Civic Intelligence

Phi Delta Theta Fraternity

990 • Fiscal year 2017 • EIN 31-0406470

Jul 01, 2016 to Jun 30, 2017 • Filed on May 03, 2018

Organization ProfileWWW.PHIDELTATHETA.ORG

View Organization Page

2 South Campus AvenueOxford, OH 45056

(513) 523-6345

Siviq Scores

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

Liabilities / Assets

11th percentile

0.07x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.10x

Higher debt load relative to revenue than 8% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Net Margin

39th percentile

-1.5%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

28th percentile

-3.0%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

69th percentile

5.5%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$6,419,583

Down $399,161 (-5.9%) from 2015

Net Assets

Down

$5,938,336

Down $258,934 (-4.2%) from 2015

Liabilities

Down

$481,247

Down $140,227 (-23%) from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin39th percentile

Revenue

Up

$4,914,795

Up $497,527 (+11%) from 2015

Expenses

Up

$4,986,418

Up $931,285 (+23%) from 2015

Net Income

Down

-$71,623

Down $433,758 (-120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $6,832,929Liabilities 2014: $818,623Net Assets 2014: $6,014,3062014Assets 2015: $6,818,744Liabilities 2015: $621,474Net Assets 2015: $6,197,2702015Assets 2017: $6,419,583Liabilities 2017: $481,247Net Assets 2017: $5,938,3362017Assets 2020: $5,537,553Liabilities 2020: $1,267,980Net Assets 2020: $4,269,5732020Assets 2021: $6,761,726Liabilities 2021: $1,301,564Net Assets 2021: $5,460,1622021Assets 2022: $6,590,375Liabilities 2022: $1,142,559Net Assets 2022: $5,447,8162022Assets 2023: $6,956,145Liabilities 2023: $1,366,384Net Assets 2023: $5,589,7612023Assets 2024: $6,872,302Liabilities 2024: $1,158,723Net Assets 2024: $5,713,5792024

Highlighted filing

2017

Assets$6,419,583
Liabilities$481,247
Net Assets$5,938,336
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $4,328,363Expenses 2014: $4,526,065Net Income 2014: -$197,7022014Revenue 2015: $4,417,268Expenses 2015: $4,055,133Net Income 2015: $362,1352015Revenue 2017: $4,914,795Expenses 2017: $4,986,418Net Income 2017: -$71,6232017Revenue 2020: $5,442,583Expenses 2020: $5,246,141Net Income 2020: $196,4422020Revenue 2021: $4,412,028Expenses 2021: $3,627,446Net Income 2021: $784,5822021Revenue 2022: $5,560,379Expenses 2022: $5,154,074Net Income 2022: $406,3052022Revenue 2023: $6,642,836Expenses 2023: $6,441,081Net Income 2023: $201,7552023Revenue 2024: $6,535,476Expenses 2024: $6,614,651Net Income 2024: -$79,1752024

Highlighted filing

2017

Revenue$4,914,795
Expenses$4,986,418
Net Income-$71,623
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 3, 2018
Return Version
2016v3.0
Gross Receipts
$8,080,552
Mission and Program Overview

Mission

To promote friendship, intellectual culture, and rectitude for our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,525,635$4,808,366▲ $282,731
Cash and Non-Interest-Bearing Accounts$986,716$559,583▼ $427,133
Savings and Temporary Cash Investments$626,523$476,466▼ $150,057
Accounts Receivable$181,492$260,095▲ $78,603
Land, Buildings, and Equipment, Net$270,955$220,392▼ $50,563
Inventories for Sale or Use$65,439$70,359▲ $4,920
Prepaid Expenses and Deferred Charges$16,351$24,322▲ $7,971
Total Assets$6,674,222$6,419,583▼ $254,639
Other Assets Total$1,111$0▼ $1,111
Liabilities
Accounts Payable and Accrued Expenses$321,991$208,250▼ $113,741
Other Liabilities$200,992$158,947▼ $42,045
Deferred Revenue$18,800$114,050▲ $95,250
Total Liabilities$541,783$481,247▼ $60,536
Net Assets / Fund Balance
Unrestricted Net Assets$6,132,439$5,938,336▼ $194,103
Total Net Assets Fund Balance$6,132,439$5,938,336▼ $194,103
Total Liabilities and Net Assets / Fund Balance$6,674,222$6,419,583▼ $254,639

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$67,675$563,877$631,552
Buildings$104,490$232,106$336,596
Other Land Buildings$21,500$43,000$64,500
Land$26,727-$26,727
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert a BiggsExec Vice President (non-voting)FT$216,546$20,404$236,950
Sean S WagnerAssoc Exec Vice President (non-voting)FT$105,400$18,087$123,487

Board Members and Trustees

NameTitle
Jeffrey N DavisPresident
Dr Thomas J ReardonMember at Large
Jesse R MoyerMember at Large
Morris D Stephens IiReporter
Chris W BrussalisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$323,147
Program Service Revenue
$3,752,303
Investment Income
$472,457
Other Revenue
$366,888
All Other Contributions
$323,147
Change in Net Assets
$-71,623

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,985,251
Revenue Not Reported on Financial Statements
$-70,456
Revenue Not Reported on Form 990
$-102,903
Other Revenue Adjustments
$-107,511
Total Revenue per Audited Statements
$4,882,348
Total Revenue per Form 990
$4,914,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,133,140
Salaries, Compensation, and Employee Benefits$1,840,978
Grants and Similar Amounts Paid$12,300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,150,414
Travel---$1,042,344
Insurance---$994,890
Occupancy---$346,507
Office Expenses---$279,579
Current Officers, Directors, Trustees, and Key Employees---$254,054
Other Employee Benefits---$238,293
Information Technology---$143,221
Payroll Taxes---$100,899
Pension Plan Contributions---$97,318
Depreciation Depletion---$50,563
Conferences and Meetings---$48,162
Advertising---$43,571
Fees for Services Accounting---$41,500
Fees for Service Investment Mgmnt Fees---$37,055
Fees for Services Legal---$23,750
Other Expenses---$22,100
Grants to Domestic Orgs---$12,300
All Other Expenses---$-60,635
Total Functional Expenses$0$0$0$4,986,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,056,874
Total Expenses per Form 990$4,986,418
Expenses per Audited Statements$4,949,363
Expenses Not Reported on Form 990$107,511
Expenses Not Reported on Financial Statements$37,055
International Activity

International Summary

Offices
0
Employees
0
Spending
$112,627

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America - Canada and Mexico, But Not the United StatesProgram ServicesMembership00$69,865
North America - Canada and Mexico, But Not the United StatesProgram ServicesInsurance Program00$42,762
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
Supplemental Pension Liability$89,239
Suppl Long-term Care Obligation$69,708
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 7A

“The organization has individuals who have the power to elect or appoint members of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The fraternity's executive vice president and/or audit committee reviews the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The fraternity's general council reviews conflict of interest disclosure statements annually and addresses all conflicts individually, if any.”

Form 990, Part VI, Section B, Line 15

“The fraternity's general council reviews and approves the salaries for the executive vice president.”

Form 990, Part VI, Section C, Line 19

“The fraternity makes its governing documents and financial statements available to interested parties upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
31-0406470
Phone
5135236345
Address
2 SOUTH CAMPUS AVENUE, OXFORD, OH 45056

Signing Officer

Name
Robert a Biggs
Title
Executive Vice President
Phone
5135236345
Signed
2018-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert a Biggs
Formed
1848
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
38
Volunteers
1,500

Preparer

Firm
Vonlehman & Company Inc
Address
8250 WOODFIELD CROSSING BLVD SUITE, 300, INDIANAPOLIS, IN 46240
Preparer
Michelle Siner
Phone
3174690169
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in accumulated translation adjustment -19,577.”

FORM 990, PART XII, LINE 2C:

“The oversight and selection processes have not changed during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The fraternity is exempt from federal income taxes under section 501(c)(7) of the u.s. Internal revenue code. Should the fraternity ever have income from certain activities not directly related to its tax-exempt purpose, that income should be subject to taxation as unrelated business income. The fraternity has evaluated tax positions taken in the tax returns filed and has determined that there are no uncertain tax positions as defined by generally accepted accounting standards. Under a three-year statute of limitation, the fraternity remains subject to examination by the internal revenue service for the years ended june 30, 2015 through june 30, 2017.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of good sold - inventory sales -107,511.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of good sold - inventory sales 107,511.”

Raw XML AppendixShowing 400 of 468 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/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1RISK MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc2CONVENTION ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02665789
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11036728
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt249786
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02665789
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11036728
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt249786
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SUPPORT FOR SERVICE LEARNING OPPORTUNITIES IN THE UNIVERSITY AND IN LOCAL COMMUNITIES THROUGH SERVICE PROJECTS AND ACTIVITIES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0356877
IRS990/PYGrantsAndSimilarPaidAmt017872
IRS990/PYInvestmentIncomeAmt0-205870
IRS990/PYOtherExpensesAmt02955134
IRS990/PYOtherRevenueAmt0181830
IRS990/PYProgramServiceRevenueAmt03906492
IRS990/PYRevenuesLessExpensesAmt0-275926
IRS990/PYSalariesCompEmpBnftPaidAmt01542249
IRS990/PYTotalExpensesAmt04515255
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04239329
IRS990/ReconcilationRevenueExpnssAmt0-71623
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0149478
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt0149478
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0626523
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0476466
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0104490
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0232106
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0336596
IRS990ScheduleD/EquipmentGrp/BookValueAmt067675
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0563877
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0631552
IRS990ScheduleD/ExpensesNotReportedAmt0107511
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt037055
IRS990ScheduleD/ExpensesSubtotalAmt04949363
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt037055
IRS990ScheduleD/InvestmentExpensesNotIncldAmt037055
IRS990ScheduleD/LandGrp/BookValueAmt026727
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt026727
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-102903
IRS990ScheduleD/OtherExpensesIncludedAmt0107511
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021500
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt043000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt089239
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt169708
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SUPPLEMENTAL PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SUPPL LONG-TERM CARE OBLIGATION
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-107511
IRS990ScheduleD/RevenueNotReportedAmt0-102903
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-70456
IRS990ScheduleD/RevenueSubtotalAmt04985251
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FRATERNITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(7) OF THE U.S. INTERNAL REVENUE CODE. SHOULD THE FRATERNITY EVER HAVE INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO ITS TAX-EXEMPT PURPOSE, THAT INCOME SHOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FRATERNITY HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING STANDARDS. UNDER A THREE-YEAR STATUTE OF LIMITATION, THE FRATERNITY REMAINS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED JUNE 30, 2015 THROUGH JUNE 30, 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOOD SOLD - INVENTORY SALES -107,511.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOOD SOLD - INVENTORY SALES 107,511.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0220392
IRS990ScheduleD/TotalExpensesPerForm990Amt04986418
IRS990ScheduleD/TotalLiabilityAmt0158947
IRS990ScheduleD/TotalRevenuePerForm990Amt04914795
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04882348
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05056874
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt069865
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt142762
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0MEMBERSHIP
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1INSURANCE PROGRAM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0112627
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0112627
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0216546
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt020404
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT A BIGGS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXEC VICE PRESIDENT (NON-VOTING)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0236950
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS INDIVIDUALS WHO HAVE THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FRATERNITY'S EXECUTIVE VICE PRESIDENT AND/OR AUDIT COMMITTEE REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FRATERNITY'S GENERAL COUNCIL REVIEWS CONFLICT OF INTEREST DISCLOSURE STATEMENTS ANNUALLY AND ADDRESSES ALL CONFLICTS INDIVIDUALLY, IF ANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FRATERNITY'S GENERAL COUNCIL REVIEWS AND APPROVES THE SALARIES FOR THE EXECUTIVE VICE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FRATERNITY MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN ACCUMULATED TRANSLATION ADJUSTMENT -19,577.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06674222
IRS990/TotalAssetsEOYAmt06419583
IRS990/TotalAssetsGrp/BOYAmt06674222
IRS990/TotalAssetsGrp/EOYAmt06419583
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0323147
IRS990/TotalEmployeeCnt038

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,419,583
Liabilities
$481,247
Net assets
$5,938,336
Revenue
$4,914,795
Expenses
$4,986,418
Net income
-$71,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.87$1.16$5.71$6.54$6.61$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.96$1.37$5.59$6.64$6.44$0.20
2022Detailed filing. Detailed filing data is available for this year.$6.59$1.14$5.45$5.56$5.15$0.41
2021Detailed filing. Detailed filing data is available for this year.$6.76$1.30$5.46$4.41$3.63$0.78
2020Detailed filing. Detailed filing data is available for this year.$5.54$1.27$4.27$5.44$5.25$0.20
2017Detailed filing. Detailed filing data is available for this year.$6.42$0.48$5.94$4.91$4.99$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.82$0.62$6.20$4.42$4.06$0.36
2014Detailed filing. Detailed filing data is available for this year.$6.83$0.82$6.01$4.33$4.53$0.20