Civic Intelligence

Phi Delta Theta Fraternity

990EZ • Fiscal year 2023 • EIN 37-1551461

Jan 01, 2023 to Dec 31, 2023 • Filed on May 12, 2025

Univ Of Louisville Sac W310Louisville, KY 40292

(314) 706-9522

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

65th percentile

8.4%

Higher net margin than 65% 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

86th percentile

30%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

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

Assets

Up

$29,086

Up $6,628 (+30%) from 2022

Net Assets

Up

$29,086

Up $6,628 (+30%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$78,740

Up $12,372 (+19%) from 2022

Expenses

Down

$72,112

Down $12,775 (-15%) from 2022

Net Income

Up

$6,628

Up $25,147 (+136%) from 2022

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

2023

Assets$29,086
Liabilities$0
Net Assets$29,086

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

2023

Revenue$78,740
Expenses$72,112
Net Income$6,628
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$78,740
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.

HELPING EVERY INDIVIDUAL MEMBER MEET HIS TRUE POTENTIAL IS THE BEDROCK OF THE PHI DELTA THETA organizations optional for FRATERNITY BY CELEBRATING EACH PERSONS TRUE SELF AND BY LEARNING FROM EACH OTHERS STRENGTHS WHILE HELPING TO IMPROVE EACH OTHERS WEAKNESSES EVERY MEMBER OF PHI DELTA THETA DEVELOPS INTO A GREATER VERSION OF HIMSELF THAN HE COULD EVER ON HIS OWN

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack RileyPresidentPT$0--
Jake RussellVice PresidentPT$0--
Michael MansourTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
37-1551461
Phone
3147069522
Address
UNIV OF LOUISVILLE SAC W310, LOUISVILLE, KY 40292

Signing Officer

Name
Jack Riley
Title
President
Phone
3147069522
Signed
2025-05-12
Supplemental Narrative

Additional Explanations

Schedule O:

Return reference: form 990-ez, part 1, line 10 - grants and similar amounts paid activity classifcation: charitable. Grantee name: zeta tau alpha foundation. Grantee relationship: none. Property desrciption: cash. Date of gift: 03/27/23. Amount given: 82. Return reference: form 990-ez, part 1, line 10 - grants and similar amounts paid activity classifcation: charitable. Grantee name: zeta tau alpha foundation. Grantee relationship: none. Property desrciption: cash. Date of gift: 03/27/23. Amount given: 81. Return reference: form 990-ez, part 1, line 10 - grants and similar amounts paid activity classifcation: charitable. Grantee name: sigma kappa. Grantee relationship: none. Property desrciption: cash. Date of gift: 09/29/23. Amount given: 324. Return reference: form 990-ez, part 1, line 16 - other expenses description: recruitment. Amount: 9,341. Description: supplies. Amount: 2,390. Description: ghq. Amount: 13,249. Description: ifc. Amount: 3,965. Description: membership. Amount: 27,591. Description: misc. Amount: 3,187. Description: philanthropy. Amount: 2,317. Description: travel amount: 5,297. Description: professional fees. Amount: 4,287. Total to form 990-ez, line 16: 71,625.

Raw XML Appendix121 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
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IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN REFERENCE: FORM 990-EZ, PART 1, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFCATION: CHARITABLE. GRANTEE NAME: ZETA TAU ALPHA FOUNDATION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESRCIPTION: CASH. DATE OF GIFT: 03/27/23. AMOUNT GIVEN: 82. RETURN REFERENCE: FORM 990-EZ, PART 1, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFCATION: CHARITABLE. GRANTEE NAME: ZETA TAU ALPHA FOUNDATION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESRCIPTION: CASH. DATE OF GIFT: 03/27/23. AMOUNT GIVEN: 81. RETURN REFERENCE: FORM 990-EZ, PART 1, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFCATION: CHARITABLE. GRANTEE NAME: SIGMA KAPPA. GRANTEE RELATIONSHIP: NONE. PROPERTY DESRCIPTION: CASH. DATE OF GIFT: 09/29/23. AMOUNT GIVEN: 324. RETURN REFERENCE: FORM 990-EZ, PART 1, LINE 16 - OTHER EXPENSES DESCRIPTION: RECRUITMENT. AMOUNT: 9,341. DESCRIPTION: SUPPLIES. AMOUNT: 2,390. DESCRIPTION: GHQ. AMOUNT: 13,249. DESCRIPTION: IFC. AMOUNT: 3,965. DESCRIPTION: MEMBERSHIP. AMOUNT: 27,591. DESCRIPTION: MISC. AMOUNT: 3,187. DESCRIPTION: PHILANTHROPY. AMOUNT: 2,317. DESCRIPTION: TRAVEL AMOUNT: 5,297. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 4,287. TOTAL TO FORM 990-EZ, LINE 16: 71,625.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0371551461
ReturnHeader/Filer/PhoneNum03147069522
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ReturnHeader/ReturnTs02025-05-12T21:30:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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