Civic Intelligence

Phi Delta Theta Foundation

990 • Fiscal year 2021 • EIN 34-6539803

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

Organization Profilewww.phideltatheta.org

View Organization Page

2 South Campus AvenueOxford, OH 45056

(513) 523-6345

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.06x

Higher debt load relative to revenue than 17% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

84th percentile

46%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$205,651

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

68th percentile

18%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

94%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$39,955,120

Up $6,144,172 (+18%) from 2020

Net Assets

Up

$39,670,847

Up $6,016,315 (+18%) from 2020

Liabilities

Up

$284,273

Up $127,857 (+82%) from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$4,831,339

Up $2,341,515 (+94%) from 2020

Expenses

Up

$2,607,266

Up $415,246 (+19%) from 2020

Net Income

Up

$2,224,073

Up $1,926,269 (+647%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$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

2021

Assets$39,955,120
Liabilities$284,273
Net Assets$39,670,847
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$4,831,339
Expenses$2,607,266
Net Income$2,224,073
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.0
Gross Receipts
$11,389,198
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$25,562,423$31,250,871▲ $5,688,448
Savings and Temporary Cash Investments$2,963,481$3,775,652▲ $812,171
Pledges and Grants Receivable$2,567,563$2,235,011▼ $332,552
Land, Buildings, and Equipment, Net$1,220,203$1,145,963▼ $74,240
Accounts Receivable$66,378$80,311▲ $13,933
Prepaid Expenses and Deferred Charges$39,105$53,121▲ $14,016
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$33,810,948$39,955,120▲ $6,144,172
Other Assets Total$1,391,795$1,414,191▲ $22,396
Liabilities
Accounts Payable and Accrued Expenses$111,247$127,415▲ $16,168
Grants Payable-$106,000-
Other Liabilities$45,169$50,858▲ $5,689
Total Liabilities$156,416$284,273▲ $127,857
Net Assets / Fund Balance
Net Assets With Donor Restrictions$31,194,985$36,436,148▲ $5,241,163
Net Assets Without Donor Restrictions$2,459,547$3,234,699▲ $775,152
Total Net Assets Fund Balance$33,654,532$39,670,847▲ $6,016,315
Total Liabilities and Net Assets / Fund Balance$33,810,948$39,955,120▲ $6,144,172

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,121,635$2,625,148$3,746,783
Equipment$24,328$403,409$427,737

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$18,027,961$516,000▲ $3,565,860-$21,664,294
2018$17,970,353$1,622,927▼ $1,142,015-$18,027,961
2017$15,604,731$772,921▲ $2,529,449$158,828$17,970,353
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean S WagnerPresidentPT$187,786$17,865$205,651

Board Members and Trustees

NameTitle
Mark L ByeChairman
Albert R MillerTrustee
Bradley R ShaferTrustee
Brian D DunnTrustee
Frederick B SchultzTrustee
J Paul PriceTrustee
Jay V IhlenfeldTrustee
Jon A McBrideTrustee
Joseph W RoyceTrustee
Michael S HyattTrustee
Morris D Stephens IITrustee
Robert BowenTrustee
Thomas Harper IIITrustee
Stephen BloomerSr. VP of Advancement
Howard GellisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,732,954
Program Service Revenue
$0
Investment Income
$913,398
Other Revenue
$184,987
All Other Contributions
$3,732,954
Change in Net Assets
$2,224,073

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,831,339
Total Revenue per Audited Statements
$4,831,339
Total Revenue per Form 990
$4,831,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,157,192
Salaries, Compensation, and Employee Benefits$844,617
Other Expenses$501,255
Total Fundraising Expense$264,349
Professional Fundraising Fees$104,202

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$739,670--$739,670
Other Salaries and Wages$102,865$399,380$29,914$532,159
Grants to Domestic Individuals$397,616--$397,616
Current Officers, Directors, Trustees, and Key Employees$39,752$154,339$11,560$205,651
Depreciation Depletion$24,783$96,220$7,206$128,209
Fees for Services Professional Fundraising--$104,202$104,202
Occupancy$10,981$42,634$3,193$56,808
Travel$1,910$7,421$45,068$54,399
Information Technology$10,109$39,248$2,940$52,297
Other Employee Benefits$9,257$35,943$2,692$47,892
All Other Expenses$4,032$28,572$13,946$46,550
Payroll Taxes$8,536$33,139$2,481$44,156
Conferences and Meetings--$33,011$33,011
Foreign Grants$19,906--$19,906
Fees for Services Legal$2,983$11,579$867$15,429
Pension Plan Contributions$2,853$11,076$830$14,759
Fees for Services Accounting$2,706$10,507$787$14,000
Other Expenses$2,530$9,824$736$13,090
Fees for Services Other$918$3,566$267$4,751
Total Functional Expenses$1,397,394$945,523$264,349$2,607,266

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,607,266
Total Expenses per Audited Statements$2,607,266
Total Expenses per Form 990$2,607,266
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Delta Theta FraternityOxford, OH501(c)(7)Educational & leadership programs$357,346
Phi Delta Theta Alumni AssocLivonia, MI501(c)(7)Educational Housing Grant$263,924
PDT Chptr Hse Assoc of CintiCincinnati, OH501(c)(7)Educational Housing Grant$50,000
Kappa Sigma Nu AssociationCorvallis, OR501(c)(7)Educational housing grant$23,000
Phi Delta Theta Club ColumbiaColumbia, MO501(c)(7)Educational Housing Grant$20,000
PDT Hse Corp at OH UnivLorain, OH501(c)(7)Educational Housing Grant$14,400
USC Phi Delt House CorpArcadia, CA501(c)(7)Educational Housing Grant$11,000

International Summary

Spending
$19,906

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 recipients-00$19,906
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$104,202
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$42,066
Annuities payable$8,792
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, Line 11B: Form 990 Review Process

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“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, Line 19: Other Organization Documents Publicly Available

“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
2022-10-31

Organization Details

Principal Officer
Sean S Wagner
Formed
1958
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
11
Volunteers
110
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Forgiveness of Paycheck Protection Plan loan = $112100”

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation is organized as a tax-exempt organization under Section 501c3 of the United States Internal Revenue Code. As such, the Foundation is exempt from income taxes. However, the Foundation is required to file Federal Form 990 Return of Organization Exempt from Income Tax which is an informational return only. The Foundation is subject to routine audits by taxing jurisdictions. However, as of the date the financial statements were available to be issued, there were no audits for any tax periods in progress. 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, 2021 and 2020, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements.”

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IRS990/Form990PartVIISectionAGrp/PersonNm3Jon A McBride
IRS990/Form990PartVIISectionAGrp/PersonNm4Jay V Ihlenfeld
IRS990/Form990PartVIISectionAGrp/PersonNm5Brian D Dunn
IRS990/Form990PartVIISectionAGrp/PersonNm6Thomas Harper III
IRS990/Form990PartVIISectionAGrp/PersonNm7Frederick B Schultz
IRS990/Form990PartVIISectionAGrp/PersonNm8Bradley R Shafer
IRS990/Form990PartVIISectionAGrp/PersonNm9Mark L Bye
IRS990/Form990PartVIISectionAGrp/PersonNm10Michael S Hyatt
IRS990/Form990PartVIISectionAGrp/PersonNm11Joseph W Royce
IRS990/Form990PartVIISectionAGrp/PersonNm12Robert Bowen
IRS990/Form990PartVIISectionAGrp/PersonNm13Howard Gellis
IRS990/Form990PartVIISectionAGrp/PersonNm14Albert R Miller
IRS990/Form990PartVIISectionAGrp/PersonNm15Morris D Stephens II
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Sr. VP of Advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
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IRS990/MissionDesc0To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning, and Rectitude.
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09257
IRS990/OtherEmployeeBenefitsGrp/TotalAmt047892
IRS990/OtherExpensesGrp/Desc0Bank fees & services charges
IRS990/OtherExpensesGrp/Desc1Miscellaneous expenses
IRS990/OtherExpensesGrp/Desc2Recognition and awards
IRS990/OtherExpensesGrp/Desc3Supplies
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IRS990/OtherExpensesGrp/FundraisingAmt11559
IRS990/OtherExpensesGrp/FundraisingAmt2855
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IRS990/PrincipalOfficerNm0Sean S Wagner
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide scholarships and fellowships to over 300 individuals to recognize outstanding scholarship, leadership, and community involvement.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0397616
IRS990/ProgSrvcAccomActy3Grp/Desc0Other program expenses used to provide programming, education, and support for students to enhance their individual intellectual, character, and leadership skills. This includes educational area housing grants to chapter housing corporations and support for ALS research.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt0382324
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IRS990/PYTotalExpensesAmt02192020
IRS990/PYTotalProfFndrsngExpnsAmt0117729
IRS990/PYTotalRevenueAmt02489824
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,955,120
Liabilities
$284,273
Net assets
$39,670,847
Revenue
$4,831,339
Expenses
$2,607,266
Net income
$2,224,073
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