Civic Intelligence

Et Boles Endowment Fund Phi Kappa Tau

EIN 31-6470521 • 501(c)3 • Cincinnati, OH

Profile

Funds provided to phi kappa tau foundation will further enable the foundation to carry out its educational programs.

PO Box 630858Cincinnati, OH 45263-0858

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$60,137

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

7.2%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

77%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,652,539

Up $313,048 (+7.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,652,539

Up $313,048 (+7.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin90th percentile

Revenue

Up

$609,667

Up $264,632 (+77%) from 2023

Expenses

Down

$296,969

Down $8,431 (-2.8%) from 2023

Net Income

Up

$312,698

Up $273,063 (+689%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2019: $4,173,283Liabilities 2019: $0Net Assets 2019: $4,173,2832019Assets 2020: $4,323,725Liabilities 2020: $0Net Assets 2020: $4,323,7252020Assets 2021: $4,353,038Liabilities 2021: $0Net Assets 2021: $4,353,0382021Assets 2022: $4,300,529Liabilities 2022: $0Net Assets 2022: $4,300,5292022Assets 2023: $4,339,491Liabilities 2023: $0Net Assets 2023: $4,339,4912023Assets 2024: $4,652,539Liabilities 2024: $0Net Assets 2024: $4,652,5392024

Highlighted filing

2024

Assets$4,652,539
Liabilities$0
Net Assets$4,652,539
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2019: $142,938Expenses 2019: $292,798Net Income 2019: -$149,8602019Revenue 2020: $447,561Expenses 2020: $293,911Net Income 2020: $153,6502020Revenue 2021: $342,681Expenses 2021: $312,239Net Income 2021: $30,4422021Revenue 2022: $294,892Expenses 2022: $349,366Net Income 2022: -$54,4742022Revenue 2023: $345,035Expenses 2023: $305,400Net Income 2023: $39,6352023Revenue 2024: $609,667Expenses 2024: $296,969Net Income 2024: $312,6982024

Highlighted filing

2024

Revenue$609,667
Expenses$296,969
Net Income$312,698
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,652,539
Liabilities
$0
Net assets
$4,652,539
Revenue
$609,667
Expenses
$296,969
Net income
$312,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.61$0.30$0.31
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.35$0.31$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.29$0.35$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.34$0.31$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.45$0.29$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.14$0.29$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Gross Receipts
$3,243,359
Mission and Program Overview

Mission

Funds provided to phi kappa tau foundation will further enable the foundation to carry out its educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,121,985$4,480,663▲ $358,678
Savings and Temporary Cash Investments$217,505$171,876▼ $45,629
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$4,339,491$4,652,539▲ $313,048
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,339,491$4,652,539▲ $313,048
Total Net Assets Fund Balance$4,339,491$4,652,539▲ $313,048
Total Liabilities and Net Assets / Fund Balance$4,339,491$4,652,539▲ $313,048
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$60,137$60,137
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$609,667
Other Revenue
$0
Change in Net Assets
$312,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$233,413
Salaries, Compensation, and Employee Benefits$60,138
Other Expenses$3,418
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$233,413--$233,413
Current Officers, Directors, Trustees, and Key Employees$9,021$51,117-$60,138
Other Expenses-$1,748-$1,748
Fees for Services Accounting-$1,470-$1,470
Total Functional Expenses$242,434$54,535$0$296,969
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Tau FoundationOxford, OH501 (c) (3)Program Support$233,413
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is review by a tax officer of the trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“At each annual meeting the members of the trustee oversight council prepared and disclosed annual conflict of interests. As grantee organizations were discussed a trustee member would recuse themselves from voting if a conflict was present and the conflict would be noted in the minutes.”

Form 990, Page 6, Part VI, Line 19

“Available upon request to the organization”

Filing and Contact Details

Filer

Filer Name
Et Boles Endowment Fund Phi Kappa Tau
EIN
31-6470521
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Derek Mastic
Phone
4126447407
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 transactions posted in 2024 of $2,042, 2023 transactions posted in 2025 of ($1,612), mutual fund earnings of ($19), return of capital adjustment on sale of ($59) and rounding of ($2).”

Raw XML Appendix330 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
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ReturnHeader/ReturnTs02025-04-24T13:01:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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