2024-05-15T08:55:43-04:00 2023-06-30 KIRSCH CPA GROUP LLC 2 S THIRD STREET SUITE 400 HAMILTON OH 45011 990 2022-07-01 310406478 PHI KAPPA TAU FRATERNITY PHIK 5135234193 5221 MORNING SUN ROAD OXFORD OH 45056 MATTHEW ARNOLD CEO 5135234193 2024-05-14 MATTHEW ARNOLD 999009999 false JILL FRIEDEN P01581134 5138586040 2024-05-14 2022 2023-04-26 12:10:37Z MATTHEW ARNOLD 5521 MORNING SUN RD OXFORD OH 45056 1891353 false X WWW.PHIKAPPATAU.ORG X 1906 OH PROMOTE RELIGIOUS, EDUCATIONAL, CULTURAL, SOCIAL & FRATERNAL WELFARE OF MEMBERS. 11 11 0 500 17758 0 1838005 1873595 24128 17758 0 1862133 1891353 0 0 490022 659272 0 0 1443667 1391259 1933689 2050531 -71556 -159178 4347554 4195963 1329333 1337387 3018221 2858576 PROMOTE RELIGIOUS, EDUCATIONAL, CULTURAL, SOCIAL & FRATERNAL WELFARE OF MEMBERS. false false PROGRAMMING, EDUCATION AND SUPPORT FOR MEMBERS AND CHAPTERS CHAPTER DEVELOPMENT LEADERSHIP ACADEMY false false false false false false false true false true false false true true false false true false false false false false false false false false false false false false false false false false false false false false false false true true true false true 0 0 0 true true false false false false false false false X 11 11 false false false false true true false true true false true true false true true true true true true true false OH X LISA ADAMS 5135234193 5221 MORNING SUN ROAD OXFORD OH 45056 MATTHEW ARNOLD CEO 40.00 4.00 X X 35521 0 0 DALE HOLLAND NATIONAL PRE 10.00 0.00 X X 0 0 0 BARRY MASK NATIONAL VP 5.00 0.00 X 0 0 0 RICKY BAILEY NATIONAL COU 1.00 0.00 X 0 0 0 RAYMOND CARLOS NATIONAL COU 1.00 0.00 X 0 0 0 MICHAEL FRENCH NATIONAL COU 1.00 0.00 X 0 0 0 JON HAYS NATIONAL COU 1.00 0.00 X 0 0 0 MICHAEL LUMMUS NATIONAL COU 1.00 0.00 X 0 0 0 ALLYN SHAW NATIONAL COU 1.00 0.00 X 0 0 0 JEFFERY HILPERTS NATIONAL COU 1.00 0.00 X 0 0 0 WARREN MATTOX NATIONAL COU 1.00 0.00 X 0 0 0 35521 false false false MEMBERSHIP DUES 900389 900389 LIABILITY INSURANCE PROGRAM F 774275 774275 REGISTRATION 92155 92155 HOUSING FUND FEES 61920 61920 COMMISSION ON SALES 31662 31662 13194 13194 1873595 17758 17758 1891353 1873595 17758 35521 516841 6253 53972 46685 43830 52725 1016 66005 5406 98936 31375 281641 94257 13045 8502 480398 CONTRIBUTIONS/DONATIONS 57518 NIC DUES - CHAPTERS 32602 SUPPLIES 24585 EQUIPMENT LEASES 22966 76452 2050531 0 0 0 429711 535454 78107 260107 195550 181756 54883 270482 316344 171545 114195 144799 185324 199131 3289784 2604234 4347554 4195963 207264 187473 221150 309500 527315 481526 305288 281661 68316 77227 1329333 1337387 X 3018221 2858576 3018221 2858576 4347554 4195963 -159178 -467 X false true X true false false true X 279314 153042 126272 37030 18503 18527 144799 BOARD DESIGNATED CASH - INSURANCE FD 1022969 AMOUNTS HELD FOR CHAPTERS 481526 DUE FROM PHI KAPPA TAU PROPERTIES 370879 DUE FROM PHI KAPPA TAU FOUNDATION 323941 MISCELLANEOUS RECEIVABLES 234000 INVESTMENT IN FRMT 118986 BOARD DESIGNATED CASH - HOUSING FD 51933 2604234 DUE TO OLD MAIN HOLDINGS 77227 77227 SCHEDULE D, PAGE 2, PART IV, LINE 2B AMOUNTS ARE HELD FOR MEMBER CHAPTERS. FORM 990, PAGE 6, PART VI, LINE 6 UNDERGRADUATE AND ALUMNI MEMBERS ARE REPRESENTED BY ONE DELEGATE (ONE UNDERGRADUATE AND ONE ALUM) AT THE FRATERNITY'S BIENNIAL CONVENTION. FORM 990, PAGE 6, PART VI, LINE 7A THE DELEGATES (SEE LINE 6 ABOVE) ELECT THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B THE PREPARED FORM 990 IS REVIEWED FOR ACCURACY AND COMPLETENESS BY THE CEO AND THE NATIONAL COUNCIL FINANCE & AUDIT COMMITTEE FORM 990, PAGE 6, PART VI, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED ANNUALLY TO COMPLETE THECONFLICT OF INTEREST POLICY FORM AND SUBMIT IT TO THE BOARD CHAIR AND CEO. THE CEO AND BOARD CHAIR REVIEW THE COMPLETED FORMS TO DETERMINE IF ANY CONFLICTS OF INTEREST EXIST. FORM 990, PAGE 6, PART VI, LINE 15A A COMMITTEE OF THE BOARD MEMBERS PERFORMS AN ANNUAL PERFORMANCE APPRAISAL OF THE CEO. THE COMMITTEE UTILIZES INFORMATION FROM NOT-FOR-PROFIT RESEARCH ORGANIZATIONS, INFORMATION FROM THEIR RESPECTIVE EMPLOYMENT, AND INFORMATION FROM OTHER NOT-FOR PROFIT BOARDS ON WHICH THEY SERVE TO EVALUATE THE CEO'S COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B A SIMILAR PROCESS TO 15A IS PERFORMED FOR KEY EMPLOYEES BUT IS PERFORMED BY THE CEO RATHER THAN A COMMITTEE OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON WRITTEN REQUEST. PHI KAPPA TAU PROPERTIES 5221 MORNING SUN RD OXFORD OH 45056 311039855 TITLE HOLD OH 501C2 PHI KAPPA true PHI KAPPA TAU FOUNDATION 5221 MORNING SUN RD OXFORD OH 45056 316024975 SUPPORTING OH 501C3 7 NA false false false false true false false false false false false true false false false false false true false false PHI KAPPA TAU PROPERTIES INC D 370878 YEAR-END BALANCE PHI KAPPA TAU PROPERTIES INC J 10800 ACTUAL PHI KAPPA TAU FOUNDATION Q 306111 ACTUAL PHI KAPPA TAU FOUNDATION D 323941 YEAR-END BALANCE