Civic Intelligence

Phi Delta Theta Fraternity

990 • Fiscal year 2015 • EIN 31-0406470

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 30, 2015

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

13th percentile

0.09x

Higher debt load relative to assets than 13% of similar nonprofits.

2015 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

7th percentile

0.14x

Higher debt load relative to revenue than 7% of similar nonprofits.

2015 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2015

Net Margin

74th percentile

8.2%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$218,212

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2015 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2015

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

2.1%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$6,818,744

Down $14,185 (-0.2%) from 2014

Net Assets

Up

$6,197,270

Up $182,964 (+3.0%) from 2014

Liabilities

Down

$621,474

Down $197,149 (-24%) from 2014

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin74th percentile

Revenue

Up

$4,417,268

Up $88,905 (+2.1%) from 2014

Expenses

Down

$4,055,133

Down $470,932 (-10%) from 2014

Net Income

Up

$362,135

Up $559,837 (+283%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2015

Assets$6,818,744
Liabilities$621,474
Net Assets$6,197,270
Open 2015 Filing

Operations Trend

Revenue Growth44th 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

2015

Revenue$4,417,268
Expenses$4,055,133
Net Income$362,135
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 30, 2015
Return Version
2014v5.0
Gross Receipts
$13,373,539
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$4,448,266$4,565,380▲ $117,114
Cash and Non-Interest-Bearing Accounts$701,220$911,347▲ $210,127
Savings and Temporary Cash Investments$899,991$679,723▼ $220,268
Land, Buildings, and Equipment, Net$309,337$336,031▲ $26,694
Accounts Receivable$349,173$254,014▼ $95,159
Inventories for Sale or Use$36,931$51,459▲ $14,528
Prepaid Expenses and Deferred Charges$33,088$19,384▼ $13,704
Total Assets$6,832,929$6,818,744▼ $14,185
Other Assets Total$54,923$1,406▼ $53,517
Liabilities
Accounts Payable and Accrued Expenses$504,541$257,589▼ $246,952
Other Liabilities$296,022$249,609▼ $46,413
Deferred Revenue$18,060$114,276▲ $96,216
Total Liabilities$818,623$621,474▼ $197,149
Net Assets / Fund Balance
Unrestricted Net Assets$6,014,306$6,197,270▲ $182,964
Total Net Assets Fund Balance$6,014,306$6,197,270▲ $182,964
Total Liabilities and Net Assets / Fund Balance$6,832,929$6,818,744▼ $14,185

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$117,875$547,529$665,404
Buildings$126,929$209,667$336,596
Other Land Buildings$64,500-$64,500
Land$26,727-$26,727
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert a BiggsExec Vice President (non-vFT$192,566$25,646$218,212

Board Members and Trustees

NameTitle
Richard E FabritiusPresident
Dr Thomas J ReardonMember at Large
Morris D Stephens IiMember at Large
Chris W BrussalisReporter
Jeffrey N DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$298,201
Program Service Revenue
$3,770,761
Investment Income
$298,640
Other Revenue
$49,666
All Other Contributions
$235
Change in Net Assets
$362,135

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,524,527
Revenue Not Reported on Financial Statements
$-107,259
Revenue Not Reported on Form 990
$-152,428
Other Revenue Adjustments
$-140,880
Total Revenue per Audited Statements
$4,372,099
Total Revenue per Form 990
$4,417,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,593,841
Salaries, Compensation, and Employee Benefits$1,461,292
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel---$936,176
Other Salaries and Wages---$913,543
Insurance---$569,492
Occupancy---$407,922
Office Expenses---$229,779
Current Officers, Directors, Trustees, and Key Employees---$220,753
Other Employee Benefits---$173,543
Information Technology---$88,925
Payroll Taxes---$86,831
Pension Plan Contributions---$66,622
Conferences and Meetings---$61,032
Advertising---$59,681
Depreciation Depletion---$56,739
Fees for Services Legal---$51,870
Fees for Services Accounting---$38,376
Fees for Service Investment Mgmnt Fees---$33,621
Other Expenses---$16,239
Interest---$2,109
All Other Expenses---$-5,205
Total Functional Expenses$0$0$0$4,055,133

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,162,392
Total Expenses per Form 990$4,055,133
Expenses per Audited Statements$4,021,512
Expenses Not Reported on Form 990$140,880
Expenses Not Reported on Financial Statements$33,621
International Activity

International Summary

Offices
0
Employees
0
Spending
$87,086

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$60,910
North AmericaProgram ServicesInsurance Program00$26,176
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$165,950
Suppl Long-term Care Obligation$74,209
Capital Lease Obligation$9,450
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 11

“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 International 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
2015-10-30
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
32
Volunteers
112

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 -26,743.”

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, 2013 through june 30, 2015.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of good sold - inventory sales -140,347. Loss on sale of other assets -533.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of good sold - inventory sales 140,347. Loss on sale of other assets 533.”

Raw XML AppendixShowing 400 of 543 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/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1RISK MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc2CONVENTION ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02617061
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11095279
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt258421
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02617061
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11095279
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt258421
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/PYContributionsGrantsAmt0310268
IRS990/PYGrantsAndSimilarPaidAmt0200000
IRS990/PYInvestmentIncomeAmt0327420
IRS990/PYOtherExpensesAmt03005698
IRS990/PYOtherRevenueAmt0163663
IRS990/PYProgramServiceRevenueAmt03527012
IRS990/PYRevenuesLessExpensesAmt0-197702
IRS990/PYSalariesCompEmpBnftPaidAmt01320367
IRS990/PYTotalExpensesAmt04526065
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04328363
IRS990/ReconcilationRevenueExpnssAmt0362135
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0297966
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0899991
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0679723
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/BookValueAmt0126929
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0209667
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0336596
IRS990ScheduleD/EquipmentGrp/BookValueAmt0117875
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0547529
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0665404
IRS990ScheduleD/ExpensesNotReportedAmt0140880
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt033621
IRS990ScheduleD/ExpensesSubtotalAmt04021512
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt033621
IRS990ScheduleD/InvestmentExpensesNotIncldAmt033621
IRS990ScheduleD/LandGrp/BookValueAmt026727
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt026727
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-152428
IRS990ScheduleD/OtherExpensesIncludedAmt0140880
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt064500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0165950
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt174209
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt29450
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SUPPLEMENTAL PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SUPPL LONG-TERM CARE OBLIGATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CAPITAL LEASE OBLIGATION
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-140880
IRS990ScheduleD/RevenueNotReportedAmt0-152428
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-107259
IRS990ScheduleD/RevenueSubtotalAmt04524527
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, 2013 THROUGH JUNE 30, 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOOD SOLD - INVENTORY SALES -140,347. LOSS ON SALE OF OTHER ASSETS -533.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOOD SOLD - INVENTORY SALES 140,347. LOSS ON SALE OF OTHER ASSETS 533.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0336031
IRS990ScheduleD/TotalExpensesPerForm990Amt04055133
IRS990ScheduleD/TotalLiabilityAmt0249609
IRS990ScheduleD/TotalRevenuePerForm990Amt04417268
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04372099
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04162392
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt060910
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt126176
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1NORTH AMERICA
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/SubtotalSpentAmt087086
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt087086
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0192566
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt013608
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt012038
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT A BIGGS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXEC VICE PRESIDENT (NON-V
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0218212
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 -26,743.
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 11
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:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0363245260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0FUNDS PUBLICATION EFFORTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0FRANK JR MITCHELL SCROLL ENDOWMENT FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02 SOUTH CAMPUS AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0OXFORD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,818,744
Liabilities
$621,474
Net assets
$6,197,270
Revenue
$4,417,268
Expenses
$4,055,133
Net income
$362,135
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