Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation
EIN: 316470521 · Cincinnati, OH
| Metric | Value |
|---|---|
| Total Revenue | $3.2M |
| Total Expenses | $305K |
| Net Assets | $4.3M |
Is Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation
Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation (EIN: 316470521) is a nonprofit organization based in Cincinnati, OH. The organization reported total revenue of $3.2M and total assets of $4.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation is a mid-size nonprofit that has been operating for 15 years, with 9 years of IRS 990 filings on record (2015–2023). Revenue has grown at a compound annual rate of 0.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $345K |
| Total Expenses | $305K |
| Surplus / Deficit | +$40K |
| Total Assets | $4.3M |
| Net Assets | $4.3M |
| Operating Margin | 11.5% |
| Months of Reserves | 170.5 months |
Financial Health Grade: A
In 2023, Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation reported a surplus of $40K with revenue exceeding expenses, holds 170.5 months of operating reserves (strong position).
Financial Trends
Over 9 years of filings (2015–2023), Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation's revenue has grown at a compound annual growth rate (CAGR) of 0.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +17.0% | -12.6% | +0.9% |
| 2022 | -13.9% | +11.9% | -1.2% |
| 2021 | -23.4% | +6.2% | +0.7% |
| 2020 | +213.1% | +0.4% | +3.6% |
| 2019 | -86.8% | -1.5% | -3.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2011 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $40K, with revenue exceeding expenses.
Frequently Asked Questions about Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation
Is Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation a legitimate charity?
Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation (EIN: 316470521) is a registered tax-exempt nonprofit based in Ohio. It has 9 years of IRS 990 filings on record. Total revenue: $3.2M. No red flags identified. Financial health grade: A.
How does Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation spend its money?
Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation reported $3.2M in total revenue in IRS 990 filings. 9 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation tax-deductible?
Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation is registered as a tax-exempt nonprofit (EIN: 316470521). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation located?
Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation is headquartered in Cincinnati, Ohio and files with the IRS under EIN 316470521.
How many years of IRS 990 filings does Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation have?
Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $3.2M in total revenue.
Filing History
IRS 990 filing history for Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2015–2023), Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation's revenue has grown by 1.9%, moving from $339K to $345K. Total assets increased by 13.4% over the same period, from $3.8M to $4.3M. Total functional expenses rose by 3.5%, from $295K to $305K. In its most recent filing year (2023), Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation reported a surplus of $40K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $345K | $305K | $4.3M | $0 | — | View 990 |
| 2022 | $295K | $349K | $4.3M | $0 | — | — |
| 2021 | $343K | $312K | $4.4M | $0 | — | — |
| 2020 | $448K | $294K | $4.3M | $0 | — | View 990 |
| 2019 | $143K | $293K | $4.2M | $0 | — | View 990 |
| 2018 | $1.1M | $297K | $4.3M | $0 | — | View 990 |
| 2017 | $221K | $280K | $3.5M | $0 | — | View 990 |
| 2016 | $36K | $251K | $3.6M | $0 | — | View 990 |
| 2015 | $339K | $295K | $3.8M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $345K, expenses of $305K, and assets of $4.3M (revenue +17.0% year-over-year).
- 2022: Revenue of $295K, expenses of $349K, and assets of $4.3M (revenue -13.9% year-over-year).
- 2021: Revenue of $343K, expenses of $312K, and assets of $4.4M (revenue -23.4% year-over-year).
- 2020: Revenue of $448K, expenses of $294K, and assets of $4.3M (revenue +213.1% year-over-year).
- 2019: Revenue of $143K, expenses of $293K, and assets of $4.2M (revenue -86.8% year-over-year).
- 2018: Revenue of $1.1M, expenses of $297K, and assets of $4.3M (revenue +389.1% year-over-year).
- 2017: Revenue of $221K, expenses of $280K, and assets of $3.5M (revenue +511.5% year-over-year).
- 2016: Revenue of $36K, expenses of $251K, and assets of $3.6M (revenue -89.3% year-over-year).
- 2015: Revenue of $339K, expenses of $295K, and assets of $3.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation:
Data Sources and Methodology
This transparency report for Ewing T Boles Endowment Fund Trust Fbo Phi Kappa Tau Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.