Civic Intelligence

Phi Delta Theta Foundation

EIN 34-6539803 • 501(c)3 • Oxford, OH

View Organization Page

Profile

To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning, and Rectitude.

2 South Campus AvenueOxford, OH 45056

www.phideltatheta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.02x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$41,713,678

Up $4,813,337 (+13%) from 2023

Liabilities

Up

$146,167

Up $13,707 (+10%) from 2023

Net Assets

Up

$41,567,511

Up $4,799,630 (+13%) from 2023

Operations
Liabilities / Revenue11th percentileNet Margin86th percentile

Revenue

Down

$5,989,346

Down $3,347,181 (-36%) from 2023

Expenses

Up

$3,487,217

Up $170,462 (+5.1%) from 2023

Net Income

Down

$2,502,129

Down $3,517,643 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $11,329,550Liabilities 2011: $242,910Net Assets 2011: $11,086,6402011Assets 2012: $14,348,898Liabilities 2012: $222,135Net Assets 2012: $14,126,7632012Assets 2013: $15,656,469Liabilities 2013: $208,433Net Assets 2013: $15,448,0362013Assets 2014: $18,052,126Liabilities 2014: $275,517Net Assets 2014: $17,776,6092014Assets 2015: $21,418,713Liabilities 2015: $200,385Net Assets 2015: $21,218,3282015Assets 2016: $22,889,360Liabilities 2016: $290,585Net Assets 2016: $22,598,7752016Assets 2017: $26,255,742Liabilities 2017: $254,984Net Assets 2017: $26,000,7582017Assets 2020: $33,810,948Liabilities 2020: $156,416Net Assets 2020: $33,654,5322020Assets 2021: $39,955,120Liabilities 2021: $284,273Net Assets 2021: $39,670,8472021Assets 2022: $32,768,680Liabilities 2022: $192,764Net Assets 2022: $32,575,9162022Assets 2023: $36,900,341Liabilities 2023: $132,460Net Assets 2023: $36,767,8812023Assets 2024: $41,713,678Liabilities 2024: $146,167Net Assets 2024: $41,567,5112024

Highlighted filing

2024

Assets$41,713,678
Liabilities$146,167
Net Assets$41,567,511
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Expenses 2011: $1,657,1052011Expenses 2012: $2,207,4572012Revenue 2013: $2,729,496Expenses 2013: $2,635,449Net Income 2013: $94,0472013Revenue 2014: $5,647,506Expenses 2014: $2,116,694Net Income 2014: $3,530,8122014Revenue 2015: $5,102,097Expenses 2015: $1,901,623Net Income 2015: $3,200,4742015Revenue 2016: $2,634,199Expenses 2016: $2,516,754Net Income 2016: $117,4452016Revenue 2017: $5,347,435Expenses 2017: $2,472,378Net Income 2017: $2,875,0572017Revenue 2020: $2,489,824Expenses 2020: $2,192,020Net Income 2020: $297,8042020Revenue 2021: $4,831,339Expenses 2021: $2,607,266Net Income 2021: $2,224,0732021Revenue 2022: $3,398,913Expenses 2022: $3,267,379Net Income 2022: $131,5342022Revenue 2023: $9,336,527Expenses 2023: $3,316,755Net Income 2023: $6,019,7722023Revenue 2024: $5,989,346Expenses 2024: $3,487,217Net Income 2024: $2,502,1292024

Highlighted filing

2024

Revenue$5,989,346
Expenses$3,487,217
Net Income$2,502,129
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,713,678
Liabilities
$146,167
Net assets
$41,567,511
Revenue
$5,989,346
Expenses
$3,487,217
Net income
$2,502,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.7$0.15$41.6$5.99$3.49$2.50
2023Detailed filing. Detailed filing data is available for this year.$36.9$0.13$36.8$9.34$3.32$6.02
2022Detailed filing. Detailed filing data is available for this year.$32.8$0.19$32.6$3.40$3.27$0.13
2021Detailed filing. Detailed filing data is available for this year.$40.0$0.28$39.7$4.83$2.61$2.22
2020Detailed filing. Detailed filing data is available for this year.$33.8$0.16$33.7$2.49$2.19$0.30
2017Detailed filing. Detailed filing data is available for this year.$26.3$0.25$26.0$5.35$2.47$2.88
2016Detailed filing. Detailed filing data is available for this year.$22.9$0.29$22.6$2.63$2.52$0.12
2015Detailed filing. Detailed filing data is available for this year.$21.4$0.20$21.2$5.10$1.90$3.20
2014Detailed filing. Detailed filing data is available for this year.$18.1$0.28$17.8$5.65$2.12$3.53
2013Detailed filing. Detailed filing data is available for this year.$15.7$0.21$15.4$2.73$2.64$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.22$14.1$2.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.24$11.1$1.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 25, 2025
Return Version
2024v5.2
Gross Receipts
$16,636,009
Mission and Program Overview

Mission

To strengthen men for life by building on the tradition of our core values: friendship, sound learning and rectitude.

To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning, and Rectitude.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,766,325$32,957,181▲ $3,190,856
Savings and Temporary Cash Investments$3,472,946$4,740,274▲ $1,267,328
Pledges and Grants Receivable$1,549,557$2,028,773▲ $479,216
Land, Buildings, and Equipment, Net$906,328$807,884▼ $98,444
Accounts Receivable$125,287$151,039▲ $25,752
Prepaid Expenses and Deferred Charges$58,027$72,104▲ $14,077
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$36,900,341$41,713,678▲ $4,813,337
Other Assets Total$1,021,871$956,423▼ $65,448
Liabilities
Accounts Payable and Accrued Expenses$93,246$60,806▼ $32,440
Other Liabilities$39,214$47,461▲ $8,247
Grants Payable-$37,900-
Total Liabilities$132,460$146,167▲ $13,707
Net Assets / Fund Balance
Net Assets With Donor Restrictions$32,886,989$36,930,114▲ $4,043,125
Net Assets Without Donor Restrictions$3,880,892$4,637,397▲ $756,505
Total Net Assets Fund Balance$36,767,881$41,567,511▲ $4,799,630
Total Liabilities and Net Assets / Fund Balance$36,900,341$41,713,678▲ $4,813,337

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$796,565$2,995,353$3,791,918
Equipment$11,319$387,805$399,124

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$28,214,754$1,135,873▲ $2,196,303-$31,403,158
2023$25,003,505$640,080▲ $2,680,909-$28,214,754
2022$31,446,547$1,058,711▼ $6,663,635-$25,003,505
2021$25,753,404$2,494,317▲ $3,840,113-$31,446,547
2020$21,664,294$2,395,203▲ $2,144,432-$25,753,404
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean S WagnerPresidentPT$131,672$23,863$155,535

Board Members and Trustees

NameTitle
Mark L ByeChairman
Albert R MillerTrustee
Bradley R ShaferTrustee
Christopher JonesTrustee
George WoodTrustee
Henry G Heren IVTrustee
J David AlmacyTrustee
Joseph W RoyceTrustee
Mark B ChandlerTrustee
Mark BrueggemanTrustee
Michael S HyattTrustee
William H Lappin Vice ChairmanTrustee
W Andrew ColeSr. VP of Advancement
Howard GellisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,281,236
Program Service Revenue
$0
Investment Income
$1,492,503
Other Revenue
$215,607
All Other Contributions
$4,281,236
Change in Net Assets
$2,502,129

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,989,346
Revenue Not Reported on Form 990
$2,297,501
Total Revenue per Audited Statements
$8,286,847
Total Revenue per Form 990
$5,989,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,726,886
Salaries, Compensation, and Employee Benefits$943,081
Other Expenses$657,162
Total Fundraising Expense$362,826
Professional Fundraising Fees$160,088

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,003,312--$1,003,312
Grants to Domestic Individuals$716,531--$716,531
Other Salaries and Wages$204,473$406,838$23,685$634,996
Fees for Services Professional Fundraising--$160,088$160,088
Current Officers, Directors, Trustees, and Key Employees$50,083$99,651$5,801$155,535
Travel$12,589$25,048$96,536$134,173
Depreciation Depletion$41,118$81,813$4,763$127,694
Other Employee Benefits$24,941$49,625$2,889$77,455
All Other Expenses$16,685$33,197$4,567$54,449
Payroll Taxes$14,159$28,173$1,640$43,972
Occupancy$10,438$20,771$1,211$32,420
Pension Plan Contributions$10,022$19,940$1,161$31,123
Information Technology$8,432$16,778$977$26,187
Other Expenses$14,364$28,579$25,241$25,241
Fees for Services Accounting$6,118$12,173$709$19,000
Fees for Services Legal$5,496$10,935$637$17,068
Insurance$4,601$9,154$533$14,288
Fees for Services Other$3,379$6,724$392$10,495
Foreign Grants$7,043--$7,043
Total Functional Expenses$2,194,326$930,065$362,826$3,487,217

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,487,217
Total Expenses per Audited Statements$3,487,217
Total Expenses per Form 990$3,487,217
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Delta Theta FraternityOxford, OH501(c)(7)Educational & leadership programs$788,112
USC Phi Delt House CorpArcadia, CA501(c)(7)Educational Housing Grant$101,861
Kappa Sigma Nu AssociationCorvallis, OR501(c)(7)Educational Housing Grant$25,000
Texas Gamma House CorporationJersey Village, TX501(c)(7)Educational Housing Grant$20,161
Phi Delta Theta Club ColumbiaColumbia, MO501(c)(7)Educational Housing Grant$14,265
Alabama Beta ChapterMontgomery, AL501(c)(7)Educational Housing Grant$14,078
Sonoma State UnivRohnert Park, CA501(c)(3)Educational Program Grant$11,680
Foundation for Fraternal ExceFishers, IN501(c)(3)Industry support$7,500
Phi Delt Alumni AssociationSacramento, CA501(c)(7)Educational Housing Grant$7,065

International Summary

Spending
$7,043

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaGrants to recipientsEducational programs grant00$7,043
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$160,088
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued salaries$43,045
Annuities payable$4,416
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“The President and/or Board of Trustees examines a draft copy of the form 990 prior to filing with the Internal Revenue Service.”

Form 990, Part VI, Section B, Line 12C

“The organization prohibits conflicts of interest with its board members and other personnel. Conflict of interest disclosure statements are reviewed annually and any conflicts are resolved immediately.”

Form 990, Part VI, Section B, Line 15A

“The related fraternal organization has a compensation and benefits committee that reviews the compensation arrangement with the organization's President and advises the Board of Trustees on comparable information across similar organizations.”

Form 990, Part VI, Section C, Line 19

“Phi Delta Theta Foundation makes its governing documents available to interested parties upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Foundation
EIN
34-6539803
Phone
5135236345
Address
2 South Campus Avenue, Oxford, OH 45056

Signing Officer

Name
Sean S Wagner
Title
President
Signed
2025-07-25

Organization Details

Principal Officer
Sean S Wagner
Formed
1958
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
11
Volunteers
110
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation is organized as a not-for-profit corporation that is exempt from income taxes under Section 501c3 of the United States Internal Revenue Code and similar state law. As such, the Foundation is generally exempt from income taxes. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of December 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm0Sean S Wagner
IRS990/Form990PartVIISectionAGrp/PersonNm1W Andrew Cole
IRS990/Form990PartVIISectionAGrp/PersonNm2Bradley R Shafer
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark L Bye
IRS990/Form990PartVIISectionAGrp/PersonNm4Michael S Hyatt
IRS990/Form990PartVIISectionAGrp/PersonNm5Joseph W Royce
IRS990/Form990PartVIISectionAGrp/PersonNm6Howard Gellis
IRS990/Form990PartVIISectionAGrp/PersonNm7Albert R Miller
IRS990/Form990PartVIISectionAGrp/PersonNm8Mark Brueggeman
IRS990/Form990PartVIISectionAGrp/PersonNm9William H Lappin Vice Chairman
IRS990/Form990PartVIISectionAGrp/PersonNm10J David Almacy
IRS990/Form990PartVIISectionAGrp/PersonNm11Mark B Chandler
IRS990/Form990PartVIISectionAGrp/PersonNm12Henry G Heren IV
IRS990/Form990PartVIISectionAGrp/PersonNm13George Wood
IRS990/Form990PartVIISectionAGrp/PersonNm14Christopher Jones
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
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