Civic Intelligence

Phi Kappa Tau Fraternity Upsilon Chapter

990 • Fiscal year 2021 • EIN 47-0269355

Sep 01, 2020 to Aug 31, 2021 • Filed on Feb 15, 2023

Organization Profile
5305 Huntington AveLincoln, NE 68504

(402) 332-9803

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.19x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Net Margin

10th percentile

-21%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Asset Growth

17th percentile

-4.9%

Faster asset growth than 17% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-1.7%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$954,138

Down $49,021 (-4.9%) from 2020

Net Assets

Down

$915,877

Down $41,467 (-4.3%) from 2020

Liabilities

Down

$38,261

Down $7,554 (-16%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Down

$198,619

Down $3,433 (-1.7%) from 2020

Expenses

Up

$240,086

Up $19,490 (+8.8%) from 2020

Net Income

Down

-$41,467

Down $22,923 (-124%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,150,559Liabilities 2014: $271,071Net Assets 2014: $879,4882014Assets 2015: $1,149,193Liabilities 2015: $225,511Net Assets 2015: $923,6822015Assets 2016: $1,126,517Liabilities 2016: $164,653Net Assets 2016: $961,8642016Assets 2017: $1,072,392Liabilities 2017: $115,437Net Assets 2017: $956,9552017Assets 2018: $1,043,512Liabilities 2018: $102,376Net Assets 2018: $941,1362018Assets 2019: $1,042,869Liabilities 2019: $66,981Net Assets 2019: $975,8882019Assets 2020: $1,003,159Liabilities 2020: $45,815Net Assets 2020: $957,3442020Assets 2021: $954,138Liabilities 2021: $38,261Net Assets 2021: $915,8772021Assets 2022: $965,588Liabilities 2022: $33,500Net Assets 2022: $932,0882022Assets 2023: $936,905Liabilities 2023: $55,503Net Assets 2023: $881,4022023Assets 2024: $927,778Liabilities 2024: $40,613Net Assets 2024: $887,1652024Assets 2025: $873,115Liabilities 2025: $28,743Net Assets 2025: $844,3722025

Highlighted filing

2021

Assets$954,138
Liabilities$38,261
Net Assets$915,877
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $187,878Expenses 2014: $187,410Net Income 2014: $4682014Revenue 2015: $198,505Expenses 2015: $149,654Net Income 2015: $48,8512015Revenue 2016: $219,579Expenses 2016: $181,397Net Income 2016: $38,1822016Revenue 2017: $197,364Expenses 2017: $202,273Net Income 2017: -$4,9092017Revenue 2018: $224,477Expenses 2018: $240,296Net Income 2018: -$15,8192018Revenue 2019: $232,475Expenses 2019: $197,723Net Income 2019: $34,7522019Revenue 2020: $202,052Expenses 2020: $220,596Net Income 2020: -$18,5442020Revenue 2021: $198,619Expenses 2021: $240,086Net Income 2021: -$41,4672021Revenue 2022: $249,419Expenses 2022: $233,208Net Income 2022: $16,2112022Revenue 2023: $215,069Expenses 2023: $265,755Net Income 2023: -$50,6862023Revenue 2024: $258,006Expenses 2024: $252,243Net Income 2024: $5,7632024Revenue 2025: $239,447Expenses 2025: $282,240Net Income 2025: -$42,7932025

Highlighted filing

2021

Revenue$198,619
Expenses$240,086
Net Income-$41,467
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Feb 15, 2023
Return Version
2020v4.0
Gross Receipts
$198,619
Mission and Program Overview

Mission

The mission of phi kappa tau is to champion a lifelong commitment to brotherhood learning ethical leadership and exemplary character.

The mission of phi kappa tau is to champion a lifelong commitment to brotherhood, learning, ethical leadership, and exemplary character.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$936,115$886,299▼ $49,816
Cash and Non-Interest-Bearing Accounts$67,044$67,839▲ $795
Total Assets$1,003,159$954,138▼ $49,021
Liabilities
Mortgage Notes Payable Secured by Investment Property$40,200$36,850▼ $3,350
Unsecured Notes Loans Payable$5,615$1,411▼ $4,204
Total Liabilities$45,815$38,261▼ $7,554
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$957,344$915,877▼ $41,467
Total Net Assets Fund Balance$957,344$915,877▼ $41,467
Total Liabilities and Net Assets / Fund Balance$1,003,159$954,138▼ $49,021

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$836,299$489,818$1,326,117
Land$50,000-$50,000
Other Land Buildings-$23,256$23,256
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Warren MattoxChairman
Chris ConnellyAlumni Event
Kevin BoatrightAlumni Publi
Alex Fairchild-flynnChapter Pres
Adin LeibelChapter VP
Lincoln ZehrFinance
Michael CameronHouse Corp C
Nick DrogRecruitment
Mick MickleRisk Managem
Elliot EisenmengerSecretary
Dominic MessineoTreasurer
Andrew DavisVP of Alumni
Sam KohmetscherVP of Health
Revenue and Support

Revenue Composition

Contributions and Grants
$198,611
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$0
Change in Net Assets
$-41,467
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$228,382
Salaries, Compensation, and Employee Benefits$9,838
Grants and Similar Amounts Paid$1,866
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$49,816-$49,816
All Other Expenses$27,125--$27,125
Occupancy$18,595--$18,595
Other Expenses$8,679--$8,679
Other Salaries and Wages$7,603--$7,603
Insurance-$6,438-$6,438
Travel$2,436--$2,436
Payroll Taxes$2,235--$2,235
Grants to Domestic Orgs$1,866--$1,866
Office Expenses-$1,267-$1,267
Information Technology-$235-$235
Interest-$37-$37
Total Functional Expenses$182,293$57,793$0$240,086
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

Form 990, Page 6, Part VI, Line 11B

“Each year the chapter and house corporation provide financial information to current vp of finance, evan marshall who prepares return. The form is then shared with the board of governors and chapter. The executive offices of phi kappa tau receive a copy as well.”

Form 990, Page 6, Part VI, Line 19

“All documents specifically related to the upsilon chapter of phi kappa tau are available upon request. In addition, a copy of the form 990 is available on guidestar.org. National phi kappa tau documents including risk management policy, constitution, and by-laws are available at phikappatau.org. Financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau - Upsilon Chapter
EIN
47-0269355
Phone
4023329803
Address
5305 HUNTINGTON AVE, LINCOLN, NE 68504

Signing Officer

Name
Warren Mattox
Title
Chairman
Phone
4023329803
Signed
2023-02-15

Organization Details

Principal Officer
Warren Mattox
Formed
1923
Legal Domicile
Ne
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
75
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“House security expense 7,506 0 0 brotherhood expenses 6,609 0 0 house supplies 6,444 0 0 recruitment expenses 3,456 0 0 house lawn care expense 2,041 0 0 house composite 1,069 0 0 total 27,125 0 0”

Raw XML Appendix329 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/Form990PartVIISectionAGrp/TitleTxt0ALUMNI PUBLI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH YEAR THE CHAPTER AND HOUSE CORPORATION PROVIDE FINANCIAL INFORMATION TO CURRENT VP OF FINANCE, EVAN MARSHALL WHO PREPARES RETURN. THE FORM IS THEN SHARED WITH THE BOARD OF GOVERNORS AND CHAPTER. THE EXECUTIVE OFFICES OF PHI KAPPA TAU RECEIVE A COPY AS WELL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS SPECIFICALLY RELATED TO THE UPSILON CHAPTER OF PHI KAPPA TAU ARE AVAILABLE UPON REQUEST. IN ADDITION, A COPY OF THE FORM 990 IS AVAILABLE ON GUIDESTAR.ORG. NATIONAL PHI KAPPA TAU DOCUMENTS INCLUDING RISK MANAGEMENT POLICY, CONSTITUTION, AND BY-LAWS ARE AVAILABLE AT PHIKAPPATAU.ORG. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOUSE SECURITY EXPENSE 7,506 0 0 BROTHERHOOD EXPENSES 6,609 0 0 HOUSE SUPPLIES 6,444 0 0 RECRUITMENT EXPENSES 3,456 0 0 HOUSE LAWN CARE EXPENSE 2,041 0 0 HOUSE COMPOSITE 1,069 0 0 TOTAL 27,125 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057793
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0182293
IRS990/TotalFunctionalExpensesGrp/TotalAmt0240086
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045815
IRS990/TotalLiabilitiesEOYAmt038261
IRS990/TotalLiabilitiesGrp/BOYAmt045815
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0957344
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0915877
IRS990/TotalRevenueGrp/ExclusionAmt08
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IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01003159
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0954138
IRS990/TravelGrp/ProgramServicesAmt02436
IRS990/TravelGrp/TotalAmt02436
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt05615
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt01411
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010303 SOUTH 177TH STREET
IRS990/USAddress/CityNm0OMAHA
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd068136
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN MATTOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04023329803
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA TAU - UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0470269355
ReturnHeader/Filer/PhoneNum04023329803
ReturnHeader/Filer/USAddress/AddressLine1Txt05305 HUNTINGTON AVE
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068504
ReturnHeader/ReturnTs02023-02-17T09:45:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WARREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MATTOX
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$954,138
Liabilities
$38,261
Net assets
$915,877
Revenue
$198,619
Expenses
$240,086
Net income
-$41,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.87$0.03$0.84$0.24$0.28$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.04$0.89$0.26$0.25$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.06$0.88$0.22$0.27$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.03$0.93$0.25$0.23$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.04$0.92$0.20$0.24$0.04
2020Summary only. Only limited summary data is available for this year.$1.00$0.05$0.96$0.20$0.22$0.02
2019Summary only. Only limited summary data is available for this year.$1.04$0.07$0.98$0.23$0.20$0.03
2018Summary only. Only limited summary data is available for this year.$1.04$0.10$0.94$0.22$0.24$0.02
2017Summary only. Only limited summary data is available for this year.$1.07$0.12$0.96$0.20$0.20$0.00
2016Summary only. Only limited summary data is available for this year.$1.13$0.16$0.96$0.22$0.18$0.04
2015Summary only. Only limited summary data is available for this year.$1.15$0.23$0.92$0.20$0.15$0.05
2014Summary only. Only limited summary data is available for this year.$1.15$0.27$0.88$0.19$0.19$0.00