Phi Kappa Tau Fraternity in Lexington, Kentucky (KY)
Table of contents:
- Overview
- Detailed Reports
- Revenue, Expenses, and Changes in Net Assets or Fund Balances
- Balance Sheets
- Other Information
- Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
- Statements About Activities
- Reason for Non-Private Foundation Status
- Support Schedule
- Lobbying Expenditures by Electing Public Charities
- Organizations performing similar types of work
- Affiliated organizations
Phi Kappa Tau Fraternity | |
Employer Identification Number (EIN) | 616034645 |
Name of Organization | Phi Kappa Tau Fraternity |
In Care of Name | Taylor Nossokoff |
Address | 300 N Broadway, Lexington, KY 40508 |
Website | http://www.transy.phikappatau.org |
Activities | Fraternity or sorority |
Subsection | Pleasure, Recreational, or Social Club |
Ruling Date | 02/1941 |
Deductibility | Contributions are not deductible |
Foundation | All organizations except 501(c)(3) |
Organization | Association |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 2013 |
Assets | $0 |
Income | $0 |
Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
Asset Amount | $14,774 |
Amount of Income | $54,026 |
Form 990 Revenue Amount | $54,026 |
National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Student Sororities, Fraternities |
Non-representatives - add comments:
Amount of income in 2013: $54,026
Phi Kappa Tau Fraternity: | $54,026 |
Other organizations performing similar types of work: | $292,405 |
Assets in 2013: $14,774
This organization: | $14,774 |
Other organizations performing similar types of work: | $864,497 |
Expenses in 2007: $50,127
Phi Kappa Tau Fraternity: | $50,127 |
Other organizations performing similar types of work: | $226,767 |
Income to expenses ratio in 2007: 1.1
Phi Kappa Tau Fraternity: | 1.1 |
Other organizations performing similar types of work: | 1.3 |
Grants share in income in 2007: 0.3%
Phi Kappa Tau Fraternity: | 0.3% |
Other organizations performing similar types of work: | 2.2% |
Revenue for 2007
Assets at end of 2007
Expenses for 2007
Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
2005 | 2006 | 2007 | |
---|---|---|---|
Total revenue | $50,382 | $42,269 | $54,026 |
Contributions, gifts, grants, and similar amounts received | $923 | $2,379 | $144 |
Program service revenue including government fees and contracts | $0 | $0 | $0 |
Membership dues and assessments | $49,044 | $37,925 | $52,970 |
Investment income | $0 | $0 | $0 |
Gain or (loss) from sales of assets other than inventory | $0 | $0 | $0 |
Gross amount from sales of assets other than inventory | $0 | $0 | $0 |
Less: cost or other basis and sales expenses | $0 | $0 | $0 |
Net income or (loss) from special events and activities | $0 | $0 | $0 |
Gross revenue | $0 | $0 | $0 |
Less: direct expenses other than fundraising expenses | $0 | $0 | $0 |
Gross profit or (loss) from sales of inventory | $0 | $0 | $0 |
Gross sales of inventory, less returns and allowances | $0 | $0 | $0 |
Less: cost of goods sold | $0 | $0 | $0 |
Other revenue | $415 | $1,965 | $912 |
Total expenses | $46,233 | $36,073 | $50,127 |
Grants and similar amounts paid | $4,250 | $1,987 | $8,820 |
Benefits paid to or for members | $0 | $0 | $0 |
Salaries, other compensation, and employee benefits | $0 | $0 | $0 |
Professional fees and other payments to independent contractors | $0 | $0 | $0 |
Occupancy, rent, utilities, and maintenance | $250 | $250 | $250 |
Printing, publications, postage, and shipping | $151 | $6 | $0 |
Other expenses | $41,581 | $33,830 | $41,057 |
Net assets or fund balances at end of year | $4,679 | $10,875 | $14,774 |
Excess or (deficit) for the year | $4,149 | $6,196 | $3,899 |
Net assets or fund balances at beginning of year | $529 | $4,679 | $10,875 |
Other changes in net assets or fund balances | $0 | $0 | $0 |
Balance Sheets | |||
2005 | 2006 | 2007 | |
---|---|---|---|
Total assets | $5,005 | $11,049 | $15,031 |
Cash, savings, and investments | $3,250 | $847 | $665 |
Land and buildings | $0 | $0 | $0 |
Other assets | $1,754 | $10,201 | $14,366 |
Total liabilities | $326 | $174 | $257 |
Net assets or fund balances | $4,679 | $10,875 | $14,774 |
Other Information | |
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year? | No |
Was there a liquidation, dissolution, termination, or substantial contraction during the year? | No |
Direct and indirect political expenditures | $0 |
Did the organization file Form 1120-POL for this year? | No |
Initiation fees and capital contributions | $0 |
Gross receipts for public use of club facilities | $0 |
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? | |
Amount of tax imposed on the organization during the year under: section 4911 | $0 |
Amount of tax imposed on the organization during the year under: section 4912 | $0 |
Amount of tax imposed on the organization during the year under: section 4955 | $0 |
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? | |
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 | $0 |
Amount of tax above, reimbursed by the organization | $0 |
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No |
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007) | ||
Compensation | Contributions to employee benefit plans & deferred compensation | Expense account and other allowances |
---|---|---|
$0 | $0 | $0 |
$0 | $0 | $0 |
$0 | $0 | $0 |
$0 | $0 | $0 |
$0 | $0 | $0 |
Total number of other employees paid over $50,000 | 0 |
Statements About Activities (for 2007) | |
Expenses paid or incurred in connection with the lobbying activities | $0 |
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures? | |
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? | |
Did the organization maintain any donor advised funds? | |
Did the organization make any taxable distributions under section 4966? | |
Did the organization make a distribution to a donor, donor advisor, or related person? | |
The total number of donor advised funds owned at the end of the tax year | $0 |
The aggregate value of assets held in all donor advised funds owned at the end of the tax year | $0 |
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts | $0 |
The aggregate value of assets held in all funds or accounts included above at the end of the tax year | $0 |
Reason for Non-Private Foundation Status | |
The organization is not a private foundation because it is |
Support Schedule | |||
2004 | 2005 | 2006 | |
---|---|---|---|
Total | $0 | $0 | $0 |
Gifts, grants, and contributions received | $0 | $0 | $0 |
Membership fees received | $0 | $0 | $0 |
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose | $0 | $0 | $0 |
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975 | $0 | $0 | $0 |
Net income from unrelated business activities not included above | $0 | $0 | $0 |
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf | $0 | $0 | $0 |
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge | $0 | $0 | $0 |
Other income | $0 | $0 | $0 |
Lobbying Expenditures by Electing Public Charities (for 2007) | |
Total exempt purpose expenditures | $0 |
Total lobbying expenditures | $0 |
Total lobbying expenditures to influence public opinion (grassroots lobbying) | $0 |
Total lobbying expenditures to influence a legislative body (direct lobbying) | $0 |
Other exempt purpose expenditures | $0 |
Lobbying nontaxable amount | $0 |
Grassroots nontaxable amount | $0 |
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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Zeta Beta Tau Fraternity, Alpha Mu Chapter | 4626 21st Ave Ne, Seattle, WA 98105-3327 | WA | 1940-10 | $297,255 |
2 | Phi Upsilon Omicron Educational Foundation Inc | PO BOX 50970, Bowling Green, KY 42102-4270 | KY | 1972-02 | $224,297 |
3 | Phi Kappa Tau Fraternity | 300 N Broadway, Lexington, KY 40508 | KY | 1941-02 | $54,026 |
4 | Kappa Delta Sorority | 3000 Frederica Street, Owensboro, KY 42301 | KY | 1943-07 | $8,929 |
5 | Honor Society Of Phi Kappa Phi | Uncw 601 South College Road, Wilmington, NC 28403 | NC | 1999-01 | $1,190 |
6 | Honor Society Of Phi Kappa Phi | 1220 First Ave Ne, Cedar Rapids, IA 52402 | IA | 1999-01 | $400 |
7 | Honor Society Of Phi Kappa Phe | One Main Street, Houston, TX 77002-1001 | TX | 1999-01 | $0 |
8 | Honor Society Of Phi Kappa Phi | 105 Patterson Hall, Louisville, KY 40292 | KY | 1999-01 | $0 |
9 | Honor Society Of Phi Kappa Phi | 100 Admissions Center, Morehead, KY 40351 | KY | 1999-01 | $0 |
10 | Honor Society Of Phi Kappa Phi | Cpo 2191, Berea, KY 40404 | KY | 1999-01 | $0 |
11 | Honor Society Of Phi Kappa Phi | Whitlock Cpo 50, Richmond, KY 40475 | KY | 1999-01 | $0 |
12 | Honor Society Of Phi Kappa Phi | 227 Zink Hall, Indiana, PA 15705 | PA | 1999-01 | $0 |
13 | Honor Society Of Phi Kappa Phi | 1155 Union Circle 310529, Denton, TX 76203-5017 | TX | 1999-01 | $0 |
14 | Honor Society Of Phi Kappa Phi | Box 5705 Clarkson University, Potsdam, NY 13699-5705 | NY | 1999-01 | $0 |
15 | Honor Society Of Phi Kappa Phi | 601c Culkin Hall Suny Oswego, Oswego, NY 13126 | NY | 1999-01 | $0 |
16 | Honor Society Of Phi Kappa Phi | 953 Danby Road, Ithaca, NY 14850 | NY | 1999-01 | $0 |
17 | Honor Society Of Phi Kappa Phi | Suny Cortland P O Box 2000, Cortland, NY 13045 | NY | 1999-01 | $0 |
18 | Honor Society Of Phi Kappa Phi | 3500 John A Merritt Blvd, Nashville, TN 37208 | TN | 1999-01 | $0 |
19 | Honor Society Of Phi Kappa Phi | 4505 S Maryland Pkwy Box 456019, Las Vegas, NV 89154-6019 | NV | 1999-01 | $0 |
20 | Honor Society Of Phi Kappa Phi | 800 N State College Blvd, Fullerton, CA 92831 | CA | 1999-01 | $0 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 380 |
20 biggest affiliated organizations | |||||
Affiliation | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
Subordinate | Phi Kappa Tau Fraternity, Delta Lambda Chapter | 37 S 7th St, Zanesville, OH 43701-4301 | OH | 1972-01 | $57,250 |
Subordinate | Phi Kappa Tau Fraternity | 300 N Broadway, Lexington, KY 40508 | KY | 1941-02 | $54,026 |
Central | Phi Kappa Tau Fraternity | 5221 Morning Sun Road, Oxford, OH 45056 | OH | 1941-02 | $2,355,463 |
Subordinate | Phi Kappa Tau Fraternity, Alpha Eta Chapter | PO BOX 13117, Gainesville, FL 32604-1117 | FL | 1941-02 | $533,052 |
Subordinate | Phi Kappa Tau Fraternity, Alpha Rho Chapter | 5139 Southridge Pkwy, Atlanta, GA 30349-5999 | GA | 1941-02 | $439,348 |
Subordinate | Phi Kappa Tau Fraternity, Alpha Tau | 410 E, Ithaca, NY 14850 | NY | 1967-03 | $404,125 |
Subordinate | Phi Kappa Tau Fraternity, Omicron Chapter | PO BOX 905, State College, PA 16804-0905 | PA | 1941-02 | $381,440 |
Subordinate | Phi Kappa Tau Fraternity, Alpha Lambda Chapter | 841 West Magnolia Ave, Auburn, AL 36832-4543 | AL | 1967-03 | $365,418 |
Subordinate | Phi Kappa Tau Fraternity, Alpha Kappa | 715 Ne California St, Pullman, WA 99163-4028 | WA | 1941-02 | $348,522 |
Subordinate | Phi Kappa Tau Fraternity, Beta Kappa Chapter | 1203 W 3rd Ave, Stillwater, OK 74074-3148 | OK | 1967-03 | $309,645 |
Subordinate | Phi Kappa Tau Fraternity, Alpha Upsilon Chapter | 13 Oak Dr, Hamilton, NY 13346-1338 | NY | 1967-03 | $295,155 |
Subordinate | Phi Kappa Tau Fraternity, Beta Iota Chapter | 1900 Heritage Grove Cir Apt 133, Tallahassee, FL 32304-4292 | FL | 1941-02 | $207,749 |
Subordinate | Phi Kappa Tau Fraternity, Berkeley Chapter | PO BOX 12688, Oakland, CA 94604-2688 | CA | 1941-02 | $174,446 |
Subordinate | Phi Kappa Tau Fraternity, Beta Chapter | 113 W Market St, Baltimore, OH 43105-1215 | OH | 1941-02 | $169,324 |
Subordinate | Phi Kappa Tau Fraternity, Gamma Colony | 141 E 15th Ave, Columbus, OH 43201-1601 | OH | 1941-02 | $154,118 |
Subordinate | Phi Kappa Tau Fraternity, Eta Chapter | PO BOX 43576, Montclair, NJ 07043-0576 | NJ | 1967-03 | $151,308 |
Subordinate | Phi Kappa Tau Fraternity, Gamma Alpha Chapter | 1209 W Quincy St, Hancock, MI 49930-1444 | MI | 1941-02 | $151,056 |
Subordinate | Phi Kappa Tau Fraternity, Delta Gamma | PO BOX 587, Jackson, MS 39205-0587 | MS | 1969-12 | $147,510 |
Subordinate | Phi Kappa Tau Fraternity, Xi Beta | 558 W Broad St, Athens, GA 30601-2506 | GA | 1941-02 | $130,656 |
Subordinate | Phi Kappa Tau Fraternity, Beta Phi Chapter | 401 Wood St Ste 1000, Pittsburgh, PA 15222-1839 | PA | 1953-01 | $124,403 |
Number of affiliated organizations | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 90 |
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