Civic Intelligence

Phi Delta Theta Fraternity

990 • Fiscal year 2020 • EIN 31-0406470

Jul 01, 2019 to Jun 30, 2020 • Filed on May 03, 2021

Organization Profilephideltatheta.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

28th percentile

0.23x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.23x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Net Margin

50th percentile

3.6%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

15th percentile

-4.8%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2017 to 2020

Revenue Growth

69th percentile

3.5%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$5,537,553

Down $882,030 (-14%) from 2017

Net Assets

Down

$4,269,573

Down $1,668,763 (-28%) from 2017

Liabilities

Up

$1,267,980

Up $786,733 (+163%) from 2017

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin50th percentile

Revenue

Up

$5,442,583

Up $527,788 (+11%) from 2017

Expenses

Up

$5,246,141

Up $259,723 (+5.2%) from 2017

Net Income

Up

$196,442

Up $268,065 (+374%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2020

Assets$5,537,553
Liabilities$1,267,980
Net Assets$4,269,573
Open 2020 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

2020

Revenue$5,442,583
Expenses$5,246,141
Net Income$196,442
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 3, 2021
Return Version
2019v5.0
Gross Receipts
$7,593,688
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$2,928,114$2,722,470▼ $205,644
Cash and Non-Interest-Bearing Accounts$752,988$1,190,719▲ $437,731
Other Notes and Loans Receivable, Net$637,910$621,890▼ $16,020
Accounts Receivable$328,826$377,050▲ $48,224
Savings and Temporary Cash Investments$772,027$339,995▼ $432,032
Land, Buildings, and Equipment, Net$143,838$154,069▲ $10,231
Prepaid Expenses and Deferred Charges$32,377$66,107▲ $33,730
Inventories for Sale or Use$73,379$65,253▼ $8,126
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$5,669,459$5,537,553▼ $131,906
Other Assets Total-$0-
Liabilities
Other Liabilities$334,899$720,625▲ $385,726
Accounts Payable and Accrued Expenses$1,014,001$341,820▼ $672,181
Deferred Revenue$109,500$205,535▲ $96,035
Total Liabilities$1,458,400$1,267,980▼ $190,420
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,211,059$4,269,573▲ $58,514
Total Net Assets Fund Balance$4,211,059$4,269,573▲ $58,514
Total Liabilities and Net Assets / Fund Balance$5,669,459$5,537,553▼ $131,906

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$76,143$260,453$336,596
Equipment$51,199$209,166$260,365
Other Land Buildings-$64,500$64,500
Land$26,727-$26,727
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert A Biggs Exec VPCEOFT$266,742$25,462$292,204
Sean S Wagner COOPresidentFT$164,498$29,244$193,742
Sean S Wagner COO--$164,498$29,244$193,742

Board Members and Trustees

NameTitle
J David Almacy ReporterDirector
Jesse R Moyer ReporterDirector
Morris D Stephens IIDirector
Nathaniel Love Mbr at LargeDirector
Michael ScarlatelliMbr at Lrg-
Chris W BrussalisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$455,517
Program Service Revenue
$4,040,831
Investment Income
$239,703
Other Revenue
$706,532
All Other Contributions
$455,517
Change in Net Assets
$196,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,627,095
Other Expenses$2,619,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,467,527
Insurance---$650,441
Conferences and Meetings---$641,353
Other Employee Benefits---$629,175
Travel---$341,425
Current Officers, Directors, Trustees, and Key Employees---$292,204
Occupancy---$270,622
Payroll Taxes---$129,068
All Other Expenses---$126,797
Fees for Services Legal---$126,774
Pension Plan Contributions---$109,121
Information Technology---$90,010
Advertising---$44,338
Other Expenses---$43,206
Fees for Services Other---$39,131
Fees for Services Accounting---$19,975
Fees for Service Investment Mgmnt Fees---$13,508
Depreciation Depletion---$10,141
Total Functional Expenses$0$0$0$5,246,141
International Activity

International Summary

Spending
$129,676

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 AmericaProgram ServicesMembership00$75,910
North AmericaProgram ServicesInsurance Program00$53,766
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
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
Supplemental Pension Liability$209,105
Health Insurance Benefit Liability$207,132
Supplemental Long-Term Care Liability$195,580
Life Insurance Benefit Liability$108,808
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
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 Executive Vice President and General Council, the governing body, reviews the Form 990 prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization's General Council reviews conflict of interest disclosure statements annually and addresses andy conflicts individually.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The organization's General Council reviews and approves the salary for the Executive Vice President.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The organization's General Council reviews and approves the salary for the other key employees.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“The organization makes its documents available to interested parties upon request.”

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

“No documents available to the public.”

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
Sean S Wagner
Title
CEO
Phone
5135236345
Signed
2021-05-03

Organization Details

Principal Officer
Sean S Wagner
Formed
1848
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
41
Volunteers
1,500
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Management has analyzed the tax positions taken by the Organization and has concluded that as of June 30, 2020 and 2019, there are no uncertain positions taken or expected to be taken that would rquire recognition of a liabiliy of disclosure in the consolidated financial statements.”

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IRS990/OtherSalariesAndWagesGrp/TotalAmt01467527
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0637910
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0621890
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0129068
IRS990/PensionPlanContributionsGrp/TotalAmt0109121
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032377
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt066107
IRS990/PrincipalOfficerNm0Sean S Wagner
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Conference assessments
IRS990/ProgramServiceRevenueGrp/Desc1Membership dues
IRS990/ProgramServiceRevenueGrp/Desc2Risk management
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt055387
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12687339
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21298105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055387
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12687339
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21298105
IRS990/ProgSrvcAccomActy2Grp/Desc0To provide support for service learning opportunities in the university and in local communities through service projects and activities.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0346003
IRS990/PYGrantsAndSimilarPaidAmt0112500
IRS990/PYInvestmentIncomeAmt0208960
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03868398
IRS990/PYOtherRevenueAmt0656041
IRS990/PYProgramServiceRevenueAmt03811709
IRS990/PYRevenuesLessExpensesAmt0-1015245
IRS990/PYSalariesCompEmpBnftPaidAmt02057060
IRS990/PYTotalExpensesAmt06037958
IRS990/PYTotalRevenueAmt05022713
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0196442
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt094703
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt094703
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0772027
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0339995
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt076143
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0260453
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0336596
IRS990ScheduleD/EquipmentGrp/BookValueAmt051199
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0209166
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0260365
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt026727
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt026727
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt064500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0207132
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1108808
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2195580
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3209105
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Health Insurance Benefit Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Life Insurance Benefit Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Supplemental Long-Term Care Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Supplemental Pension Liability
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management has analyzed the tax positions taken by the Organization and has concluded that as of June 30, 2020 and 2019, there are no uncertain positions taken or expected to be taken that would rquire recognition of a liabiliy of disclosure in the consolidated financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0154069
IRS990ScheduleD/TotalLiabilityAmt0720625
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt075910
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt153766
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0North America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1North America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0Membership
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1Insurance Program
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Program Services
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt0129676
IRS990ScheduleF/TotalSpentAmt0129676
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0266742
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1164498
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025462
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt129244
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Robert A Biggs Exec VP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Sean S Wagner COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0292204
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1193742
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization's Executive Vice President and General Council, the governing body, reviews the Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization's General Council reviews conflict of interest disclosure statements annually and addresses andy conflicts individually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's General Council reviews and approves the salary for the Executive Vice President.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization's General Council reviews and approves the salary for the other key employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes its documents available to interested parties upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Pallas Athena Holdings
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0834618353
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Holding & managing property
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02 South Campus Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Oxford
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045056
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,537,553
Liabilities
$1,267,980
Net assets
$4,269,573
Revenue
$5,442,583
Expenses
$5,246,141
Net income
$196,442
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