Civic Intelligence

Phi Gamma Delta Fraternity-Upsilon Chapt

990 • Fiscal year 2023 • EIN 31-0604953

Aug 01, 2022 to Jul 31, 2023 • Filed on May 09, 2024

Organization ProfileN/A
130 East High StreetOxford, OH 45056

(978) 727-2973

Siviq Scores

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

Liabilities / Assets

98th percentile

1.55x

Higher debt load relative to assets than 98% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.08x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

41st percentile

-0.4%

Higher net margin than 41% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-2.6%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$9,694

Down $259 (-2.6%) from 2022

Net Assets

Down

-$5,332

Down $759 (-17%) from 2022

Liabilities

Up

$15,026

Up $500 (+3.4%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin41st percentile

Revenue

Up

$197,251

Up $19,177 (+11%) from 2022

Expenses

Up

$198,010

Up $9,711 (+5.2%) from 2022

Net Income

Up

-$759

Up $9,466 (+93%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$30K$20K$10K$0-$10KAssets 2017: $16,991Liabilities 2017: $0Net Assets 2017: $16,9912017Assets 2018: $11,933Liabilities 2018: $0Net Assets 2018: $11,9332018Assets 2019: $21,468Liabilities 2019: $0Net Assets 2019: $21,4682019Assets 2020: $12,517Liabilities 2020: $0Net Assets 2020: $12,5172020Assets 2021: $11,979Liabilities 2021: $6,327Net Assets 2021: $5,6522021Assets 2022: $9,953Liabilities 2022: $14,526Net Assets 2022: -$4,5732022Assets 2023: $9,694Liabilities 2023: $15,026Net Assets 2023: -$5,3322023Assets 2024: $9,607Liabilities 2024: $15,027Net Assets 2024: -$5,4202024

Highlighted filing

2023

Assets$9,694
Liabilities$15,026
Net Assets-$5,332
Open 2023 Filing

Operations Trend

Revenue Growth60th percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $360,750Expenses 2017: $352,410Net Income 2017: $8,3402017Revenue 2018: $432,452Expenses 2018: $437,510Net Income 2018: -$5,0582018Revenue 2019: $344,454Expenses 2019: $334,919Net Income 2019: $9,5352019Revenue 2020: $256,587Expenses 2020: $265,535Net Income 2020: -$8,9482020Revenue 2021: $286,539Expenses 2021: $293,405Net Income 2021: -$6,8662021Revenue 2022: $178,074Expenses 2022: $188,299Net Income 2022: -$10,2252022Revenue 2023: $197,251Expenses 2023: $198,010Net Income 2023: -$7592023Revenue 2024: $154,935Expenses 2024: $155,022Net Income 2024: -$872024

Highlighted filing

2023

Revenue$197,251
Expenses$198,010
Net Income-$759
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$197,251
Mission and Program Overview

Mission

Phi gamma delta exists to promote lifelong friendships, to reaffirm high ethical standards and values and to foster personal development in the pursuit of excellence. Phi gamma delta is committed to provide opportunities for each brother to develop responsibility, leadership, scholarship and social skills in order to become a fully contributing member of society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$14,526$15,026▲ $500
Cash and Non-Interest-Bearing Accounts$4,541$5,003▲ $462
Land, Buildings, and Equipment, Net$5,412$4,691▼ $721
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$9,953$9,694▼ $259
Other Assets Total-$0-
Liabilities
Total Liabilities$14,526$15,026▲ $500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-4,573$-5,332▼ $759
Total Net Assets Fund Balance$-4,573$-5,332▼ $759
Total Liabilities and Net Assets / Fund Balance$9,953$9,694▼ $259

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,691$7,694$12,385
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Drew BorlandPresident
WILL MacNAMARATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$197,251
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$16,259
Change in Net Assets
$-759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$198,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$18,501$2,056-$20,557
All Other Expenses$10,847$1,058-$11,905
Other Expenses$6,874$735-$6,874
Fees for Services Accounting$1,053$117-$1,170
Fees for Services Other$735$82-$817
Depreciation Depletion$649$72-$721
Office Expenses-$490-$490
Total Functional Expenses$184,419$13,591$0$198,010
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
Loans from Officers, Directors, Trustees, and Key Employees$14,526$15,026▲ $500
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy is provided to board members at our board meeting and reviewed prior to mailing to the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Phi Gamma Delta Fraternity-upsilon Chapt
EIN
31-0604953
Address
130 EAST HIGH STREET, OXFORD, OH 45056

Signing Officer

Name
Ben Elias
Title
Treasurer
Signed
2024-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Elias
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
GBR Group LLC
Address
90 Office Park Dr, Hamilton, OH 45013
Preparer
Michael J Goffena
Phone
5137374500
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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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ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,694
Liabilities
$15,026
Net assets
-$5,332
Revenue
$197,251
Expenses
$198,010
Net income
-$759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.15$0.05$1.55$1.55$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.15$0.05$1.97$1.98$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.15$0.05$1.78$1.88$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.06$0.06$2.87$2.93$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$2.57$2.66$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$3.44$3.35$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$4.32$4.38$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$3.61$3.52$0.08