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Nonprofit · EIN 57-0340150

PI KAPPA PHI FRATERNITY

Also known as NATIONAL OFFICE

Tax-exempt · CHARLOTTE, NC 28273

Financials

$7.7M$6.7M2023$7.4M$7.4M2024
Revenue Expenses · by fiscal year end
Financials of PI KAPPA PHI FRATERNITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,410,246$7,413,111-$2,865$12,560,974$7,924,347$4,636,627
June 30, 2024990$7,651,700$6,650,513$1,001,187$12,806,295$8,166,805$4,639,490
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$332,431
Program service revenue
$5,943,507
Investment income
$95,072
Net income from sales of inventory
$46,345
Other revenue
$1,039,236

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$492,667
Other salaries and wages
$2,203,356
Salaries, compensation and benefits (total)
$3,485,087
Professional fundraising fees
$0
Legal fees
$10,685
Accounting fees
$12,735
Travel
$761,781
Depreciation
$157,938
Program services (functional)
$7,413,111

Balance sheet and other

Total assets, start of year
$12,806,295
Total assets, end of year
$12,560,974
Total liabilities, end of year
$7,924,347
Net assets, end of year
$4,636,627
Land, buildings and equipment
$1,187,771
Publicly traded securities
$5,469,138
Net assets without donor restrictions
$4,636,627
Gross receipts
$7,557,224
Employees
54
Volunteers
0
Year formed
1907
State of legal domicile
SC

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.

NameTitleHours / weekCompensationOther / benefits
JAKE HENDERSONC.E.O.
Officer
40$286,667$8,564
BRANDON BELOTEC.O.O
Officer
40$107,500$6,224
MATTHEW ZELLERSC.F.O.
Officer
40$98,500$6,224
JOE BRADYPRESIDENT
Trustee or director, Officer
0$0$0
WALLY WAHLFELDTVICE PRESIDENT
Trustee or director, Officer
0$0$0
ANDRAE TURNERTREASURER
Trustee or director, Officer
0$0$0
BEN BUSHSECRETARY
Trustee or director, Officer
0$0$0
WILLIAM RUSSELL FAULKNERHISTORIAN
Trustee or director, Officer
0$0$0
DWAYNE TODDCHANCELLOR
Trustee or director, Officer
0$0$0
TODD SARGENTCHAPLAIN
Trustee or director, Officer
0$0$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensationOther / benefits
JAKE HENDERSONC.E.O.
Officer
40$270,000$8,431
BRANDON BELOTEC.O.O
Officer
40$104,500$5,881
MATT ZELLERSC.F.O.
Officer
40$56,865$5,881
DWAYNE TODDCHAPLIN
Trustee or director, Officer
0$0$0
ALAN DUESTERHOUSESECRETARY
Trustee or director, Officer
0$0$0
ANDRAE TURNERHISTORIAN
Trustee or director, Officer
0$0$0
WALLY WAHLFELDTTREASURER
Trustee or director, Officer
0$0$0
BEN BUSHCHACELOR
Trustee or director, Officer
0$0$0
JOE BRADYVICE PRESIDENT
Trustee or director, Officer
0$0$0
JAMES SMITHPRESIDENT
Trustee or director, Officer
0$0$0

Address and contacts

Address (IRS master file)
3701 ARCO CORPORATE DR STE 500, CHARLOTTE, NC 28273-0222
Mailing address (990-N for 2014)
1 Park Place, Athens OH 45701
Principal officer (990 for 2024)
MATTHEW ZELLARS, 3701 ARCO CORPORATE DRIVE STE 500, CHARLOTTE, NC 28273
Principal officer (990-N for 2014)
Robert Hoyt, 37 E Carpenter St, Athens OH 45701
Signed the 990
MATTHEW ZELLARS, CFO
Phone
(704) 504-0888
Return prepared by
BROWN EDWARDS & COMPANY LLP

Mission

TO PROMOTE FELLOWSHIP AND MUTUAL TRUST, UPHOLD THE TRADITIONS AND IDEALS OF ITS HOST COLLEGES, ENOCUAGE SCHOLARSHIP AND THE HIGH IDEALS OF CHRISTIAN MANHOOD AND GOOD CITIZENSHIP

990 for the year ended June 30, 2025

Program accomplishments

  • TO SUPPORT THE GENERAL EDUCATION AND LEADERSHIP TRAINING FOR COLLEGE STUDENTS AND ALUMNI.
    Expenses $7,413,111

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
57-0340150
Tax-exempt status
501(c)(7): Social or recreational club
Donations deductible
No
Exempt since
1940
Accounting year ends
June
Files
Form 990 or 990-EZ
Group exemption
0424 (126 member organizations)
Assets (IRS master file)
$12,560,974
Income (IRS master file)
$7,557,224

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,410,246$7,413,111$12,560,974IRS
990June 2024$7,651,700$6,650,513$12,806,295XML
990June 2023$5,392,809$5,402,788$8,187,054IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––IRS
990-N for 2014
Officer: Robert Hoyt
June 30, 2015≤ $50,000 receipts––e-Postcard

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 57-0340150).

Questions about PI KAPPA PHI FRATERNITY

What is the EIN of PI KAPPA PHI FRATERNITY?
The employer identification number (EIN) of PI KAPPA PHI FRATERNITY is 57-0340150.
Is PI KAPPA PHI FRATERNITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1940.
Are donations to PI KAPPA PHI FRATERNITY tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PI KAPPA PHI 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 PI KAPPA PHI FRATERNITY 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 PI KAPPA PHI FRATERNITY 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 PI KAPPA PHI FRATERNITY?
The 990 for the year ended June 30, 2025 names MATTHEW ZELLARS.
Who are the officers and directors of PI KAPPA PHI FRATERNITY?
The 990 for the year ended June 30, 2025 lists 10 people; 3 received compensation from the organization, the highest $286,667 (JAKE HENDERSON, C.E.O.).
How much revenue does PI KAPPA PHI FRATERNITY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,410,246, expenses of $7,413,111 and total assets of $12,560,974 at year end.

Organizations in its group exemption (126)

Other nonprofits in CHARLOTTE

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