990/InformationTechnologyGrp/TotalAmt017186
IRS990/InsuranceGrp/FundraisingAmt05796
IRS990/InsuranceGrp/ManagementAndGeneralAmt02925
IRS990/InsuranceGrp/TotalAmt08721
IRS990/InvestmentIncomeGrp/ExclusionAmt0486496
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0486496
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08462124
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08870789
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01267123
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0662690
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0696807
IRS990/LandBldgEquipCostOrOtherBssAmt01963930
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/NetAssetsOrFundBalancesBOYAmt015180400
IRS990/NetAssetsOrFundBalancesEOYAmt016110110
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0788613
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0788613
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-129171
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05234439
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05190201
IRS990/NoncashContributionsAmt05970
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09136
IRS990/OccupancyGrp/ManagementAndGeneralAmt013318
IRS990/OccupancyGrp/ProgramServicesAmt06566
IRS990/OccupancyGrp/TotalAmt029020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04820683
IRS990/OtherAssetsTotalGrp/EOYAmt05173757
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06391
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09315
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04594
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020300
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc2PRINTING & PRODUCTION
IRS990/OtherExpensesGrp/Desc3POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/FundraisingAmt0647939
IRS990/OtherExpensesGrp/FundraisingAmt17974
IRS990/OtherExpensesGrp/FundraisingAmt212100
IRS990/OtherExpensesGrp/FundraisingAmt39005
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11909
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23630
IRS990/OtherExpensesGrp/ProgramServicesAmt08251
IRS990/OtherExpensesGrp/ProgramServicesAmt15279
IRS990/OtherExpensesGrp/TotalAmt0647939
IRS990/OtherExpensesGrp/TotalAmt144349
IRS990/OtherExpensesGrp/TotalAmt222260
IRS990/OtherExpensesGrp/TotalAmt317914
IRS990/OtherLiabilitiesGrp/BOYAmt0630052
IRS990/OtherLiabilitiesGrp/EOYAmt0323941
IRS990/OtherRevenueMiscGrp/BusinessCd0551112
IRS990/OtherRevenueMiscGrp/Desc0COST SHARING REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06000
IRS990/OtherRevenueTotalAmt06000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt058131
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt084745
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041785
IRS990/OtherSalariesAndWagesGrp/TotalAmt0184661
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08360
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012187
IRS990/PayrollTaxesGrp/ProgramServicesAmt06009
IRS990/PayrollTaxesGrp/TotalAmt026556
IRS990/PensionPlanContributionsGrp/FundraisingAmt02800
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04082
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02013
IRS990/PensionPlanContributionsGrp/TotalAmt08895
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0822233
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0537206
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015345
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013352
IRS990/PrincipalOfficerNm0K CRAIG ROGERS
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - PROVIDES FUNDS FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO PHI KAPPA TAU UNDERGRADUATES AND ALUMNI.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0396923
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0250492
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/ExpenseAmt028000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt028000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANT TO SPONSOR IMPROVEMENTS TO LOCAL HOSPITAL AND DONATION OF PAINTING TO
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01112253
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0150705
IRS990/PYInvestmentIncomeAmt0795476
IRS990/PYOtherExpensesAmt0279545
IRS990/PYOtherRevenueAmt06000
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01239182
IRS990/PYSalariesCompEmpBnftPaidAmt0231570
IRS990/PYTotalExpensesAmt0674547
IRS990/PYTotalProfFndrsngExpnsAmt012727

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,551,673
Liabilities
$441,563
Net assets
$16,110,110
Revenue
$2,809,805
Expenses
$1,750,924
Net income
$1,058,881
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