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Phi Kappa Tau Foundation FY2020 filing

Tax-deductible

Oxford, OH501(c)(3)Since 1945EIN 31-6024975Revenue $2.6M in FY2020

On file with the IRSphikappatau.org5221 Morning Sun Rd, 45056-8928 · Oxford, OHTax-exempt since Jan 1950Publicly supported charity — 170(b)(1)(A)(vi)

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To support the educational undertaking of the Phi Kappa Tau fraternity and its chapters.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$42K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.2M a year · 46% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$42K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $259K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$93K
0.6% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.6M
Spent
$1.8M
To programs
73%
Net assets
$13.8M
By yearFY2020–FY2024
Revenue
$2.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.6M
FY2021$3.6M
FY2022$1.9M
FY2023$2.8M
FY2024$1.7M
FY2024$2.6M
Expenses
$1.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.8M
FY2021$1.1M
FY2022$675K
FY2023$1.8M
FY2024$1.6M
FY2024$1.5M
Net assets
$13.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$13.8M
FY2021$16.4M
FY2022$15.2M
FY2023$16.1M
FY2024$17.3M
FY2024$18.9M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1950.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $1.3M Management & general 18% · $325K Fundraising 9% · $165K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

28 people listed on the 990; $42K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
W Timothy Hudson
Chief Executive
$42,000Pt VII · Sec A
Wes Fugate
Chairman
$0Pt VII · Sec A
F Harrison Green
Vice-Chairman
$0Pt VII · Sec A
Brian T Hardy
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
K Craig Rogers$173,118$99,660$18,333———
Travis Robinson——$101,273———
W Timothy Hudson——$19,250$42,000$42,000$42,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Phi Kappa Tau Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports the educational endeavors of the Phi Kappa Tau Fraternity and its chapters.

Provided by the organization

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4 programs · $2.5M · in their own filed words · FY2019
01

Fraternity Educational Support

Provides support for various educational programs of the fraternity.

$1.2Mprogram expense
02

Fraternity Educational Support

Provides support for various educational programs of the fraternity.

$1.2Mprogram expense
03

Grants to camps serving children with cancer and other life-threatening illnesses including travel reimbursement of members who volunteer at one of the camps.

$134Kprogram expense
04

Scholarships

Provides funds for scholarships and financial assistance to phi kappa tau undergraduates and alumni.

$41Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Ewing T Boles Endowment Fund Trust FBO Phi Kappa Tau FoundationFY2025$259K
Total grants receivedfrom 1 funder$259K
Grants paid · 33 grants · $3.1M · 2019–2024
Phi Kappa Tau FraternityOH · FY2024$250,000
Alpha Chi Chapter of Phi Kappa Tau Affordable Housing and ScholarshipMS · FY2024$150,000
Phi Kappa Tau FraternityNE · FY2024$50,000
Serious Fun Childrens Network INCCT · FY2024$46,375
Unitemized GrantFY2024$36,052
Pkt Chapter House Assoc of Miami UnivFY2024$22,500
Phi Delta Sigma INCNY · FY2024$20,667
Phi Kappa Tau Fraternity Purdue Assn INCIN · FY2024$11,793
Phi Kappa Tau FraternityOH · FY2023$355,647
Unitemized GrantFY2023$41,538
Alpha Chi Chapter of Phi Kappa Tau Affordable Housing and ScholarshipMS · FY2023$38,007
Pkt Chapter House Assoc of Miami UnivFY2023$28,000
Phi Kappa Tau FraternityOK · FY2023$23,119
Gamma Educational Foundation INCOH · FY2023$18,000
Serious Fun Childrens Network INCCT · FY2023$14,211
Phi Kappa Tau Fraternity - Affiliated Chapter'sFY2022$213,352
Phi Kappa Tau Fraternity - Affiliated Chapter'sFY2022$213,352
Unitemized GrantFY2022$35,890
See all 33 grants →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.6M
Ln 12
Other incomeLn 4–11$1.4M
Gifts and grantsLn 1h$835K
Investment incomeLn 3$417K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.3M
Managementcol C$325K
Fundraisingcol D$165K
Owns and owesPt X
$13.8M
net assets · Ln 32
Cash and savingsLn 1–2$702K
Total assetsLn 16$14.5M
LiabilitiesLn 26$93K
PeoplePt VI, VII
28
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$835K
Investment incomeLn 3$417K
Other incomeLn 4–11$1.4M
Total revenueLn 12$2.6M
Assets in detailPt X, end of year
Cash and savings togetherLn 1–2$702K
Total assetsLn 16$14.5M
LiabilitiesLn 26$93K
Net assetsLn 32$13.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 621
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.7M$1.6M$178K$17.3M 990 PDF
FY2023 $2.8M$1.8M$1.1M$16.1M 990 PDF
FY2022 $1.9M$675K$1.2M$15.2M 990 PDF
FY2021 $3.6M$1.1M$2.5M$16.4M 990 PDF
FY2020 Viewing $2.6M$1.8M$806K$13.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (1 part)
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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