Civic Intelligence

Phi Kappa Tau Fraternity Beta Omicron

990EZ • Fiscal year 2022 • EIN 52-0739730

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 24, 2023

Organization ProfileUMD.PHIKAPPATAU.ORG
15604 Wapello WayDerwood, MD 20855

(240) 793-8275

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

41st percentile

-0.4%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

34th percentile

-4.8%

Faster asset growth than 34% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

78th percentile

53%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,652

Down $991 (-9.3%) from 2020

Net Assets

$9,652

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Up

$86,495

Up $49,487 (+134%) from 2020

Expenses

Up

$86,881

Up $48,196 (+125%) from 2020

Net Income

Up

-$386

Up $1,291 (+77%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $3,125Liabilities 2011: $02011Assets 2012: $3,295Liabilities 2012: $02012Assets 2013: $850Liabilities 2013: $02013Assets 2014: $1,632Liabilities 2014: $02014Assets 2015: $304Liabilities 2015: $02015Assets 2016: $1,217Liabilities 2016: $02016Assets 2017: $8,977Liabilities 2017: $02017Assets 2018: $15,013Liabilities 2018: $02018Assets 2019: $12,320Liabilities 2019: $02019Assets 2020: $10,643Liabilities 2020: $02020Assets 2022: $9,652Net Assets 2022: $9,6522022Assets 2023: $10,084Liabilities 2023: $02023

Highlighted filing

2022

Assets$9,652
Liabilities-
Net Assets$9,652
Open 2022 Filing

Operations Trend

Revenue Growth78th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $48,175Expenses 2011: $49,800Net Income 2011: -$1,6252011Revenue 2012: $58,798Expenses 2012: $58,628Net Income 2012: $1702012Revenue 2013: $83,316Expenses 2013: $85,761Net Income 2013: -$2,4452013Revenue 2014: $83,300Expenses 2014: $82,518Net Income 2014: $7822014Revenue 2015: $81,440Expenses 2015: $82,768Net Income 2015: -$1,3282015Revenue 2016: $105,313Expenses 2016: $104,404Net Income 2016: $9092016Revenue 2017: $110,620Expenses 2017: $102,856Net Income 2017: $7,7642017Revenue 2018: $100,344Expenses 2018: $94,308Net Income 2018: $6,0362018Revenue 2019: $76,877Expenses 2019: $79,570Net Income 2019: -$2,6932019Revenue 2020: $37,008Expenses 2020: $38,685Net Income 2020: -$1,6772020Revenue 2022: $86,495Expenses 2022: $86,881Net Income 2022: -$3862022Revenue 2023: $93,321Expenses 2023: $92,889Net Income 2023: $4322023

Highlighted filing

2022

Revenue$86,495
Expenses$86,881
Net Income-$386
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 24, 2023
Return Version
2022v4.1
Gross Receipts
$86,495
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.

Program Services

DescriptionGrantsExpenses
PROVIDED PHILANTHROPY AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS - TOTAL OF 54 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE BRANNANFinancial Ad-$0--
BENJAMIN WARDTreasurer-$0--
CASEY LANHAMVice Preside-$0--
JOSHHUA TUTTELMANAlumni Relat-$0--
SPENCER DOYLERecruitment-$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau Fraternity
EIN
52-0739730
Phone
2407938275
Address
15604 WAPELLO WAY, DERWOOD, MD 20855

Signing Officer

Name
Benjamin Ward
Title
Treasurer
Phone
2407938275
Signed
2023-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Brandice Brown
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses fraternal programs 26,540 national dues 37,842 recruitment 11,376 philanthropy 902 total 76,660”

Form 990-ez, Part III

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

Raw XML Appendix104 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE BRANNAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02407938275
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015604 WAPELLO WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DERWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020855
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010038
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09652
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-386
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010221
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010038
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09652
IRS990EZ/GrossReceiptsAmt086495
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00332
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010038
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010038
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09652
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE BRANNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BENJAMIN WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CASEY LANHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSHHUA TUTTELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SPENCER DOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCIAL AD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ALUMNI RELAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECRUITMENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt076660
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF PHI KAPPA TAU IS TO CHAMPION A LIFELONG COMMITMENT TO BROTHERHOOD, LEARNING, ETHICAL LEADERSHIP AND EXEMPLARY CHARACTER.
IRS990EZ/ProgramServiceRevenueAmt086495
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED PHILANTHROPY AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS - TOTAL OF 54 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086881
IRS990EZ/TotalRevenueAmt086495
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0UMD.PHIKAPPATAU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FRATERNAL PROGRAMS 26,540 NATIONAL DUES 37,842 RECRUITMENT 11,376 PHILANTHROPY 902 TOTAL 76,660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MISSION OF PHI KAPPA TAU IS TO CHAMPION A LIFELONG COMMITMENT TO BROTHERHOOD, LEARNING, ETHICAL LEADERSHIP AND EXEMPLARY CHARACTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BENJAMIN WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02407938275
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA TAU FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA OMICRON
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0520739730
ReturnHeader/Filer/PhoneNum02407938275
ReturnHeader/Filer/USAddress/AddressLine1Txt015604 WAPELLO WAY
ReturnHeader/Filer/USAddress/CityNm0DERWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020855
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDICE BROWN
ReturnHeader/ReturnTs02023-03-01T11:47:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BENJAMIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,652
Liabilities
-
Net assets
$9,652
Revenue
$86,495
Expenses
$86,881
Net income
-$386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.10$0.00$0.93$0.93$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.86$0.87$0.00
2020Summary only. Only limited summary data is available for this year.$0.11$0.00$0.37$0.39$0.02
2019Summary only. Only limited summary data is available for this year.$0.12$0.00$0.77$0.80$0.03
2018Summary only. Only limited summary data is available for this year.$0.15$0.00$1.00$0.94$0.06
2017Summary only. Only limited summary data is available for this year.$0.09$0.00$1.11$1.03$0.08
2016Summary only. Only limited summary data is available for this year.$0.01$0.00$1.05$1.04$0.01
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.81$0.83$0.01
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.83$0.83$0.01
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.83$0.86$0.02
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.59$0.59$0.00
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.48$0.50$0.02