The Phi Kappa Theta National Foundation raises money and manages financial resources to support the academic and educational development of Phi Kappa Theta Fraternitys brothers chapters and colonies.
Key facts about Phi Kappa Theta National Foundation
- EIN
- 23-7209653
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $80,944
- Grants made (2023)
- 2
- Average grant
- $40,472
- Median grant
- $40,472
- Total assets
- $1,856,752
- Primary geography
- Indiana (86% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026.
How Phi Kappa Theta National Foundation gives
- Giving fell 39% from 2020 to 2023. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Phi Kappa Theta National Foundation
- How to evaluate Phi Kappa Theta National Foundation as a funder
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Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$1.9M
+11.2% YoY
Annual Giving
$81K
-24.7% YoY
Grant Count
2
-60.0% YoY
Avg Grant Size
$40K
+88.2% YoY
About Phi Kappa Theta National Foundation
Based on IRS filings
Phi Kappa Theta National Foundation is a nonprofit organization focused on Education, based in Worcester, MA. IRS filing data is available from 2019 through 2023. As of 2023, the organization holds $1.9M in total assets. In 2023, it awarded 2 grants totaling $81K. Net investment income was $50K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2023 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $1,856,752 | $1,669,342 | $2,065,931 |
| Revenue | $262,211 | $280,301 | $279,293 |
| Expenses | $260,152 | $309,518 | $220,969 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $50,406 | $33,625 | $70,752 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS May 13, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS March 21, 2023)
- Updated Form 990 for fiscal year 2021 (received by the IRS December 19, 2023)
- Updated Form 990 for fiscal year 2022 (received by the IRS January 17, 2025)
- Updated Form 990 for fiscal year 2023 (received by the IRS January 12, 2026)
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
Grant Size Distribution
12 grants across all recorded years
Open Grants
2 open opportunities from Phi Kappa Theta National Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest recipients include Phi Kappa Theta Fraternity ($69,944), University of Texas Rio Grande Valley ($11,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PHI KAPPA THETA FRATERNITY Indianapolis, IN | EDUCATION AND LEADERSHIP DEVELOPMENT PROGRAMS | $69,944 |
| UNIVERSITY OF TEXAS RIO GRANDE VALLEY Edinburg, TX | SCHOLARSHIPS | $11,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2023 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Kenneth Heys | Chairman | 2 | — |
| Robert Stalder | Vice Chairman | 2 | — |
| Walter Kronzer III | Treasurer | 2 | — |
| Henry Swager | Secretary | 2 | — |
| Daniel Ahern | Trustee - Partial Year | 0.5 | — |
| Robert Basso | Trustee | 0.5 | — |
| Cody Barbo | Trustee | 0.5 | — |
| C Michael Callais | Trustee | 0.5 | — |
| Dustin Coccia | Trustee | 0.5 | — |
| Edward Fulford | Trustee | 0.5 | — |
| Manuel Gonzalez | Trustee - Partial Year | 0.5 | — |
| Stephen Hollander | Trustee | 0.5 | — |
| Dennis Gullo Jr | Trustee - Partial Year | 0.5 | — |
| John Kelly | Trustee | 0.5 | — |
| Kevin Lampe | Trustee | 0.5 | — |
| Michael McClellan | Trustee | 0.5 | — |
| Eugene Ney | Trustee | 0.5 | — |
| Gregory Stolp | Trustee | 0.5 | — |
| William Tyson | Trustee | 0.5 | — |
| Anthony Catanzaro | Trustee - Partial Year | 0.5 | — |
| Henry Lafont | Trustee - Partial Year | 0.5 | — |
| Nicholas Pelletier | Trustee - Partial Year | 0.5 | — |
| Luther Luera | Trustee - Partial Year | 0.5 | — |
| Thomas Jasper | Trustee - Partial Year | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Phi Kappa Theta National Foundation?
Phi Kappa Theta National Foundation is a nonprofit organization focused on Education, based in Worcester, MA. It holds $1.9M in total assets as of 2023.
How large is Phi Kappa Theta National Foundation?
As of 2023, Phi Kappa Theta National Foundation holds $1.9M in total assets with $262K in annual revenue. It awarded 2 grants totaling $81K in 2023.
Where does Phi Kappa Theta National Foundation operate?
Phi Kappa Theta National Foundation has awarded grants in Iowa, Indiana, Kansas, Massachusetts, Texas.
What size grants does Phi Kappa Theta National Foundation award?
In 2023, Phi Kappa Theta National Foundation awarded 2 grants totaling $81K — an average of about $40K per grant, based on its IRS Form 990 filings.
What is Phi Kappa Theta National Foundation's EIN?
Phi Kappa Theta National Foundation's EIN (Employer Identification Number) is 23-7209653. IRS Form 990 filing data is available on this page for 2019–2023.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.