Civic Intelligence

Phi Delta Epsilon Medical Foundation Inc

990 • Fiscal year 2019 • EIN 31-1464684

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

88th percentile

49%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

565%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$806,308

Up $264,680 (+49%) from 2018

Net Assets

Up

$806,308

Up $264,680 (+49%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin98th percentile

Revenue

Up

$262,640

Up $223,137 (+565%) from 2018

Expenses

Down

$24,862

Down $20,319 (-45%) from 2018

Net Income

Up

$237,778

Up $243,456 (+4288%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2019

Assets$806,308
Liabilities$0
Net Assets$806,308
Open 2019 Filing

Operations Trend

Revenue Growth99th 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

2019

Revenue$262,640
Expenses$24,862
Net Income$237,778
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$596,335
Mission and Program Overview

Mission

To provide educational services to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$461,192$777,419▲ $316,227
Savings and Temporary Cash Investments$74,903$17,962▼ $56,941
Cash and Non-Interest-Bearing Accounts$5,533$10,927▲ $5,394
Total Assets$541,628$806,308▲ $264,680
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$366,628$631,308▲ $264,680
Net Assets With Donor Restrictions$175,000$175,000→ $0
Total Net Assets Fund Balance$541,628$806,308▲ $264,680
Total Liabilities and Net Assets / Fund Balance$541,628$806,308▲ $264,680
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Lowell Katz MdPresident
Brian Zachariah MdDirector
Steve Soldinger MdDirector
Barbara Isaacs MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,138
Program Service Revenue
$0
Investment Income
$57,502
Other Revenue
$0
All Other Contributions
$205,138
Change in Net Assets
$237,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,862
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-$9,988-$9,988
All Other Expenses$924$130-$1,054
Other Expenses$1,000$7,500-$1,000
Fees for Services Accounting-$825-$825
Fees for Services Other-$138-$138
Total Functional Expenses$6,281$18,581$0$24,862
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 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 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
2020-11-11
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 207, LOUISVILLE, KY 40205
Preparer
Amy S Miles
Phone
5024598100
Raw XML Appendix324 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/AllOtherContributionsAmt0205138
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0130
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0924
IRS990/AllOtherExpensesGrp/TotalAmt01054
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt05533
IRS990/CashNonInterestBearingGrp/EOYAmt010927
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0205138
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt057502
IRS990/CYOtherExpensesAmt024862
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0237778
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt024862
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0262640
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE EDUCATIONAL SERVICES TO MEMBERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0175000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0175000
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt06281
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0825
IRS990/FeesForServicesAccountingGrp/TotalAmt0825
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0138
IRS990/FeesForServicesOtherGrp/TotalAmt0138
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09988
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09988
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/PersonNm0BRIAN ZACHARIAH MD
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE SOLDINGER MD
IRS990/Form990PartVIISectionAGrp/PersonNm2BARBARA ISAACS MD
IRS990/Form990PartVIISectionAGrp/PersonNm3LOWELL KATZ 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/SecuritiesAmt045775
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0379470
IRS990/GrossReceiptsAmt0596335
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011727
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011727
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0461192
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0777419
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0333695
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/NetAssetsOrFundBalancesBOYAmt0541628
IRS990/NetAssetsOrFundBalancesEOYAmt0806308
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt045775
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt045775
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt026902
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0366628
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0631308
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION HONORARI
IRS990/OtherExpensesGrp/Desc1LECTURE REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc2MEETINGS - OPERATIONS
IRS990/OtherExpensesGrp/Desc3LECTURE HONORARIUM
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07500
IRS990/OtherExpensesGrp/ProgramServicesAmt02508
IRS990/OtherExpensesGrp/ProgramServicesAmt11849
IRS990/OtherExpensesGrp/ProgramServicesAmt21000
IRS990/OtherExpensesGrp/TotalAmt07500
IRS990/OtherExpensesGrp/TotalAmt12508
IRS990/OtherExpensesGrp/TotalAmt21849
IRS990/OtherExpensesGrp/TotalAmt31000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KAREN KATZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012455
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt027048
IRS990/PYOtherExpensesAmt045181
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-5678
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt045181
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt039503
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0237778
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt074903
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0205138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0269221
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011727
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt027048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-24582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017645
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt079448
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.21850
IRS990ScheduleA/PublicSupportPY170Pct00.48450
IRS990ScheduleA/PublicSupportTotal170Amt076194
IRS990ScheduleA/SubstantialContributorsTotAmt0193027
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0205138
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06017
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011172
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0269221
IRS990ScheduleA/TotalSupportAmt0348669
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
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/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0541628
IRS990/TotalAssetsEOYAmt0806308
IRS990/TotalAssetsGrp/BOYAmt0541628
IRS990/TotalAssetsGrp/EOYAmt0806308
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0205138
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018581
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06281
IRS990/TotalFunctionalExpensesGrp/TotalAmt024862
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0541628
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0806308
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06281
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt057502
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0262640
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0541628
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0806308
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07863021120
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
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/AtSubmissionCreationDeviceId0EAA7396F6E63F244DD5DA32CC899306CA48809BC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EAA7396F6E63F244DD5DA32CC899306CA48809BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.219.198.229
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:54:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610480236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOUIS T ROTH & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 GARDINER LANE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040205
ReturnHeader/PreparerPersonGrp/PhoneNum05024598100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY S MILES
ReturnHeader/ReturnTs02020-11-11T14:04:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$806,308
Liabilities
$0
Net assets
$806,308
Revenue
$262,640
Expenses
$24,862
Net income
$237,778
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
2019Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$2.63$0.25$2.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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