Civic Intelligence

Phi Delta Theta Fraternity

990EZ • Fiscal year 2021 • EIN 37-1551461

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Univ Of Louisville Sac 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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

66th percentile

15%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

28%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$40,977

Up $8,889 (+28%) from 2020

Net Assets

Up

$40,977

Up $8,889 (+28%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$61,088

Up $13,359 (+28%) from 2020

Expenses

Down

$52,199

Down $3,135 (-5.7%) from 2020

Net Income

Up

$8,889

Up $16,494 (+217%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$40,977
Liabilities$0
Net Assets$40,977

Operations Trend

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

2021

Revenue$61,088
Expenses$52,199
Net Income$8,889
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Gross Receipts
$61,088
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYCE BORNHORNPresidentPT$0--
CHARLIE SCHNELLVice PresidentPT$0--
NOAH RUZANKATreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
37-1551461
Phone
5023455892
Address
UNIV OF LOUISVILLE SAC W310, LOUISVILLE, KY 40292

Signing Officer

Name
Noah Ruzanka
Title
Treasurer
Phone
5023455892
Signed
2022-05-05
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: 02/16/21. Amount given: 155.

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: 04/11/21. Amount given: 100.

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

Activity classification: charitable. Grantee name: beta theta pi. Grantee relationship: none. Property description: cash. Date of gift: 04/07/21. Amount given: 88.

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

Activity classification: charitable. Grantee name: kappa delta. Grantee relationship: none. Property description: cash. Date of gift: 10/11/21. Amount given: 145.

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

Activity classification: charitable. Grantee name: sigma kappa. Grantee relationship: none. Property description: cash. Date of gift: 09/08/21. Amount given: 200.

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

Activity classification: charitable. Grantee name: alpha omicron pi. Grantee relationship: none. Property description: cash. Date of gift: 10/13/21. Amount given: 219. Total included on form 990-ez, line 10: 907.

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

Description: office supplies. Amount: 2,195. Description: dues. Amount: 19,955. Description: recruitment and rush. Amount: 13,927. Description: phikeia. Amount: 1,458. Description: activities and retreats. Amount: 8,421. Description: officers expenses. Amount: 1,751. Description: miscellanous. Amount: 222. Total to form 990-ez, line 16: 47,929.

Raw XML Appendix123 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05023455892
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0UNIV OF LOUISVILLE SAC W310
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040292
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032088
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040977
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0970
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt08889
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01400
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032088
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040977
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0907
IRS990EZ/GrossReceiptsAmt061088
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt060118
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032088
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040977
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032088
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040977
IRS990EZ/OccupancyRentUtltsAndMaintAmt01963
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRYCE BORNHORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLIE SCHNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NOAH RUZANKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt047929
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
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt052199
IRS990EZ/TotalRevenueAmt061088
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: 02/16/21. AMOUNT GIVEN: 155.
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: 04/11/21. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: BETA THETA PI. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/07/21. AMOUNT GIVEN: 88.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: KAPPA DELTA. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/11/21. AMOUNT GIVEN: 145.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SIGMA KAPPA. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/08/21. AMOUNT GIVEN: 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ALPHA OMICRON PI. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/13/21. AMOUNT GIVEN: 219. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 907.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,195. DESCRIPTION: DUES. AMOUNT: 19,955. DESCRIPTION: RECRUITMENT AND RUSH. AMOUNT: 13,927. DESCRIPTION: PHIKEIA. AMOUNT: 1,458. DESCRIPTION: ACTIVITIES AND RETREATS. AMOUNT: 8,421. DESCRIPTION: OFFICERS EXPENSES. AMOUNT: 1,751. DESCRIPTION: MISCELLANOUS. AMOUNT: 222. TOTAL TO FORM 990-EZ, LINE 16: 47,929.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0NOAH RUZANKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05023455892
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0371551461
ReturnHeader/Filer/PhoneNum05023455892
ReturnHeader/Filer/USAddress/AddressLine1Txt0UNIV OF LOUISVILLE SAC W310
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040292
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMING MALONE LIVESAY & OSTROFF PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 SHELBYVILLE ROAD SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402225187
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
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ReturnHeader/ReturnTs02022-05-10T08:07:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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