Civic Intelligence

Phi Delt Alumni Association

990 • Fiscal year 2016 • EIN 27-4766992

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 09, 2017

Organization ProfileN/A
2609 Capitol AvenueSacramento, CA 95816

(916) 441-7500

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.38x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

3.60x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2016

Net Margin

49th percentile

3.3%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2016 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2016

Asset Growth

18th percentile

-4.5%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-9.5%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$1,257,988

Down $59,493 (-4.5%) from 2015

Net Assets

Up

$776,424

Up $4,396 (+0.6%) from 2015

Liabilities

Down

$481,564

Down $63,889 (-12%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin49th percentile

Revenue

Down

$133,674

Down $14,015 (-9.5%) from 2015

Expenses

Down

$129,278

Down $14,431 (-10%) from 2015

Net Income

Up

$4,396

Up $416 (+10%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2016

Assets$1,257,988
Liabilities$481,564
Net Assets$776,424
Open 2016 Filing

Operations Trend

Revenue Growth14th 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

2016

Revenue$133,674
Expenses$129,278
Net Income$4,396
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 9, 2017
Return Version
2015v3.0
Gross Receipts
$133,674
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.

Provide housing for phi delta theta fraternity members at the university of california, davis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,244,118$1,191,643▼ $52,475
Rtn Earn Endowment Incm Other Fnds$772,028$776,424▲ $4,396
Cash and Non-Interest-Bearing Accounts$68,679$63,110▼ $5,569
Intangible Assets$4,684$3,235▼ $1,449
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,317,481$1,257,988▼ $59,493
Liabilities
Mortgage Notes Payable Secured by Investment Property$536,474$474,564▼ $61,910
Other Liabilities$7,379$5,400▼ $1,979
Accounts Payable and Accrued Expenses$1,600$1,600→ $0
Total Liabilities$545,453$481,564▼ $63,889
Net Assets / Fund Balance
Total Net Assets Fund Balance$772,028$776,424▲ $4,396
Total Liabilities and Net Assets / Fund Balance$1,317,481$1,257,988▼ $59,493

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,135,464$129,697$1,265,161
Land$40,000-$40,000
Other Land Buildings$16,179$17,783$33,962
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Dave HeardPresident
John ZimmermanVice President
Dave RamosDirector
Dylan SchaeferDirector
Jeff MarschnerDirector
Mark DavisDirector
Rick MossiSecretary
Tim ZeffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,300
Program Service Revenue
$110,374
Investment Income
$0
Other Revenue
$0
All Other Contributions
$23,300
Change in Net Assets
$4,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$121,408
Professional Fundraising Fees$7,870
Total Fundraising Expense$7,870
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$53,924
Interest$22,612--$22,612
Fees for Services Professional Fundraising--$7,870$7,870
Insurance$5,826--$5,826
Fees for Services Accounting-$3,500-$3,500
All Other Expenses$1,917--$1,917
Other Expenses$1,313--$1,313
Office Expenses$518--$518
Total Functional Expenses$63,984$3,500$7,870$129,278
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$7,870
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$5,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“N/a, there are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The organization's president and treasurer review the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Delt Alumni Association
EIN
27-4766992
Phone
9164417500
Address
2609 CAPITOL AVENUE, SACRAMENTO, CA 95816

Signing Officer

Name
Timothy Zeff
Title
Treasurer
Phone
9164417500
Signed
2017-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Heard
Formed
1964
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
925 HIGHLAND POINTE DR SUITE 450, ROSEVILLE, CA 95678-5423
Preparer
Daniel C Baker
Phone
9167847800
Raw XML Appendix334 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A, THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S PRESIDENT AND TREASURER REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07870
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03500
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063984
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129278
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0545453
IRS990/TotalLiabilitiesEOYAmt0481564
IRS990/TotalLiabilitiesGrp/BOYAmt0545453
IRS990/TotalLiabilitiesGrp/EOYAmt0481564
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0772028
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0776424
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt063984
IRS990/TotalProgramServiceRevenueAmt0110374
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0110374
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0133674
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01317481
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01257988
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02609 CAPITOL AVENUE
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095816
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY ZEFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164417500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELT ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0274766992
ReturnHeader/Filer/PhoneNum09164417500
ReturnHeader/Filer/USAddress/AddressLine1Txt02609 CAPITOL AVENUE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095816
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0925 HIGHLAND POINTE DR SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956785423
ReturnHeader/PreparerPersonGrp/PhoneNum09167847800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL C BAKER
ReturnHeader/ReturnTs02017-01-11T19:53:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,257,988
Liabilities
$481,564
Net assets
$776,424
Revenue
$133,674
Expenses
$129,278
Net income
$4,396
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