Civic Intelligence

Phi Delta Theta Fraternity

990EZ • Fiscal year 2020 • EIN 37-1551461

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization ProfileLOUISVILLE.PHIDELTATHETA.ORG
Univ Of Louisville Sac No W310Louisville, KY 40292

(502) 345-5892

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-16%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

15th percentile

-19%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-53%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$32,088

Down $7,605 (-19%) from 2019

Net Assets

Down

$32,088

Down $7,605 (-19%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin22nd percentile

Revenue

Down

$47,729

Down $54,794 (-53%) from 2019

Expenses

Down

$55,334

Down $37,969 (-41%) from 2019

Net Income

Down

-$7,605

Down $16,825 (-182%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$60K$40K$20K$0Assets 2016: $15,672Liabilities 2016: $02016Assets 2017: $15,672Liabilities 2017: $02017Assets 2018: $30,473Liabilities 2018: $0Net Assets 2018: $30,4732018Assets 2019: $39,693Liabilities 2019: $0Net Assets 2019: $39,6932019Assets 2020: $32,088Liabilities 2020: $0Net Assets 2020: $32,0882020Assets 2021: $40,977Liabilities 2021: $0Net Assets 2021: $40,9772021Assets 2022: $22,458Liabilities 2022: $0Net Assets 2022: $22,4582022Assets 2023: $29,086Liabilities 2023: $0Net Assets 2023: $29,0862023Assets 2024: $21,184Liabilities 2024: $0Net Assets 2024: $21,1842024

Highlighted filing

2020

Assets$32,088
Liabilities$0
Net Assets$32,088
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $72,447Expenses 2016: $63,361Net Income 2016: $9,0862016Revenue 2017: $72,447Expenses 2017: $63,361Net Income 2017: $9,0862017Revenue 2018: $47,328Expenses 2018: $48,440Net Income 2018: -$1,1122018Revenue 2019: $102,523Expenses 2019: $93,303Net Income 2019: $9,2202019Revenue 2020: $47,729Expenses 2020: $55,334Net Income 2020: -$7,6052020Revenue 2021: $61,088Expenses 2021: $52,199Net Income 2021: $8,8892021Revenue 2022: $66,368Expenses 2022: $84,887Net Income 2022: -$18,5192022Revenue 2023: $78,740Expenses 2023: $72,112Net Income 2023: $6,6282023Revenue 2024: $69,863Expenses 2024: $77,765Net Income 2024: -$7,9022024

Highlighted filing

2020

Revenue$47,729
Expenses$55,334
Net Income-$7,605
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Gross Receipts
$47,729
Mission and Program Overview

Mission

Helping every individual member meet his true potential is the bedrock of the phi delta theta fraternity. By celebrating each person's true self, and by learning from each other's strengths while helping to improve each other's weaknesses, every member of phi delta theta develops into a greater version of himself than he could ever on his own.

Program Services

DescriptionGrantsExpenses
RATHER THAN TRY TO FIND YOUNG MEN TO "MOLD" INTO SOME IDEAL, WE CELEBRATE THE UNIQUENESS OF EACH INDIVIDUAL AND, THROUGH ENCOURAGEMENT, VALUES, EXAMPLE AND BROTHERHOOD, EMPOWER EVERY BROTHER TO EXCEED HIS PERSONAL EXPECTATIONS.$0$0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILL HARRISONPresidentPT$0--
ISAAC MALOTTVice PresidentPT$0--
NOAH RUZANKATreasurerPT$0--
MICHAEL SPENLAUWardenPT$0--
BRYCE BORNHORNRecruitmentPT$0--
WILL SEBREERisk ManagementPT$0--
REESE BERGSCHNEIDERSenior EducatorPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
37-1551461
Phone
5023455892
Address
UNIV OF LOUISVILLE SAC NO W310, LOUISVILLE, KY 40292

Signing Officer

Name
Noah Ruzanka
Title
Treasurer
Phone
5023455892
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE ROAD SUITE 1100, LOUISVILLE, KY 40222-5187
Preparer
Melinda L Heck
Phone
5024269660
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: the livelikelou foundation. Grantee address: 2 south campus ave oxford, oh 45056. Grantee relationship: none. Property description: cash. Date of gift: 02/05/20. Amount given: 624.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable. Grantee name: the livelikelou foundation. Grantee address: 2 south campus ave oxford, oh 45056. Grantee relationship: none. Property description: cash. Date of gift: 03/04/20. Amount given: 100. Total included on form 990-ez, line 10: 724.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office supplies. Amount: 190. Description: dues. Amount: 15,600. Description: recruitment and rush. Amount: 5,417. Description: phikeia. Amount: 196. Description: activities and retreats. Amount: 25,682. Description: officers expenses. Amount: 2,944. Description: miscellanous. Amount: 229. Total to form 990-ez, line 16: 50,258.”

Raw XML Appendix138 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05023455892
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0UNIV OF LOUISVILLE SAC NO W310
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040292
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039693
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032088
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0911
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7605
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IRS990EZ/MembershipDuesAmt046818
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039693
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032088
IRS990EZ/OccupancyRentUtltsAndMaintAmt01902
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt68.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILL HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ISAAC MALOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NOAH RUZANKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL SPENLAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRYCE BORNHORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILL SEBREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6REESE BERGSCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3WARDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SENIOR EDUCATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050258
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HELPING EVERY INDIVIDUAL MEMBER MEET HIS TRUE POTENTIAL IS THE BEDROCK OF THE PHI DELTA THETA FRATERNITY. BY CELEBRATING EACH PERSON'S TRUE SELF, AND BY LEARNING FROM EACH OTHER'S STRENGTHS WHILE HELPING TO IMPROVE EACH OTHER'S WEAKNESSES, EVERY MEMBER OF PHI DELTA THETA DEVELOPS INTO A GREATER VERSION OF HIMSELF THAN HE COULD EVER ON HIS OWN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RATHER THAN TRY TO FIND YOUNG MEN TO "MOLD" INTO SOME IDEAL, WE CELEBRATE THE UNIQUENESS OF EACH INDIVIDUAL AND, THROUGH ENCOURAGEMENT, VALUES, EXAMPLE AND BROTHERHOOD, EMPOWER EVERY BROTHER TO EXCEED HIS PERSONAL EXPECTATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt055334
IRS990EZ/TotalRevenueAmt047729
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0LOUISVILLE.PHIDELTATHETA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: THE LIVELIKELOU FOUNDATION. GRANTEE ADDRESS: 2 SOUTH CAMPUS AVE OXFORD, OH 45056. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/05/20. AMOUNT GIVEN: 624.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: THE LIVELIKELOU FOUNDATION. GRANTEE ADDRESS: 2 SOUTH CAMPUS AVE OXFORD, OH 45056. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/04/20. AMOUNT GIVEN: 100. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 724.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 190. DESCRIPTION: DUES. AMOUNT: 15,600. DESCRIPTION: RECRUITMENT AND RUSH. AMOUNT: 5,417. DESCRIPTION: PHIKEIA. AMOUNT: 196. DESCRIPTION: ACTIVITIES AND RETREATS. AMOUNT: 25,682. DESCRIPTION: OFFICERS EXPENSES. AMOUNT: 2,944. DESCRIPTION: MISCELLANOUS. AMOUNT: 229. TOTAL TO FORM 990-EZ, LINE 16: 50,258.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NOAH RUZANKA
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ReturnHeader/BusinessOfficerGrp/PhoneNum05023455892
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0371551461
ReturnHeader/Filer/PhoneNum05023455892
ReturnHeader/Filer/USAddress/AddressLine1Txt0UNIV OF LOUISVILLE SAC NO W310
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040292
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611064249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMING MALONE LIVESAY & OSTROFF PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 SHELBYVILLE ROAD SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402225187
ReturnHeader/PreparerPersonGrp/PhoneNum05024269660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELINDA L HECK
ReturnHeader/ReturnTs02021-05-10T11:37:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NOAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUZANKA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,088
Liabilities
$0
Net assets
$32,088
Revenue
$47,729
Expenses
$55,334
Net income
-$7,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.70$0.78$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.79$0.72$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.66$0.85$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.61$0.52$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.48$0.55$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$1.03$0.93$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.47$0.48$0.01
2017Summary only. Only limited summary data is available for this year.$0.16$0.00$0.72$0.63$0.09
2016Summary only. Only limited summary data is available for this year.$0.16$0.00$0.72$0.63$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)7 • <$500k nonprofits