Civic Intelligence

Phi Delt Alumni Association

990 • Fiscal year 2022 • EIN 27-4766992

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 17, 2022

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

77th percentile

0.31x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

3.26x

Higher debt load relative to revenue than 97% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Net Margin

4th percentile

-34%

Higher net margin than 4% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Asset Growth

23rd percentile

-5.2%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

7.2%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$989,988

Down $54,025 (-5.2%) from 2021

Net Assets

Down

$682,739

Down $32,101 (-4.5%) from 2021

Liabilities

Down

$307,249

Down $21,924 (-6.7%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin4th percentile

Revenue

Up

$94,380

Up $6,300 (+7.2%) from 2021

Expenses

Up

$126,481

Up $7,364 (+6.2%) from 2021

Net Income

Down

-$32,101

Down $1,064 (-3.4%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2022

Assets$989,988
Liabilities$307,249
Net Assets$682,739
Open 2022 Filing

Operations Trend

Revenue Growth43rd 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

2022

Revenue$94,380
Expenses$126,481
Net Income-$32,101
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 17, 2022
Return Version
2021v4.0
Gross Receipts
$94,380
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$946,735$900,572▼ $46,163
Rtn Earn Endowment Incm Other Fnds$714,840$682,739▼ $32,101
Cash and Non-Interest-Bearing Accounts$97,278$89,416▼ $7,862
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,044,013$989,988▼ $54,025
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$319,698$297,473▼ $22,225
Other Liabilities$7,875$8,176▲ $301
Accounts Payable and Accrued Expenses$1,600$1,600→ $0
Total Liabilities$329,173$307,249▼ $21,924
Net Assets / Fund Balance
Total Net Assets Fund Balance$714,840$682,739▼ $32,101
Total Liabilities and Net Assets / Fund Balance$1,044,013$989,988▼ $54,025

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$859,448$405,713$1,265,161
Land$40,000-$40,000
Other Land Buildings-$30,484$30,484
Leasehold Improvements$1,124$1,679$2,803
Equipment-$675$675
Compensation and Service Providers
Top Officer Pay87th 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
$0
Program Service Revenue
$94,380
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-32,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,717
Professional Fundraising Fees$6,764
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$46,163
Interest---$17,043
Insurance---$7,051
Fees for Services Professional Fundraising---$6,764
Other Expenses---$3,077
Fees for Services Accounting---$2,910
All Other Expenses---$1,116
Fees for Services Other---$495
Office Expenses---$424
Total Functional Expenses$0$0$0$126,481
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$6,764
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$4,275
Security Deposit Payable$3,900
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Line 11B: Form 990 Review Process

“The organization's board members review the form 990 prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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

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 built a house for the chapter and has provided rental housing to students and activities to aid in the promotion and fostering of the principles and ideals of phi delta theta fraternity members organization at the university of california, davis.”

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
Signed
2022-08-17
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Tax Wise Inc
Address
3840 EL DORADO HILLS BLVD SUITE 303, EL DORADO HILLS, CA 95762
Preparer
Denise Alexander CPA
Phone
9169336545
Raw XML Appendix372 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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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0859448
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0405713
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01265161
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0675
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0675
IRS990ScheduleD/LandGrp/BookValueAmt040000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt040000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01124
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01679
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02803
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030484
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030484
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SECURITY DEPOSIT PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0900572
IRS990ScheduleD/TotalLiabilityAmt08176
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BOARD MEMBERS REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S BOARD MEMBERS REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION BUILT A HOUSE FOR THE CHAPTER AND HAS PROVIDED RENTAL HOUSING TO STUDENTS AND ACTIVITIES TO AID IN THE PROMOTION AND FOSTERING OF THE PRINCIPLES AND IDEALS OF PHI DELTA THETA FRATERNITY MEMBERS ORGANIZATION AT THE UNIVERSITY OF CALIFORNIA, DAVIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19:
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095816
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY ZEFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELT ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0274766992
ReturnHeader/Filer/PhoneNum09164417500
ReturnHeader/Filer/USAddress/AddressLine1Txt02609 CAPITOL AVENUE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800878394
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX WISE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03840 EL DORADO HILLS BLVD SUITE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL DORADO HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum09169336545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Denise Alexander CPA
ReturnHeader/ReturnTs02022-08-17T14:07:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIMOTHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZEFF
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$989,988
Liabilities
$307,249
Net assets
$682,739
Revenue
$94,380
Expenses
$126,481
Net income
-$32,101
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