Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Phi Delta Theta Fraternity C/O William D Whitlow
990EZ • Fiscal year 2017 • EIN 43-0670735
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
61st percentile
Higher debt load relative to revenue than 61% of similar nonprofits.
Net Margin
54th percentile
Higher net margin than 54% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
81st percentile
Faster revenue growth than 81% of similar nonprofits.
Balance Sheet
Assets
Up$106,476
Up $8,997 (+9.2%) from 2016
Net Assets
Up$104,716
Up $8,781 (+9.2%) from 2016
Liabilities
Up$1,760
Up $216 (+14%) from 2016
Revenue And Expenses
Revenue
Up$187,902
Up $30,420 (+19%) from 2016
Expenses
Up$179,121
Up $35,975 (+25%) from 2016
Net Income
Down$8,781
Down $5,555 (-39%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2016 to May 31, 2017
- Signed
- Jun 13, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $196,903
Mission and Program Overview
Mission
The cultivation of friendship among its members, the acquirement individually of a high degree of mental culture, and the attainment personally of a high standard of morality.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE AN ENVIRONMENT TO PROMOTE FRIENDSHIP, INTELLIGENCE, AND HIGH MORAL STANDARDS. | - | $177,256 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CARLOS TELLEZ | President | PT | $0 | - | - |
| NATHAN WILSON | Vice Preside | PT | $0 | - | - |
| ADAM CLAY | Treasurer | PT | $0 | - | - |
| THOMAS HOOD | Secretary | PT | $0 | - | - |
| RILEY ZACK | Warden | PT | $0 | - | - |
| BILL WHITLOW | Director | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Phi Delta Theta Fraternity
- EIN
- 43-0670735
- Phone
- 5736450052
- Address
- 801 MOKANE RD, FULTON, MO 65251
Signing Officer
- Name
- Bill Whitlow
- Title
- Director
- Phone
- 5736450052
- Signed
- 2017-06-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- David J Shively CPA
- Address
- 607 COURT STREET, FULTON, MO 65251-1924
- Preparer
- David J Shively
- Phone
- 5736426803
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Outside meals 7,040 unrealized gain on investment 4,896 miscellaneous 435 total 12,371”
Form 990-ez, Part I, Line 16
“Expenses conventions & meetings 1,600 insurance 5,486 westminster billing fee 600 miscellaneous 1,631 food 70,810 membership dues 10,885 house salaries 2,700 initiation fees 765 social events 49,403 supplies 2,339 repairs 5,173 cetera fees 485 total 151,877”
Form 990-ez, Part II, Line 24
“Pledge advance 150 0 total 150 0”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 1,544 1,760”
Form 990-ez, Part III
“The cultivation of friendship among its members, the acquirement individually of a high degree of mental culture, and the attainment personally of a high standard of morality.”
Raw XML Appendix126 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BILL WHITLOW |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5736450052 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 801 MOKANE ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FULTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 65251 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 97329 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 106476 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1000 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 9001 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 8781 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 780 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 97479 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 106476 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 790 |
| IRS990EZ/GrossReceiptsAmt | 0 | 196903 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 7078 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 623 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 173118 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 95935 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 104716 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 95935 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 104716 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CARLOS TELLEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | NATHAN WILSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ADAM CLAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | THOMAS HOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RILEY ZACK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | BILL WHITLOW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | WARDEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 150 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 151877 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 12371 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE CULTIVATION OF FRIENDSHIP AMONG ITS MEMBERS, THE ACQUIREMENT INDIVIDUALLY OF A HIGH DEGREE OF MENTAL CULTURE, AND THE ATTAINMENT PERSONALLY OF A HIGH STANDARD OF MORALITY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE AN ENVIRONMENT TO PROMOTE FRIENDSHIP, INTELLIGENCE, AND HIGH MORAL STANDARDS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 177256 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 26464 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 9791 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1544 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1760 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 179121 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 177256 |
| IRS990EZ/TotalRevenueAmt | 0 | 187902 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OUTSIDE MEALS 7,040 UNREALIZED GAIN ON INVESTMENT 4,896 MISCELLANEOUS 435 TOTAL 12,371 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES CONVENTIONS & MEETINGS 1,600 INSURANCE 5,486 WESTMINSTER BILLING FEE 600 MISCELLANEOUS 1,631 FOOD 70,810 MEMBERSHIP DUES 10,885 HOUSE SALARIES 2,700 INITIATION FEES 765 SOCIAL EVENTS 49,403 SUPPLIES 2,339 REPAIRS 5,173 CETERA FEES 485 TOTAL 151,877 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PLEDGE ADVANCE 150 0 TOTAL 150 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,544 1,760 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE CULTIVATION OF FRIENDSHIP AMONG ITS MEMBERS, THE ACQUIREMENT INDIVIDUALLY OF A HIGH DEGREE OF MENTAL CULTURE, AND THE ATTAINMENT PERSONALLY OF A HIGH STANDARD OF MORALITY. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BILL WHITLOW |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5736450052 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-06-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PHI DELTA THETA FRATERNITY |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O WILLIAM D WHITLOW |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PHID |
| ReturnHeader/Filer/EIN | 0 | 430670735 |
| ReturnHeader/Filer/PhoneNum | 0 | 5736450052 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 801 MOKANE RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FULTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 65251 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 138BE838708E7B2CDF2D2F41131893074CC2D9F8 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 647055E3CD82A077149D126E92FD1FEF87A42431 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 431174119 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DAVID J SHIVELY CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 607 COURT STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FULTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 652511924 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5736426803 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-06-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID J SHIVELY |
| ReturnHeader/ReturnTs | 0 | 2017-09-11T17:20:31-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-05-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $106,476
- Liabilities
- $1,760
- Net assets
- $104,716
- Revenue
- $187,902
- Expenses
- $179,121
- Net income
- $8,781