Civic Intelligence

Phi Delta Kappa Beta Eta Chapter

990EZ • Fiscal year 2023 • EIN 35-6067657

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2023

Organization Profile
PO Box 66Winchester, IN 47394

(765) 584-7481

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

91st percentile

35%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

3.2%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$2,500

Flat from 2022

Net Assets

Down

$40,629

Down $93,314 (-70%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$108,731

Up $3,328 (+3.2%) from 2022

Expenses

Down

$70,602

Down $17,396 (-20%) from 2022

Net Income

Up

$38,129

Up $20,724 (+119%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$150K$100K$50K$0Assets 2020: $76,070Net Assets 2020: $91,7302020Assets 2021: $116,538Net Assets 2021: $116,5382021Assets 2022: $2,500Net Assets 2022: $133,9432022Assets 2023: $2,500Net Assets 2023: $40,6292023Assets 2024: $0Net Assets 2024: $27,9222024

Highlighted filing

2023

Assets$2,500
Liabilities-
Net Assets$40,629
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $70,242Expenses 2020: $71,031Net Income 2020: -$7892020Revenue 2021: $110,910Expenses 2021: $86,102Net Income 2021: $24,8082021Revenue 2022: $105,403Expenses 2022: $87,998Net Income 2022: $17,4052022Revenue 2023: $108,731Expenses 2023: $70,602Net Income 2023: $38,1292023Revenue 2024: $103,042Expenses 2024: $75,120Net Income 2024: $27,9222024

Highlighted filing

2023

Revenue$108,731
Expenses$70,602
Net Income$38,129
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2023
Return Version
2023v5.1
Gross Receipts
$180,321
Mission and Program Overview

Mission

FRATERNAL ORGANIZATION

Program Services

DescriptionGrantsExpenses
DONATION TO THE COMMUNITY-$3,030
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONTY BLACKBURNPresident-$0--
ROB KELLYVP-$0--
ROBERT HORNERSecretary-$0--
BILL ROBBINSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Kappa Beta Eta Chapter
EIN
35-6067657
Phone
7655847481
Address
PO BOX 66, WINCHESTER, IN 47394

Signing Officer

Name
Robert Horner
Title
Secretary
Phone
7655468210
Signed
2023-05-14
Discuss with paid preparer
No

Preparer

Firm
Gemini Financial Services LLC
Address
400 W FRANKLIN, WINCHESTER, IN 47394
Preparer
Jamy Daugherty
Phone
2607292599
Supplemental Narrative

Additional Explanations

Part I, Line 8

“Donations and misc 15128 capital improvements 4014 entertainment 4282 conventions 102 rental income 1880 hb 2468 interest income 448”

Part I, Line 16

“1) other expenses clothing amount 181 2) other expenses insurance amount 10039 3) other expenses bar supplies amount 13045 4) other expenses refund amount 310 5) other expenses sales tax amount 7934”

Part II, Line 24

“1) description other assets boy amount 2500 eoy amount 2500”

Raw XML Appendix181 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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IRS990EZ/BenefitsPaidToOrForMembersAmt010467
IRS990EZ/BooksInCareOfDetail/PersonNm0BILL ROBBINS
IRS990EZ/BooksInCareOfDetail/PhoneNum07655462329
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0SR 32
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047394
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09057
IRS990EZ/CostOfGoodsSoldAmt071590
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt038129
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt02500
IRS990EZ/GamingGrossIncomeAmt026909
IRS990EZ/GrossProfitLossSlsOfInvntryAmt023686
IRS990EZ/GrossReceiptsAmt0180321
IRS990EZ/GrossReceiptsForPublicUseAmt02500
IRS990EZ/GrossSalesOfInventoryAmt095276
IRS990EZ/GroupExemptionNum01111
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt0500
IRS990EZ/InvestmentIncomeAmt03110
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt017647
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02500
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040629
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02500
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02500
IRS990EZ/OccupancyRentUtltsAndMaintAmt028028
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONTY BLACKBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROB KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT HORNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL ROBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02500
IRS990EZ/OtherExpensesTotalAmt031509
IRS990EZ/OtherRevenueTotalAmt028322
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0198
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION TO THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03030
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt026909
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt070602
IRS990EZ/TotalProgramServiceExpensesAmt03030
IRS990EZ/TotalRevenueAmt0108731
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt048965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0299939
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0448
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0710
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0605
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0660
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0251
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095276
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt098087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0117837
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt078237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0482111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0448
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0710
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0605
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0251
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02674
IRS990ScheduleA/InvestmentIncomeCYPct00.00340
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99660
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0782050
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0176762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0172796
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0164821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127202
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0140468
IRS990ScheduleA/Total509Grp/TotalAmt0782050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0177210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0173506
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0165426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0127862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0140719
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0784724
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt05854
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt026909
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt026909
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt021055
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt05854
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt05854
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0BILL ROBBINS
IRS990ScheduleG/GamingManagerServicesProvTxt0STATEMENT 1
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0BILL ROBBINS
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 66
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0WINCHESTER
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0IN
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd047394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS AND MISC 15128 CAPITAL IMPROVEMENTS 4014 ENTERTAINMENT 4282 CONVENTIONS 102 RENTAL INCOME 1880 HB 2468 INTEREST INCOME 448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11) OTHER EXPENSES CLOTHING AMOUNT 181 2) OTHER EXPENSES INSURANCE AMOUNT 10039 3) OTHER EXPENSES BAR SUPPLIES AMOUNT 13045 4) OTHER EXPENSES REFUND AMOUNT 310 5) OTHER EXPENSES SALES TAX AMOUNT 7934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21) DESCRIPTION OTHER ASSETS BOY AMOUNT 2500 EOY AMOUNT 2500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II, LINE 24
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HORNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07655468210
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA KAPPA BETA ETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0356067657
ReturnHeader/Filer/PhoneNum07655847481
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 66
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047394
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882369379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEMINI FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 W FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047394
ReturnHeader/PreparerPersonGrp/PhoneNum02607292599
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMY DAUGHERTY
ReturnHeader/ReturnTs02024-09-16T23:10:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,500
Liabilities
-
Net assets
$40,629
Revenue
$108,731
Expenses
$70,602
Net income
$38,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.28$1.03$0.75$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.41$1.09$0.71$0.38
2022Detailed filing. Detailed filing data is available for this year.$0.03$1.34$1.05$0.88$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.17$1.17$1.11$0.86$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.92$0.70$0.71$0.01