Civic Intelligence

Phi Delta Epsilon Medical Foundation Inc

990 • Fiscal year 2018 • EIN 31-1464684

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 08, 2019

Organization ProfileN/A
714 Lyndon Lane No 2Louisville, KY 40222

(786) 302-1120

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

16th percentile

-11%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$541,628

Down $65,811 (-11%) from 2017

Net Assets

Down

$541,628

Down $65,811 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin17th percentile

Revenue

Down

$39,503

Down $42,016 (-52%) from 2017

Expenses

Up

$45,181

Up $19,361 (+75%) from 2017

Net Income

Down

-$5,678

Down $61,377 (-110%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.0M$500K$0Assets 2010: $461,040Liabilities 2010: $0Net Assets 2010: $461,0402010Assets 2012: $494,744Liabilities 2012: $0Net Assets 2012: $494,7442012Assets 2013: $578,404Liabilities 2013: $0Net Assets 2013: $578,4042013Assets 2014: $558,712Liabilities 2014: $0Net Assets 2014: $558,7122014Assets 2015: $604,978Liabilities 2015: $0Net Assets 2015: $604,9782015Assets 2016: $551,740Liabilities 2016: $0Net Assets 2016: $551,7402016Assets 2017: $607,439Liabilities 2017: $0Net Assets 2017: $607,4392017Assets 2018: $541,628Liabilities 2018: $0Net Assets 2018: $541,6282018Assets 2019: $806,308Liabilities 2019: $0Net Assets 2019: $806,3082019Assets 2021: $859,174Liabilities 2021: $0Net Assets 2021: $859,1742021Assets 2022: $758,861Liabilities 2022: $0Net Assets 2022: $758,8612022Assets 2024: $876,512Liabilities 2024: $0Net Assets 2024: $876,5122024

Highlighted filing

2018

Assets$541,628
Liabilities$0
Net Assets$541,628
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $37,2572010Expenses 2012: $38,5902012Revenue 2013: $118,574Expenses 2013: $34,914Net Income 2013: $83,6602013Revenue 2014: $18,636Expenses 2014: $38,328Net Income 2014: -$19,6922014Revenue 2015: $71,410Expenses 2015: $25,144Net Income 2015: $46,2662015Revenue 2016: -$13,964Expenses 2016: $39,274Net Income 2016: -$53,2382016Revenue 2017: $81,519Expenses 2017: $25,820Net Income 2017: $55,6992017Revenue 2018: $39,503Expenses 2018: $45,181Net Income 2018: -$5,6782018Revenue 2019: $262,640Expenses 2019: $24,862Net Income 2019: $237,7782019Revenue 2021: $84,449Expenses 2021: $59,891Net Income 2021: $24,5582021Revenue 2022: $50,841Expenses 2022: $18,214Net Income 2022: $32,6272022Revenue 2024: $53,854Expenses 2024: $50,196Net Income 2024: $3,6582024

Highlighted filing

2018

Revenue$39,503
Expenses$45,181
Net Income-$5,678
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 8, 2019
Return Version
2018v3.1
Gross Receipts
$244,550
Mission and Program Overview

Mission

To provide educational services to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$461,192-
Savings and Temporary Cash Investments$603,602$74,903▼ $528,699
Cash and Non-Interest-Bearing Accounts$3,837$5,533▲ $1,696
Total Assets$607,439$541,628▼ $65,811
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$432,439$366,628▼ $65,811
Permanently Rstr Net Assets$175,000$175,000→ $0
Total Net Assets Fund Balance$607,439$541,628▼ $65,811
Total Liabilities and Net Assets / Fund Balance$607,439$541,628▼ $65,811
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Martin Acquadro MdPresident
Alissa Craft MdDirector
Barbara Isaacs MdDirector
Lowell Katz MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,455
Program Service Revenue
$0
Investment Income
$27,048
Other Revenue
$0
All Other Contributions
$12,455
Change in Net Assets
$-5,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,181
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
Fees for Service Investment Mgmnt Fees-$11,338-$11,338
Other Expenses$2,500$6,000-$2,500
All Other Expenses$2,174$84-$2,258
Fees for Services Accounting-$825-$825
Fees for Services Other-$60-$60
Total Functional Expenses$26,874$18,307$0$45,181
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 A, Line 2

“Lowell katz and karen katz are father and daughter.”

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

“The organization is provided a copy of the form 990 as it is to be filed. Any questions are directed to the preparer and subsequently the form 8879-eo is returned to the preparer and then submitted to the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“A request is preferred in writing. The request is given to the person handling these requests. A copy is made available for pick up or by mail.”

Filing and Contact Details

Filer

Filer Name
Phi Delta Epsilon Medical Foundation
EIN
31-1464684
Phone
7863021120
Address
714 LYNDON LANE NO 2, LOUISVILLE, KY 40222

Signing Officer

Name
Karen Katz
Title
Executive Director
Phone
7863021120
Signed
2019-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Katz
Formed
1995
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Louis T Roth & Co Pllc
Address
2100 GARDINER LANE, LOUISVILLE, KY 40205
Preparer
Amy S Miles
Phone
5024598100
Raw XML Appendix318 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATIONAL SERVICES TO MEMBERS.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt012455
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt084
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02174
IRS990/AllOtherExpensesGrp/TotalAmt02258
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KAREN KATZ
IRS990/BooksInCareOfDetail/PhoneNum07863021120
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0714 LYNDON LANE STE 1
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040222
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03837
IRS990/CashNonInterestBearingGrp/EOYAmt05533
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt012455
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt027048
IRS990/CYOtherExpensesAmt045181
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-5678
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt045181
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt039503
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE EDUCATIONAL SERVICES TO MEMBERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt026874
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0825
IRS990/FeesForServicesAccountingGrp/TotalAmt0825
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt060
IRS990/FeesForServicesOtherGrp/TotalAmt060
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011338
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011338
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0BARBARA ISAACS MD
IRS990/Form990PartVIISectionAGrp/PersonNm1ALISSA CRAFT MD
IRS990/Form990PartVIISectionAGrp/PersonNm2LOWELL KATZ MD
IRS990/Form990PartVIISectionAGrp/PersonNm3MARTIN ACQUADRO MD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt016202
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0221249
IRS990/GrossReceiptsAmt0244550
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010846
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010846
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0461192
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0205047
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL SERVICES TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0607439
IRS990/NetAssetsOrFundBalancesEOYAmt0541628
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016202
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016202
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-60133
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CHAPTER EDUCATION
IRS990/OtherExpensesGrp/Desc1MEETINGS - OPERATIONS
IRS990/OtherExpensesGrp/Desc2ADMINISTRATION HONORARI
IRS990/OtherExpensesGrp/Desc3MEETINGS-EDUCATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06000
IRS990/OtherExpensesGrp/ProgramServicesAmt013224
IRS990/OtherExpensesGrp/ProgramServicesAmt18976
IRS990/OtherExpensesGrp/ProgramServicesAmt22500
IRS990/OtherExpensesGrp/TotalAmt013224
IRS990/OtherExpensesGrp/TotalAmt18976
IRS990/OtherExpensesGrp/TotalAmt26000
IRS990/OtherExpensesGrp/TotalAmt32500
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0175000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0175000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KAREN KATZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-5678
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0603602
IRS990/SavingsAndTempCashInvstGrp/EOYAmt074903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt072954
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-24582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017645
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09907
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt077628
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48450
IRS990ScheduleA/PublicSupportPY170Pct00.55750
IRS990ScheduleA/PublicSupportTotal170Amt072954
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06017
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011172
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08871
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt072954
IRS990ScheduleA/TotalSupportAmt0150582
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOWELL KATZ AND KAREN KATZ ARE FATHER AND DAUGHTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS PROVIDED A COPY OF THE FORM 990 AS IT IS TO BE FILED. ANY QUESTIONS ARE DIRECTED TO THE PREPARER AND SUBSEQUENTLY THE FORM 8879-EO IS RETURNED TO THE PREPARER AND THEN SUBMITTED TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A REQUEST IS PREFERRED IN WRITING. THE REQUEST IS GIVEN TO THE PERSON HANDLING THESE REQUESTS. A COPY IS MADE AVAILABLE FOR PICK UP OR BY MAIL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0607439
IRS990/TotalAssetsEOYAmt0541628
IRS990/TotalAssetsGrp/BOYAmt0607439
IRS990/TotalAssetsGrp/EOYAmt0541628
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012455
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018307
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026874
IRS990/TotalFunctionalExpensesGrp/TotalAmt045181
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0607439
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0541628
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026874
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt027048
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039503
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0607439
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0541628
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0432439
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0366628
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0714 LYNDON LANE STE 1
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040222
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07863021120
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA EPSILON MEDICAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0311464684
ReturnHeader/Filer/PhoneNum07863021120
ReturnHeader/Filer/USAddress/AddressLine1Txt0714 LYNDON LANE NO 2
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId093248FF2477D2423B492B0E86FF9F9C4659F29CB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EAA7396F6E63F244DD5DA32CC899306CA48809BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.219.198.229
ReturnHeader/FilingSecurityInformation/IPDt02019-07-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:54:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610480236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOUIS T ROTH & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 GARDINER LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040205
ReturnHeader/PreparerPersonGrp/PhoneNum05024598100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY S MILES
ReturnHeader/ReturnTs02019-07-24T10:50:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$541,628
Liabilities
$0
Net assets
$541,628
Revenue
$39,503
Expenses
$45,181
Net income
-$5,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.77$0.00$8.77$0.54$0.50$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$0.00$7.59$0.51$0.18$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$0.00$8.59$0.84$0.60$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.06$0.00$8.06$2.63$0.25$2.38
2018Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.40$0.45$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.00$6.07$0.82$0.26$0.56
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.00$5.52$0.14$0.39$0.53
2015Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.71$0.25$0.46
2014Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.19$0.38$0.20
2013Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$1.19$0.35$0.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$0.00$4.95$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.00$4.61$0.37