Civic Intelligence

Phi Gamma Delta Fraternity

990 • Fiscal year 2024 • EIN 42-0467530

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 10, 2024

Refreshing map…

303 Ellis AveIowa City, IA 52246

(641) 680-6537

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.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

96th percentile

124%

Faster asset growth than 96% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$45,959

Up $37,777 (+462%) from 2022

Net Assets

Up

$45,959

Up $37,777 (+462%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$225,263

Down $43,877 (-16%) from 2022

Expenses

Down

$199,833

Down $77,273 (-28%) from 2022

Net Income

Up

$25,430

Up $33,396 (+419%) 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 2019: $22,216Liabilities 2019: $0Net Assets 2019: $22,2162019Assets 2020: $5,768Liabilities 2020: $0Net Assets 2020: $5,7682020Assets 2021: $16,148Liabilities 2021: $0Net Assets 2021: $16,1482021Assets 2022: $8,182Liabilities 2022: $0Net Assets 2022: $8,1822022Assets 2024: $45,959Liabilities 2024: $0Net Assets 2024: $45,9592024

Highlighted filing

2024

Assets$45,959
Liabilities$0
Net Assets$45,959

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2019: $410,119Expenses 2019: $394,977Net Income 2019: $15,1422019Revenue 2020: $323,757Expenses 2020: $340,205Net Income 2020: -$16,4482020Revenue 2021: $318,041Expenses 2021: $307,661Net Income 2021: $10,3802021Revenue 2022: $269,140Expenses 2022: $277,106Net Income 2022: -$7,9662022Revenue 2024: $225,263Expenses 2024: $199,833Net Income 2024: $25,4302024

Highlighted filing

2024

Revenue$225,263
Expenses$199,833
Net Income$25,430
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 10, 2024
Return Version
2023v6.0
Gross Receipts
$231,926
Mission and Program Overview

Mission

Provide for member's continued educational, social and environmental learning.

Provide for members' continued educational, social and environmental learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$20,529$45,959▲ $25,430
Rtn Earn Endowment Incm Other Fnds$20,529$45,959▲ $25,430
Total Assets$20,529$45,959▲ $25,430
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,529$45,959▲ $25,430
Total Liabilities and Net Assets / Fund Balance$20,529$45,959▲ $25,430
Compensation and Service Providers

Board Members and Trustees

NameTitle
Aj MossPresident
Kyle LawrenceHistorian
Blake JustesenRecording Se
Will MackieSecretary
Zachary GrahamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$122,269
Program Service Revenue
$103,566
Investment Income
$0
Other Revenue
$-572
All Other Contributions
$5,983
Change in Net Assets
$25,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,833
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$94,267--$94,267
Occupancy$80,000--$80,000
Other Expenses$25,566--$25,566
Total Functional Expenses$199,833$0$0$199,833
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,663
Fundraising Gross Income$6,091
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the treasurer of the organization.

Form 990, Page 6, Part VI, Line 19

Copies of form 990 are kept by preparer and the treasurer of the organization. Forms provided upon request.

Filing and Contact Details

Filer

Filer Name
Phi Gamma Delta Fraternity
EIN
42-0467530
Phone
6416806537
Address
303 ELLIS AVE, IOWA CITY, IA 52246

Signing Officer

Name
Zachary Graham
Title
Treasurer
Phone
3193373946
Signed
2024-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aj Moss
Formed
2012
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
32

Preparer

Firm
Bontrager Tax Acct & Consult LLC
Address
PO BOX 448, KALONA, IA 52247-0448
Preparer
Daniel P Bontrager CPA
Phone
3196562614
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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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