Civic Intelligence

Phi Delta Epsilon Medical Fraternity Inc

990 • Fiscal year 2021 • EIN 38-3155760

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

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

10th percentile

0.00x

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

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

10th percentile

0.00x

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

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

39%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$121,434

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Asset Growth

91st percentile

41%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

16%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$1,034,362

Up $298,905 (+41%) from 2020

Net Assets

Up

$1,034,362

Up $298,905 (+41%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin91st percentile

Revenue

Up

$760,263

Up $105,798 (+16%) from 2020

Expenses

Down

$461,358

Down $137,690 (-23%) from 2020

Net Income

Up

$298,905

Up $243,488 (+439%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2021

Assets$1,034,362
Liabilities$0
Net Assets$1,034,362
Open 2021 Filing

Operations Trend

Revenue Growth55th 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

2021

Revenue$760,263
Expenses$461,358
Net Income$298,905
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.2
Gross Receipts
$782,738
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$476,776$767,227▲ $290,451
Land, Buildings, and Equipment, Net$163,104$158,645▼ $4,459
Cash and Non-Interest-Bearing Accounts$94,077$106,990▲ $12,913
Inventories for Sale or Use$1,500$1,500→ $0
Total Assets$735,457$1,034,362▲ $298,905
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$720,102$1,019,007▲ $298,905
Net Assets With Donor Restrictions$15,355$15,355→ $0
Total Net Assets Fund Balance$735,457$1,034,362▲ $298,905
Total Liabilities and Net Assets / Fund Balance$735,457$1,034,362▲ $298,905

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$158,645$15,235$173,880
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen KatzCEOFT$121,434$121,434

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
Emma BaerBoard Member
Jess Walpole MdBoard Member
Martin Wrobel MdBoard Member
Nolan LaddBoard Member
Sarafina Kankam MdBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$16,861
Program Service Revenue
$700,127
Investment Income
$108
Other Revenue
$43,167
All Other Contributions
$16,861
Change in Net Assets
$298,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$232,690
Other Expenses$228,668
Total Fundraising Expense$107
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$160,604$30,359-$190,963
Insurance$32,936$3,660-$36,596
Travel$27,188$3,021-$30,209
Other Employee Benefits$22,072$4,172-$26,244
Conferences and Meetings$21,846$2,710-$24,556
Office Expenses$14,324$9,889$107$24,320
Payroll Taxes$13,161$2,322-$15,483
Occupancy$8,906$2,227-$11,133
Fees for Services Legal-$9,650-$9,650
Depreciation Depletion$3,567$892-$4,459
Fees for Services Other$2,915$551-$3,466
Fees for Services Accounting-$2,866-$2,866
Other Expenses$1,289--$1,289
All Other Expenses-$190-$190
Total Functional Expenses$388,742$72,509$107$461,358
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
Backup withholding compliance
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
2022-11-02
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
4
Volunteers
15

Preparer

Firm
Louis T Roth & Co Pllc
Address
2100 GARDINER LANE 207, LOUISVILLE, KY 40205
Preparer
Amy S Miles
Phone
5024598100
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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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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0109
IRS990/PYOtherExpensesAmt0369611
IRS990/PYOtherRevenueAmt031174
IRS990/PYProgramServiceRevenueAmt0588484
IRS990/PYRevenuesLessExpensesAmt055417
IRS990/PYSalariesCompEmpBnftPaidAmt0229437
IRS990/PYTotalExpensesAmt0599048
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0654465
IRS990/ReconcilationRevenueExpnssAmt0298905
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt014070
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt014070
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0476776
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0767227
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/BookValueAmt0158645
IRS990ScheduleD/BuildingsGrp/DepreciationAmt015235
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0173880
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0158645
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/TotalAssetsBOYAmt0735457
IRS990/TotalAssetsEOYAmt01034362
IRS990/TotalAssetsGrp/BOYAmt0735457
IRS990/TotalAssetsGrp/EOYAmt01034362
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016861
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0107
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt072509
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0388742
IRS990/TotalFunctionalExpensesGrp/TotalAmt0461358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0735457
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01034362
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0388742
IRS990/TotalProgramServiceRevenueAmt0700127
IRS990/TotalReportableCompFromOrgAmt0121434
IRS990/TotalRevenueGrp/ExclusionAmt014178
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0729224
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0760263
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0735457
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01034362
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03021
IRS990/TravelGrp/ProgramServicesAmt027188
IRS990/TravelGrp/TotalAmt030209
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07863021120
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
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/PreparationDt02022-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY S MILES
ReturnHeader/ReturnTs02022-11-03T09:32:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KATZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,034,362
Liabilities
$0
Net assets
$1,034,362
Revenue
$760,263
Expenses
$461,358
Net income
$298,905
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