Civic Intelligence

Ewing T Boles Endowment Fund Trust FBO Phi Kappa Tau Foundation

990 • Fiscal year 2023 • EIN 31-6470521

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 19, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$55,345

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

40th percentile

0.9%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,339,491

Up $38,962 (+0.9%) from 2022

Net Assets

Up

$4,339,491

Up $38,962 (+0.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin64th percentile

Revenue

Up

$345,035

Up $50,143 (+17%) from 2022

Expenses

Down

$305,400

Down $43,966 (-13%) from 2022

Net Income

Up

$39,635

Up $94,109 (+173%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$4,339,491
Liabilities$0
Net Assets$4,339,491
Open 2023 Filing

Operations Trend

Revenue Growth64th 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

2023

Revenue$345,035
Expenses$305,400
Net Income$39,635
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 19, 2024
Return Version
2023v5.0
Gross Receipts
$2,864,277
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$4,165,070$4,121,985▼ $43,085
Savings and Temporary Cash Investments$135,459$217,505▲ $82,046
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$4,300,529$4,339,491▲ $38,962
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,300,529$4,339,491▲ $38,962
Total Net Assets Fund Balance$4,300,529$4,339,491▲ $38,962
Total Liabilities and Net Assets / Fund Balance$4,300,529$4,339,491▲ $38,962
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$55,345$55,345
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$345,035
Other Revenue
$0
Change in Net Assets
$39,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$246,042
Salaries, Compensation, and Employee Benefits$55,345
Other Expenses$4,013
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$246,042--$246,042
Current Officers, Directors, Trustees, and Key Employees$8,302$47,043-$55,345
Other Expenses-$2,403-$2,403
Fees for Services Accounting-$1,410-$1,410
Total Functional Expenses$254,344$51,056$0$305,400
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Kappa Tau FoundationOxford, OH501 (c) (3)Program Support$246,042
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

“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
2024-04-19
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

“2023 transactions posted in 2024 of ($2,042), 2022 transactions posted in 2023 of $1,376, mutual fund earnings of ($3) and rounding of ($4).”

Raw XML Appendix331 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/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,339,491
Liabilities
$0
Net assets
$4,339,491
Revenue
$345,035
Expenses
$305,400
Net income
$39,635
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $1M-$5M nonprofits