Civic Intelligence

The Pkp Permanent Scholastic Educational Charitable and Fraternal Fund Inc

990 • Fiscal year 2021 • EIN 83-0575410

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileN/A
5395 Emerson WayIndianapolis, IN 46226

(415) 810-2664

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2021

Net Margin

87th percentile

98%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2021 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2021

Asset Growth

90th percentile

14%

Faster asset growth than 90% of similar nonprofits.

2021 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-10%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$6,604,513

Up $798,617 (+14%) from 2020

Net Assets

Up

$6,604,513

Up $798,617 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin87th percentile

Revenue

Down

$386,238

Down $43,288 (-10%) from 2020

Expenses

Up

$6,969

Up $291 (+4.4%) from 2020

Net Income

Down

$379,269

Down $43,579 (-10%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $4,603,627Liabilities 2018: $0Net Assets 2018: $4,603,6272018Assets 2019: $5,466,241Liabilities 2019: $0Net Assets 2019: $5,466,2412019Assets 2020: $5,805,896Liabilities 2020: $0Net Assets 2020: $5,805,8962020Assets 2021: $6,604,513Liabilities 2021: $0Net Assets 2021: $6,604,5132021Assets 2022: $5,360,253Liabilities 2022: $0Net Assets 2022: $5,360,2532022Assets 2023: $6,257,745Liabilities 2023: $0Net Assets 2023: $6,257,7452023Assets 2024: $6,913,484Liabilities 2024: $0Net Assets 2024: $6,913,4842024

Highlighted filing

2021

Assets$6,604,513
Liabilities$0
Net Assets$6,604,513
Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2018: $5,761,049Expenses 2018: $350,142Net Income 2018: $5,410,9072018Revenue 2019: $1,005,901Expenses 2019: $143,288Net Income 2019: $862,6132019Revenue 2020: $429,526Expenses 2020: $6,678Net Income 2020: $422,8482020Revenue 2021: $386,238Expenses 2021: $6,969Net Income 2021: $379,2692021Revenue 2022: $168,703Expenses 2022: $6,570Net Income 2022: $162,1332022Revenue 2023: $140,533Expenses 2023: $7,200Net Income 2023: $133,3332023Revenue 2024: $275,493Expenses 2024: $37,418Net Income 2024: $238,0752024

Highlighted filing

2021

Revenue$386,238
Expenses$6,969
Net Income$379,269
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$1,984,788
Mission and Program Overview

Mission

The corporation is organized for the exclusive purpose of holding title to property, collecting income therefrom, and turning over the entire amount thereof, less expenses, to its sole member, the phi kappa psi fraternity, inc., an indiana nonprofit corporation which is recognized as exempt under internal revenue code section 501(c)(7)

The corporation is organized for the exclusive purpose of holding title to property of the phi kappa psi fraternity, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,719,030$6,524,615▲ $805,585
Savings and Temporary Cash Investments$68,196$79,898▲ $11,702
Accounts Receivable$18,670$0▼ $18,670
Total Assets$5,805,896$6,604,513▲ $798,617
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,805,896$6,604,513▲ $798,617
Total Net Assets Fund Balance$5,805,896$6,604,513▲ $798,617
Total Liabilities and Net Assets / Fund Balance$5,805,896$6,604,513▲ $798,617
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Paul J OblonPresident
J Smith HarrisonVice President
Michael FlechasSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$358,873
Other Revenue
$27,365
Change in Net Assets
$379,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,969
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal---$6,588
Office Expenses---$380
Other Expenses---$1
Total Functional Expenses$0$0$0$6,969
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The sole member of the corporation shall be phi kappa psi fraternity, inc. An indiana nonprofit corporation.”

Form 990, Part VI, Section A, Line 7A

“Each of the founding directors shall serve for a term as determined by the member. The directors shall be nominated by the president of the fraternity ("swgp") with the consent of the fraternity's executive council ("executive council") coincident with each odd-numbered-year national meeting of the fraternity. Any director nominated by the swgp with the consent of the executive council to fill a vacancy shall serve for the unexpired term of the director whom he is replacing. A director or officer may be removed for cause as determined by the member or by a majority vote of the board.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is distribted to the board for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All board members are required to sign an annual declaration of any conflicts of interest. If there is a conflict, one is not allowed to vote. The policy is regularly monitored to ensure compliance.”

Form 990, Part VI, Section B, Line 15

“Available upon request by contacting the treasurer”

Form 990, Part VI, Section C, Line 19

“They are available upon reqest by contacting the treasurer.”

Filing and Contact Details

Filer

Filer Name
The Pkp Permanent Scholastic Educational
EIN
83-0575410
Phone
4158102664
Address
5395 EMERSON WAY, INDIANAPOLIS, IN 46226
Doing Business As
The Permanent Fund Inc

Signing Officer

Name
Paul Oblon
Title
President
Phone
4158102664
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Oblon
Formed
2018
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Vonlehman & Company Inc
Address
5975 CASTLE CREEK PARKWAY N DR STE, 400, INDIANAPOLIS, IN 46250
Preparer
Bryan Pautsch
Phone
3174690169
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfers in and transfers out to phi kappa psi national fraternity, inc. -262,477.”

Raw XML Appendix303 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE MEMBER OF THE CORPORATION SHALL BE PHI KAPPA PSI FRATERNITY, INC. AN INDIANA NONPROFIT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH OF THE FOUNDING DIRECTORS SHALL SERVE FOR A TERM AS DETERMINED BY THE MEMBER. THE DIRECTORS SHALL BE NOMINATED BY THE PRESIDENT OF THE FRATERNITY ("SWGP") WITH THE CONSENT OF THE FRATERNITY'S EXECUTIVE COUNCIL ("EXECUTIVE COUNCIL") COINCIDENT WITH EACH ODD-NUMBERED-YEAR NATIONAL MEETING OF THE FRATERNITY. ANY DIRECTOR NOMINATED BY THE SWGP WITH THE CONSENT OF THE EXECUTIVE COUNCIL TO FILL A VACANCY SHALL SERVE FOR THE UNEXPIRED TERM OF THE DIRECTOR WHOM HE IS REPLACING. A DIRECTOR OR OFFICER MAY BE REMOVED FOR CAUSE AS DETERMINED BY THE MEMBER OR BY A MAJORITY VOTE OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS DISTRIBTED TO THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL DECLARATION OF ANY CONFLICTS OF INTEREST. IF THERE IS A CONFLICT, ONE IS NOT ALLOWED TO VOTE. THE POLICY IS REGULARLY MONITORED TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST BY CONTACTING THE TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THEY ARE AVAILABLE UPON REQEST BY CONTACTING THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSFERS IN AND TRANSFERS OUT TO PHI KAPPA PSI NATIONAL FRATERNITY, INC. -262,477.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
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ReturnHeader/Filer/BusinessNameControlTxt0PKPP
ReturnHeader/Filer/EIN0830575410
ReturnHeader/Filer/PhoneNum04158102664
ReturnHeader/Filer/USAddress/AddressLine1Txt05395 EMERSON WAY
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310905417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VONLEHMAN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05975 CASTLE CREEK PARKWAY N DR STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046250
ReturnHeader/PreparerPersonGrp/PhoneNum03174690169
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN PAUTSCH
ReturnHeader/ReturnTs02022-11-14T11:21:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBLON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,604,513
Liabilities
$0
Net assets
$6,604,513
Revenue
$386,238
Expenses
$6,969
Net income
$379,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.91$0.00$6.91$0.28$0.04$0.24
2023Summary only. Only limited summary data is available for this year.$6.26$0.00$6.26$0.14$0.01$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$0.00$5.36$0.17$0.01$0.16
2021Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.39$0.01$0.38
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$0.00$5.81$0.43$0.01$0.42
2019Summary only. Only limited summary data is available for this year.$5.47$0.00$5.47$1.01$0.14$0.86
2018Summary only. Only limited summary data is available for this year.$4.60$0.00$4.60$5.76$0.35$5.41