Civic Intelligence

Phi Delt Alumni Association

990EZ • Fiscal year 2012 • EIN 27-4766992

Jul 01, 2011 to Jun 30, 2012 • Filed on Aug 28, 2012

Organization ProfileN/A
2609 Capitol Avenue95816
Siviq Scores

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

Liabilities / Assets

70th percentile

0.09x

Higher debt load relative to assets than 70% of similar nonprofits.

2012 filings • 501(c)7 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

81st percentile

0.32x

Higher debt load relative to revenue than 81% of similar nonprofits.

2012 filings • 501(c)7 • <$500k nonprofits • Source year 2012

Net Margin

2nd percentile

-95%

Higher net margin than 2% of similar nonprofits.

2012 filings • 501(c)7 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

11th percentile

-20%

Faster asset growth than 11% of similar nonprofits.

2012 filings • 501(c)7 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

27th percentile

-7.7%

Faster revenue growth than 27% of similar nonprofits.

2012 filings • 501(c)7 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$234,148

Down $60,195 (-20%) from 2011

Net Assets

Down

$214,148

Down $60,195 (-22%) from 2011

Liabilities

Flat

$20,000

Flat from 2011

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin2nd percentile

Revenue

Down

$63,210

Down $5,289 (-7.7%) from 2011

Expenses

Up

$123,405

Up $67,605 (+121%) from 2011

Net Income

Down

-$60,195

Down $72,894 (-574%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $294,343Liabilities 2011: $20,000Net Assets 2011: $274,3432011Assets 2012: $234,148Liabilities 2012: $20,000Net Assets 2012: $214,1482012Assets 2013: $1,168,647Liabilities 2013: $525,619Net Assets 2013: $643,0282013Assets 2014: $1,414,976Liabilities 2014: $646,928Net Assets 2014: $768,0482014Assets 2015: $1,317,481Liabilities 2015: $545,453Net Assets 2015: $772,0282015Assets 2016: $1,257,988Liabilities 2016: $481,564Net Assets 2016: $776,4242016Assets 2017: $1,209,032Liabilities 2017: $439,990Net Assets 2017: $769,0422017Assets 2018: $1,174,150Liabilities 2018: $403,214Net Assets 2018: $770,9362018Assets 2019: $1,133,053Liabilities 2019: $367,926Net Assets 2019: $765,1272019Assets 2020: $1,094,464Liabilities 2020: $348,587Net Assets 2020: $745,8772020Assets 2021: $1,044,013Liabilities 2021: $329,173Net Assets 2021: $714,8402021Assets 2022: $989,988Liabilities 2022: $307,249Net Assets 2022: $682,7392022Assets 2023: $961,579Liabilities 2023: $277,897Net Assets 2023: $683,6822023Assets 2024: $939,533Liabilities 2024: $256,371Net Assets 2024: $683,1622024Assets 2025: $903,328Liabilities 2025: $229,372Net Assets 2025: $673,9562025

Highlighted filing

2012

Assets$234,148
Liabilities$20,000
Net Assets$214,148
Open 2012 Filing

Operations Trend

Revenue Growth27th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $68,499Expenses 2011: $55,800Net Income 2011: $12,6992011Revenue 2012: $63,210Expenses 2012: $123,405Net Income 2012: -$60,1952012Expenses 2013: $76,0102013Revenue 2014: $269,340Expenses 2014: $144,320Net Income 2014: $125,0202014Revenue 2015: $147,689Expenses 2015: $143,709Net Income 2015: $3,9802015Revenue 2016: $133,674Expenses 2016: $129,278Net Income 2016: $4,3962016Revenue 2017: $131,532Expenses 2017: $138,914Net Income 2017: -$7,3822017Revenue 2018: $140,994Expenses 2018: $139,100Net Income 2018: $1,8942018Revenue 2019: $123,762Expenses 2019: $129,571Net Income 2019: -$5,8092019Revenue 2020: $100,800Expenses 2020: $120,050Net Income 2020: -$19,2502020Revenue 2021: $88,080Expenses 2021: $119,117Net Income 2021: -$31,0372021Revenue 2022: $94,380Expenses 2022: $126,481Net Income 2022: -$32,1012022Revenue 2023: $123,947Expenses 2023: $124,087Net Income 2023: -$1402023Revenue 2024: $124,193Expenses 2024: $124,713Net Income 2024: -$5202024Revenue 2025: $132,472Expenses 2025: $141,678Net Income 2025: -$9,2062025

Highlighted filing

2012

Revenue$63,210
Expenses$123,405
Net Income-$60,195
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Aug 28, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Provide housing and activities to aid in the promotion and fostering of principles and ideals of phi delta theta fraternity members at the university of california, davis.

Filing and Contact Details

Filer

EIN
27-4766992
Raw XML Appendix153 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/CashSavingsAndInvestments/BOY0142461
IRS990EZ/CashSavingsAndInvestments/EOY08684
IRS990EZ/ContributionsGiftsGrantsEtc051250
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-60195
IRS990EZ/FeesAndOthPymtToIndContractors086818
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts063210
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/MadeChangesToOrgnzngEtcDoc01
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
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IRS990EZ/NetAssetsOrFundBalancesBOY0274343
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IRS990EZ/NetAssetsOrFundBalancesEOY0214148
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine102609 CAPITOL AVENUE
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine122609 CAPITOL AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine132609 CAPITOL AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0SACRAMENTO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1SACRAMENTO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2SACRAMENTO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3SACRAMENTO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode095816
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode195816
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode295816
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode395816
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition06.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition16.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition26.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition36.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MARK DAVIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JOHN ZIMMERMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2TIM ZEFF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3JOHN FORAKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY03390
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal07376
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE HOUSING TO FRATERNITY MEMBERS. TO PROVIDE FRATERNITY MEMBERS WITH FUNDS TO PURSUE THEIR COLLEGE EDUCATION, OR TO CARRY ON ANY PROPER ACTIVITY OF THE FRATERNITY.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDE HOUSING FOR PHI DELTA THETA FRATERNITY MEMBERS AT THE UNIVERSITY OF CALIFORNIA, DAVIS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1SPONSORED SOCIAL EVENTS SUCH AS GOLF TOURNAMENTS TO PROMOTE FRIENDSHIP AND MORALITY THROUGH SOCIAL INTERACTION.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses10
IRS990EZ/ProgramServiceRevenue011821
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY020000
IRS990EZ/SumOfTotalLiabilities/EOY020000
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine102609 CAPITOL AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SACRAMENTO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095816
IRS990EZ/TheBooksAreInCareOf/NamePerson0TIMOTHY ZEFF
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09164417500
IRS990EZ/TotalAssets/BOY0294343
IRS990EZ/TotalAssets/EOY0234148
IRS990EZ/TotalExpenses0123405
IRS990EZ/TotalRevenue063210
IRS990EZ/WebSite0N/A
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 139..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: SOCIAL EVENTS EXPENSE. AMOUNT: 3,922. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 2,304. DESCRIPTION: FEES, LICENSES & PERMITS. AMOUNT: 1,017. DESCRIPTION: SUPPLIES. AMOUNT: 89. DESCRIPTION: TAXES. AMOUNT: 10. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 34. TOTAL TO FORM 990-EZ, LINE 16: 7,376.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: SECURITY DEPOSIT - AEP. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,390.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: SECURITY DEPOSITS LIABILITY. BEG. OF YEAR AMOUNT: 20,000. END OF YEAR AMOUNT: 20,000.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION'S LEGAL NAME WAS CHANGED FROM "PHI DELTA ALUMNI ASSOCIATION" TO "PHI DELT ALUMNI ASSOCIATION." FORM 1024 WAS FILED WITH THE IRS PRIOR TO THE FILING OF THIS TAX RETURN.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990-EZ, PART V, LINE 34, CHANGES MADE TO THE ORGANIZING/GOVERNING DOCS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0274766992
ReturnHeader/Filer/Name/BusinessNameLine10PHI DELT ALUMNI ASSOCIATION
ReturnHeader/Filer/NameControl0PHID
ReturnHeader/Filer/Phone09164417500
ReturnHeader/Filer/USAddress/AddressLine102609 CAPITOL AVENUE
ReturnHeader/Filer/USAddress/City0SACRAMENTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095816
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-08-28
ReturnHeader/Officer/Name0TIM ZEFF
ReturnHeader/Officer/Phone09164417500
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0942147510
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GALLINA LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10925 HIGHLAND POINTE DR SUITE 450
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROSEVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0956785418
ReturnHeader/Preparer/Name0DANIEL C BAKER
ReturnHeader/Preparer/Phone09167847800
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-07T15:52:02-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$234,148
Liabilities
$20,000
Net assets
$214,148
Revenue
$63,210
Expenses
$123,405
Net income
-$60,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.90$0.23$0.67$0.13$0.14$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.26$0.68$0.12$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.28$0.68$0.12$0.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.31$0.68$0.09$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.33$0.71$0.09$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.35$0.75$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.37$0.77$0.12$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.40$0.77$0.14$0.14$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.44$0.77$0.13$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.48$0.78$0.13$0.13$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.55$0.77$0.15$0.14$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.65$0.77$0.27$0.14$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.53$0.64$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.02$0.21$0.06$0.12$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.02$0.27$0.07$0.06$0.01