Civic Intelligence

Pi Kappa Phi Fraternity

990 • Fiscal year 2017 • EIN 63-0164600

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

PO Box 1880Tuscaloosa, AL 35403-1880

(205) 758-7754

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$105,385

Down $7,852,212 (-99%) from 2016

Net Assets

Down

$71,635

Down $2,864,880 (-98%) from 2016

Liabilities

Down

$33,750

Down $4,987,332 (-99%) from 2016

Revenue And Expenses

Revenue

Down

$1,362,294

Down $51,387 (-3.6%) from 2016

Expenses

Down

$1,336,297

Down $142,031 (-9.6%) from 2016

Net Income

Up

$25,997

Up $90,644 (+140%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2011: $558,455Liabilities 2011: $36,467Net Assets 2011: $521,9882011Assets 2012: $680,030Liabilities 2012: $52,519Net Assets 2012: $627,5112012Assets 2013: $1,273,377Liabilities 2013: $85,201Net Assets 2013: $1,188,1762013Assets 2014: $8,114,967Liabilities 2014: $5,183,287Net Assets 2014: $2,931,6802014Assets 2015: $8,095,929Liabilities 2015: $5,094,767Net Assets 2015: $3,001,1622015Assets 2016: $7,957,597Liabilities 2016: $5,021,082Net Assets 2016: $2,936,5152016Assets 2017: $105,385Liabilities 2017: $33,750Net Assets 2017: $71,6352017Assets 2018: $91,240Liabilities 2018: $98,670Net Assets 2018: -$7,4302018Assets 2019: $645,897Liabilities 2019: $644,007Net Assets 2019: $1,8902019Assets 2020: $717,175Liabilities 2020: $859,800Net Assets 2020: -$142,6252020Assets 2021: $681,650Liabilities 2021: $679,754Net Assets 2021: $1,8962021Assets 2022: $801,957Liabilities 2022: $803,328Net Assets 2022: -$1,3712022Assets 2023: $82,082Liabilities 2023: $47,747Net Assets 2023: $34,3352023Assets 2024: $111,738Liabilities 2024: $103,353Net Assets 2024: $8,3852024Assets 2025: $919,826Liabilities 2025: $903,221Net Assets 2025: $16,6052025

Highlighted filing

2017

Assets$105,385
Liabilities$33,750
Net Assets$71,635

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $709,829Expenses 2011: $638,757Net Income 2011: $71,0722011Revenue 2012: $927,294Expenses 2012: $821,771Net Income 2012: $105,5232012Expenses 2013: $955,0902013Revenue 2014: $2,949,349Expenses 2014: $1,205,845Net Income 2014: $1,743,5042014Revenue 2015: $1,527,743Expenses 2015: $1,458,261Net Income 2015: $69,4822015Revenue 2016: $1,413,681Expenses 2016: $1,478,328Net Income 2016: -$64,6472016Revenue 2017: $1,362,294Expenses 2017: $1,336,297Net Income 2017: $25,9972017Revenue 2018: $1,202,656Expenses 2018: $1,281,721Net Income 2018: -$79,0652018Revenue 2019: $1,175,399Expenses 2019: $1,206,079Net Income 2019: -$30,6802019Revenue 2020: $1,043,623Expenses 2020: $1,188,138Net Income 2020: -$144,5152020Revenue 2021: $1,330,449Expenses 2021: $1,185,928Net Income 2021: $144,5212021Revenue 2022: $1,425,372Expenses 2022: $1,444,478Net Income 2022: -$19,1062022Revenue 2023: $1,762,641Expenses 2023: $1,726,935Net Income 2023: $35,7062023Revenue 2024: $1,962,255Expenses 2024: $1,988,205Net Income 2024: -$25,9502024Revenue 2025: $1,996,784Expenses 2025: $1,988,564Net Income 2025: $8,2202025

Highlighted filing

2017

Revenue$1,362,294
Expenses$1,336,297
Net Income$25,997
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$1,362,294
Mission and Program Overview

Mission

Provide housing, meals & support for an undergraduate chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,146,948--
Rtn Earn Endowment Incm Other Fnds$2,936,515$71,635▼ $2,864,880
Savings and Temporary Cash Investments$698,198$49,484▼ $648,714
Accounts Receivable$35,859$28,461▼ $7,398
Prepaid Expenses and Deferred Charges$76,592$27,440▼ $49,152
Total Assets$7,957,597$105,385▼ $7,852,212
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,974,537--
Deferred Revenue$27,480$24,950▼ $2,530
Accounts Payable and Accrued Expenses$19,065$8,800▼ $10,265
Total Liabilities$5,021,082$33,750▼ $4,987,332
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,936,515$71,635▼ $2,864,880
Total Liabilities and Net Assets / Fund Balance$7,957,597$105,385▼ $7,852,212
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas MillsPresident
Francisco PecciChaplain
Peyton JohnsonHistorian
Walker LamberthPledge Train
Tyler GonskaSecretary
Ryan DolmanetTreasurer
Dalton AndersonVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
College ChefsFood Service411 E PARK ST 100, Champaign, IL 61820$255,680
Revenue and Support

Revenue Composition

Contributions and Grants
$225
Program Service Revenue
$1,360,887
Investment Income
$1,154
Other Revenue
$28
All Other Contributions
$225
Change in Net Assets
$25,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,220,385
Salaries, Compensation, and Employee Benefits$111,412
Grants and Similar Amounts Paid$4,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$414,644
All Other Expenses---$153,022
Other Salaries and Wages---$99,635
Other Expenses---$60,454
Fees for Services Accounting---$38,599
Payroll Taxes---$11,167
Grants to Domestic Orgs---$4,500
Conferences and Meetings---$2,750
Office Expenses---$1,715
Other Employee Benefits---$610
Total Functional Expenses$0$0$0$1,336,297
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
Backup withholding compliance
Yes
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 6

The organization consists of members who belong to a national collegiate fraternity.

Form 990, Page 6, Part VI, Line 7A

Each member of the organization may elect members who will then serve over the organization as the governing body.

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

The organizations executive officers review the form 990 when it is completed and if any part of the form is in question, the executive officers contact the preparer to address those questions. Should any changes need to be made on the form, those changes are promptly made and the form is reprinted for the executive officers to review. After the form is reviewed and approved, the executive officer signs the return and it is mailed or filed electronically to the irs.

Form 990, Page 6, Part VI, Line 19

All documents are available to the public between regular business hours upon request to the president or treasurer of the organization.

Filing and Contact Details

Filer

Filer Name
Pi Kappa Phi
EIN
63-0164600
Phone
2057587754
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880

Signing Officer

Name
Ryan Dolmanet
Title
Treasurer
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Mills
Formed
1917
Legal Domicile
Al
Voting Board Members
7
Independent Board Members
0
Employees
12
Volunteers
12

Preparer

Firm
Greek Resource Services Inc
Address
2118 8TH ST, TUSCALOOSA, AL 35401-2134
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Provide housing, meals & support for an undergraduate chapter of a national collegiate social fraternity.

Form 990, Part IX, Line 24E

National fees 49,576 0 0 building fund 25,900 0 0 credit card fees 23,048 0 0 supplies & accessories 17,709 0 0 dues 9,698 0 0 chapter supplies 7,246 0 0 rush 6,110 0 0 campus & chapter activity 5,482 0 0 composite 2,073 0 0 other 1,951 0 0 parent's weekend 1,362 0 0 greek week 1,225 0 0 testing 897 0 0 misc contributions 745 0 0 total 153,022 0 0

Form 990, Part XI, Line 9

House corp retained earnings -2,890,877

Form 990, Part XII

Omicron chapter of pi kappa phi has filed a combined tax return with their house corporation, the omicron club, inc. For many years. The omicron club, inc. Has established it's own tax identification number and is filing a separate return going forward under ein 27-1216965. The net affect of this transaction is -2,890,877.

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IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt3THE OMICRON CLUB INC
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt4THE OMICRON CLUB INC
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IRS990ScheduleN/DispositionOfAssetsDetail/EIN5271216965
IRS990ScheduleN/DispositionOfAssetsDetail/EIN6271216965
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0670216
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt16912842
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt248252
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt36920
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt458172
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt5169013
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt6-4974537
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501C7
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt1501C7
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt2501C7
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt3501C7
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt4501C7
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt5501C7
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt6501C7
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0OMICRON CHAPTER OF PI KAPPA PHI AND THE OMICRON CLUB, INC. PREVIOUSLY REPORTED UNDER A SINGLE EIN,63-0164600. THE OMICRON CLUB, INC. ESTABLISHED ITS OWN EIN, 27-1216965, AND WILL BE FILING A SEPARATE RETURN GOING FORWARD.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE HOUSING, MEALS & SUPPORT FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CONSISTS OF MEMBERS WHO BELONG TO A NATIONAL COLLEGIATE FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER OF THE ORGANIZATION MAY ELECT MEMBERS WHO WILL THEN SERVE OVER THE ORGANIZATION AS THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS EXECUTIVE OFFICERS REVIEW THE FORM 990 WHEN IT IS COMPLETED AND IF ANY PART OF THE FORM IS IN QUESTION, THE EXECUTIVE OFFICERS CONTACT THE PREPARER TO ADDRESS THOSE QUESTIONS. SHOULD ANY CHANGES NEED TO BE MADE ON THE FORM, THOSE CHANGES ARE PROMPTLY MADE AND THE FORM IS REPRINTED FOR THE EXECUTIVE OFFICERS TO REVIEW. AFTER THE FORM IS REVIEWED AND APPROVED, THE EXECUTIVE OFFICER SIGNS THE RETURN AND IT IS MAILED OR FILED ELECTRONICALLY TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC BETWEEN REGULAR BUSINESS HOURS UPON REQUEST TO THE PRESIDENT OR TREASURER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NATIONAL FEES 49,576 0 0 BUILDING FUND 25,900 0 0 CREDIT CARD FEES 23,048 0 0 SUPPLIES & ACCESSORIES 17,709 0 0 DUES 9,698 0 0 CHAPTER SUPPLIES 7,246 0 0 RUSH 6,110 0 0 CAMPUS & CHAPTER ACTIVITY 5,482 0 0 COMPOSITE 2,073 0 0 OTHER 1,951 0 0 PARENT'S WEEKEND 1,362 0 0 GREEK WEEK 1,225 0 0 TESTING 897 0 0 MISC CONTRIBUTIONS 745 0 0 TOTAL 153,022 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOUSE CORP RETAINED EARNINGS -2,890,877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OMICRON CHAPTER OF PI KAPPA PHI HAS FILED A COMBINED TAX RETURN WITH THEIR HOUSE CORPORATION, THE OMICRON CLUB, INC. FOR MANY YEARS. THE OMICRON CLUB, INC. HAS ESTABLISHED IT'S OWN TAX IDENTIFICATION NUMBER AND IS FILING A SEPARATE RETURN GOING FORWARD UNDER EIN 27-1216965. THE NET AFFECT OF THIS TRANSACTION IS -2,890,877.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07957597
IRS990/TotalAssetsEOYAmt0105385
IRS990/TotalAssetsGrp/BOYAmt07957597
IRS990/TotalAssetsGrp/EOYAmt0105385
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0225
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01336297
IRS990/TotalGrossUBIAmt01154
IRS990/TotalLiabilitiesBOYAmt05021082
IRS990/TotalLiabilitiesEOYAmt033750
IRS990/TotalLiabilitiesGrp/BOYAmt05021082
IRS990/TotalLiabilitiesGrp/EOYAmt033750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02936515
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt071635
IRS990/TotalProgramServiceRevenueAmt01360887
IRS990/TotalRevenueGrp/ExclusionAmt028
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01360887
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01362294
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01154
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07957597
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0105385
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01831 UNIVERSITY STATION MSC870509
IRS990/USAddress/CityNm0TUSCALOOSA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035487
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0UAPIKAPPAPHI.COM/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN DOLMANET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI KAPPA PHI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OMICRON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIKA
ReturnHeader/Filer/EIN0630164600
ReturnHeader/Filer/PhoneNum02057587754
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0354031880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631044933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02118 8TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354012134
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02017-11-13T16:33:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.92$0.90$0.02$2.00$1.99$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.10$0.01$1.96$1.99$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.08$0.05$0.03$1.76$1.73$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.00$1.43$1.44$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.00$1.33$1.19$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.86$0.14$1.04$1.19$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.64$0.00$1.18$1.21$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.10$0.01$1.20$1.28$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.03$0.07$1.36$1.34$0.03
2016Detailed filing. Detailed filing data is available for this year.$7.96$5.02$2.94$1.41$1.48$0.06
2015Detailed filing. Detailed filing data is available for this year.$8.10$5.09$3.00$1.53$1.46$0.07
2014Detailed filing. Detailed filing data is available for this year.$8.11$5.18$2.93$2.95$1.21$1.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.09$1.19$0.96
2012Summary only. Only limited summary data is available for this year.$0.68$0.05$0.63$0.93$0.82$0.11
2011Summary only. Only limited summary data is available for this year.$0.56$0.04$0.52$0.71$0.64$0.07