Nonprofit · EIN 31-6024975
PHI KAPPA TAU FOUNDATION
Tax-exempt · OXFORD, OH 45056
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,598,870 | $1,508,435 | $1,090,435 | $19,048,171 | $172,100 | $18,876,071 |
| June 30, 2024 | 990 | $1,739,707 | $1,561,844 | $177,863 | $17,763,304 | $431,454 | $17,331,850 |
| June 30, 2023 | 990 (amended) | $2,809,805 | $1,750,924 | $1,058,881 | $16,551,673 | $441,563 | $16,110,110 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,473,144
- Program service revenue
- $0
- Investment income
- $1,120,226
- Net rental income
- $5,500
- Net gain from sales of assets
- $281,074
- Other revenue
- $5,500
Expenses
- Grants and similar amounts paid
- $631,355
- Compensation of officers, directors and key employees
- $200,063
- Other salaries and wages
- $179,614
- Salaries, compensation and benefits (total)
- $440,266
- Professional fundraising fees
- $0
- Legal fees
- $17,391
- Accounting fees
- $33,889
- Occupancy
- $22,222
- Travel
- $51,121
- Depreciation
- $38,412
- Program services (functional)
- $755,387
- Management and general (functional)
- $403,477
- Fundraising (functional)
- $349,571
Balance sheet and other
- Total assets, start of year
- $17,763,304
- Total assets, end of year
- $19,048,171
- Total liabilities, end of year
- $172,100
- Net assets, end of year
- $18,876,071
- Land, buildings and equipment
- $5,521
- Publicly traded securities
- $10,980,726
- Net assets without donor restrictions
- $4,817,183
- Net assets with donor restrictions
- $14,058,888
- Gross receipts
- $3,120,225
- Employees
- 0
- Volunteers
- 21
- Year formed
- 1945
- State of legal domicile
- OH
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| K CRAIG ROGERS | EXECUTIVE DIRECTOR Officer | 40 | $173,118 | $0 | $23,903 |
| LISA ADAMS | FINANCE COORDINATOR Officer | 20 | $0 | $74,021 | $11,723 |
| DOUG ADAMS | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 | $0 |
| RAY COX | VICE CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JOHN SAYERS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROB REESE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACK ALVENUS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JIM BACON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL BICHIMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TIM COLLINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS CORSO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMIE DAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BILL FISHER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFFERY HILPERTS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVE LAPINSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES JJ LEWIS | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN MARTINO | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD MURRAY | TRUSTEE Trustee or director | 1 | $0 |
| ALLYN SHAW | TRUSTEE Trustee or director | 1 | $0 |
| MILES SNOWDEN | TRUSTEE Trustee or director | 1 | $0 |
| MATT TER MOLEN | TRUSTEE Trustee or director | 1 | $0 |
| MIKE MCCRUM | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL LUMMUS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| K CRAIG ROGERS | EXECUTIVE DIRECTOR Officer | 40 | $99,660 | $0 | $7,822 |
| LISA ADAMS | FINANCE COORDINATOR Officer | 20 | $0 | $72,580 | $11,706 |
| JEFFREY HILPERTS | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 | $0 |
| DOUG ADAMS | VICE CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JOHN SAYERS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROB REESE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACK ALVENUS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JIM BACON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL BICHIMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TIM COLLINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RAY COX | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMIE DAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BILL FISHER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WES FUGATE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ADAM GOETZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVE LAPINSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES JJ LEWIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN MARTINO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DICK MICHAEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD MURRAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID RUCKMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CLIFF UNGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRAVIS ROBINSON | INTERIM EXEUCTIVE DIRECTOR Officer | 60 | $101,273 | $8,806 | $15,433 |
| W TIMOTHY HUDSON | CHIEF EXECUTIVE Officer | 60 | $19,250 | $28,875 | $1,627 |
| K CRAIG ROGERS | EXECUTIVE DIRECTOR Officer | 60 | $18,333 | $0 | $2,189 |
| JEFFREY HILPERTS | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 | $0 |
| DOUG ADAMS | VICE-CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| ROBERT REESE | TREASURER Trustee or director, Officer | 10 | $0 | $0 | $0 |
| JOHN SAYERS | SECRETARY Trustee or director | 5 | $0 | $0 | $0 |
| JACK ALVENUS | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| JIM BACON | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| MICHAEL BICHIMER | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| TIM COLLINS | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| RAY COX | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| BILL FISHER | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| WESLEY FUGATE | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| ADAM GOETZ | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| DALE HOLLAND | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| STEPHEN MARTINO | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| BARRY MASK | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| WARREN MATTOX | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| RICHARD MICHAEL | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| RICHARD MURRAY | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| DAVID RUCKMAN | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| CLIFF UNGER | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5221 MORNING SUN RD, OXFORD, OH 45056-8928
- Mailing address (990-N for 2019)
- 1511 Josie Ave, Long Beach CA 90815
- Principal officer (990 for 2024)
- K CRAIG ROGERS, 5221 MORNING SUN ROAD, OXFORD, OH 45056
- Principal officer (990-N for 2019)
- Mark Fronke, 1511 Josie Ave, Long Beach CA 90815
- Signed the 990
- K CRAIG ROGERS, EXECUTIVE DIRECTOR
- Phone
- (513) 523-4193
- Website
- WWW.PHIKAPPATAU.ORG
- Return prepared by
- BLUE & CO LLC
Mission
TO SUPPORT THE EDUCATIONAL UNDERTAKING OF THE PHI KAPPA TAU FRATERNITY AND ITS CHAPTERS.
Program accomplishments
- FRATERNITY EDUCATIONAL SUPPORT - PROVIDES SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMS OF THE FRATERNITY AND FRATERNITY HOUSING FACILITIES.Expenses $672,960 · grants $548,928
- SCHOLARSHIPS - PROVIDES FUNDS FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO PHI KAPPA TAU UNDERGRADUATES AND ALUMNI.Expenses $36,052 · grants $36,052
- GRANTS TO CAMPS SERVING CHILDREN WITH CANCER AND OTHER LIFE-THREATENING ILLNESSES INCLUDING TRAVEL REIMBURSEMENT OF MEMBERS WHO VOLUNTEER AT ONE OF THE CAMPS.Expenses $46,375 · grants $46,375
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6024975
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1950
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,048,171
- Income (IRS master file)
- $3,120,225
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,598,870 | $1,508,435 | $19,048,171 | IRS |
| 990 | June 2024 | $1,739,707 | $1,561,844 | $17,763,304 | IRS |
| 990 | June 2023 | $2,809,807 | $1,750,924 | $16,551,671 | XML |
| 990 | June 2022 | $1,913,729 | $674,547 | $15,957,307 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-N for 2019 Officer: Mark Fronke | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Ralph Sun | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2018 | – | – | – | IRS |
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 31-6024975).
Questions about PHI KAPPA TAU FOUNDATION
- What is the EIN of PHI KAPPA TAU FOUNDATION?
- The employer identification number (EIN) of PHI KAPPA TAU FOUNDATION is 31-6024975.
- Is PHI KAPPA TAU FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to PHI KAPPA TAU FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHI KAPPA TAU FOUNDATION 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 FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI KAPPA TAU FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PHI KAPPA TAU FOUNDATION?
- The 990 for the year ended June 30, 2025 names K CRAIG ROGERS.
- Who are the officers and directors of PHI KAPPA TAU FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 23 people; 1 received compensation from the organization, the highest $173,118 (K CRAIG ROGERS, EXECUTIVE DIRECTOR).
- How much revenue does PHI KAPPA TAU FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,598,870, expenses of $1,508,435 and total assets of $19,048,171 at year end.
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