Civic Intelligence

Phi Kappa Tau Fraternity

990 • Fiscal year 2023 • EIN 91-0365077

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

254 E Main St Ste 240Pullman, WA 99163

(509) 520-5032

Siviq Scores

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

Liabilities / Assets

89th percentile

0.44x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.13x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

30th percentile

-5.0%

Higher net margin than 30% 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

20th percentile

-15%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

32nd percentile

-3.7%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Down

$80,154

Down $14,081 (-15%) from 2022

Net Assets

Down

$44,828

Down $14,030 (-24%) from 2022

Liabilities

Down

$35,326

Down $51 (-0.1%) from 2022

Revenue

Down

$278,372

Down $10,601 (-3.7%) from 2022

Expenses

Down

$292,402

Down $111,019 (-28%) from 2022

Net Income

Up

-$14,030

Up $100,418 (+88%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $32,114Liabilities 2010: $971Net Assets 2010: $31,1432010Assets 2011: $25,224Liabilities 2011: $6,088Net Assets 2011: $19,1362011Assets 2012: $34,969Liabilities 2012: $4,468Net Assets 2012: $30,5012012Assets 2013: $57,688Liabilities 2013: $3,354Net Assets 2013: $54,3342013Assets 2014: $49,994Liabilities 2014: $3,554Net Assets 2014: $46,4402014Assets 2015: $47,777Liabilities 2015: $3,336Net Assets 2015: $44,4412015Assets 2016: $33,904Liabilities 2016: $14,549Net Assets 2016: $19,3552016Assets 2017: $36,136Liabilities 2017: $18,487Net Assets 2017: $17,6492017Assets 2018: $42,455Liabilities 2018: $20,081Net Assets 2018: $22,3742018Assets 2019: $66,827Liabilities 2019: $30,030Net Assets 2019: $36,7972019Assets 2020: $185,227Liabilities 2020: $33,577Net Assets 2020: $151,6502020Assets 2021: $208,303Liabilities 2021: $34,997Net Assets 2021: $173,3062021Assets 2022: $94,235Liabilities 2022: $35,377Net Assets 2022: $58,8582022Assets 2023: $80,154Liabilities 2023: $35,326Net Assets 2023: $44,8282023Assets 2024: $77,231Liabilities 2024: $35,787Net Assets 2024: $41,4442024Assets 2025: $95,935Liabilities 2025: $35,552Net Assets 2025: $60,3832025

Highlighted filing

2023

Assets$80,154
Liabilities$35,326
Net Assets$44,828

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $253,0552010Expenses 2011: $248,0592011Expenses 2012: $277,4162012Expenses 2013: $324,6902013Revenue 2014: $324,742Expenses 2014: $332,636Net Income 2014: -$7,8942014Revenue 2015: $307,593Expenses 2015: $309,592Net Income 2015: -$1,9992015Revenue 2016: $291,898Expenses 2016: $310,117Net Income 2016: -$18,2192016Revenue 2017: $234,258Expenses 2017: $235,964Net Income 2017: -$1,7062017Revenue 2018: $257,429Expenses 2018: $252,704Net Income 2018: $4,7252018Revenue 2019: $362,769Expenses 2019: $348,346Net Income 2019: $14,4232019Revenue 2020: $425,511Expenses 2020: $310,658Net Income 2020: $114,8532020Revenue 2021: $334,581Expenses 2021: $312,925Net Income 2021: $21,6562021Revenue 2022: $288,973Expenses 2022: $403,421Net Income 2022: -$114,4482022Revenue 2023: $278,372Expenses 2023: $292,402Net Income 2023: -$14,0302023Revenue 2024: $376,003Expenses 2024: $379,387Net Income 2024: -$3,3842024Revenue 2025: $355,288Expenses 2025: $336,349Net Income 2025: $18,9392025

Highlighted filing

2023

Revenue$278,372
Expenses$292,402
Net Income-$14,030
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$278,372
Mission and Program Overview

Mission

All expenses are related to fraternity house operations for members of phi kappa tau fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$86,608$78,147▼ $8,461
Cash and Non-Interest-Bearing Accounts$6,233$2,007▼ $4,226
Savings and Temporary Cash Investments$1,394--
Total Assets$94,235$80,154▼ $14,081
Liabilities
Other Liabilities$35,377$35,326▼ $51
Total Liabilities$35,377$35,326▼ $51
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$58,858$44,828▼ $14,030
Total Net Assets Fund Balance$58,858$44,828▼ $14,030
Total Liabilities and Net Assets / Fund Balance$94,235$80,154▼ $14,081

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$72,916$24,987$97,903
Other Land Buildings-$15,065$15,065
Buildings$5,231$4,664$9,895
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andrew KohlerPresident
Logan DozierAdvisor
Kieran TaberTreasurer
Bryce DullVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$278,371
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$-14,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$245,659
Salaries, Compensation, and Employee Benefits$46,743
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$93,029
Other Salaries and Wages---$42,268
All Other Expenses---$21,883
Other Expenses---$14,446
Depreciation Depletion---$8,461
Payroll Taxes---$4,475
Fees for Services Accounting---$3,113
Advertising---$792
Total Functional Expenses$0$0$0$292,402
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Zeller-covered Expenses$31,353
Zeller Appliance Loan$3,154
Payroll Liabilities$819
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 9

Logan dozier 2950 s proctor st tacoma, wa 98409

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

The return is provided to alumni advisors to review prior to submission

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau Fraternity
EIN
91-0365077
Phone
5095205032
Address
254 E MAIN ST STE 240, PULLMAN, WA 99163

Signing Officer

Name
Logan Dozier
Title
Advisor
Phone
5095205032
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Logan Dozier
Formed
1927
Legal Domicile
Wa
Voting Board Members
3
Independent Board Members
3
Employees
2

Preparer

Firm
Wills & Associates Pllc
Address
254 E MAIN ST STE 240, PULLMAN, WA 99163-2689
Preparer
Jason E Wills CPA
Phone
5093344515
Raw XML Appendix270 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
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ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.36$0.60$3.55$3.36$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.36$0.41$3.76$3.79$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.35$0.45$2.78$2.92$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.35$0.59$2.89$4.03$1.14
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.35$1.73$3.35$3.13$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.34$1.52$4.26$3.11$1.15
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.30$0.37$3.63$3.48$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.20$0.22$2.57$2.53$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.18$0.18$2.34$2.36$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.15$0.19$2.92$3.10$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.03$0.44$3.08$3.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.04$0.46$3.25$3.33$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.03$0.54$3.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.04$0.31$2.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.06$0.19$2.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.01$0.31$2.53
Peer Organizations

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