Civic Intelligence

Phi Delta Theta Foundation

990T • Fiscal year 2023 • EIN 34-6539803

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 18, 2025

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

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No value available

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

Source year 2023

Liabilities / Revenue

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

Source year 2023

Net Margin

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Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

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No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

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No valid filing value is available for this score.

Revenue Growth

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No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

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No earlier filing loaded for comparison.

Net Assets

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Liabilities

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Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

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No earlier filing loaded for comparison.

Expenses

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Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Latest loaded filing

2024

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

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2024

Revenue$5,989,346
Expenses$3,487,217
Net Income$2,502,129
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 18, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

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

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
Phone
5135236345
Signed
2025-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Blue & Co LLC
Address
2650 EASTPOINT PKWY SUITE 300, LOUISVILLE, KY 40223
Preparer
Emilie M Knieriem CPA
Phone
5029923500
Raw XML Appendix79 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.

Path#Value
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IRS990T/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd045056
IRS990T/BookValueAssetsEOYAmt035127577
IRS990T/CharitableContributionsDedAmt00
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IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-18289
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IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-18289
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IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0-18289
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IRS990T/SpecificDeductionAmt01000
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ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN S WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05135236345
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0346539803
ReturnHeader/Filer/PhoneNum05135236345
ReturnHeader/Filer/USAddress/AddressLine1Txt02 SOUTH CAMPUS AVENUE
ReturnHeader/Filer/USAddress/CityNm0OXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040223
ReturnHeader/PreparerPersonGrp/PhoneNum05029923500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILIE M KNIERIEM CPA
ReturnHeader/ReturnTs02025-11-18T14:34:59-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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