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Nonprofit · EIN 27-2615266

PHI KAPPA TAU FRATERNITY

Also known as BETA XI CHAPTER

Tax-exempt (reinstated) · ATHENS, GA 30601

Financials

$172K$172K2023$174K$175K2024$173K$170K2025
Revenue Expenses · by fiscal year end
Financials of PHI KAPPA TAU FRATERNITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$172,862$169,662$3,200$30,416$0$30,416
December 31, 2024990$174,036$174,741-$705$27,216$0$27,216
December 31, 2023990$171,791$171,800-$9$25,012$0$25,012
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$182,862
Membership dues
$182,862
Program service revenue
$0
Investment income
$0
Net rental income
-$10,000
Other revenue
-$10,000

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Management and general (functional)
$169,662

Balance sheet and other

Total assets, start of year
$27,216
Total assets, end of year
$30,416
Total liabilities, end of year
$0
Net assets, end of year
$30,416
Gross receipts
$248,112
Employees
0
Volunteers
71
Year formed
2010
State of legal domicile
GA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Hunter LankfordFinancial Advisor
Trustee or director
1$0
PaxtonPresident
Officer
10$0
Luke KatzTreasurer
Officer
10$0
990 for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Hunter LankfordFinancial Advisor
Trustee or director
1$0
Owen MorrisPresident
Officer
10$0
Thomas HowserTreasurer
Officer
10$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
William PaynePresident
Officer
10$0
Nathan MontagueTreasurer
Officer
10$0
Hunter LankfordFinancial Advisor
Officer
1$0

Address and contacts

Address (IRS master file)
149 WILKERSON ST, ATHENS, GA 30601-2838
In care of
% BETA XI CHAPTER
Principal officer (990 for 2025)
Luke Katz, 149 Wilkerson Street, Athens, GA 30601
Signed the 990
Luke Katz, Treasurer
Phone
(770) 560-1235

Mission

The mission of Phi Kappa Tau is to champion a lifelong commitment to brotherhood, learning, ethical leadership, and exemplary character.

990 for the year ended December 31, 2025

Program accomplishments

  • Phi Kappa Tau's mission statement is to champion a lifelong commitment to brotherhood, learning, ethical leadership, and exemplary character.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
27-2615266
Tax-exempt status
501(c)(7): Social or recreational club
Donations deductible
No
Exempt since
2023
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B83)
Assets (IRS master file)
$30,416
Income (IRS master file)
$248,112

Revocation and reinstatement

Exemption revoked
May 15, 2022
Posted by the IRS
August 8, 2022
Reinstated
Effective May 15, 2022

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$172,862$169,662$30,416IRS
990December 2024$174,036$174,741$27,216IRS
990December 2023$171,791$171,800$25,012XML

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2615266).

Questions about PHI KAPPA TAU FRATERNITY

What is the EIN of PHI KAPPA TAU FRATERNITY?
The employer identification number (EIN) of PHI KAPPA TAU FRATERNITY is 27-2615266.
Is PHI KAPPA TAU FRATERNITY tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2022 and reinstated it effective May 15, 2022.
Are donations to PHI KAPPA TAU FRATERNITY tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PHI KAPPA TAU FRATERNITY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PHI KAPPA TAU FRATERNITY due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHI KAPPA TAU FRATERNITY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of PHI KAPPA TAU FRATERNITY?
The 990 for the year ended December 31, 2025 names Luke Katz.
Who are the officers and directors of PHI KAPPA TAU FRATERNITY?
The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does PHI KAPPA TAU FRATERNITY have?
On its 990 for the year ended December 31, 2025 it reported revenue of $172,862, expenses of $169,662 and total assets of $30,416 at year end.

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