Civic Intelligence

Phi Delta Epsilon Medical Foundation Inc

990 • Fiscal year 2016 • EIN 31-1464684

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 23, 2017

Organization ProfileN/A
211 Travois RoadLouisville, KY 40207

(502) 741-0026

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

381%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

18th percentile

-8.8%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$551,740

Down $53,238 (-8.8%) from 2015

Net Assets

Down

$551,740

Down $53,238 (-8.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$13,964

Down $85,374 (-120%) from 2015

Expenses

Up

$39,274

Up $14,130 (+56%) from 2015

Net Income

Down

-$53,238

Down $99,504 (-215%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2016

Assets$551,740
Liabilities$0
Net Assets$551,740
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue-$13,964
Expenses$39,274
Net Income-$53,238
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 23, 2017
Return Version
2016v3.0
Gross Receipts
$559,128
Mission and Program Overview

Mission

To provide educational services to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$596,499$538,416▼ $58,083
Cash and Non-Interest-Bearing Accounts$8,479$13,324▲ $4,845
Total Assets$604,978$551,740▼ $53,238
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$429,978$376,740▼ $53,238
Permanently Rstr Net Assets$175,000$175,000→ $0
Total Net Assets Fund Balance$604,978$551,740▼ $53,238
Total Liabilities and Net Assets / Fund Balance$604,978$551,740▼ $53,238
Compensation and Service Providers
Top Officer Pay49th 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
$34,439
Program Service Revenue
$0
Investment Income
$-48,403
Other Revenue
$0
All Other Contributions
$34,439
Change in Net Assets
$-53,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,274
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-$9,680-$9,680
Fees for Services Management$6,000--$6,000
Travel$2,328--$2,328
Fees for Services Accounting-$1,060-$1,060
Office Expenses-$334-$334
Other Expenses$30--$30
Total Functional Expenses$28,200$11,074$0$39,274
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
Backup withholding compliance
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, Page 6, Part VI, 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, Page 6, Part VI, 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
EIN
31-1464684
Phone
5027410026
Address
211 TRAVOIS ROAD, LOUISVILLE, KY 40207

Signing Officer

Name
Lowell Katz Md
Title
Treasurer
Phone
5025846666
Signed
2017-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lowell Katz Md
Legal Domicile
Ky
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
15

Preparer

Firm
Johnson & Schulze Pc
Address
120 N RIPLEY, ALPENA, MI 49707-2967
Preparer
Shanna M Johnson
Phone
9893548707
Raw XML Appendix288 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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ReturnHeader/TaxPeriodBeginDt02016-01-01
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ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$551,740
Liabilities
$0
Net assets
$551,740
Revenue
-$13,964
Expenses
$39,274
Net income
-$53,238
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
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
2016Detailed filing. Detailed filing data is available for this year.$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