Civic Intelligence

Phi Delta Theta Educational Foundation of Meadville Pa

990PF • Fiscal year 2023 • EIN 25-6065091

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 21, 2023

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.

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-23%

Higher net margin than 21% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-1.3%

Faster asset growth than 46% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$412,969

Down $5,562 (-1.3%) from 2022

Net Assets

Down

$412,969

Down $5,562 (-1.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin21st percentile

Revenue

Down

$24,298

Down $6,161 (-20%) from 2022

Expenses

Up

$29,860

Up $41 (+0.1%) from 2022

Net Income

Down

-$5,562

Down $6,202 (-969%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2023

Assets$412,969
Liabilities$0
Net Assets$412,969
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

2023

Revenue$24,298
Expenses$29,860
Net Income-$5,562
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 21, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MEYERVice-President-$0--
LLOYD SEAGANDirector-$0--
DANIEL P BEISLERPresident-$0--
DANIEL P REININGASecretary-Treasurer-$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
2023-09-21
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 Appendix314 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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IRS990PF/StatementsRegardingActyGrp/PhoneNum07163661611
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DANIEL REININGA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07163661611
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0435 MAIN STREET PO BOX 241
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DUNKIRK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd014048
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1ST - PRIOR TO ACADEMIC YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024094
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALLEGHENY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0520 N MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEADVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd016335
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024094
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/AppliedToCurrentYearAmt0600
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024094
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020821
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024694
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020221
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024094
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04184
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FORT PITT CAPITAL GROUP INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04184
TaxesSchedule/TaxesDetail/Amt0382
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL REININGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07164101612
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0256065091
ReturnHeader/Filer/PhoneNum07164101612
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454173936
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/PreparationDt02023-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly A Dawson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-22T08:38:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REININGA
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,969
Liabilities
$0
Net assets
$412,969
Revenue
$24,298
Expenses
$29,860
Net income
-$5,562
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