Civic Intelligence

Phi Delta Theta Foundation

990 • Fiscal year 2023 • EIN 34-6539803

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

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

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

7th percentile

0.01x

Higher debt load relative to revenue than 7% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$240,094

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

175%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$36,900,341

Up $4,131,661 (+13%) from 2022

Net Assets

Up

$36,767,881

Up $4,191,965 (+13%) from 2022

Liabilities

Down

$132,460

Down $60,304 (-31%) from 2022

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin94th percentile

Revenue

Up

$9,336,527

Up $5,937,614 (+175%) from 2022

Expenses

Up

$3,316,755

Up $49,376 (+1.5%) from 2022

Net Income

Up

$6,019,772

Up $5,888,238 (+4477%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2023

Assets$36,900,341
Liabilities$132,460
Net Assets$36,767,881
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$9,336,527
Expenses$3,316,755
Net Income$6,019,772
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$32,845,107
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$25,706,835$29,766,325▲ $4,059,490
Savings and Temporary Cash Investments$2,960,262$3,472,946▲ $512,684
Pledges and Grants Receivable$1,854,646$1,549,557▼ $305,089
Land, Buildings, and Equipment, Net$1,022,488$906,328▼ $116,160
Accounts Receivable$203,981$125,287▼ $78,694
Prepaid Expenses and Deferred Charges$50,922$58,027▲ $7,105
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$32,768,680$36,900,341▲ $4,131,661
Other Assets Total$969,546$1,021,871▲ $52,325
Liabilities
Accounts Payable and Accrued Expenses$140,119$93,246▼ $46,873
Other Liabilities$52,645$39,214▼ $13,431
Total Liabilities$192,764$132,460▼ $60,304
Net Assets / Fund Balance
Net Assets With Donor Restrictions$29,323,352$32,886,989▲ $3,563,637
Net Assets Without Donor Restrictions$3,252,564$3,880,892▲ $628,328
Total Net Assets Fund Balance$32,575,916$36,767,881▲ $4,191,965
Total Liabilities and Net Assets / Fund Balance$32,768,680$36,900,341▲ $4,131,661

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$891,775$2,870,893$3,762,668
Equipment$14,553$419,660$434,213

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$18,027,961$516,000▲ $3,565,860-$21,664,294
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Andrew ColeSr. VP of AdvancementFT$113,269$19,734$133,003

Board Members and Trustees

NameTitle
Mark L ByeChairman
Sean S WagnerPresident
Albert R MillerTrustee
Bradley R ShaferTrustee
Frederick B SchultzTrustee
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
Howard GellisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,064,891
Program Service Revenue
$0
Investment Income
$6,061,104
Other Revenue
$210,532
All Other Contributions
$3,064,891
Change in Net Assets
$6,019,772

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,336,527
Revenue Not Reported on Form 990
$-1,827,807
Total Revenue per Audited Statements
$7,508,720
Total Revenue per Form 990
$9,336,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,680,921
Salaries, Compensation, and Employee Benefits$854,401
Other Expenses$651,095
Total Fundraising Expense$332,572
Professional Fundraising Fees$130,338

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,034,890--$1,034,890
Grants to Domestic Individuals$636,331--$636,331
Other Salaries and Wages$186,115$370,311$21,558$577,984
Travel$11,507$22,895$130,202$164,604
Current Officers, Directors, Trustees, and Key Employees$42,827$85,215$4,961$133,003
Depreciation Depletion$42,368$84,299$4,908$131,575
Fees for Services Professional Fundraising--$130,338$130,338
Other Employee Benefits$21,898$43,569$2,536$68,003
All Other Expenses$14,533$32,567$8,340$55,440
Payroll Taxes$13,887$27,631$1,608$43,126
Fees for Services Other-$42,251-$42,251
Occupancy$11,309$22,502$1,311$35,122
Information Technology$11,227$22,338$1,301$34,866
Pension Plan Contributions$10,396$20,685$1,204$32,285
Fees for Services Legal$6,104$12,146$707$18,957
Other Expenses$4,732$9,413$15,934$15,934
Foreign Grants$9,700--$9,700
Fees for Services Accounting$805$1,602$93$2,500
Total Functional Expenses$2,074,392$909,791$332,572$3,316,755

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,316,755
Total Expenses per Audited Statements$3,316,755
Total Expenses per Form 990$3,316,755
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Delta Theta FraternityOxford, OH501(c)(7)Educational & leadership programs$625,075
Walter B Palmer FoundationOxford, OH501(c)(7)Educational Housing Grant$209,000
Phi Delta Theta Club ColumbiaColumbia, MO501(c)(7)Educational Housing Grant$107,370
194 Spicer IncStow, OH501(c)(7)Educational Housing Grant$38,800
PDT Chptr Hse Assoc of CintiCincinnati, OH501(c)(7)Educational Housing Grant$34,218
Sonoma State UnivRohnert Park, CA501(c)(3)Educational Program Grant$7,800

International Summary

Spending
$9,700

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$9,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$130,338
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$34,302
Annuities payable$4,912
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
2024-11-12

Organization Details

Principal Officer
Sean S Wagner
Formed
1958
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
10
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 501(c)(3) of the United States Internal Revenue Code and similar state law. As such, the Foundation is generally exempt from income taxes. However, the Foundation is required to file Federal Form 990 - Return of Organization Exempt from Income Tax and a corresponding state return, which are informational returns only. The Foundation is subject to routine audits by taxing jurisdictions. However, also of the date the financial statements were available to be issued, there were no audits of 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 of the Foundation has taken an uncertain position that more likely than not would 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, 2023 and 2022, 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/PersonNm12Mark B Chandler
IRS990/Form990PartVIISectionAGrp/PersonNm13Henry G Heren IV
IRS990/Form990PartVIISectionAGrp/PersonNm14George Wood
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
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IRS990/OtherExpensesGrp/Desc2Miscellaneous
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,900,341
Liabilities
$132,460
Net assets
$36,767,881
Revenue
$9,336,527
Expenses
$3,316,755
Net income
$6,019,772
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