Civic Intelligence

Phi Delta Theta Fraternity

990EZ • Fiscal year 2019 • EIN 22-3727660

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 27, 2019

1 Aerospace BoulevardDaytona Beach, FL 32114

(770) 576-9344

Siviq Scores

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

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

10th percentile

-21%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-15%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Down

$1,751

Down $670 (-28%) from 2017

Net Assets

Down

$0

Down $2,421 (-100%) from 2017

Liabilities

$1,751

No earlier filing loaded for comparison.

Revenue

Down

$54,127

Down $23,043 (-30%) from 2017

Expenses

Down

$65,485

Down $16,841 (-20%) from 2017

Net Income

Down

-$11,358

Down $6,202 (-120%) from 2017

Historical Trend

Balance Sheet Trend

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

$10K$5.0K$0Assets 2011: $3,879Liabilities 2011: $02011Assets 2012: $8,540Liabilities 2012: $02012Assets 2013: $8,540Liabilities 2013: $02013Assets 2014: $7,664Liabilities 2014: $02014Assets 2015: $3,364Liabilities 2015: $02015Assets 2016: $7,577Net Assets 2016: $7,5772016Assets 2017: $2,421Net Assets 2017: $2,4212017Assets 2019: $1,751Liabilities 2019: $1,751Net Assets 2019: $02019Assets 2020: $7,765Net Assets 2020: $7,7652020Assets 2022: $8,535Net Assets 2022: $8,5352022Assets 2023: $5,135Liabilities 2023: $02023Assets 2025: $8,846Net Assets 2025: $8,8462025

Highlighted filing

2019

Assets$1,751
Liabilities$1,751
Net Assets$0

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $35,788Expenses 2011: $31,909Net Income 2011: $3,8792011Revenue 2012: $44,700Expenses 2012: $47,360Net Income 2012: -$2,6602012Revenue 2013: $44,700Expenses 2013: $47,360Net Income 2013: -$2,6602013Revenue 2014: $65,980Expenses 2014: $66,854Net Income 2014: -$8742014Revenue 2015: $74,771Expenses 2015: $79,071Net Income 2015: -$4,3002015Revenue 2016: $98,424Expenses 2016: $94,211Net Income 2016: $4,2132016Revenue 2017: $77,170Expenses 2017: $82,326Net Income 2017: -$5,1562017Revenue 2019: $54,127Expenses 2019: $65,485Net Income 2019: -$11,3582019Revenue 2020: $63,283Expenses 2020: $55,518Net Income 2020: $7,7652020Revenue 2022: $75,262Expenses 2022: $71,662Net Income 2022: $3,6002022Revenue 2023: $67,775Expenses 2023: $71,175Net Income 2023: -$3,4002023Revenue 2025: $76,130Expenses 2025: $73,043Net Income 2025: $3,0872025

Highlighted filing

2019

Revenue$54,127
Expenses$65,485
Net Income-$11,358
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 27, 2019
Return Version
2018v3.1
Gross Receipts
$54,127
Mission and Program Overview

Mission

FRATERNAL ACTIVITIES

Program Services

DescriptionGrantsExpenses
ESTABLISHING A BROTHERHOOD AND SUPPORTING MEMBERS-$54,127
.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARTER ALBERSPresident-$0--
COLIN BRIDGESVice President-$0--
VLAD HASCEKSecretary-$0--
JAKE HOMERTreasurer-$0--
BRENDEN MAHONEYWarden-$0--
JARED JORDAHLRecruitment-$0--
DOMINIC PERITORisk Manager-$0--
AHMED QURESHIEducator-$0--
ZAK TAUSCHERMagistrate-$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity Florida Mu Chapter
EIN
22-3727660
Phone
7705769344
Address
1 AEROSPACE BOULEVARD, DAYTONA BEACH, FL 32114

Signing Officer

Name
Jake Homer
Title
Treasurer
Phone
7705769344
Signed
2019-02-27
Discuss with paid preparer
Yes

Preparer

Firm
John R Ledgerwood CPA Pa
Address
200 FOREST LAKE BLVD STE 3, DAYTONA BEACH, FL 32119
Preparer
John R Ledgerwood CPA
Phone
3867569555
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

ACCOUNTING 1319.

Form 990EZ, Part I, Line 16

INSURANCE 4738.

Form 990EZ, Part I, Line 16

PUBLIC RELATIONS 969.

Form 990EZ, Part I, Line 16

RECRUITMENT 2044.

Form 990EZ, Part I, Line 16

Bank service charges 617.

Form 990EZ, Part I, Line 16

SOCIAL 28979.

Form 990EZ, Part I, Line 16

BROTHERHOOD 9118.

Form 990EZ, Part I, Line 16

Housing endowment program 11577.

Form 990EZ, Part I, Line 16

Repairs and maintenance 541.

Form 990EZ, Part I, Line 16

UNIFORM EXPENSE 2391.

Form 990EZ, Part I, Line 16

SUPPLIES GENERAL 1091.

Form 990EZ, Part I, Line 16

POSTAGE 10.

Form 990EZ, Part I, Line 16

STORAGE 2091.

Form 990EZ, Part II, Line 24

EQUIPMENT

Raw XML Appendix171 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN R LEDGERWOOD CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum03867569555
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 FOREST LAKE BLVD SUITE 3
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DAYTONA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09634
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11358
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011358
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01751
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt054127
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt054127
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011358
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011358
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARTER ALBERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COLIN BRIDGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VLAD HASCEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAKE HOMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRENDEN MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JARED JORDAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DOMINIC PERITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AHMED QURESHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ZAK TAUSCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4WARDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RISK MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EDUCATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MAGISTRATE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01724
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01724
IRS990EZ/OtherExpensesTotalAmt065485
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ESTABLISHING A BROTHERHOOD AND SUPPORTING MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054127
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01751
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065485
IRS990EZ/TotalProgramServiceExpensesAmt054127
IRS990EZ/TotalRevenueAmt054127
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 1319.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 4738.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PUBLIC RELATIONS 969.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECRUITMENT 2044.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK SERVICE CHARGES 617.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOCIAL 28979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BROTHERHOOD 9118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HOUSING ENDOWMENT PROGRAM 11577.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REPAIRS AND MAINTENANCE 541.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9UNIFORM EXPENSE 2391.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES GENERAL 1091.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11POSTAGE 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STORAGE 2091.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13EQUIPMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jake Homer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07705769344
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA FRATERNITY FLORIDA MU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0223727660
ReturnHeader/Filer/PhoneNum07705769344
ReturnHeader/Filer/USAddress/AddressLine1Txt01 AEROSPACE BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0DAYTONA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN R LEDGERWOOD CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 FOREST LAKE BLVD STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTONA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032119
ReturnHeader/PreparerPersonGrp/PhoneNum03867569555
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R LEDGERWOOD CPA
ReturnHeader/ReturnTs02021-05-07T07:39:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)7 • <$500k nonprofits