Civic Intelligence

Phi Delta Epsilon Medical Fraternity Inc

990 • Fiscal year 2020 • EIN 38-3155760

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization ProfilePHIDE.ORG
714 Lyndon Lane Suite 1Louisville, KY 40222

(786) 302-1120

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Net Margin

60th percentile

8.5%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

99th percentile

$115,586

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Asset Growth

72nd percentile

8.1%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

6.9%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$735,457

Up $55,417 (+8.1%) from 2019

Net Assets

Up

$735,457

Up $55,417 (+8.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin60th percentile

Revenue

Up

$654,465

Up $41,961 (+6.9%) from 2019

Expenses

Down

$599,048

Down $137,502 (-19%) from 2019

Net Income

Up

$55,417

Up $179,463 (+145%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $139,649Liabilities 2010: $0Net Assets 2010: $139,6492010Assets 2011: $289,955Liabilities 2011: $0Net Assets 2011: $289,9552011Assets 2013: $396,464Liabilities 2013: $0Net Assets 2013: $396,4642013Assets 2014: $443,364Liabilities 2014: $0Net Assets 2014: $443,3642014Assets 2015: $547,896Liabilities 2015: $0Net Assets 2015: $547,8962015Assets 2016: $725,326Liabilities 2016: $0Net Assets 2016: $725,3262016Assets 2017: $723,315Liabilities 2017: $0Net Assets 2017: $723,3152017Assets 2018: $804,086Liabilities 2018: $0Net Assets 2018: $804,0862018Assets 2019: $680,040Liabilities 2019: $0Net Assets 2019: $680,0402019Assets 2020: $735,457Liabilities 2020: $0Net Assets 2020: $735,4572020Assets 2021: $1,034,362Liabilities 2021: $0Net Assets 2021: $1,034,3622021Assets 2022: $1,011,811Liabilities 2022: $0Net Assets 2022: $1,011,8112022Assets 2023: $1,049,166Liabilities 2023: $0Net Assets 2023: $1,049,1662023Assets 2024: $1,133,135Liabilities 2024: $0Net Assets 2024: $1,133,1352024

Highlighted filing

2020

Assets$735,457
Liabilities$0
Net Assets$735,457
Open 2020 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $268,5842010Expenses 2011: $333,7082011Revenue 2013: $392,154Expenses 2013: $324,743Net Income 2013: $67,4112013Revenue 2014: $374,140Expenses 2014: $327,240Net Income 2014: $46,9002014Revenue 2015: $466,905Expenses 2015: $362,373Net Income 2015: $104,5322015Revenue 2016: $567,038Expenses 2016: $389,608Net Income 2016: $177,4302016Revenue 2017: $517,941Expenses 2017: $519,952Net Income 2017: -$2,0112017Revenue 2018: $546,207Expenses 2018: $465,436Net Income 2018: $80,7712018Revenue 2019: $612,504Expenses 2019: $736,550Net Income 2019: -$124,0462019Revenue 2020: $654,465Expenses 2020: $599,048Net Income 2020: $55,4172020Revenue 2021: $760,263Expenses 2021: $461,358Net Income 2021: $298,9052021Revenue 2022: $803,449Expenses 2022: $826,000Net Income 2022: -$22,5512022Revenue 2023: $983,724Expenses 2023: $946,369Net Income 2023: $37,3552023Revenue 2024: $969,840Expenses 2024: $885,871Net Income 2024: $83,9692024

Highlighted filing

2020

Revenue$654,465
Expenses$599,048
Net Income$55,417
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.1
Gross Receipts
$659,759
Mission and Program Overview

Mission

Phi delta epsilon international medical fraternity creates physicians of integrity with a lifelong commitment to our guiding principles of philanthropy, deity, and education through fellowship, service, mentoring, and formal training in leadership, science, and ethics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$467,832$476,776▲ $8,944
Land, Buildings, and Equipment, Net$167,563$163,104▼ $4,459
Cash and Non-Interest-Bearing Accounts$41,345$94,077▲ $52,732
Inventories for Sale or Use$3,300$1,500▼ $1,800
Total Assets$680,040$735,457▲ $55,417
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$664,685$720,102▲ $55,417
Net Assets With Donor Restrictions$15,355$15,355→ $0
Total Net Assets Fund Balance$680,040$735,457▲ $55,417
Total Liabilities and Net Assets / Fund Balance$680,040$735,457▲ $55,417

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$163,104$10,776$173,880
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen KatzCEOFT$115,586$115,586

Board Members and Trustees

NameTitle
Barbara Isaacs MdPast President Role
Russ Stitzlein MdPresident
Anish Ghodadra MdVice President
Brittany Badal MdBoard Member
Eddie Zitnik DoBoard Member
Jess Walpole MdBoard Member
Julianne LeeBoard Member
Martin Wrobel MdBoard Member
Monica Arebelos MdBoard Member
Sarafina Kankam MdBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$34,698
Program Service Revenue
$588,484
Investment Income
$109
Other Revenue
$31,174
All Other Contributions
$34,698
Change in Net Assets
$55,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$369,611
Salaries, Compensation, and Employee Benefits$229,437
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$156,461$28,896-$185,357
Conferences and Meetings$169,827--$169,827
Office Expenses$22,755$9,294-$32,049
Other Employee Benefits$24,646$4,552-$29,198
Insurance$21,957$2,439-$24,396
Travel$21,843$2,427-$24,270
Payroll Taxes$12,671$2,211-$14,882
Occupancy$9,158$2,290-$11,448
Fees for Services Accounting-$8,698-$8,698
Fees for Services Legal-$4,925-$4,925
Depreciation Depletion$3,567$892-$4,459
Fees for Services Other$2,472$456-$2,928
Other Expenses$1,145$297-$297
All Other Expenses-$76-$76
Total Functional Expenses$531,595$67,453$0$599,048
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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 11B

“Prepared 990 is given to the executive director for review. Upon approval the form 8879-eo is returned to the preparer for submittal.”

Form 990, Part VI, Section C, Line 19

“Requests are preferred in writing. A copy of the return is made available for pick up or mailed to the requestee.”

Filing and Contact Details

Filer

Filer Name
Phi Delta Epsilon Medical Fraternity
EIN
38-3155760
Phone
7863021120
Address
714 LYNDON LANE SUITE 1, LOUISVILLE, KY 40222

Signing Officer

Name
Karen Katz
Title
CEO
Phone
7863021120
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Katz
Formed
1904
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
5
Volunteers
200

Preparer

Firm
Louis T Roth & Co Pllc
Address
2100 GARDINER LANE 207, LOUISVILLE, KY 40205
Preparer
Amy S Miles
Phone
5024598100
Raw XML Appendix398 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PHI DELTA EPSILON INTERNATIONAL MEDICAL FRATERNITY CREATES PHYSICIANS OF INTEGRITY WITH A LIFELONG COMMITMENT TO OUR GUIDING PRINCIPLES OF PHILANTHROPY, DEITY, AND EDUCATION THROUGH FELLOWSHIP, SERVICE, MENTORING, AND FORMAL TRAINING IN LEADERSHIP, SCIENCE, AND ETHICS.
IRS990/AllOtherContributionsAmt034698
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt076
IRS990/AllOtherExpensesGrp/TotalAmt076
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0KAREN KATZ
IRS990/BooksInCareOfDetail/PhoneNum07863021120
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0714 LYNDON LANE SUITE 1
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040222
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt041345
IRS990/CashNonInterestBearingGrp/EOYAmt094077
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0169827
IRS990/ConferencesMeetingsGrp/TotalAmt0169827
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt05294
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034698
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0109
IRS990/CYOtherExpensesAmt0369611
IRS990/CYOtherRevenueAmt031174
IRS990/CYProgramServiceRevenueAmt0588484
IRS990/CYRevenuesLessExpensesAmt055417
IRS990/CYSalariesCompEmpBnftPaidAmt0229437
IRS990/CYTotalExpensesAmt0599048
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0654465
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0892
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03567
IRS990/DepreciationDepletionGrp/TotalAmt04459
IRS990/Desc0TO PROVIDE EDUCATIONAL SERVICES TO MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt015355
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt015355
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0531595
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08698
IRS990/FeesForServicesAccountingGrp/TotalAmt08698
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04925
IRS990/FeesForServicesLegalGrp/TotalAmt04925
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0456
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02472
IRS990/FeesForServicesOtherGrp/TotalAmt02928
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0MARTIN WROBEL MD
IRS990/Form990PartVIISectionAGrp/PersonNm1RUSS STITZLEIN MD
IRS990/Form990PartVIISectionAGrp/PersonNm2ANISH GHODADRA MD
IRS990/Form990PartVIISectionAGrp/PersonNm3EDDIE ZITNIK DO
IRS990/Form990PartVIISectionAGrp/PersonNm4BRITTANY BADAL MD
IRS990/Form990PartVIISectionAGrp/PersonNm5SARAFINA KANKAM MD
IRS990/Form990PartVIISectionAGrp/PersonNm6MONICA AREBELOS MD
IRS990/Form990PartVIISectionAGrp/PersonNm7BARBARA ISAACS MD
IRS990/Form990PartVIISectionAGrp/PersonNm8JESS WALPOLE MD
IRS990/Form990PartVIISectionAGrp/PersonNm9JULIANNE LEE
IRS990/Form990PartVIISectionAGrp/PersonNm10KAREN KATZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10115586
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT ROLE
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01904
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0659759
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GrossSalesOfInventoryAmt012871
IRS990/GroupExemptionNum05228
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02439
IRS990/InsuranceGrp/ProgramServicesAmt021957
IRS990/InsuranceGrp/TotalAmt024396
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03300
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01500
IRS990/InvestmentIncomeGrp/ExclusionAmt0109
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0109
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010776
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0167563
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0163104
IRS990/LandBldgEquipCostOrOtherBssAmt0173880
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PHI DELTA EPSILON INTERNATIONAL MEDICAL FRATERNITY CREATES PHYSICIANS OF INTEGRITY WITH A LIFELONG COMMITMENT TO OUR GUIDING PRINCIPLES OF PHILANTHROPY, DEITY, AND EDUCATION THROUGH FELLOWSHIP, SERVICE, MENTORING, AND FORMAL TRAINING IN LEADERSHIP, SCIENCE, AND ETHICS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0680040
IRS990/NetAssetsOrFundBalancesEOYAmt0735457
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt07577
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt07577
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0664685
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0720102
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02290
IRS990/OccupancyGrp/ProgramServicesAmt09158
IRS990/OccupancyGrp/TotalAmt011448
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09294
IRS990/OfficeExpensesGrp/ProgramServicesAmt022755
IRS990/OfficeExpensesGrp/TotalAmt032049
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04552
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt024646
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029198
IRS990/OtherExpensesGrp/Desc0CHAPTER DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1PROGRAMS
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL ASSOCIATIO
IRS990/OtherExpensesGrp/Desc3FINANCE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0297
IRS990/OtherExpensesGrp/ProgramServicesAmt047963
IRS990/OtherExpensesGrp/ProgramServicesAmt137130
IRS990/OtherExpensesGrp/ProgramServicesAmt21145
IRS990/OtherExpensesGrp/TotalAmt047963
IRS990/OtherExpensesGrp/TotalAmt137130
IRS990/OtherExpensesGrp/TotalAmt21145
IRS990/OtherExpensesGrp/TotalAmt3297
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028896
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0156461
IRS990/OtherSalariesAndWagesGrp/TotalAmt0185357
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02211
IRS990/PayrollTaxesGrp/ProgramServicesAmt012671
IRS990/PayrollTaxesGrp/TotalAmt014882
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KAREN KATZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1CONVENTION
IRS990/ProgramServiceRevenueGrp/Desc2CHAPTER HOLDINGS
IRS990/ProgramServiceRevenueGrp/Desc3CHAPTER CLOSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0572105
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110156
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24607
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31616
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0572105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110156
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24607
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31616
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0138
IRS990/PYGrantsAndSimilarPaidAmt0200000
IRS990/PYInvestmentIncomeAmt0287
IRS990/PYOtherExpensesAmt0356366
IRS990/PYOtherRevenueAmt015378
IRS990/PYProgramServiceRevenueAmt0596701
IRS990/PYRevenuesLessExpensesAmt0-124046
IRS990/PYSalariesCompEmpBnftPaidAmt0180184
IRS990/PYTotalExpensesAmt0736550
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0612504
IRS990/ReconcilationRevenueExpnssAmt055417
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt023597
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt023597
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0467832
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0476776
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0163104
IRS990ScheduleD/BuildingsGrp/DepreciationAmt010776
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0173880
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0163104
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PREPARED 990 IS GIVEN TO THE EXECUTIVE DIRECTOR FOR REVIEW. UPON APPROVAL THE FORM 8879-EO IS RETURNED TO THE PREPARER FOR SUBMITTAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REQUESTS ARE PREFERRED IN WRITING. A COPY OF THE RETURN IS MADE AVAILABLE FOR PICK UP OR MAILED TO THE REQUESTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0680040
IRS990/TotalAssetsEOYAmt0735457
IRS990/TotalAssetsGrp/BOYAmt0680040
IRS990/TotalAssetsGrp/EOYAmt0735457
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034698
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067453
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0531595
IRS990/TotalFunctionalExpensesGrp/TotalAmt0599048
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0680040
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0735457
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0531595
IRS990/TotalProgramServiceRevenueAmt0588484
IRS990/TotalReportableCompFromOrgAmt0115586
IRS990/TotalRevenueGrp/ExclusionAmt023706
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0596061
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0654465
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0680040
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0735457
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02427
IRS990/TravelGrp/ProgramServicesAmt021843
IRS990/TravelGrp/TotalAmt024270
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0714 LYNDON LANE SUITE 1
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040222
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0PHIDE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07863021120
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA EPSILON MEDICAL FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0383155760
ReturnHeader/Filer/PhoneNum07863021120
ReturnHeader/Filer/USAddress/AddressLine1Txt0714 LYNDON LANE SUITE 1
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610480236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOUIS T ROTH & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 GARDINER LANE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040205
ReturnHeader/PreparerPersonGrp/PhoneNum05024598100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY S MILES
ReturnHeader/ReturnTs02021-11-02T13:40:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KATZ
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$735,457
Liabilities
$0
Net assets
$735,457
Revenue
$654,465
Expenses
$599,048
Net income
$55,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.97$0.89$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.98$0.95$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.80$0.83$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.76$0.46$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.65$0.60$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.61$0.74$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.55$0.47$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.52$0.52$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.57$0.39$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.47$0.36$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.37$0.33$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.39$0.32$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.27