Phi Delta Theta Educational Foundation of Meadville Pa

990PF • Fiscal year 2022 • EIN 25-6065091

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 12, 2022

Organization Profile

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

(716) 410-1612

Siviq Scores

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

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

2.1%

Higher net margin than 47% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

-0.6%

Faster asset growth than 48% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

100%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$418,531

Down $2,487 (-0.6%) from 2021

Net Assets

$418,531

Up $640 (+0.2%) from 2021

Liabilities

Down

Down $3,127 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin47th percentile

Revenue

$30,459

Up $15,198 (+100%) from 2021

Expenses

$29,819

Up $4,902 (+20%) from 2021

Net Income

$640

Up $10,296 (+107%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

Highlighted filing

2022

Assets$418,531

Liabilities$0

Net Assets$418,531

Open 2022 Filing

Operations Trend

Revenue Growth84th percentile

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

Highlighted filing

2022

Revenue$30,459

Expenses$29,819

Net Income$640

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2021 to Jun 30, 2022
Signed: Aug 12, 2022
Return Version: 2021v4.1

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOHN MEYER	Vice-President	-	$0	-	-
LLOYD SEAGAN	Director	-	$0	-	-
DANIEL P BEISLER	President	-	$0	-	-
DANIEL P REININGA	Secretary-Treasurer	-	$0	-	-
LLOYD SEAGAN	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Phi Delta Theta Educational Foundation
EIN: 25-6065091
Phone: 7164101612
Address: c/o KELLY A DAWSON CPA 2 E 2ND STRE, JAMESTOWN, NY 14701

Signing Officer

Name: Daniel Reininga
Title: Secretary/treasurer
Phone: 7164101612
Signed: 2022-08-12
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 Appendix330 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/DisbursementsCharitablePrpsAmt	0	600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	600
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	PUBLICLY TRADED SECURITIES
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	Purchased
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-4247
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	CHARLES SCHWAB BOND FUNDS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	63163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	335823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	341316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	CHARLES SCHWAB EQUITY FUNDS
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	102654
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	5317
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	5317
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	29819
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IRS990PF/FMVAssetsEOYAmt	0	416936
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IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	435 MAIN ST PO BOX 241
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	DUNKIRK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	14048
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	PHI DELTA THETA EDUCATION FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7163661611
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	LETTER AND RESUME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	DANIEL REININGA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	7163661611
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	435 MAIN STREET PO BOX 241
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	DUNKIRK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	14048
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	MAY 1ST - PRIOR TO ACADEMIC YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	22981
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ALLEGHENY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	520 N MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MEADVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	16335
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	22981
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	630
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	22981
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	24724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	23611
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	24094
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	22981
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	OWEN & CONLEY LLC LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	30
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	60
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	5317
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	FORT PITT CAPITAL GROUP INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	5317
TaxesSchedule/TaxesDetail/Amt	0	261
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DANIEL REININGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7164101612
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PHI DELTA THETA EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	PHID
ReturnHeader/Filer/EIN	0	256065091
ReturnHeader/Filer/PhoneNum	0	7164101612
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	c/o KELLY A DAWSON CPA 2 E 2ND STRE
ReturnHeader/Filer/USAddress/CityNm	0	JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	14701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	454173936
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Kelly A Dawson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2 East Second Street Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Jamestown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	14701
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7164996398
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Kelly A Dawson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-09-19T06:47:34-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	REININGA
ReturnHeader/TaxPeriodBeginDt	0	2021-07-01
ReturnHeader/TaxPeriodEndDt	0	2022-06-30
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $418,531
Liabilities: $0
Net assets: $418,531
Revenue: $30,459
Expenses: $29,819
Net income: $640

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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