Civic Intelligence

Phi Kappa Tau Fraternity-Epsilon Sigma Chapter

EIN 91-1794414 • 501(c)7 • Orange, CA

Profile

Foundation

1 University DriveOrange, CA 92866
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

42nd percentile

-0.2%

Higher net margin than 42% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

31st percentile

-8.4%

Faster asset growth than 31% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-13%

Faster revenue growth than 27% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,811

Down $257 (-8.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$2,811

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Down

$113,695

Down $16,423 (-13%) from 2024

Expenses

Down

$113,952

Down $22,653 (-17%) from 2024

Net Income

Up

-$257

Up $6,230 (+96%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $5,572Liabilities 2011: $02011Assets 2012: $15,698Liabilities 2012: $0Net Assets 2012: $15,6982012Assets 2013: $12,842Liabilities 2013: $0Net Assets 2013: $12,8422013Assets 2015: $10,000Liabilities 2015: $02015Assets 2017: $15,000Liabilities 2017: $02017Assets 2018: $20,298Liabilities 2018: $02018Assets 2019: $16,464Liabilities 2019: $02019Assets 2020: $10,087Liabilities 2020: $02020Assets 2023: $9,554Liabilities 2023: $02023Assets 2024: $3,068Liabilities 2024: $02024Assets 2025: $2,811Net Assets 2025: $2,8112025

Highlighted filing

2025

Assets$2,811
Liabilities-
Net Assets$2,811
Open 2025 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $45,105Expenses 2011: $40,425Net Income 2011: $4,6802011Revenue 2012: $90,879Expenses 2012: $80,753Net Income 2012: $10,1262012Revenue 2013: $90,861Expenses 2013: $93,717Net Income 2013: -$2,8562013Revenue 2015: $52,730Expenses 2015: $52,730Net Income 2015: $02015Revenue 2017: $58,735Expenses 2017: $53,735Net Income 2017: $5,0002017Revenue 2018: $98,240Expenses 2018: $98,796Net Income 2018: -$5562018Revenue 2019: $85,845Expenses 2019: $89,679Net Income 2019: -$3,8342019Revenue 2020: $78,012Expenses 2020: $84,390Net Income 2020: -$6,3782020Revenue 2023: $89,013Expenses 2023: $89,281Net Income 2023: -$2682023Revenue 2024: $130,118Expenses 2024: $136,605Net Income 2024: -$6,4872024Revenue 2025: $113,695Expenses 2025: $113,952Net Income 2025: -$2572025

Highlighted filing

2025

Revenue$113,695
Expenses$113,952
Net Income-$257
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,811
Liabilities
-
Net assets
$2,811
Revenue
$113,695
Expenses
$113,952
Net income
-$257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.03$0.03$1.14$1.14$0.00
2024Summary only. Only limited summary data is available for this year.$0.03$0.00$1.30$1.37$0.06
2023Summary only. Only limited summary data is available for this year.$0.10$0.00$0.89$0.89$0.00
2020Summary only. Only limited summary data is available for this year.$0.10$0.00$0.78$0.84$0.06
2019Summary only. Only limited summary data is available for this year.$0.16$0.00$0.86$0.90$0.04
2018Summary only. Only limited summary data is available for this year.$0.20$0.00$0.98$0.99$0.01
2017Summary only. Only limited summary data is available for this year.$0.15$0.00$0.59$0.54$0.05
2015Summary only. Only limited summary data is available for this year.$0.10$0.00$0.53$0.53$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.91$0.94$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.91$0.81$0.10
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.45$0.40$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 5, 2025
Return Version
2024v5.1
Gross Receipts
$113,695
Mission and Program Overview

Mission

Foundation

Program Services

DescriptionGrantsExpenses
National Member Fees and National Chapter Fees are paid to our national offices. Dues are charged on a per member and per chapter basis. Go towards National member dues National Health and Safety Program National Housing Fund NIC Dues Chapter Fee and Conference Education Fee.$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bobby TobiasPresidentPT$0--
Mark StephensTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau Fraternity-epsilon Sigma Chapter
EIN
91-1794414
Address
1 University Drive, Orange, CA 92866

Signing Officer

Name
Mark Stephens
Title
Chapter Treasurer
Phone
2063995305
Signed
2025-12-05
Raw XML Appendix101 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/BenefitsPaidToOrForMembersAmt0113952
IRS990EZ/BooksInCareOfDetail/PersonNm0Mark Stephens
IRS990EZ/BooksInCareOfDetail/PhoneNum02063995305
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0904 E Palmyra Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Orange
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092866
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03068
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02811
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-257
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03068
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02811
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0113695
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00332
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0113695
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03068
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02811
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03068
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02811
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bobby Tobias
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mark Stephens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Foundation
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0National Member Fees and National Chapter Fees are paid to our national offices. Dues are charged on a per member and per chapter basis. Go towards National member dues National Health and Safety Program National Housing Fund NIC Dues Chapter Fee and Conference Education Fee.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113952
IRS990EZ/TotalRevenueAmt0113695
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Fraternity
IRS990EZ/TypeOfOrganizationOtherInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Stephens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chapter Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02063995305
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA TAU FRATERNITY-EPSILON SIGMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0911794414
ReturnHeader/Filer/ForeignPhoneNum02063995305
ReturnHeader/Filer/USAddress/AddressLine1Txt01 University Drive
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092866
ReturnHeader/ReturnTs02025-12-04T14:17:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.