Civic Intelligence

Phi Delta Theta Fraternity

990EZ • Fiscal year 2021 • EIN 27-1987722

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

777 Glades Road Student Union 218Boca Raton, FL 33431

(561) 789-7960

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

4.6%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2021

Revenue Growth

34th percentile

-8.6%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2021

Assets

Up

$36,728

Up $4,601 (+14%) from 2018

Net Assets

Up

$36,728

Up $4,601 (+14%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$95,336

Down $29,535 (-24%) from 2018

Expenses

Down

$65,350

Down $57,066 (-47%) from 2018

Net Income

Up

$29,986

Up $27,531 (+1121%) from 2018

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2018: $32,127Net Assets 2018: $32,1272018Assets 2021: $36,728Net Assets 2021: $36,7282021Assets 2022: $25,683Net Assets 2022: $25,6832022

Highlighted filing

2021

Assets$36,728
Liabilities-
Net Assets$36,728

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $124,871Expenses 2018: $122,416Net Income 2018: $2,4552018Revenue 2021: $95,336Expenses 2021: $65,350Net Income 2021: $29,9862021Revenue 2022: $136,625Expenses 2022: $147,670Net Income 2022: -$11,0452022

Highlighted filing

2021

Revenue$95,336
Expenses$65,350
Net Income$29,986
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$95,336
Mission and Program Overview

Mission

The organization is a not-for-profit organization that provides educational aid to students within the organization by offering study programs and educational tools, including a networking platform that is strictly for the benefit of the members. This networking platform provides professional job opportunities and career oriented help. In addition to the many educational benefits, the organization also actively participates in several charitable cause fundraisers and holds several of its own fundraisers to benefit the als foundation. All income that is received by the organization is expended for the benefit of the organization's educational, charitable, professional, or social purposes.

Program Services

DescriptionGrantsExpenses
PROVIDING EDUCATIONAL TOOLS, STUDY PROGRAMS AND NETWORKING OPPORTUNITIES TO THE MEMBERS.-$46,144
PARTICIPATION IN CHARITABLE CAUSE FUNDRAISERS DURING THE YEAR.-$9,440
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM BUCHANANPresidentPT$0--
GUNNER YINGLINGVice-PresidePT$0--
LUCAS P REDFERNTreasurerPT$0--
GEORGE MURPHYSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
27-1987722
Phone
5617897960
Address
777 GLADES ROAD STUDENT UNION 218, BOCA RATON, FL 33431

Signing Officer

Name
Lucas P Redfern
Title
Treasurer
Phone
4436087131
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
My CPA Pa
Address
1700 S DIXIE HWY STE 400, BOCA RATON, FL 33432-7406
Preparer
Eric Filkins CPA
Phone
9548340414
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses promotion 6,742 accounting fees 1,350 bank service charges 393 business registration 131 dues & subscriptions 17,945 facilities & equipment 1,254 merchant account fees 1,566 outside services 2,146 supplies & office expense 2,592 travel costs 2,073 charitable contributions 2,698 education 119 member special events 26,341 total 65,350

Form 990-ez, Part III

The organization is a not-for-profit organization that provides educational aid to students within the organization by offering study programs and educational tools, including a networking platform that is strictly for the benefit of the members. This networking platform provides professional job opportunities and career oriented help. In addition to the many educational benefits, the organization also actively participates in several charitable cause fundraisers and holds several of its own fundraisers to benefit the als foundation. All income that is received by the organization is expended for the benefit of the organization's educational, charitable, professional, or social purposes.

Raw XML Appendix103 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/PersonNm0LUCAS P REDFERN
IRS990EZ/BooksInCareOfDetail/PhoneNum05617897960
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0960 NW 4TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOCA RATON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033432
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06742
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036728
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029986
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06742
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036728
IRS990EZ/GrossReceiptsAmt095336
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt095336
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt095336
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06742
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036728
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06742
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036728
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GUNNER YINGLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUCAS P REDFERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GEORGE MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065350
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES EDUCATIONAL AID TO STUDENTS WITHIN THE ORGANIZATION BY OFFERING STUDY PROGRAMS AND EDUCATIONAL TOOLS, INCLUDING A NETWORKING PLATFORM THAT IS STRICTLY FOR THE BENEFIT OF THE MEMBERS. THIS NETWORKING PLATFORM PROVIDES PROFESSIONAL JOB OPPORTUNITIES AND CAREER ORIENTED HELP. IN ADDITION TO THE MANY EDUCATIONAL BENEFITS, THE ORGANIZATION ALSO ACTIVELY PARTICIPATES IN SEVERAL CHARITABLE CAUSE FUNDRAISERS AND HOLDS SEVERAL OF ITS OWN FUNDRAISERS TO BENEFIT THE ALS FOUNDATION. ALL INCOME THAT IS RECEIVED BY THE ORGANIZATION IS EXPENDED FOR THE BENEFIT OF THE ORGANIZATION'S EDUCATIONAL, CHARITABLE, PROFESSIONAL, OR SOCIAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING EDUCATIONAL TOOLS, STUDY PROGRAMS AND NETWORKING OPPORTUNITIES TO THE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PARTICIPATION IN CHARITABLE CAUSE FUNDRAISERS DURING THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046144
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19440
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialConditionDesc0SEE GENERAL FOOTNOTE RE YEAR END
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065350
IRS990EZ/TotalProgramServiceExpensesAmt055584
IRS990EZ/TotalRevenueAmt095336
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PHIDELTFAU.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROMOTION 6,742 ACCOUNTING FEES 1,350 BANK SERVICE CHARGES 393 BUSINESS REGISTRATION 131 DUES & SUBSCRIPTIONS 17,945 FACILITIES & EQUIPMENT 1,254 MERCHANT ACCOUNT FEES 1,566 OUTSIDE SERVICES 2,146 SUPPLIES & OFFICE EXPENSE 2,592 TRAVEL COSTS 2,073 CHARITABLE CONTRIBUTIONS 2,698 EDUCATION 119 MEMBER SPECIAL EVENTS 26,341 TOTAL 65,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES EDUCATIONAL AID TO STUDENTS WITHIN THE ORGANIZATION BY OFFERING STUDY PROGRAMS AND EDUCATIONAL TOOLS, INCLUDING A NETWORKING PLATFORM THAT IS STRICTLY FOR THE BENEFIT OF THE MEMBERS. THIS NETWORKING PLATFORM PROVIDES PROFESSIONAL JOB OPPORTUNITIES AND CAREER ORIENTED HELP. IN ADDITION TO THE MANY EDUCATIONAL BENEFITS, THE ORGANIZATION ALSO ACTIVELY PARTICIPATES IN SEVERAL CHARITABLE CAUSE FUNDRAISERS AND HOLDS SEVERAL OF ITS OWN FUNDRAISERS TO BENEFIT THE ALS FOUNDATION. ALL INCOME THAT IS RECEIVED BY THE ORGANIZATION IS EXPENDED FOR THE BENEFIT OF THE ORGANIZATION'S EDUCATIONAL, CHARITABLE, PROFESSIONAL, OR SOCIAL PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCAS P REDFERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04436087131
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FL NU CHAPTER CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0271987722
ReturnHeader/Filer/PhoneNum05617897960
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 GLADES ROAD STUDENT UNION 218
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033431
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651136446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MY CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 S DIXIE HWY STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334327406
ReturnHeader/PreparerPersonGrp/PhoneNum09548340414
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC FILKINS CPA
ReturnHeader/ReturnTs02022-11-15T17:21:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ODELL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings