Civic Intelligence

Phi Delta Epsilon Medical Foundation Inc

990 • Fiscal year 2020 • EIN 31-1464684

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfilePHIDE.ORG/FOUNDATION
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.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

46th percentile

4.6%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$842,998

Up $36,690 (+4.6%) from 2019

Net Assets

Up

$842,998

Up $36,690 (+4.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin8th percentile

Revenue

Down

$42,097

Down $220,543 (-84%) from 2019

Expenses

Up

$63,917

Up $39,055 (+157%) from 2019

Net Income

Down

-$21,820

Down $259,598 (-109%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th 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 2020: $842,998Liabilities 2020: $0Net Assets 2020: $842,9982020Assets 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

2020

Assets$842,998
Liabilities$0
Net Assets$842,998
Open 2020 Filing

Operations Trend

Revenue Growth2nd 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 2020: $42,097Expenses 2020: $63,917Net Income 2020: -$21,8202020Revenue 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

2020

Revenue$42,097
Expenses$63,917
Net Income-$21,820
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$727,856
Mission and Program Overview

Mission

To provide educational services to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$777,419$824,380▲ $46,961
Savings and Temporary Cash Investments$17,962$14,182▼ $3,780
Cash and Non-Interest-Bearing Accounts$10,927$4,436▼ $6,491
Total Assets$806,308$842,998▲ $36,690
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$631,308$667,998▲ $36,690
Net Assets With Donor Restrictions$175,000$175,000→ $0
Total Net Assets Fund Balance$806,308$842,998▲ $36,690
Total Liabilities and Net Assets / Fund Balance$806,308$842,998▲ $36,690
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,949
Program Service Revenue
$0
Investment Income
$38,148
Other Revenue
$0
All Other Contributions
$3,949
Change in Net Assets
$-21,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,521
Other Expenses$21,396
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,521--$42,521
Fees for Service Investment Mgmnt Fees-$10,189-$10,189
Fees for Services Accounting-$2,608-$2,608
Other Expenses$200$288-$200
All Other Expenses$15--$15
Total Functional Expenses$43,332$20,585$0$63,917
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Delta Epsilon Medical FraternityLouisville, KY501(c)(3)General Fund$42,521
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
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Katz
Formed
1995
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Louis T Roth & Co Pllc
Address
2100 GARDINER LANE 207, LOUISVILLE, KY 40205
Preparer
Amy S Miles
Phone
5024598100
Raw XML Appendix332 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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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040222
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0PHIDE.ORG/FOUNDATION
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07863021120
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY S MILES
ReturnHeader/ReturnTs02021-11-15T14:15:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KATZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$842,998
Liabilities
$0
Net assets
$842,998
Revenue
$42,097
Expenses
$63,917
Net income
-$21,820
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
2020Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$0.42$0.64$0.22
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
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