2026-05-08T09:43:35-05:00 2025-06-30 540504608 BROWN EDWARDS & COMPANY LLP 3906 ELECTRIC ROAD ROANOKE VA 24018 990 2024-07-01 570340150 PI KAPPA PHI FRATERNITY PIKA 7045040888 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 MATTHEW ZELLARS CFO 7045040888 2026-05-04 1 1 EVAN ROSS P01786214 5403450936 2026-05-04 2024 2025-03-06 01:10:19Z MATTHEW ZELLARS 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 7557224 0 X WWW.PIKAPP.ORG X 1907 SC TO PROMOTE FELLOWSHIP AND MUTUAL TRUST, UPHOLD THE TRADITIONS AND IDEALS OF ITS HOST COLLEGES, ENCOURAGE SCHOLARSHIP AND THE HIGH IDEALS OF CHRISTIAN MANHOOD AND GOOD CITIZENSHIP 7 7 54 0 0 0 389480 332431 6040326 5943507 87313 95072 1134581 1039236 7651700 7410246 0 0 0 0 3218834 3485087 0 0 0 3431679 3928024 6650513 7413111 1001187 -2865 12806295 12560974 8166805 7924347 4639490 4636627 TO PROMOTE FELLOWSHIP AND MUTUAL TRUST, UPHOLD THE TRADITIONS AND IDEALS OF ITS HOST COLLEGES, ENOCUAGE SCHOLARSHIP AND THE HIGH IDEALS OF CHRISTIAN MANHOOD AND GOOD CITIZENSHIP 0 0 7413111 TO SUPPORT THE GENERAL EDUCATION AND LEADERSHIP TRAINING FOR COLLEGE STUDENTS AND ALUMNI. 7413111 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 29 0 1 54 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NC X MATTHEW ZELLARS CFO 7045040888 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 JOE BRADY PRESIDENT 0.00 X X 0 0 0 WALLY WAHLFELDT VICE PRESIDENT 0.00 X X 0 0 0 ANDRAE TURNER TREASURER 0.00 X X 0 0 0 BEN BUSH SECRETARY 0.00 X X 0 0 0 WILLIAM RUSSELL FAULKNER HISTORIAN 0.00 X X 0 0 0 DWAYNE TODD CHANCELLOR 0.00 X X 0 0 0 TODD SARGENT CHAPLAIN 0.00 X X 0 0 0 JAKE HENDERSON C.E.O. 40.00 X 286667 0 8564 BRANDON BELOTE C.O.O 40.00 X 107500 0 6224 MATTHEW ZELLERS C.F.O. 40.00 X 98500 0 6224 492667 0 21012 2 0 1 0 0 332431 332431 RISK MANAGEMENT REVENU 900099 2758770 2758770 MEMBER REVENUE 900099 2452175 2452175 REGISTRATIONS 900099 732562 732562 5943507 95072 95072 193323 146978 46345 46345 AFFILIATE/AFFINITY INC 900003 965702 965702 OTHER INCOME 900099 27189 27189 992891 7410246 6982743 0 95072 492667 492667 2203356 2203356 514305 514305 274759 274759 10685 10685 12735 12735 905290 905290 761781 761781 294721 294721 15426 15426 157938 157938 LIABILITY/PROPERTY INSU 942088 942088 FOOD 436693 436693 CHAPTER SUPPORT 390667 390667 7413111 7413111 0 0 3389975 3842331 683842 225824 1208573 1188840 115200 112404 665684 416176 2416513 1228742 1061328 1187771 5276195 5469138 405498 118490 12806295 12560974 540001 721155 3322363 3542160 4304441 3661032 8166805 7924347 X 4639490 4636627 4639490 4636627 12806295 12560974 -2865 0 X X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5000 5000 834819 409634 425185 706598 83143 623455 786023 640247 145776 84073 95718 -11645 1187771 DEFERRED COMPENSATION -4700 LEASE LIABILITY 3566604 CONTINGENT INSUR. LIABILITY 109280 OTHER LIABILITIES 3500 CONTINGENT INCENTIVE REBATE -13652 3661032 X 1 1 X X X 0 0 0 JAKE HENDERSON C.E.O. 229167 0 57500 0 0 0 0 0 8564 0 295231 0 0 0 PART I, LINE 1A GYM MEMBERSHIP DUES ARE REIMBURSED BY THE FRATERNITY FOR JAKE HENDERSON, CEO. THE VALUE OF THE BENEFITS PROVIDED ARE INCLUDED IN REPORTABLE COMPENSATION. THE VALUE OF THE GYM MEMBERSHIP IS $3,000 PER YEAR. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE THREE MEMBER CLASSES: STUDENT MEMBERS, ALUMNI MEMBERS AND MEMBERSATLARGE. REPRESENTATIVES OF THE MEMBERS HAVE THE AUTHORITY AT THE BIANNUAL NATIONAL CONVENTION TO ELECT THE GOVERNING BODY AND AMEND THE ORGANIZATION'S CONSTITUTION AND SUPREME LAWS OR PASS RESOLUTIONS FOR THE GOOD OF THE ORDER. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE THREE MEMBER CLASSES: STUDENT MEMBERS, ALUMNI MEMBERS AND MEMBERSATLARGE. REPRESENTATIVES OF THE MEMBERS HAVE THE AUTHORITY AT THE BIANNUAL NATIONAL CONVENTION TO ELECT THE GOVERNING BODY AND AMEND THE ORGANIZATION'S CONSTITUTION AND SUPREME LAWS OR PASS RESOLUTIONS FOR THE GOOD OF THE ORDER. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990, THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE OFFICER OF PI KAPPA PHI FRATERNITY CONDUCTS A DETAIL REVIEW OF THE TAX RETURN. A LIST OF REVIEW QUESTIONS AND COMMENTS IS PREPARED AND DISCUSSED WITH THE TAX PREPARER. UPON SATISFACTION OF ANY FOLLOWUP ITEMS, AN ELECTRONIC OR HARD COPY OF THE FINAL RETURN IS FORWARDED TO EACH BOARD MEMBER FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE AND APPLICABLE STATE AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY PI KAPPA PHI FRATERNITY REQUIRES EACH BOARD MEMBER TO REVEAL POSSIBLE CONFLICTS OF INTEREST IN AN ANNUAL DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL THE BOARD OF DIRECTORS REVIEWS CURRENT COMPENSATION LEVEL AND CONSULTS A COMPENSATION SURVEY THROUGH ASAE. ONCE FINALIZED, THE TERMS ARE INCORPORATED INTO AN EMPLOYMENT AGREEMENT AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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