Civic Intelligence

Phi Delta Theta Fraternity

990 • Fiscal year 2021 • EIN 31-0406470

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

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

25th percentile

0.19x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.30x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2021

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$196,579

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2021

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-19%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$6,761,726

Up $1,224,173 (+22%) from 2020

Net Assets

Up

$5,460,162

Up $1,190,589 (+28%) from 2020

Liabilities

Up

$1,301,564

Up $33,584 (+2.6%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin72nd percentile

Revenue

Down

$4,412,028

Down $1,030,555 (-19%) from 2020

Expenses

Down

$3,627,446

Down $1,618,695 (-31%) from 2020

Net Income

Up

$784,582

Up $588,140 (+299%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2021

Assets$6,761,726
Liabilities$1,301,564
Net Assets$5,460,162
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$4,412,028
Expenses$3,627,446
Net Income$784,582
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.0
Gross Receipts
$4,942,372
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$2,722,470$2,937,290▲ $214,820
Cash and Non-Interest-Bearing Accounts$1,190,719$2,187,944▲ $997,225
Other Notes and Loans Receivable, Net$621,890$608,040▼ $13,850
Accounts Receivable$377,050$429,092▲ $52,042
Savings and Temporary Cash Investments$339,995$303,622▼ $36,373
Land, Buildings, and Equipment, Net$154,069$135,192▼ $18,877
Prepaid Expenses and Deferred Charges$66,107$87,413▲ $21,306
Inventories for Sale or Use$65,253$73,133▲ $7,880
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$5,537,553$6,761,726▲ $1,224,173
Other Assets Total-$0-
Liabilities
Other Liabilities$720,625$591,499▼ $129,126
Accounts Payable and Accrued Expenses$341,820$355,565▲ $13,745
Deferred Revenue$205,535$204,600▼ $935
Unsecured Notes Loans Payable-$149,900-
Total Liabilities$1,267,980$1,301,564▲ $33,584
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,269,573$5,460,162▲ $1,190,589
Total Net Assets Fund Balance$4,269,573$5,460,162▲ $1,190,589
Total Liabilities and Net Assets / Fund Balance$5,537,553$6,761,726▲ $1,224,173

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$68,464$268,132$336,596
Equipment$40,001$193,395$233,396
Other Land Buildings-$64,500$64,500
Land$26,727-$26,727
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean Wagner Exec VPCEOFT$174,000$22,579$196,579
Jesse MoyerSenior VP Mbr DevFT$130,190$15,288$145,478
Thomas ShumateSenior VP FinanceFT$102,302$14,557$116,859
Steven GoodSenior VP GrowthFT$104,951$4,198$109,149

Board Members and Trustees

NameTitle
Morris D Stephens IIPresident
Nathaniel Love ReporterDirector
Thomas Balzer Mbr at LargeDirector
Todd Nisbet Mbr at LargeDirector
J David AlmacyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$343,220
Program Service Revenue
$3,215,786
Investment Income
$97,271
Other Revenue
$755,751
All Other Contributions
$343,220
Change in Net Assets
$784,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,822,012
Salaries, Compensation, and Employee Benefits$1,805,434
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,372,115
Insurance---$572,259
Occupancy---$306,832
Current Officers, Directors, Trustees, and Key Employees---$196,579
Travel---$162,851
Information Technology---$150,043
Payroll Taxes---$117,290
Fees for Services Legal---$98,967
Other Employee Benefits---$80,735
Conferences and Meetings---$69,602
All Other Expenses---$59,700
Fees for Services Other---$54,638
Advertising---$40,482
Pension Plan Contributions---$38,715
Other Expenses---$32,842
Depreciation Depletion---$17,737
Fees for Services Accounting---$16,725
Total Functional Expenses$0$0$0$3,627,446
International Activity

International Summary

Spending
$105,708

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$56,570
North AmericaProgram ServicesInsurance Program00$49,138
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
Health Insurance Benefit Liability$191,640
Supplemental Long-Term Care Liability$166,291
Supplemental Pension Liability$139,124
Life Insurance Benefit Liability$94,444
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 any 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
Signed
2022-05-12

Organization Details

Principal Officer
Sean S Wagner
Formed
1848
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
33
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, 2021 and 2020, there are no uncertain positions taken or expected to be taken that would rquire recognition of a liabiliy or disclosure in the consolidated financial statements.”

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IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0720625
IRS990/OtherLiabilitiesGrp/EOYAmt0591499
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Expense reimbursements
IRS990/OtherRevenueMiscGrp/Desc1Other miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0465806
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1171773
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0465806
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1171773
IRS990/OtherRevenueTotalAmt0637579
IRS990/OtherSalariesAndWagesGrp/TotalAmt01372115
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0621890
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0608040
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0117290
IRS990/PensionPlanContributionsGrp/TotalAmt038715
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt066107
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt087413
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/RelatedOrExemptFuncIncomeAmt060025
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11989468
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21166293
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt060025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11989468
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21166293
IRS990/ProgSrvcAccomActy2Grp/Desc0To provide support for service learning opportunities in the university and in local communities through service projects and activities.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0455517
IRS990/PYInvestmentIncomeAmt0239703
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02619046
IRS990/PYOtherRevenueAmt0706532
IRS990/PYProgramServiceRevenueAmt04040831
IRS990/PYRevenuesLessExpensesAmt0196442
IRS990/PYSalariesCompEmpBnftPaidAmt02627095
IRS990/PYTotalExpensesAmt05246141
IRS990/PYTotalRevenueAmt05442583
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0784582
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0118590
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt0118590
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0339995
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0303622
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/BookValueAmt068464
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0268132
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0336596
IRS990ScheduleD/EquipmentGrp/BookValueAmt040001
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0193395
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0233396
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt026727
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt026727
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt064500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0191640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt194444
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2166291
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3139124
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, 2021 and 2020, there are no uncertain positions taken or expected to be taken that would rquire recognition of a liabiliy or disclosure in the consolidated financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0135192
IRS990ScheduleD/TotalLiabilityAmt0591499
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt056570
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt149138
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/SubtotalSpentAmt0105708
IRS990ScheduleF/TotalSpentAmt0105708
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0174000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt022579
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Sean Wagner Exec VP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0196579
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
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 any 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/ExemptCodeSectionTxt0501c2
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,761,726
Liabilities
$1,301,564
Net assets
$5,460,162
Revenue
$4,412,028
Expenses
$3,627,446
Net income
$784,582
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