Civic Intelligence

Ewing T Boles Endowment Fund Trust FBO Phi Kappa Tau Foundation

990 • Fiscal year 2019 • EIN 31-6470521

Jan 01, 2019 to Dec 31, 2019 • Filed on May 11, 2020

Organization ProfileN/A
P O Box 630858Cincinnati, OH 45263-0858

(513) 534-5310

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-105%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$52,505

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 36.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

$4,173,283

No earlier filing loaded for comparison.

Net Assets

$4,173,283

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin3rd percentile

Revenue

$142,938

No earlier filing loaded for comparison.

Expenses

$292,798

No earlier filing loaded for comparison.

Net Income

-$149,860

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$4,173,283
Liabilities$0
Net Assets$4,173,283
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$142,938
Expenses$292,798
Net Income-$149,860
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 11, 2020
Return Version
2019v5.0
Gross Receipts
$680,413
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$4,063,648$3,993,195▼ $70,453
Savings and Temporary Cash Investments$259,493$180,087▼ $79,406
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Total Assets$4,323,142$4,173,283▼ $149,859
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,323,142$4,173,283▼ $149,859
Total Net Assets Fund Balance$4,323,142$4,173,283▼ $149,859
Total Liabilities and Net Assets / Fund Balance$4,323,142$4,173,283▼ $149,859
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleBaseTotal
Fifth Third BankTrustee$52,505$52,505
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$142,938
Other Revenue
$0
Change in Net Assets
$-149,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$237,510
Salaries, Compensation, and Employee Benefits$52,505
Other Expenses$2,783
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$237,510--$237,510
Current Officers, Directors, Trustees, and Key Employees-$52,505-$52,505
All Other Expenses-$1,783-$1,783
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$237,510$55,288$0$292,798
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Tau FoundationOxford, OH501 (c) (3)Program Support$237,510
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
Backup withholding compliance
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
No
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”

Form 990, Page 6, Part VI, Line 19

“A copy of the form is 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
P O BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew J Carothers
Title
Trustee
Phone
5135345310
Signed
2020-05-11

Organization Details

Formed
1987
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“ROUNDING $1”

Raw XML Appendix274 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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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0578023
IRS990/GrossReceiptsAmt0680413
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0102390
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102390
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04063648
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03993195
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0537475
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0242435
IRS990/PYInvestmentIncomeAmt01082662
IRS990/PYOtherExpensesAmt02065
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IRS990/PYSalariesCompEmpBnftPaidAmt052749
IRS990/PYTotalExpensesAmt0297249
IRS990/PYTotalRevenueAmt01082662
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-149860
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0259493
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0180087
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0237510
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) (3)
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IRS990ScheduleI/RecipientTable/RecipientEIN0316024975
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEW BY A TAX OFFICER OF THE TRUSTEE
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW J CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05135345310
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ET BOLES ENDOWMENT FUND PHI KAPPA TAU
ReturnHeader/Filer/BusinessNameControlTxt0BOLE
ReturnHeader/Filer/EIN0316470521
ReturnHeader/Filer/PhoneNum05135345310
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.82.182.35
ReturnHeader/ReturnTs02020-05-15T09:00:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,173,283
Liabilities
$0
Net assets
$4,173,283
Revenue
$142,938
Expenses
$292,798
Net income
-$149,860
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