Civic Intelligence

Phi Delta Theta Educational Foundation of Meadville Pa

990PF • Fiscal year 2018 • EIN 25-6065091

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 31, 2018

c/o KELLY A DAWSON CPA 2 E 2ND STREJamestown, NY 14701

(412) 394-3342

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

2.0%

Faster asset growth than 54% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$404,165

Up $8,021 (+2.0%) from 2017

Net Assets

Up

$404,165

Up $27,728 (+7.4%) from 2017

Liabilities

Down

$0

Down $19,707 (-100%) from 2017

Revenue

Up

$37,589

Up $6,786 (+22%) from 2017

Expenses

Down

$9,861

Down $61,343 (-86%) from 2017

Net Income

Up

$27,728

Up $68,129 (+169%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $198,355Liabilities 2011: $0Net Assets 2011: $198,3552011Assets 2012: $173,021Liabilities 2012: $0Net Assets 2012: $173,0212012Assets 2013: $148,385Liabilities 2013: $0Net Assets 2013: $148,3852013Assets 2014: $382,920Liabilities 2014: $0Net Assets 2014: $382,9202014Assets 2015: $396,007Liabilities 2015: $0Net Assets 2015: $396,0072015Assets 2016: $416,838Liabilities 2016: $0Net Assets 2016: $416,8382016Assets 2017: $396,144Liabilities 2017: $19,707Net Assets 2017: $376,4372017Assets 2018: $404,165Liabilities 2018: $0Net Assets 2018: $404,1652018Assets 2019: $433,301Liabilities 2019: $0Net Assets 2019: $433,3012019Assets 2020: $427,547Liabilities 2020: $0Net Assets 2020: $427,5472020Assets 2021: $421,018Liabilities 2021: $3,127Net Assets 2021: $417,8912021Assets 2022: $418,531Liabilities 2022: $0Net Assets 2022: $418,5312022Assets 2023: $412,969Liabilities 2023: $0Net Assets 2023: $412,9692023Assets 2024: $418,407Liabilities 2024: $0Net Assets 2024: $418,4072024Assets 2025: $423,994Liabilities 2025: $0Net Assets 2025: $423,9942025

Highlighted filing

2018

Assets$404,165
Liabilities$0
Net Assets$404,165

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $26,3192011Expenses 2012: $33,5402012Expenses 2013: $37,6112013Revenue 2014: $249,980Expenses 2014: $15,445Net Income 2014: $234,5352014Revenue 2015: $32,874Expenses 2015: $19,787Net Income 2015: $13,0872015Revenue 2016: $26,872Expenses 2016: $6,041Net Income 2016: $20,8312016Revenue 2017: $30,803Expenses 2017: $71,204Net Income 2017: -$40,4012017Revenue 2018: $37,589Expenses 2018: $9,861Net Income 2018: $27,7282018Revenue 2019: $37,670Expenses 2019: $8,534Net Income 2019: $29,1362019Revenue 2020: $43,945Expenses 2020: $49,699Net Income 2020: -$5,7542020Revenue 2021: $15,261Expenses 2021: $24,917Net Income 2021: -$9,6562021Revenue 2022: $30,459Expenses 2022: $29,819Net Income 2022: $6402022Revenue 2023: $24,298Expenses 2023: $29,860Net Income 2023: -$5,5622023Revenue 2024: $11,419Expenses 2024: $5,981Net Income 2024: $5,4382024Revenue 2025: $38,530Expenses 2025: $32,943Net Income 2025: $5,5872025

Highlighted filing

2018

Revenue$37,589
Expenses$9,861
Net Income$27,728
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 31, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MEYERPresident-$0--
JOHN ARTZSecretary/Treasurer-$0--
GREGORY EDWARDSDirector-$0--
STEVEN T SMITHDirector-$0--
BRUCE JANOWSKYDirector-$0--
RONALD JONESDirector-$0--
STEVEN KAUFMANDirector-$0--
WILLIAM FALOON MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Educational Foundation
EIN
25-6065091
Phone
4123943342
Address
c/o KELLY A DAWSON CPA 2 E 2ND STRE, JAMESTOWN, NY 14701

Signing Officer

Name
John Artz
Title
Treasurer
Phone
4123943342
Signed
2018-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Kelly A Dawson CPA
Address
2 East Second Street Suite 400, Jamestown, NY 14701
Preparer
Kelly a Dawson CPA
Phone
7164996398
Raw XML Appendix336 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0560
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PUBLICLY TRADED SECURITIES
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt06855
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0490
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN MEYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN ARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GREGORY EDWARDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7WILLIAM FALOON MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd615222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd715222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt022643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt022888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt059494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt013884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt09520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt010416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.142866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.001331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.032697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.033268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.056869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0423982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0416432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0401870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0424621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0286157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0183158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.267031
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02681
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02681
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02681
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 PPG PLACE SUITE 1900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015222
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PHI DELTA THETA EDUCATION FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04123943342
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER AND RESUME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN C ARTZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04122606277
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01 PPG PLACE SUITE 1900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd015222
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1ST - PRIOR TO ACADEMIC YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02609
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt072
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020709
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02681
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt072
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0OWEN & CONLEY LLC LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02121
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04241
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04242
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FORT PITT CAPITAL GROUP INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04242
TaxesSchedule/TaxesDetail/Amt0258
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04123943342
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0256065091
ReturnHeader/Filer/PhoneNum04123943342
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o KELLY A DAWSON CPA 2 E 2ND STRE
ReturnHeader/Filer/USAddress/CityNm0JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A73E727F16D19885BA00F27C59316FDF9D683BE6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A73E727F16D19885BA00F27C59316FDF9D683BE6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.100.143.142
ReturnHeader/FilingSecurityInformation/IPDt02018-08-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:00:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kelly A Dawson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 East Second Street Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jamestown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014701
ReturnHeader/PreparerPersonGrp/PhoneNum07164996398
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY A DAWSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-03T13:00:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.39$0.33$0.06
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.11$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.24$0.30$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.30$0.30$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.03$4.18$0.15$0.25$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.44$0.50$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.38$0.09$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.38$0.10$0.28
2017Detailed filing. Detailed filing data is available for this year.$3.96$0.20$3.76$0.31$0.71$0.40
2016Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.27$0.06$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.33$0.20$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$2.50$0.15$2.35
2013Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.38
2012Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.34
2011Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.26