Civic Intelligence

Ewing T Boles Endowment Fund Trust FBO Phi Kappa Tau Foundation

990 • Fiscal year 2020 • EIN 31-6470521

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 28, 2021

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$53,923

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

44th percentile

3.6%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

213%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$4,323,725

Up $150,442 (+3.6%) from 2019

Net Assets

Up

$4,323,725

Up $150,442 (+3.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin84th percentile

Revenue

Up

$447,561

Up $304,623 (+213%) from 2019

Expenses

Up

$293,911

Up $1,113 (+0.4%) from 2019

Net Income

Up

$153,650

Up $303,510 (+203%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2020

Assets$4,323,725
Liabilities$0
Net Assets$4,323,725
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

2020

Revenue$447,561
Expenses$293,911
Net Income$153,650
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 28, 2021
Return Version
2020v4.0
Gross Receipts
$2,683,370
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$3,993,195$4,137,611▲ $144,416
Savings and Temporary Cash Investments$180,087$186,114▲ $6,027
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$4,173,283$4,323,725▲ $150,442
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,173,283$4,323,725▲ $150,442
Total Net Assets Fund Balance$4,173,283$4,323,725▲ $150,442
Total Liabilities and Net Assets / Fund Balance$4,173,283$4,323,725▲ $150,442
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$53,923$53,923
Revenue and Support

Revenue Composition

Contributions and Grants
$200
Program Service Revenue
$0
Investment Income
$447,361
Other Revenue
$0
All Other Contributions
$200
Change in Net Assets
$153,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$238,613
Salaries, Compensation, and Employee Benefits$53,923
Other Expenses$1,375
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$238,613--$238,613
Current Officers, Directors, Trustees, and Key Employees-$53,923-$53,923
Fees for Services Accounting-$1,175-$1,175
All Other Expenses-$200-$200
Total Functional Expenses$238,613$55,298$0$293,911
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Tau FoundationOxford, OH501 (c) (3)Program Support$238,613
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
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
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

“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 Carothers
Title
Trustee
Phone
5135345310
Signed
2021-04-28
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2020 transactions posted in 2021 ($3,213), sales found updates of ($1) and rounding $6.”

Raw XML Appendix285 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/LoanOutstandingInd0false
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IRS990/PartialLiquidationInd0false
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0153650
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEW BY A TAX OFFICER OF THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT 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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02021-05-03T18:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,323,725
Liabilities
$0
Net assets
$4,323,725
Revenue
$447,561
Expenses
$293,911
Net income
$153,650
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