Civic Intelligence

Ewing T Boles Endowment Fund Trust FBO Phi Kappa Tau Foundation

990 • Fiscal year 2021 • EIN 31-6470521

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

Organization ProfileN/A
PO 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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

43rd percentile

8.9%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$60,768

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

0.7%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-23%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,353,038

Up $29,313 (+0.7%) from 2020

Net Assets

Up

$4,353,038

Up $29,313 (+0.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin43rd percentile

Revenue

Down

$342,681

Down $104,880 (-23%) from 2020

Expenses

Up

$312,239

Up $18,328 (+6.2%) from 2020

Net Income

Down

$30,442

Down $123,208 (-80%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$4,353,038
Liabilities$0
Net Assets$4,353,038
Open 2021 Filing

Operations Trend

Revenue Growth12th 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

2021

Revenue$342,681
Expenses$312,239
Net Income$30,442
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.1
Gross Receipts
$1,065,665
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$4,137,611$4,146,074▲ $8,463
Savings and Temporary Cash Investments$186,114$206,963▲ $20,849
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$4,323,725$4,353,038▲ $29,313
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,323,725$4,353,038▲ $29,313
Total Net Assets Fund Balance$4,323,725$4,353,038▲ $29,313
Total Liabilities and Net Assets / Fund Balance$4,323,725$4,353,038▲ $29,313
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$60,768$60,768
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$342,681
Other Revenue
$0
Change in Net Assets
$30,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$248,916
Salaries, Compensation, and Employee Benefits$60,768
Other Expenses$2,555
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$248,916--$248,916
Current Officers, Directors, Trustees, and Key Employees-$60,768-$60,768
All Other Expenses-$1,380-$1,380
Fees for Services Accounting-$1,175-$1,175
Total Functional Expenses$248,916$63,323$0$312,239
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Tau FoundationOxford, OH501 (c) (3)Program Support$248,916
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
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2022-05-02
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
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

“Return of capital adjustment of ($753), 2020 transactions posted in 2021 of $3,213, 2021 transactions posted in 2022 of ($3,575), mutual fund earnings of ($12) and rounding of($2).”

Raw XML Appendix322 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,353,038
Liabilities
$0
Net assets
$4,353,038
Revenue
$342,681
Expenses
$312,239
Net income
$30,442
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