Civic Intelligence

Phi Gamma Delta Fraternity

990EZ • Fiscal year 2019 • EIN 23-0967743

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 17, 2019

320 Friendship LaneGettysburg, PA 17325

(717) 334-7576

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

85th percentile

21%

Higher net margin than 85% 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

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-8.7%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$497,720

Up $7,119 (+1.5%) from 2018

Net Assets

Up

$497,720

Up $7,119 (+1.5%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$38,625

Down $3,666 (-8.7%) from 2018

Expenses

Down

$30,454

Down $16,836 (-36%) from 2018

Net Income

Up

$8,171

Up $13,170 (+263%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $406,918Liabilities 2012: $0Net Assets 2012: $406,9182012Assets 2013: $421,728Liabilities 2013: $0Net Assets 2013: $421,7282013Assets 2014: $445,620Net Assets 2014: $445,6202014Assets 2015: $462,173Net Assets 2015: $462,1732015Assets 2016: $466,262Net Assets 2016: $466,2622016Assets 2017: $484,514Net Assets 2017: $484,5142017Assets 2018: $490,601Net Assets 2018: $490,6012018Assets 2019: $497,720Net Assets 2019: $497,7202019Assets 2020: $438,222Net Assets 2020: $438,2222020Assets 2021: $527,422Liabilities 2021: $0Net Assets 2021: $527,4222021Assets 2022: $463,844Liabilities 2022: $0Net Assets 2022: $463,8442022Assets 2023: $482,667Liabilities 2023: $0Net Assets 2023: $482,6672023Assets 2024: $534,334Liabilities 2024: $0Net Assets 2024: $534,3342024Assets 2025: $536,058Liabilities 2025: $0Net Assets 2025: $536,0582025

Highlighted filing

2019

Assets$497,720
Liabilities-
Net Assets$497,720

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $54,032Expenses 2012: $37,049Net Income 2012: $16,9832012Revenue 2013: $50,839Expenses 2013: $37,083Net Income 2013: $13,7562013Revenue 2014: $47,500Expenses 2014: $39,585Net Income 2014: $7,9152014Revenue 2015: $49,209Expenses 2015: $27,946Net Income 2015: $21,2632015Revenue 2016: $47,216Expenses 2016: $32,505Net Income 2016: $14,7112016Revenue 2017: $45,241Expenses 2017: $38,341Net Income 2017: $6,9002017Revenue 2018: $42,291Expenses 2018: $47,290Net Income 2018: -$4,9992018Revenue 2019: $38,625Expenses 2019: $30,454Net Income 2019: $8,1712019Revenue 2020: $77,115Expenses 2020: $133,177Net Income 2020: -$56,0622020Revenue 2021: $21,180Expenses 2021: $27,813Net Income 2021: -$6,6332021Revenue 2022: $10,361Expenses 2022: $9,208Net Income 2022: $1,1532022Revenue 2023: $982Expenses 2023: $982Net Income 2023: $02023Revenue 2024: $26,609Expenses 2024: $26,609Net Income 2024: $02024Revenue 2025: $44,054Expenses 2025: $49,248Net Income 2025: -$5,1942025

Highlighted filing

2019

Revenue$38,625
Expenses$30,454
Net Income$8,171
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 17, 2019
Return Version
2018v3.1
Gross Receipts
$41,288
Mission and Program Overview

Mission

Provide general support and housing for phi gamma delta fraternity members of gettysburg college

Program Services

DescriptionGrantsExpenses
PROVIDING OF GENERAL SUPPORT AND HOUSING AT GETTYSBURG COLLEGE FOR MEMBERS OF THE FRATERNITY OF PHI GAMMA DELTA--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MORAN IIIPresident-$0--
KYLE IBBITSONVice Preside-$0--
BOB SIECKTreasurer-$0--
MICHAEL HUGHESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Phi Gamma Delta House Assoc
EIN
23-0967743
Phone
7173347576
Address
320 FRIENDSHIP LANE, GETTYSBURG, PA 17325

Signing Officer

Name
Bob Sieck
Title
Treasurer
Phone
7173347576
Signed
2019-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Smith Elliott Kearns & Company LLC
Address
55 WETZEL DR STE 1, HANOVER, PA 17331
Preparer
Kara M Darlington CPA
Phone
7176375915
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

The investment income is from funds that accumulated over numerous years and were originally contributed by members. These funds were being collected for future renovations to the fraternity property. During the 2019/2020 fiscal year the organization used some of these funds which will help reduce the investment income reported next year. With the fluctuation of investment income from year to year it is difficult to judge the percentage of gross receipts from investment income.

Form 990-ez, Part I, Line 8

Pledge/initiation fees 1,870 total 1,870

Form 990-ez, Part I, Line 16

Expenses board meals 1,430 chapter house operations 15,536 student stipends 750 national fees 7,940 investment fees 3,396 total 29,052

Form 990-ez, Part I, Line 20

Realized gain on investments 20,306 unrealized loss on investments -21,358

Form 990-ez, Part III

Provide general support and housing for phi gamma delta fraternity members of gettysburg college

Raw XML Appendix119 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/BooksInCareOfDetail/PersonNm0BOB SIECK
IRS990EZ/BooksInCareOfDetail/PhoneNum07173347576
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0320 FRIENDSHIP LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GETTYSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017325
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0490601
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0497720
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08171
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0490601
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0497720
IRS990EZ/FundraisingGrossIncomeAmt01260
IRS990EZ/GrossReceiptsAmt041288
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00204
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt01870
IRS990EZ/InvestmentIncomeAmt013953
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024205
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0490601
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0497720
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0490601
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0497720
IRS990EZ/OccupancyRentUtltsAndMaintAmt01276
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID MORAN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KYLE IBBITSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB SIECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherChangesInNetAssetsAmt0-1052
IRS990EZ/OtherExpensesTotalAmt029052
IRS990EZ/OtherRevenueTotalAmt01870
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE GENERAL SUPPORT AND HOUSING FOR PHI GAMMA DELTA FRATERNITY MEMBERS OF GETTYSBURG COLLEGE
IRS990EZ/PrintingPublicationsPostageAmt0126
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING OF GENERAL SUPPORT AND HOUSING AT GETTYSBURG COLLEGE FOR MEMBERS OF THE FRATERNITY OF PHI GAMMA DELTA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02663
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1403
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030454
IRS990EZ/TotalRevenueAmt038625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INVESTMENT INCOME IS FROM FUNDS THAT ACCUMULATED OVER NUMEROUS YEARS AND WERE ORIGINALLY CONTRIBUTED BY MEMBERS. THESE FUNDS WERE BEING COLLECTED FOR FUTURE RENOVATIONS TO THE FRATERNITY PROPERTY. DURING THE 2019/2020 FISCAL YEAR THE ORGANIZATION USED SOME OF THESE FUNDS WHICH WILL HELP REDUCE THE INVESTMENT INCOME REPORTED NEXT YEAR. WITH THE FLUCTUATION OF INVESTMENT INCOME FROM YEAR TO YEAR IT IS DIFFICULT TO JUDGE THE PERCENTAGE OF GROSS RECEIPTS FROM INVESTMENT INCOME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGE/INITIATION FEES 1,870 TOTAL 1,870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BOARD MEALS 1,430 CHAPTER HOUSE OPERATIONS 15,536 STUDENT STIPENDS 750 NATIONAL FEES 7,940 INVESTMENT FEES 3,396 TOTAL 29,052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REALIZED GAIN ON INVESTMENTS 20,306 UNREALIZED LOSS ON INVESTMENTS -21,358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE GENERAL SUPPORT AND HOUSING FOR PHI GAMMA DELTA FRATERNITY MEMBERS OF GETTYSBURG COLLEGE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB SIECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07173347576
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHI GAMMA DELTA HOUSE ASSOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GETTYSBURG
ReturnHeader/Filer/BusinessNameControlTxt0PHIG
ReturnHeader/Filer/EIN0230967743
ReturnHeader/Filer/PhoneNum07173347576
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 FRIENDSHIP LANE
ReturnHeader/Filer/USAddress/CityNm0GETTYSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017325
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06CBB79C053B248571C9CF37C921E5AD012119690
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06B3D5CFE32BBD35C7631821135029589AD16E6BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.192.7.141
ReturnHeader/FilingSecurityInformation/IPDt02019-09-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:05:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520783935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH ELLIOTT KEARNS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 WETZEL DR STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HANOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017331
ReturnHeader/PreparerPersonGrp/PhoneNum07176375915
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARA M DARLINGTON CPA
ReturnHeader/ReturnTs02019-09-19T09:05:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.44$0.49$0.05
2024Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.27$0.27$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.10$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.21$0.28$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.38$4.38$0.77$1.33$0.56
2019Detailed filing. Detailed filing data is available for this year.$4.98$4.98$0.39$0.30$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.91$4.91$0.42$0.47$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.85$4.85$0.45$0.38$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.66$4.66$0.47$0.33$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.62$4.62$0.49$0.28$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.46$4.46$0.48$0.40$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.22$0.00$4.22$0.51$0.37$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.00$4.07$0.54$0.37$0.17