2024-08-21T08:17:28-05:00 2023-06-30 821852746 HARDY & CO LLC 2378 FERGUSON RD ALLISON PARK PA 151013550 990 2022-07-01 316024975 PHI KAPPA TAU FOUNDATION PHIK 5135234193 5221 MORNING SUN ROAD OXFORD OH 45045 K CRAIG ROGERS EXECUTIVE DIRECTOR 5135234193 2024-08-15 1 0 BRIAN T HARDY P00060391 4125629061 2022 2024-08-08 14:25:15Z X K CRAIG ROGERS 5221 MORNING SUN ROAD OXFORD OH 45045 2809805 0 X WWW.PHIKAPPATAU.ORG X 1945 OH TO SUPPORT THE EDUCATIONAL UNDERTAKING OF THE PHI KAPPA TAU FRATERNITY AND ITS CHAPTERS. 20 20 0 0 0 0 1112253 1528696 0 0 795476 1275109 6000 6000 1913729 2809805 150705 278492 0 0 231570 398516 12727 20908 861302 279545 1053008 674547 1750924 1239182 1058881 15957307 16551673 776907 441563 15180400 16110110 X TO SUPPORT THE EDUCATIONAL UNDERTAKINGS OF PHI KAPPA TAU FRATERNITY AND ITS CHAPTERS. 0 0 FRATERNITY EDUCATIONAL SUPPORT - PROVIDES SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMS OF THE FRATERNITY. 396923 250492 SCHOLARSHIPS - PROVIDES FUNDS FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO PHI KAPPA TAU UNDERGRADUATES AND ALUMNI. 28000 28000 GRANTS TO CAMPS SERVING CHILDREN WITH CANCER AND OTHER LIFE-THREATENING ILLNESSES INCLUDING TRAVEL REIMBURSEMENT OF MEMBERS WHO VOLUNTEER AT ONE OF THE CAMPS. GRANT TO SPONSOR IMPROVEMENTS TO LOCAL HOSPITAL AND DONATION OF PAINTING TO 424923 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD MI MN NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV NV X LISA ADAMS 5135231778 5221 MORNING SUN ROAD OXFORD OH 45045 JEFFREY HILPERTS CHAIRMAN 10.00 X X 0 0 0 DOUG ADAMS VICE-CHAIRMAN 5.00 X X 0 0 0 ROBERT REESE TREASURER 10.00 X X 0 0 0 JOHN SAYERS SECRETARY 5.00 X 0 0 0 JACK ALVENUS TRUSTEE 5.00 X 0 0 0 JIM BACON TRUSTEE 5.00 X 0 0 0 MICHAEL BICHIMER TRUSTEE 5.00 X 0 0 0 TIM COLLINS TRUSTEE 5.00 X 0 0 0 RAY COX TRUSTEE 5.00 X 0 0 0 BILL FISHER TRUSTEE 5.00 X 0 0 0 WESLEY FUGATE TRUSTEE 5.00 X 0 0 0 ADAM GOETZ TRUSTEE 5.00 X 0 0 0 DALE HOLLAND TRUSTEE 5.00 X 0 0 0 STEPHEN MARTINO TRUSTEE 5.00 X 0 0 0 BARRY MASK TRUSTEE 5.00 X 0 0 0 WARREN MATTOX TRUSTEE 5.00 X 0 0 0 RICHARD MICHAEL TRUSTEE 5.00 X 0 0 0 RICHARD MURRAY TRUSTEE 5.00 X 0 0 0 DAVID RUCKMAN TRUSTEE 5.00 X 0 0 0 CLIFF UNGER TRUSTEE 5.00 X 0 0 0 TRAVIS ROBINSON INTERIM EXEUCTIVE DIRECTOR 60.00 X 101273 8806 15433 K CRAIG ROGERS EXECUTIVE DIRECTOR 60.00 X 18333 0 2189 W TIMOTHY HUDSON CHIEF EXECUTIVE 60.00 20.00 X 19250 28875 1627 138856 37681 19249 1 0 0 0 0 1528696 5970 1528696 486496 486496 788613 0 788613 788613 788613 COST SHARING REIMBURSEMENT 551112 6000 6000 6000 2809805 6000 0 1275109 242602 242602 35890 35890 158104 35775 72558 49771 184661 41785 84745 58131 8895 2013 4082 2800 20300 4594 9315 6391 26556 6009 12187 8360 9022 9022 46080 46080 20908 20908 56194 56194 58314 5950 39587 12777 17186 11574 5612 29020 6566 13318 9136 10388 871 8945 572 16447 16447 47888 47888 8721 2925 5796 BAD DEBT EXPENSE 647939 647939 MISCELLANEOUS EXPENSE 44349 36375 7974 PRINTING & PRODUCTION 22260 8251 1909 12100 POSTAGE & SHIPPING 17914 5279 3630 9005 21286 12891 4365 4030 1750924 424923 464699 861302 1174232 1259762 822233 537206 15345 13352 1963930 1267123 662690 696807 8462124 8870789 4820683 5173757 15957307 16551673 68313 28041 78542 89581 630052 323941 776907 441563 X 5234439 5190201 9945961 10919909 15180400 16110110 15957307 16551673 1058881 -129171 0 X X 0 1 X 1 0 X 842573 1048735 513726 1112253 1528669 5045956 842573 1048735 513726 1112253 1528669 5045956 1684040 3361916 897582 893890 144289 436096 486498 2858355 7904311 50036 0.42530 0.63900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 78542 11521 482 89581 1 X 4364033 423843 414019 533373 5248006 5232419 331987 -428706 192183 4943517 4172209 81706 1055468 76964 5232419 4439934 11462 -95912 183275 4172209 4426059 92674 159424 238223 4439934 1 0 175000 175000 1588656 1093980 494676 200274 173143 27131 696807 CASH SURRENDER VALUE- LIFE INSURANCE 118451 BENEFICIAL INTEREST IN PREPETUAL TR 4636416 LONG-TERM INVESTMENT HELD IN TRUST 105390 MISC. RECEIVABLE 313500 5173757 DUE TO PHI KAPPA TAU FRATERNITY 323941 323941 2624440 -129171 -129171 2753611 56194 56194 2809805 1694730 0 1694730 56194 56194 1750924 PART IV, LINE 2B: THE FOUNDATION MANAGES A FUND SET UP BY A DONOR WHICH ALSO BENEFITS OTHER ORGANIZAITONS. PART V, LINE 4: GRANTING SCHOLARSHIPS AND GENERAL OPERATIONS OF THE FOUNDATION. X X 0 MARKETING COMMUNICATIONS RESOURCE INC 4800 E 345TH ST WILLOUGHBY OH 44094 MAIL AND ELECTRONIC FUNDRIASING 0 52500 26657 25843 52500 26657 25843 1 PHI KAPPA TAU FRATERNITY - AFFILIATED CHAPTER'S 5221 MORNING SUN ROAD OXFORD OH 45056 501(C)(7) 213352 0 EDUCATIONAL SERIOUSFUN CHILDREN'S NETWORK 230 EAST AVENUE SUITE 107 NORWALK CT 06855 501(C)(3) 28000 0 EDUCATIONAL EDUCATIONAL 17 35890 X 1 366410 NYSE 0 0 0 AMENDED RETURN THE AUDITED FINANCIAL STATEMENTS WERE NOT COMPLETE WHEN THE FORM 990 WAS ORIGINALLY PREPARED AND FILED. THE AMENDED FORM 990 HAS BEEN UPDATED TO INCLUDE INFORMATION AVAILABLE FROM THE AUDITED FINANCIAL STATEMENTS, INCLUDING RECONCILIATION OF REVENUE AND EXPENSES ON SCHEDULE D. IN ADDITION, INFORMATION IN SCHEDULE R (TRANSACTIONS WITH RELATED PARTIES) HAS BEEN CORRECTED. SCHEDULES A AND B WERE ALSO UPDATED. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED FOR ACCURACY AND COMPLETENESS BY THE TREASURER OF THE BOARD, THE CEO AND BUSINESS MANAGER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED ANNUALLY TO COMPLETE THECONFLICT OF INTEREST POLICY FORM AND SUBMIT IT TO THE CEO AND BOARD CHAIR.THE CEO AND BOARD CHAIR REVIEW THE FORMS AND DETERMINE IF ANY CONFICTSEXIST. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE OF THE BOARD PERFORMS AN ANNUAL PERFORMANCE REVIEW OF THE CEO.THE COMMITTEE UTILIZES INFORMATION FROM NOT-FOR-PROFIT RESARCHORGANIZATIONS, INFORMATION FROM THEIR RESPECTIVE EMPLOYMENT EXPERIENCE, ANDINFORMATION FROM OTHER NOT-FOR-PROFIT BOARDS ON WHICH THEY SERVE TOEVALUATE THE CEO'S COMPENSATION. A SIMILAR PROCESS IS PERFORMED TOEVALUATE THE COMPENSATION OF KEY EMPPLOYEES.SAME PROCESS AS ABOVE BUT CONDUCTED BY CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORRM 990 ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. PHI KAPPA TAU FRATERNITY INC 5221 MORNING SUN RD OXFORD OH 45056 310406478 FRATERNITY OH PHI KAPPA TAU PROPERTIES INC 0 PHI KAPPA TAU PROPERTIES 5221 MORNING SUN RD OXFORD OH 45056 310139855 TITLE HOLD OH N/A 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 PHI KAPPA TAU FRATERNITY INC P 450994 ACTUAL (NET) PHI KAPPA TAU FRATERNITY INC E 20501 YEAR-END BALANCE PHI KAPPA TAU FRATERNITY INC D 344442 YEAR-END BALANCE