Civic Intelligence

Phi Delta Theta Fraternity

990 • Fiscal year 2022 • EIN 31-0406470

Jul 01, 2021 to Jun 30, 2022 • Filed on May 01, 2023

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

22nd percentile

0.17x

Higher debt load relative to assets than 22% of similar nonprofits.

2022 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.21x

Higher debt load relative to revenue than 18% of similar nonprofits.

2022 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2022

Net Margin

52nd percentile

7.3%

Higher net margin than 52% of similar nonprofits.

2022 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

81st percentile

$199,018

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2022 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2022

Asset Growth

21st percentile

-2.5%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

26%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$6,590,375

Down $171,351 (-2.5%) from 2021

Net Assets

Down

$5,447,816

Down $12,346 (-0.2%) from 2021

Liabilities

Down

$1,142,559

Down $159,005 (-12%) from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin52nd percentile

Revenue

Up

$5,560,379

Up $1,148,351 (+26%) from 2021

Expenses

Up

$5,154,074

Up $1,526,628 (+42%) from 2021

Net Income

Down

$406,305

Down $378,277 (-48%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2022

Assets$6,590,375
Liabilities$1,142,559
Net Assets$5,447,816
Open 2022 Filing

Operations Trend

Revenue Growth82nd 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

2022

Revenue$5,560,379
Expenses$5,154,074
Net Income$406,305
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 1, 2023
Return Version
2021v4.1
Gross Receipts
$6,314,500
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,187,944$2,470,470▲ $282,526
Investments in Publicly Traded Securities$2,937,290$2,344,753▼ $592,537
Other Notes and Loans Receivable, Net$608,040$595,904▼ $12,136
Accounts Receivable$429,092$530,722▲ $101,630
Savings and Temporary Cash Investments$303,622$374,900▲ $71,278
Land, Buildings, and Equipment, Net$135,192$117,514▼ $17,678
Prepaid Expenses and Deferred Charges$87,413$95,514▲ $8,101
Inventories for Sale or Use$73,133$60,598▼ $12,535
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$6,761,726$6,590,375▼ $171,351
Other Assets Total-$0-
Liabilities
Other Liabilities$591,499$632,184▲ $40,685
Accounts Payable and Accrued Expenses$355,565$394,500▲ $38,935
Unsecured Notes Loans Payable$149,900--
Deferred Revenue$204,600$115,875▼ $88,725
Total Liabilities$1,301,564$1,142,559▼ $159,005
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,460,162$5,447,816▼ $12,346
Total Net Assets Fund Balance$5,460,162$5,447,816▼ $12,346
Total Liabilities and Net Assets / Fund Balance$6,761,726$6,590,375▼ $171,351

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$60,786$275,810$336,596
Equipment$30,001$203,395$233,396
Other Land Buildings-$64,500$64,500
Land$26,727-$26,727
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean Wagner Exec VPCEOFT$180,462$18,556$199,018
Jesse MoyerSenior VP Mbr DevFT$130,155$11,853$142,008
Steven GoodSenior VP GrowthFT$117,107$4,684$121,791
Thomas ShumateSenior VP FinanceFT$100,786$10,678$111,464

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
$402,801
Program Service Revenue
$4,039,820
Investment Income
$114,078
Other Revenue
$1,003,680
All Other Contributions
$402,801
Change in Net Assets
$406,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,017,485
Salaries, Compensation, and Employee Benefits$2,136,589
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,491,823
Insurance---$730,056
Conferences and Meetings---$550,824
Travel---$403,811
Fees for Services Legal---$314,584
Other Employee Benefits---$274,217
Occupancy---$248,747
Information Technology---$201,588
Current Officers, Directors, Trustees, and Key Employees---$199,018
All Other Expenses---$172,103
Payroll Taxes---$130,610
Fees for Services Other---$64,721
Other Expenses---$45,168
Pension Plan Contributions---$40,921
Advertising---$33,684
Fees for Services Accounting---$13,250
Depreciation Depletion---$10,000
Total Functional Expenses$0$0$0$5,154,074
International Activity

International Summary

Spending
$126,815

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$78,825
North AmericaProgram ServicesInsurance Program00$47,990
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$207,057
Health Insurance Benefit Liability$172,120
Supplemental Long-Term Care Liability$170,029
Life Insurance Benefit Liability$82,978
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
2023-05-01

Organization Details

Principal Officer
Sean S Wagner
Formed
1848
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
34
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, 2022 and 2021, 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/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/TotalAmt0106340
IRS990/OtherExpensesGrp/TotalAmt165878
IRS990/OtherExpensesGrp/TotalAmt256731
IRS990/OtherExpensesGrp/TotalAmt345168
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0591499
IRS990/OtherLiabilitiesGrp/EOYAmt0632184
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Expense reimbursements
IRS990/OtherRevenueMiscGrp/Desc1Other miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0728375
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1142727
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0728375
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1142727
IRS990/OtherRevenueTotalAmt0871102
IRS990/OtherSalariesAndWagesGrp/TotalAmt01491823
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0608040
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0595904
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0130610
IRS990/PensionPlanContributionsGrp/TotalAmt040921
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt087413
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt095514
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/RelatedOrExemptFuncIncomeAmt0242360
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12647711
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21149749
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0242360
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12647711
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21149749
IRS990/ProgSrvcAccomActy2Grp/Desc0To provide support for service learning opportunities in the university and in local communities through service projects and activities.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0343220
IRS990/PYInvestmentIncomeAmt097271
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01822012
IRS990/PYOtherRevenueAmt0755751
IRS990/PYProgramServiceRevenueAmt03215786
IRS990/PYRevenuesLessExpensesAmt0784582
IRS990/PYSalariesCompEmpBnftPaidAmt01805434
IRS990/PYTotalExpensesAmt03627446
IRS990/PYTotalRevenueAmt04412028
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0406305
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-13598
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0146513
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt0146513
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0303622
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0374900
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/BookValueAmt060786
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0275810
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0336596
IRS990ScheduleD/EquipmentGrp/BookValueAmt030001
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0203395
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0233396
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt026727
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt026727
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt064500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0172120
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt182978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2170029
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3207057
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, 2022 and 2021, 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/TotalBookValueLandBuildingsAmt0117514
IRS990ScheduleD/TotalLiabilityAmt0632184
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt078825
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt147990
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/SubtotalSpentAmt0126815
IRS990ScheduleF/TotalSpentAmt0126815
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0180462
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018556
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Sean Wagner Exec VP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0199018
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,590,375
Liabilities
$1,142,559
Net assets
$5,447,816
Revenue
$5,560,379
Expenses
$5,154,074
Net income
$406,305
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