Civic Intelligence

Phi Kappa Psi Endowment Association Kansas Alpha

990 • Fiscal year 2015 • EIN 44-6011892

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileN/A
C/O R Schmidt 7301 Mission No 326Prairie Village, KS 66208

(913) 236-8400

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

3rd percentile

-109%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

22nd percentile

-6.7%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$964,097

Down $68,687 (-6.7%) from 2014

Net Assets

Down

$964,097

Down $68,687 (-6.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Down

$62,821

Down $12,213 (-16%) from 2014

Expenses

Up

$131,508

Up $9,646 (+7.9%) from 2014

Net Income

Down

-$68,687

Down $21,859 (-47%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,290,801Liabilities 2011: $0Net Assets 2011: $1,290,8012011Assets 2012: $1,178,544Liabilities 2012: $0Net Assets 2012: $1,178,5442012Assets 2013: $1,079,612Liabilities 2013: $0Net Assets 2013: $1,079,6122013Assets 2014: $1,032,784Liabilities 2014: $0Net Assets 2014: $1,032,7842014Assets 2015: $964,097Liabilities 2015: $0Net Assets 2015: $964,0972015Assets 2016: $959,218Liabilities 2016: $0Net Assets 2016: $959,2182016Assets 2017: $958,289Liabilities 2017: $83,765Net Assets 2017: $874,5242017Assets 2018: $958,221Liabilities 2018: $0Net Assets 2018: $958,2212018Assets 2019: $1,008,521Liabilities 2019: $0Net Assets 2019: $1,008,5212019Assets 2021: $1,169,179Liabilities 2021: $0Net Assets 2021: $1,169,1792021Assets 2023: $1,753,745Liabilities 2023: $0Net Assets 2023: $1,753,7452023Assets 2024: $1,801,608Liabilities 2024: $0Net Assets 2024: $1,801,6082024

Highlighted filing

2015

Assets$964,097
Liabilities$0
Net Assets$964,097
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $107,2142011Expenses 2012: $168,3342012Revenue 2013: $55,207Expenses 2013: $154,139Net Income 2013: -$98,9322013Revenue 2014: $75,034Expenses 2014: $121,862Net Income 2014: -$46,8282014Revenue 2015: $62,821Expenses 2015: $131,508Net Income 2015: -$68,6872015Revenue 2016: $145,799Expenses 2016: $136,977Net Income 2016: $8,8222016Revenue 2017: $67,600Expenses 2017: $161,500Net Income 2017: -$93,9002017Revenue 2018: $161,586Expenses 2018: $100,448Net Income 2018: $61,1382018Revenue 2019: $225,900Expenses 2019: $175,600Net Income 2019: $50,3002019Revenue 2021: $200,191Expenses 2021: $163,388Net Income 2021: $36,8032021Revenue 2023: $451,772Expenses 2023: $456,806Net Income 2023: -$5,0342023Revenue 2024: $147,741Expenses 2024: $218,926Net Income 2024: -$71,1852024

Highlighted filing

2015

Revenue$62,821
Expenses$131,508
Net Income-$68,687
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$78,169
Mission and Program Overview

Mission

Scholastic awards are made based on high grades and scholarships are given based on individual need.

Scholastic awards are made based on high grades and scholarships are given based on individual need. All applications are reviewed by the scholarship committee and subject to board approval. Educational efforts of the house corporation and the active chapter are reviewed by the executive committee for possible funding and subject to board approval.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,032,784$964,097▼ $68,687
Investments Other Securities$700,308$806,175▲ $105,867
Other Notes and Loans Receivable, Net$186,169$98,929▼ $87,240
Investments in Publicly Traded Securities$140,289$41,584▼ $98,705
Savings and Temporary Cash Investments$5,838$17,302▲ $11,464
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,032,784$964,097▼ $68,687
Other Assets Total$180$107▼ $73
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,032,784$964,097▼ $68,687
Total Liabilities and Net Assets / Fund Balance$1,032,784$964,097▼ $68,687

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$48,423--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Greg a SmithPresident
Michael KlineDirector
Ralph L L SchmidtDirector
Robert HoveyDirector
Sam StarksDirector
Cornelius BoersmaSecretary
John M Stephenson JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,480
Program Service Revenue
$0
Investment Income
$43,341
Other Revenue
$0
All Other Contributions
$19,480
Change in Net Assets
$-68,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,162
Other Expenses$12,967
Professional Fundraising Fees$7,948
Total Fundraising Expense$7,948
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$82,912--$82,912
Grants to Domestic Individuals$25,250--$25,250
Fees for Services Management-$10,116-$10,116
Fees for Services Professional Fundraising--$7,948$7,948
Benefits to Members$2,431--$2,431
Fees for Services Accounting-$2,075-$2,075
Other Expenses-$166-$166
Total Functional Expenses$110,593$12,967$7,948$131,508
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
House Corp of Ks Alpha of Phi Kappa PsiFairway, KS-Educational Grant to House Corporation$82,912
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$7,948
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
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

Form 990, Part VI, Section B, Line 11

“Draft of form 990 is sent by e-mail to each officer and director before filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi Endowment Association
EIN
44-6011892
Phone
9132368400
Address
C/O R SCHMIDT 7301 MISSION NO 326, PRAIRIE VILLAGE, KS 66208

Signing Officer

Name
Greg a Smith
Title
President
Phone
9132368400
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg a Smith
Formed
1945
Legal Domicile
Ks
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ralph Schmidt & Co Chartered
Address
7301 MISSION RD STE 326, PRAIRIE VILLAGE, KS 66208
Preparer
Ralph L Schmidt
Phone
9132368400
Raw XML Appendix389 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc2AMERICAN CAP WRLD GR & INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3AMERICAN HIGH INCOME TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc4AMERICAN CAP WORLD BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5AMERICAN NEW WORLD
IRS990ScheduleD/OtherSecuritiesGrp/Desc6AMERICAN BOND FD OF AMERICA
IRS990ScheduleD/OtherSecuritiesGrp/Desc7ISHARES S&P MID CAP 400 VALUE
IRS990ScheduleD/OtherSecuritiesGrp/Desc8ISHARES RUSSELL MIDCAP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0806175
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AND SCHOLASTIC AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt043
IRS990ScheduleI/RecipientTable/CashGrantAmt082912
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL GRANT TO HOUSE CORPORATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ZWICKEL SCHOLARSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOUSE CORP OF KS ALPHA OF PHI KAPPA PSI
IRS990ScheduleI/RecipientTable/RecipientEIN0481085094
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05942 BUENA VISTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FAIRWAY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KS
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd066205
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FORM 990 IS SENT BY E-MAIL TO EACH OFFICER AND DIRECTOR BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01032784
IRS990/TotalAssetsEOYAmt0964097
IRS990/TotalAssetsGrp/BOYAmt01032784
IRS990/TotalAssetsGrp/EOYAmt0964097
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt019480
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07948
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012967
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110593
IRS990/TotalFunctionalExpensesGrp/TotalAmt0131508
IRS990/TotalGrossUBIAmt017374
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01032784
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0964097
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0110593
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025967
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062821
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt017374
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01032784
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0964097
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03700 W 6TH ST
IRS990/USAddress/CityNm0MISSION HILLS
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd066208
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG A SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09132368400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA PSI ENDOWMENT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0446011892
ReturnHeader/Filer/PhoneNum09132368400
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O R SCHMIDT 7301 MISSION NO 326
ReturnHeader/Filer/USAddress/CityNm0PRAIRIE VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480902256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RALPH SCHMIDT & CO CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 MISSION RD STE 326
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRAIRIE VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066208
ReturnHeader/PreparerPersonGrp/PhoneNum09132368400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RALPH L SCHMIDT
ReturnHeader/ReturnTs02016-11-15T15:28:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$964,097
Liabilities
$0
Net assets
$964,097
Revenue
$62,821
Expenses
$131,508
Net income
-$68,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.15$0.22$0.07
2023Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$0.45$0.46$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.20$0.16$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.23$0.18$0.05
2018Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.16$0.10$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.08$0.87$0.07$0.16$0.09
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.15$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06$0.13$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.15$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.11