Civic Intelligence

Phi Kappa Fraternity

990EZ • Fiscal year 2023 • EIN 94-0767695

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 31, 2024

Organization ProfileN/A
2335 Piedmont AveBerkeley, CA 94704

(925) 217-7772

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

77th percentile

15%

Higher net margin than 77% 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

100th percentile

1184%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

89th percentile

54%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,565

Up $17,119 (+1184%) from 2022

Net Assets

Up

$18,565

Up $17,119 (+1184%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$111,365

Up $38,946 (+54%) from 2022

Expenses

Up

$94,246

Up $21,833 (+30%) from 2022

Net Income

Up

$17,119

Up $17,113 (+285217%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$20K$15K$10K$5.0K$0Assets 2017: $401Liabilities 2017: $02017Assets 2018: $2,877Liabilities 2018: $02018Assets 2019: $2,104Net Assets 2019: $2,1042019Assets 2020: $5,658Net Assets 2020: $5,6582020Assets 2021: $1,440Net Assets 2021: $1,4402021Assets 2022: $1,446Net Assets 2022: $1,4462022Assets 2023: $18,565Net Assets 2023: $18,5652023Assets 2024: $8,713Net Assets 2024: $8,7132024

Highlighted filing

2023

Assets$18,565
Liabilities-
Net Assets$18,565
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $74,060Expenses 2017: $73,734Net Income 2017: $3262017Revenue 2018: $95,788Expenses 2018: $93,312Net Income 2018: $2,4762018Revenue 2019: $95,885Expenses 2019: $96,658Net Income 2019: -$7732019Revenue 2020: $39,200Expenses 2020: $35,646Net Income 2020: $3,5542020Revenue 2021: $60,028Expenses 2021: $64,246Net Income 2021: -$4,2182021Revenue 2022: $72,419Expenses 2022: $72,413Net Income 2022: $62022Revenue 2023: $111,365Expenses 2023: $94,246Net Income 2023: $17,1192023Revenue 2024: $101,882Expenses 2024: $111,734Net Income 2024: -$9,8522024

Highlighted filing

2023

Revenue$111,365
Expenses$94,246
Net Income$17,119
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 31, 2024
Return Version
2023v5.1
Gross Receipts
$111,365
Mission and Program Overview

Mission

This institutions provides housing and student service programs for college students attending this fraternal chapter at the university of california berkeley.

Program Services

DescriptionGrantsExpenses
THIS INSTITUTIONS PROVIDES HOUSING AND STUDENT SERVICE PROGRAMS FOR COLLEGE STUDENTS ATTENDING THIS FRATERNAL CHAPTER AT THE UNIVERSITY OF CALIFORNIA BERKELEY.-$94,246
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADRIEL LEEPresident-$0--
BOND CHAIPRASITVP Internal-$0--
EMERY GOULETVP External-$0--
YAHIR SERRANOTreasurer-$0--
AMIN SHAHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau
EIN
94-0767695
Phone
9252177772
Address
2335 PIEDMONT AVE, BERKELEY, CA 94704

Signing Officer

Name
Adriel Lee
Title
President
Signed
2024-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Goldberg Gluck & Brusilovsky Llp
Address
950 TOWER LN STE 110, FOSTER CITY, CA 94404
Preparer
Samuel H Gluck CPA
Phone
6508379800
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SOCIAL $56701”

Other Expenses.2

“FOOD SERVICE $27402”

Other Expenses.3

“IFC CAL DUES $5666”

Other Expenses.4

“RUSH $2828”

Other Expenses.5

“SUPPLIES $1649”

Raw XML Appendix118 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/BooksInCareOfDetail/PersonNm0ST FRATERNITY MANAGEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum09252177772
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6688
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORAGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094570
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01446
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018565
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0111365
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017119
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01446
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018565
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0111365
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00332
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018565
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01446
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018565
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADRIEL LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOND CHAIPRASIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMERY GOULET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3YAHIR SERRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMIN SHAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Internal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP EXTERNAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt094246
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS INSTITUTIONS PROVIDES HOUSING AND STUDENT SERVICE PROGRAMS FOR COLLEGE STUDENTS ATTENDING THIS FRATERNAL CHAPTER AT THE UNIVERSITY OF CALIFORNIA BERKELEY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS INSTITUTIONS PROVIDES HOUSING AND STUDENT SERVICE PROGRAMS FOR COLLEGE STUDENTS ATTENDING THIS FRATERNAL CHAPTER AT THE UNIVERSITY OF CALIFORNIA BERKELEY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094246
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt094246
IRS990EZ/TotalProgramServiceExpensesAmt094246
IRS990EZ/TotalRevenueAmt0111365
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOCIAL $56701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOOD SERVICE $27402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IFC CAL DUES $5666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RUSH $2828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $1649
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIEL LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA TAU
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0940767695
ReturnHeader/Filer/PhoneNum09252177772
ReturnHeader/Filer/USAddress/AddressLine1Txt02335 PIEDMONT AVE
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461656215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDBERG GLUCK & BRUSILOVSKY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 TOWER LN STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOSTER CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094404
ReturnHeader/PreparerPersonGrp/PhoneNum06508379800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H GLUCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-31T10:18:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,565
Liabilities
-
Net assets
$18,565
Revenue
$111,365
Expenses
$94,246
Net income
$17,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.09$1.02$1.12$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.19$0.19$1.11$0.94$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.72$0.72$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.60$0.64$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.39$0.36$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.96$0.97$0.01
2018Summary only. Only limited summary data is available for this year.$0.03$0.00$0.96$0.93$0.02
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.74$0.74$0.00