Civic Intelligence

The Phi Kappa Psi Fraternity Educational Foundation C/O Sterling Fdn Mgmt LLC

990EZ • Fiscal year 2019 • EIN 82-1339688

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileN/A
5395 Emerson WayIndianapolis, IN 46226

(864) 238-9143

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-98%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$1,392

Down $79,659 (-98%) from 2018

Net Assets

$1,392

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $6,025 (-100%) from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $113,300 (-100%) from 2018

Expenses

Up

$79,158

Up $39,211 (+98%) from 2018

Net Income

Down

-$79,158

Down $152,511 (-208%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$100K$50K$0Assets 2018: $81,051Liabilities 2018: $6,0252018Assets 2019: $1,392Liabilities 2019: $0Net Assets 2019: $1,3922019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2019

Assets$1,392
Liabilities$0
Net Assets$1,392
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2018: $113,300Expenses 2018: $39,947Net Income 2018: $73,3532018Revenue 2019: $0Expenses 2019: $79,158Net Income 2019: -$79,1582019Revenue 2020: $0Expenses 2020: $1,392Net Income 2020: -$1,3922020

Highlighted filing

2019

Revenue$0
Expenses$79,158
Net Income-$79,158
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

for charitible and educational purposes.

Program Services

DescriptionGrantsExpenses
Grant for ChapterSpot Platform$66,132$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Burns DavisonPresident | Sole Director-$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi Fraternity Educational Foundation
EIN
82-1339688
Phone
8642389143
Address
5395 Emerson Way, Indianapolis, IN 46226

Signing Officer

Name
Burns Davison
Title
President | Sole Director
Phone
8642389143
Signed
2020-11-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Grant made to Phi Kappa Psi Fraternity for ChapterSpot platform used to manage member relationships.”

Form 990-EZ, Part I, Line 16

“Office Supplies and Management Fees Paid to Sterling Foundation Management ($11,025) and Labyrinth, Inc ($1,807)”

Form 990-EZ, Part I, Line 20

“Recapture Trade Payable liability recognized in 2018 but paid in 2019.”

Raw XML Appendix167 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Burns Davison
IRS990EZ/BooksInCareOfDetail/PhoneNum08642389143
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05395 Emerson Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Indianapolis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081051
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01392
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-79158
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt01392
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt066132
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075026
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01392
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075026
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01392
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Burns Davison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President | Sole Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt05524
IRS990EZ/OtherExpensesTotalAmt013026
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0for charitible and educational purposes.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grant for ChapterSpot Platform
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt066132
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1CA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd2CO
IRS990EZ/StatesWhereCopyOfReturnIsFldCd3CT
IRS990EZ/StatesWhereCopyOfReturnIsFldCd4GA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd5HI
IRS990EZ/StatesWhereCopyOfReturnIsFldCd6IL
IRS990EZ/StatesWhereCopyOfReturnIsFldCd7ME
IRS990EZ/StatesWhereCopyOfReturnIsFldCd8MN
IRS990EZ/StatesWhereCopyOfReturnIsFldCd9MS
IRS990EZ/StatesWhereCopyOfReturnIsFldCd10NH
IRS990EZ/StatesWhereCopyOfReturnIsFldCd11NM
IRS990EZ/StatesWhereCopyOfReturnIsFldCd12NV
IRS990EZ/StatesWhereCopyOfReturnIsFldCd13NY
IRS990EZ/StatesWhereCopyOfReturnIsFldCd14OK
IRS990EZ/StatesWhereCopyOfReturnIsFldCd15OR
IRS990EZ/StatesWhereCopyOfReturnIsFldCd16PA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd17RI
IRS990EZ/StatesWhereCopyOfReturnIsFldCd18TN
IRS990EZ/StatesWhereCopyOfReturnIsFldCd19UT
IRS990EZ/StatesWhereCopyOfReturnIsFldCd20VA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd21WA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd22WI
IRS990EZ/StatesWhereCopyOfReturnIsFldCd23WV
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06025
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt079158
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Reimbursement of indirect startup costs
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt090300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0107815
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt023000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0130815
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0113300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0130815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0130815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grant made to Phi Kappa Psi Fraternity for ChapterSpot platform used to manage member relationships.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Supplies and Management Fees Paid to Sterling Foundation Management ($11,025) and Labyrinth, Inc ($1,807)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Recapture Trade Payable liability recognized in 2018 but paid in 2019.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReasonableCauseExplanation/ExplanationTxt0Lateness due to COVID challenges and winding down of affairs in 2020. This entity was dissolved on August 12, 2020.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Burns Davison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President | Sole Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08642389143
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA PSI FRATERNITY EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0821339688
ReturnHeader/Filer/PhoneNum08642389143
ReturnHeader/Filer/USAddress/AddressLine1Txt05395 Emerson Way
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046226
ReturnHeader/ReturnTs02020-12-28T17:45:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,392
Liabilities
$0
Net assets
$1,392
Revenue
$0
Expenses
$79,158
Net income
-$79,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.79$0.79
2018Summary only. Only limited summary data is available for this year.$0.81$0.06$1.13$0.40$0.73