Civic Intelligence

Phi Delta Theta Company

990EZ • Fiscal year 2017 • EIN 23-7395446

Sep 01, 2016 to Aug 31, 2017 • Filed on Sep 15, 2017

Organization Profile
2200 North Parkway DrColumbus, OH 43221

(614) 488-7839

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.64x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.70x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

34%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

26%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$336,760

Up $32,050 (+11%) from 2016

Net Assets

Up

$120,289

Up $43,808 (+57%) from 2016

Liabilities

Down

$216,471

Down $11,758 (-5.2%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin92nd percentile

Revenue

Up

$127,267

Up $26,264 (+26%) from 2016

Expenses

Down

$83,459

Down $39,580 (-32%) from 2016

Net Income

Up

$43,808

Up $65,844 (+299%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$400K$300K$200K$100K$0Assets 2012: $190,896Liabilities 2012: $106,577Net Assets 2012: $84,3192012Assets 2013: $196,787Liabilities 2013: $104,449Net Assets 2013: $92,3382013Assets 2014: $185,052Liabilities 2014: $97,870Net Assets 2014: $87,1822014Assets 2015: $191,646Liabilities 2015: $93,129Net Assets 2015: $98,5172015Assets 2016: $304,710Liabilities 2016: $228,229Net Assets 2016: $76,4812016Assets 2017: $336,760Liabilities 2017: $216,471Net Assets 2017: $120,2892017Assets 2018: $315,838Liabilities 2018: $203,089Net Assets 2018: $112,7492018Assets 2019: $333,453Liabilities 2019: $200,463Net Assets 2019: $132,9902019Assets 2020: $329,904Liabilities 2020: $201,463Net Assets 2020: $128,4412020Assets 2021: $279,680Liabilities 2021: $175,772Net Assets 2021: $103,9082021Assets 2022: $271,228Liabilities 2022: $95,144Net Assets 2022: $176,0842022Assets 2024: $360,378Liabilities 2024: $0Net Assets 2024: $360,3782024

Highlighted filing

2017

Assets$336,760
Liabilities$216,471
Net Assets$120,289
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $75,005Expenses 2012: $57,591Net Income 2012: $17,4142012Revenue 2013: $78,002Expenses 2013: $69,983Net Income 2013: $8,0192013Revenue 2014: $80,002Expenses 2014: $86,459Net Income 2014: -$6,4572014Revenue 2015: $84,002Expenses 2015: $72,667Net Income 2015: $11,3352015Revenue 2016: $101,003Expenses 2016: $123,039Net Income 2016: -$22,0362016Revenue 2017: $127,267Expenses 2017: $83,459Net Income 2017: $43,8082017Revenue 2018: $121,253Expenses 2018: $128,793Net Income 2018: -$7,5402018Revenue 2019: $134,508Expenses 2019: $142,343Net Income 2019: -$7,8352019Revenue 2020: $86,981Expenses 2020: $91,530Net Income 2020: -$4,5492020Revenue 2021: $35,795Expenses 2021: $60,328Net Income 2021: -$24,5332021Revenue 2022: $52,660Expenses 2022: $155,535Net Income 2022: -$102,8752022Revenue 2024: $180,527Expenses 2024: $84,562Net Income 2024: $95,9652024

Highlighted filing

2017

Revenue$127,267
Expenses$83,459
Net Income$43,808
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$127,267
Mission and Program Overview

Mission

Maintaining a fraternity house

Program Services

DescriptionGrantsExpenses
MAINTAINING A FRATERNITY HOUSE FOR AN ACTIVE CHAPTER OF OHIO STATE UNIVERSITY--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT ARMSTRONGPresident-Part Time-$0--
RICHARD JAMESTreasurer-Part Time-$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Company
EIN
23-7395446
Address
2200 NORTH PARKWAY DR, COLUMBUS, OH 43221

Signing Officer

Name
Richard James
Title
Treasurer
Phone
6144887839
Signed
2017-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Robert W Lee and Associates Inc
Address
1335 Dublin Road Suite 213A, Columbus, OH 43215-7072
Preparer
Robert W Lee
Phone
6144870040
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountUtility Easement Revenue 12,000”

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 5,222Amortization from 4562 149”

Description of other assets Part II line 24

“Category Beginning of Year End of YearLoan Costs net of Amortization 1,466 1,317”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLOANS 228,229 216,471”

Raw XML Appendix111 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/PersonNm0RICHARD JAMES
IRS990EZ/BooksInCareOfDetail/PhoneNum06144887839
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 NORTH PARKWAY DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043221
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014304
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043808
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0304710
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0336760
IRS990EZ/GrossReceiptsAmt0127267
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LandAndBuildingsGrp/BOYAmt0288940
IRS990EZ/LandAndBuildingsGrp/EOYAmt0283716
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01850
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076481
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0120289
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076481
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0120289
IRS990EZ/OccupancyRentUtltsAndMaintAmt078088
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT-PART TIME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER-PART TIME
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01466
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01317
IRS990EZ/OtherExpensesTotalAmt05371
IRS990EZ/OtherRevenueTotalAmt012000
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTAINING A FRATERNITY HOUSE
IRS990EZ/ProgramServiceRevenueAmt0113413
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAINING A FRATERNITY HOUSE FOR AN ACTIVE CHAPTER OF OHIO STATE UNIVERSITY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0228229
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0216471
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083459
IRS990EZ/TotalRevenueAmt0127267
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountUtility Easement Revenue 12,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 5,222Amortization from 4562 149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearLoan Costs net of Amortization 1,466 1,317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearLOANS 228,229 216,471
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144887839
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0237395446
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 NORTH PARKWAY DR
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043221
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D010241BF05E6BFF81751CEC2BB8B98E30FAACDA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D010241BF05E6BFF81751CEC2BB8B98E30FAACDA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03118892017278fq13c4b
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.232.34.35
ReturnHeader/FilingSecurityInformation/IPDt02017-10-05
ReturnHeader/FilingSecurityInformation/IPTm014:30:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311361983
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert W Lee and Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01335 Dublin Road Suite 213A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432157072
ReturnHeader/PreparerPersonGrp/PhoneNum06144870040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert W Lee
ReturnHeader/ReturnTs02017-10-05T14:29:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$336,760
Liabilities
$216,471
Net assets
$120,289
Revenue
$127,267
Expenses
$83,459
Net income
$43,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.81$0.85$0.96
2022Detailed filing. Detailed filing data is available for this year.$2.71$0.95$1.76$0.53$1.56$1.03
2021Detailed filing. Detailed filing data is available for this year.$2.80$1.76$1.04$0.36$0.60$0.25
2020Detailed filing. Detailed filing data is available for this year.$3.30$2.01$1.28$0.87$0.92$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.33$2.00$1.33$1.35$1.42$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.16$2.03$1.13$1.21$1.29$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.37$2.16$1.20$1.27$0.83$0.44
2016Detailed filing. Detailed filing data is available for this year.$3.05$2.28$0.76$1.01$1.23$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.93$0.99$0.84$0.73$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.98$0.87$0.80$0.86$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$1.04$0.92$0.78$0.70$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$1.07$0.84$0.75$0.58$0.17