Civic Intelligence

Phi Delt Alumni Association

990 • Fiscal year 2018 • EIN 27-4766992

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

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

60th percentile

0.34x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

2.86x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Net Margin

43rd percentile

1.3%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Asset Growth

27th percentile

-2.9%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

7.2%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,174,150

Down $34,882 (-2.9%) from 2017

Net Assets

Up

$770,936

Up $1,894 (+0.2%) from 2017

Liabilities

Down

$403,214

Down $36,776 (-8.4%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin43rd percentile

Revenue

Up

$140,994

Up $9,462 (+7.2%) from 2017

Expenses

Up

$139,100

Up $186 (+0.1%) from 2017

Net Income

Up

$1,894

Up $9,276 (+126%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2018

Assets$1,174,150
Liabilities$403,214
Net Assets$770,936
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$140,994
Expenses$139,100
Net Income$1,894
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$140,994
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$1,139,168$1,086,693▼ $52,475
Rtn Earn Endowment Incm Other Fnds$769,042$770,936▲ $1,894
Cash and Non-Interest-Bearing Accounts$68,078$87,120▲ $19,042
Intangible Assets$1,786$337▼ $1,449
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,209,032$1,174,150▼ $34,882
Liabilities
Mortgage Notes Payable Secured by Investment Property$433,890$397,339▼ $36,551
Other Liabilities$4,500$4,275▼ $225
Accounts Payable and Accrued Expenses$1,600$1,600→ $0
Total Liabilities$439,990$403,214▼ $36,776
Net Assets / Fund Balance
Total Net Assets Fund Balance$769,042$770,936▲ $1,894
Total Liabilities and Net Assets / Fund Balance$1,209,032$1,174,150▼ $34,882

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,043,452$221,709$1,265,161
Land$40,000-$40,000
Other Land Buildings$3,241$30,721$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
$7,822
Program Service Revenue
$133,172
Investment Income
$0
Other Revenue
$0
All Other Contributions
$7,822
Change in Net Assets
$1,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$53,924
Interest---$27,487
Insurance---$6,078
Other Expenses---$5,570
Fees for Services Other---$4,899
Fees for Services Accounting---$3,840
All Other Expenses---$2,188
Office Expenses---$840
Total Functional Expenses$0$0$0$139,100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$4,275
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 11B

“The organization's board members 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
2019-04-30
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
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
925 HIGHLAND POINTE DR SUITE 450, ROSEVILLE, CA 95678-5423
Preparer
Daniel C Baker
Phone
9167847800
Raw XML Appendix322 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01600
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01600
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HOUSING FOR PHI DELTA THETA FRATERNITY MEMBERS AT THE UNIVERSITY OF CALIFORNIA, DAVIS.
IRS990/AllOtherContributionsAmt07822
IRS990/AllOtherExpensesGrp/TotalAmt02188
IRS990/BooksInCareOfDetail/PersonNm0TIMOTHY ZEFF
IRS990/BooksInCareOfDetail/PhoneNum09164417500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02609 CAPITOL AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095816
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt068078
IRS990/CashNonInterestBearingGrp/EOYAmt087120
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07822
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0139100
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0133172
IRS990/CYRevenuesLessExpensesAmt01894
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0139100
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0140994
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt053924
IRS990/Desc0THE ORGANIZATION PROVIDES HOUSING FOR PHI DELTA THETA FRATERNITY MEMBERS AT THE UNIVERSITY OF CALIFORNIA, DAVIS. IN PREVIOUS YEARS THE ORGANIZATION BUILT A HOUSE FOR THE CHAPTER AND HAS PROVIDED RENTAL HOUSING TO 13 STUDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt03840
IRS990/FeesForServicesOtherGrp/TotalAmt04899
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt38.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.70
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVE HEARD
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2RICK MOSSI
IRS990/Form990PartVIISectionAGrp/PersonNm3TIM ZEFF
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF MARSCHNER
IRS990/Form990PartVIISectionAGrp/PersonNm5DYLAN SCHAEFER
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVE RAMOS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0140994
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt00
IRS990/InsuranceGrp/TotalAmt06078
IRS990/IntangibleAssetsGrp/BOYAmt01786
IRS990/IntangibleAssetsGrp/EOYAmt0337
IRS990/InterestGrp/TotalAmt027487
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0252430
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01139168
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01086693
IRS990/LandBldgEquipCostOrOtherBssAmt01339123
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION BUILT A HOUSE FOR THE CHAPTER AND HAS PROVIDED RENTALHOUSING TO STUDENTS AND ACTIVITIES TO AID IN THE PROMOTION ANDFOSTERING OF PRINCIPLES AND IDEALS OF PHI DELTA THETA FRATERNITYMEMBERS ORGANIZATION AT THE UNIVERSITY OF CALIFORNIA, DAVIS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0433890
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0397339
IRS990/NetAssetsOrFundBalancesBOYAmt0769042
IRS990/NetAssetsOrFundBalancesEOYAmt0770936
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0840
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0HOUSE - PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc1HOUSE - UTILITIES
IRS990/OtherExpensesGrp/Desc2HOUSE - REPAIRS & MAINT
IRS990/OtherExpensesGrp/Desc3MEALS & FOOD FOR MEETIN
IRS990/OtherExpensesGrp/TotalAmt017407
IRS990/OtherExpensesGrp/TotalAmt110874
IRS990/OtherExpensesGrp/TotalAmt25993
IRS990/OtherExpensesGrp/TotalAmt35570
IRS990/OtherLiabilitiesGrp/BOYAmt04500
IRS990/OtherLiabilitiesGrp/EOYAmt04275
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVE HEARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0133172
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0133172
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt016696
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0131240
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0114836
IRS990/PYRevenuesLessExpensesAmt0-7382
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0138914
IRS990/PYTotalProfFndrsngExpnsAmt07674
IRS990/PYTotalRevenueAmt0131532
IRS990/ReconcilationRevenueExpnssAmt01894
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0769042
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0770936
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01043452
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0221709
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01265161
IRS990ScheduleD/LandGrp/BookValueAmt040000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt040000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03241
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030721
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt033962
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01086693
IRS990ScheduleD/TotalLiabilityAmt04275
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A, THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BOARD MEMBERS 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01209032
IRS990/TotalAssetsEOYAmt01174150
IRS990/TotalAssetsGrp/BOYAmt01209032
IRS990/TotalAssetsGrp/EOYAmt01174150
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07822
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139100
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0439990
IRS990/TotalLiabilitiesEOYAmt0403214
IRS990/TotalLiabilitiesGrp/BOYAmt0439990
IRS990/TotalLiabilitiesGrp/EOYAmt0403214
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0769042
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0770936
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0133172
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0133172
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0140994
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01209032
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01174150
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY ZEFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164417500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA1954F71B08DD6FCC225C02EDBF5DDE628AB0CA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId031F3DE50510DF668BD40707A53F5752D81C6DB6B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:46:36
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/PreparationDt02019-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL C BAKER
ReturnHeader/ReturnTs02019-05-02T10:41:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,174,150
Liabilities
$403,214
Net assets
$770,936
Revenue
$140,994
Expenses
$139,100
Net income
$1,894
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