Civic Intelligence

Phi Gamma Delta Lambda Chapter

990 • Fiscal year 2017 • EIN 35-0874041

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 18, 2017

20 Central SquareGreencastle, IN 46135

(765) 653-4120

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$44,363

Up $23,689 (+115%) from 2016

Net Assets

Up

$15,871

Up $30,370 (+209%) from 2016

Liabilities

Down

$28,492

Down $6,681 (-19%) from 2016

Revenue And Expenses

Revenue

Up

$431,997

Up $76,534 (+22%) from 2016

Expenses

Up

$401,627

Up $16,154 (+4.2%) from 2016

Net Income

Up

$30,370

Up $60,380 (+201%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$200K$0-$200K-$400KAssets 2012: $36,038Liabilities 2012: $9,655Net Assets 2012: $26,3832012Assets 2013: $34,477Liabilities 2013: $26,138Net Assets 2013: $8,3392013Assets 2014: $38,242Liabilities 2014: $18,618Net Assets 2014: $19,6242014Assets 2015: $40,278Liabilities 2015: $24,767Net Assets 2015: $15,5112015Assets 2016: $20,674Liabilities 2016: $35,173Net Assets 2016: -$14,4992016Assets 2017: $44,363Liabilities 2017: $28,492Net Assets 2017: $15,8712017Assets 2018: $47,831Liabilities 2018: $38,148Net Assets 2018: $9,6832018Assets 2019: $44,670Liabilities 2019: $37,126Net Assets 2019: $7,5442019Assets 2020: $42,696Liabilities 2020: $23,412Net Assets 2020: $19,2842020Assets 2021: $22,539Liabilities 2021: $62,216Net Assets 2021: -$39,6772021Assets 2022: $17,938Liabilities 2022: $103,367Net Assets 2022: -$85,4292022Assets 2023: $21,486Liabilities 2023: $219,062Net Assets 2023: -$197,5762023Assets 2024: $47,330Liabilities 2024: $282,294Net Assets 2024: -$234,9642024Assets 2025: $45,258Liabilities 2025: $324,528Net Assets 2025: -$279,2702025

Highlighted filing

2017

Assets$44,363
Liabilities$28,492
Net Assets$15,871

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $443,2452012Expenses 2013: $494,0772013Revenue 2014: $354,710Expenses 2014: $343,315Net Income 2014: $11,3952014Revenue 2015: $453,345Expenses 2015: $457,459Net Income 2015: -$4,1142015Revenue 2016: $355,463Expenses 2016: $385,473Net Income 2016: -$30,0102016Revenue 2017: $431,997Expenses 2017: $401,627Net Income 2017: $30,3702017Revenue 2018: $397,148Expenses 2018: $403,336Net Income 2018: -$6,1882018Revenue 2019: $388,812Expenses 2019: $390,953Net Income 2019: -$2,1412019Revenue 2020: $409,967Expenses 2020: $398,225Net Income 2020: $11,7422020Revenue 2021: $312,295Expenses 2021: $371,256Net Income 2021: -$58,9612021Revenue 2022: $373,823Expenses 2022: $419,575Net Income 2022: -$45,7522022Revenue 2023: $336,595Expenses 2023: $448,742Net Income 2023: -$112,1472023Revenue 2024: $300,919Expenses 2024: $338,308Net Income 2024: -$37,3892024Revenue 2025: $286,665Expenses 2025: $330,972Net Income 2025: -$44,3072025

Highlighted filing

2017

Revenue$431,997
Expenses$401,627
Net Income$30,370
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$431,997
Mission and Program Overview

Mission

Provide meals, lodging and social activities for members at chapter house on campus of depauw university.

Provide meals lodging and social activities for members at chapter house

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,679$38,893▲ $24,214
Accounts Receivable$4,820$4,470▼ $350
Inventories for Sale or Use$1,000$1,000→ $0
Total Assets$20,674$44,363▲ $23,689
Other Assets Total$175--
Liabilities
Other Liabilities$34,825$26,000▼ $8,825
Accounts Payable and Accrued Expenses$348$2,492▲ $2,144
Total Liabilities$35,173$28,492▼ $6,681
Net Assets / Fund Balance
Unrestricted Net Assets$-14,499$15,871▲ $30,370
Total Net Assets Fund Balance$-14,499$15,871▲ $30,370
Total Liabilities and Net Assets / Fund Balance$20,674$44,363▲ $23,689
Compensation and Service Providers

Board Members and Trustees

NameTitle
Samuel EadsPresident
Richard BrainerdCorresponding Secretary
Nicholas SpencerHistorian
Russ LamoreHouse Corp Treasurer
Robert BerwangerRecording Secretary
Jonathon BrugmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$431,989
Investment Income
$8
Other Revenue
$0
Change in Net Assets
$30,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$358,009
Salaries, Compensation, and Employee Benefits$43,618
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$165,475
Other Salaries and Wages---$38,844
Other Expenses---$26,589
Fees for Services Accounting---$8,186
Payroll Taxes---$4,734
All Other Expenses---$57
Other Employee Benefits---$40
Total Functional Expenses$0$0$0$401,627
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Damage Deposits$26,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11B

Copy provided upon request

Form 990, Part VI, Section C, Line 19

Provided on written request

Filing and Contact Details

Filer

Filer Name
Phi Gamma Delta Lambda Chapter
EIN
35-0874041
Phone
7656534120
Address
20 CENTRAL SQUARE, GREENCASTLE, IN 46135

Signing Officer

Name
Jonathon Brugman
Title
House Treasurer
Phone
7656534120
Signed
2017-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathon Brugman
Formed
1970
Legal Domicile
In
Voting Board Members
8
Independent Board Members
0
Employees
5
Volunteers
0

Preparer

Firm
Pershing & Company Inc
Address
20 CENTRAL SQUARE, GREENCASTLE, IN 46135
Preparer
David L Faust CPA
Phone
7656534120
Raw XML Appendix293 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4CORRESPONDING SECRETARY
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0431997
IRS990/GrossReceiptsForPublicUseAmt00
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IRS990/IndoorTanningServicesInd00
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IRS990/InitiationFeesAndCapContriAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01000
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt08
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08
IRS990/InvestmentInJointVentureInd00
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IRS990/NetAssetsOrFundBalancesBOYAmt0-14499
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0165475
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IRS990/OtherExpensesGrp/Desc3HOUSE MANAGER BUDGET
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY PROVIDED UPON REQUEST
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/FilingSecurityInformation/IPTm015:29:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351402437
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ReturnHeader/PreparerPersonGrp/PhoneNum07656534120
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L FAUST CPA
ReturnHeader/ReturnTs02017-10-12T12:49:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$3.25$2.79$2.87$3.31$0.44
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$2.82$2.35$3.01$3.38$0.37
2023Detailed filing. Detailed filing data is available for this year.$0.21$2.19$1.98$3.37$4.49$1.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$1.03$0.85$3.74$4.20$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.62$0.40$3.12$3.71$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.23$0.19$4.10$3.98$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.37$0.08$3.89$3.91$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.38$0.10$3.97$4.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.28$0.16$4.32$4.02$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.35$0.14$3.55$3.85$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.25$0.16$4.53$4.57$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.19$0.20$3.55$3.43$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.26$0.08$4.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.10$0.26$4.43