ET BOLES ENDOWMENT FUND PHI KAPPA TAU

EIN: 316470521 501(c)(3)

CINCINNATI, OH

Total Revenue
$609,667
Total Expenses
$296,969
Total Assets
$4,652,539
Net Assets
$4,652,539
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
OH
Phone
5135345310
Tax Period
2024-01-01 to 2024-12-31

ET BOLES ENDOWMENT FUND PHI KAPPA TAU, founded in 1987, is a small nonprofit that reported $610K in total revenue in fiscal year 2024. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $313K, a strong 51% operating margin.

Mission

FUNDS PROVIDED TO PHI KAPPA TAU FOUNDATION WILL FURTHER ENABLE THE FOUNDATION TO CARRY OUT ITS EDUCATIONAL PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $609,667
Other Revenue $0
TOTAL REVENUE $609,667

Expense Breakdown

Grants Paid $233,413
Salaries & Benefits $60,138
Fundraising Expenses $0
Program Expenses $242,434
Other Expenses $3,418
TOTAL EXPENSES $296,969

Year-over-Year Comparison

2024 2023 Change
Revenue $609,667 $345,035 +0.8%
Expenses $296,969 $305,400 0.0%
Net Income $312,698 $39,635 +6.9%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FIFTH THIRD BANK N A TRUSTEE 1.0
$60,137 $0 $60,137
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $609,667 $296,969 $4,652,539 $312,698
2023 $345,035 $305,400 $4,339,491 $39,635
2022 $294,892 $349,366 $4,300,529 $-54,474
2021 $342,681 $312,239 $4,353,038 $30,442
2020 $447,561 $293,911 $4,323,725 $153,650
2019 $142,938 $292,798 $4,173,283 $-149,860
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