Civic Intelligence

Phi Delta Theta Oklahoma Alpha Housing Corporation

990 • Fiscal year 2019 • EIN 20-1763892

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 02, 2020

532 Belmar DrEdmond, OK 73025

(405) 620-2863

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.15x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

1.06x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Net Margin

10th percentile

-13%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.2%

Faster asset growth than 30% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-35%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,179,167

Down $25,926 (-2.2%) from 2018

Net Assets

Down

$999,447

Down $22,597 (-2.2%) from 2018

Liabilities

Down

$179,720

Down $3,329 (-1.8%) from 2018

Revenue

Down

$168,833

Down $90,284 (-35%) from 2018

Expenses

Down

$191,430

Down $18,230 (-8.7%) from 2018

Net Income

Down

-$22,597

Down $72,054 (-146%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2014: $1,196,488Liabilities 2014: $435,547Net Assets 2014: $760,9412014Assets 2015: $1,230,924Liabilities 2015: $359,700Net Assets 2015: $871,2242015Assets 2016: $1,218,868Liabilities 2016: $350,869Net Assets 2016: $867,9992016Assets 2017: $1,217,887Liabilities 2017: $245,300Net Assets 2017: $972,5872017Assets 2018: $1,205,093Liabilities 2018: $183,049Net Assets 2018: $1,022,0442018Assets 2019: $1,179,167Liabilities 2019: $179,720Net Assets 2019: $999,4472019Assets 2020: $1,114,284Liabilities 2020: $167,321Net Assets 2020: $946,9632020Assets 2021: $1,056,313Liabilities 2021: $153,893Net Assets 2021: $902,4202021Assets 2022: $1,224,000Liabilities 2022: $318,350Net Assets 2022: $905,6502022Assets 2023: $1,206,558Liabilities 2023: $328,555Net Assets 2023: $878,0032023Assets 2024: $1,202,047Liabilities 2024: $315,133Net Assets 2024: $886,9142024

Highlighted filing

2019

Assets$1,179,167
Liabilities$179,720
Net Assets$999,447

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $175,965Expenses 2014: $110,273Net Income 2014: $65,6922014Revenue 2015: $237,703Expenses 2015: $127,420Net Income 2015: $110,2832015Revenue 2016: $164,830Expenses 2016: $168,055Net Income 2016: -$3,2252016Revenue 2017: $255,682Expenses 2017: $151,094Net Income 2017: $104,5882017Revenue 2018: $259,117Expenses 2018: $209,660Net Income 2018: $49,4572018Revenue 2019: $168,833Expenses 2019: $191,430Net Income 2019: -$22,5972019Revenue 2020: $133,137Expenses 2020: $185,621Net Income 2020: -$52,4842020Revenue 2021: $179,890Expenses 2021: $224,433Net Income 2021: -$44,5432021Revenue 2022: $167,710Expenses 2022: $164,480Net Income 2022: $3,2302022Revenue 2023: $184,189Expenses 2023: $211,836Net Income 2023: -$27,6472023Revenue 2024: $232,905Expenses 2024: $223,994Net Income 2024: $8,9112024

Highlighted filing

2019

Revenue$168,833
Expenses$191,430
Net Income-$22,597
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$186,028
Mission and Program Overview

Mission

To provice a meeting place and living quarters for the student members of phi delta theta.

To provide a meeting place and living quarters for the student members of phi delta theta.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,079,435$1,025,059▼ $54,376
Rtn Earn Endowment Incm Other Fnds$1,022,044$999,447▼ $22,597
Cash and Non-Interest-Bearing Accounts$108,158$136,608▲ $28,450
Other Notes and Loans Receivable, Net$17,500$17,500→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,205,093$1,179,167▼ $25,926
Liabilities
Mortgage Notes Payable Secured by Investment Property$133,670$130,727▼ $2,943
Other Liabilities$49,379$48,993▼ $386
Total Liabilities$183,049$179,720▼ $3,329
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,022,044$999,447▼ $22,597
Total Liabilities and Net Assets / Fund Balance$1,205,093$1,179,167▼ $25,926

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$883,984$485,762$1,369,746
Other Land Buildings$59,460$43,523$102,983
Equipment$30,324$47,295$77,619
Land$51,291-$51,291
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tim CainPresident
Brett PribbleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,656
Program Service Revenue
$175,000
Investment Income
$372
Other Revenue
$-17,195
Change in Net Assets
$-22,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,514
Salaries, Compensation, and Employee Benefits$24,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$58,486--$58,486
Occupancy$50,016--$50,016
Insurance$45,673--$45,673
Other Salaries and Wages$22,854--$22,854
Interest$8,553--$8,553
Fees for Services Accounting$2,461--$2,461
Payroll Taxes$2,062--$2,062
Other Expenses$1,137--$1,137
Office Expenses$188--$188
Total Functional Expenses$191,430$0$0$191,430
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,195
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Communication & Marketing to Alumni$10,656---
Total Events$10,656---
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$47,700
Payroll Liabilities$1,293
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Supporting documentation such as bank statements and check registers are reviewed and tied out to the detailed general ledger which is tied out to the 990. Supporting schedules such as detailed contribution lists are tied out to the 990 and bank statement deposits.

Form 990, Part VI, Section C, Line 19

No other documents are available to the public.

Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Oklahoma Alpha Housing
EIN
20-1763892
Phone
4056202863
Address
532 BELMAR DR, EDMOND, OK 73025

Signing Officer

Name
Brett Pribble
Title
Treasurer
Phone
4056202863
Signed
2020-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett Pribble
Formed
2005
Legal Domicile
Ok
Voting Board Members
2
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Crotts Lohrey & Associates Pllc
Address
301 NW 61ST, OKLAHOMA CITY, OK 73118
Preparer
Chris Jf Crotts
Phone
4058482200
Raw XML Appendix315 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/Filer/USAddress/ZIPCd073025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CA4A917F1816077C0B9D25A6F463FAA0A7DC9347
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.106.69.153
ReturnHeader/FilingSecurityInformation/IPDt02020-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:29:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273965725
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROTTS LOHREY & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 NW 61ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073118
ReturnHeader/PreparerPersonGrp/PhoneNum04058482200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS JF CROTTS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-02T12:29:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.32$0.89$0.23$0.22$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.33$0.88$0.18$0.21$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.32$0.91$0.17$0.16$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.15$0.90$0.18$0.22$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.17$0.95$0.13$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.18$1.00$0.17$0.19$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.18$1.02$0.26$0.21$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.25$0.97$0.26$0.15$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.35$0.87$0.16$0.17$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.36$0.87$0.24$0.13$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.44$0.76$0.18$0.11$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)7 • $1M-$5M nonprofits