Civic Intelligence

Phi Delta Theta Alumni Assoc

990 • Fiscal year 2014 • EIN 35-6041387

Jun 01, 2013 to May 31, 2014 • Filed on Aug 05, 2014

Organization ProfileN/A
6925 North Delaware46220

(317) 472-2144

Siviq Scores

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

Liabilities / Assets

91st percentile

0.79x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

5.29x

Higher debt load relative to revenue than 98% of similar nonprofits.

2014 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2014

Net Margin

11th percentile

-13%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets91st percentile

Assets

$896,863

No earlier filing loaded for comparison.

Net Assets

$187,021

No earlier filing loaded for comparison.

Liabilities

$709,842

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin11th percentile

Revenue

$134,213

No earlier filing loaded for comparison.

Expenses

$151,155

No earlier filing loaded for comparison.

Net Income

-$16,942

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.

$1.0M$500K$0Assets 2014: $896,863Liabilities 2014: $709,842Net Assets 2014: $187,0212014

Highlighted filing

2014

Assets$896,863
Liabilities$709,842
Net Assets$187,021
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $134,213Expenses 2014: $151,155Net Income 2014: -$16,9422014

Highlighted filing

2014

Revenue$134,213
Expenses$151,155
Net Income-$16,942
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Aug 5, 2014
Return Version
2013v3.0
Gross Receipts
$142,480
Mission and Program Overview

Mission

Providing well maintained college student housing for indiana theta chapter of phi delta theta fraternity

Provide college student housing

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$776,730$715,942▼ $60,788
Loans From Officers Directors$749,055$685,628▼ $63,427
Accounts Receivable$171,391$140,891▼ $30,500
Cash and Non-Interest-Bearing Accounts$16,115$31,372▲ $15,257
Prepaid Expenses and Deferred Charges$8,782$8,658▼ $124
Total Assets$973,018$896,863▼ $76,155
Liabilities
Other Liabilities$20,000$22,500▲ $2,500
Accounts Payable and Accrued Expenses$0$1,714▲ $1,714
Total Liabilities$769,055$709,842▼ $59,213
Net Assets / Fund Balance
Unrestricted Net Assets$203,963$187,021▼ $16,942
Total Net Assets Fund Balance$203,963$187,021▼ $16,942
Total Liabilities and Net Assets / Fund Balance$973,018$896,863▼ $76,155

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$524,548$1,365,257-
Land$125,000--
Equipment$0$15,744-
Leasehold Improvements$66,394$156,090-
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Gary BatesolePresident
Jeff ReisingVice President
Michael FrittonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$129,090
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$5,123
All Other Contributions
$93,333
Change in Net Assets
$-16,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,155
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$60,788
Insurance---$26,098
Interest---$5,370
Fees for Services Accounting---$3,200
Other Expenses---$8
Total Functional Expenses$0$0$0$151,155
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,390
Fundraising Direct Expenses$8,267
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$749,055$685,628▼ $63,427
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$22,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 11

“Review of the organization's form 990 prior to the filing of the return is made by an officer of the managing agent of the organization. A copy of the filed form 990 is available for review by the board members.”

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

“Annual conflict of interest statements are obtained from all board members.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

EIN
35-6041387
Phone
3174722144

Signing Officer

Name
Michael Fritton
Title
Treasurer
Phone
3174722200
Signed
2014-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Fritton
Formed
1893
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Michael a Fritton CPA
Phone
3174722200
Raw XML Appendix370 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL CONFLICT OF INTEREST STATEMENTS ARE OBTAINED FROM ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0187021
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0151155
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05123
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0134213
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0973018
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0896863
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0203963
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0187021
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine106925 N DELAWARE ST
IRS990/USAddress/City0INDIANAPOLIS
IRS990/USAddress/State0IN
IRS990/USAddress/ZIPCode046220
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL FRITTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03174722200
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10INDIANA THETA OF PHI DELTA THETA
ReturnHeader/Filer/BusinessName/BusinessNameLine20ALUMNI ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0356041387
ReturnHeader/Filer/PhoneNum03174722144
ReturnHeader/Filer/USAddress/AddressLine106925 NORTH DELAWARE
ReturnHeader/Filer/USAddress/City0INDIANAPOLIS
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046220
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201717681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SOMERSET CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103925 RIVER CROSSING PKWY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A FRITTON CPA
ReturnHeader/ReturnTs02014-08-05T10:08:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$896,863
Liabilities
$709,842
Net assets
$187,021
Revenue
$134,213
Expenses
$151,155
Net income
-$16,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$8.97$7.10$1.87$1.34$1.51$0.17