Civic Intelligence

Phi Kappa Tau Fraternity Beta Omicron

990EZ • Fiscal year 2023 • EIN 52-0739730

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 11, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

44th percentile

0.5%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

4.5%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

7.9%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$10,084

Flat from 2023

Net Assets

$10,084

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Flat

$93,321

Flat from 2023

Expenses

Flat

$92,889

Flat from 2023

Net Income

Flat

$432

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth59th 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: $10,084Net Assets 2023: $10,0842023Assets 2023: $10,084Liabilities 2023: $02023

Highlighted filing

2023

Assets$10,084
Liabilities-
Net Assets$10,084
Open 2023 Filing

Operations Trend

Revenue Growth55th 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: $4322023Revenue 2023: $93,321Expenses 2023: $92,889Net Income 2023: $4322023

Highlighted filing

2023

Revenue$93,321
Expenses$92,889
Net Income$432
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 11, 2024
Return Version
2023v5.0
Gross Receipts
$93,321
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 65 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE BRANNANFinancial Ad-$0--
TYLER BODENTreasurer-$0--
EVAN GARYVice Preside-$0--
RYAN ROKHSARAlumni Relat-$0--
ASHWATH RAJESHRecruitment-$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
Tyler Boden
Title
Treasurer
Phone
2407938275
Signed
2024-03-11
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 chapter operations 81,018 total 81,018”

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/BOYAmt09652
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010084
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0432
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011871
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09652
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010084
IRS990EZ/GrossReceiptsAmt093321
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00332
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt036553
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09652
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010084
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09652
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010084
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/PersonNm1TYLER BODEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EVAN GARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RYAN ROKHSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ASHWATH RAJESH
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/OtherExpensesTotalAmt081018
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF PHI KAPPA TAU IS TO CHAMPION A LIFELONG COMMITMENT TO BROTHERHOOD, LEARNING, ETHICAL LEADERSHIP AND EXEMPLARY CHARACTER.
IRS990EZ/ProgramServiceRevenueAmt093321
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED PHILANTHROPY AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS - TOTAL OF 65 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092889
IRS990EZ/TotalRevenueAmt093321
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0UMD.PHIKAPPATAU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAPTER OPERATIONS 81,018 TOTAL 81,018
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/PersonNm0TYLER BODEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02407938275
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-11
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/PreparationDt02024-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDICE BROWN
ReturnHeader/ReturnTs02024-03-22T11:15:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TYLER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BODEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,084
Liabilities
-
Net assets
$10,084
Revenue
$93,321
Expenses
$92,889
Net income
$432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.93$0.93$0.00
2023Summary only. Only limited summary data is available for this year.$0.10$0.00$0.93$0.93$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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