Civic Intelligence

Phi Delta Theta Fraternity C/O William D Whitlow

990 • Fiscal year 2024 • EIN 43-0670735

Jun 01, 2023 to May 31, 2024 • Filed on Oct 16, 2024

Organization ProfileN/A
111 East Fifth StreetFulton, MO 65251

(314) 477-8656

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

67th percentile

9.8%

Higher net margin than 67% 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

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

60th percentile

8.1%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$171,687

Up $19,249 (+13%) from 2023

Net Assets

Up

$170,047

Up $19,101 (+13%) from 2023

Liabilities

Up

$1,640

Up $148 (+9.9%) from 2023

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin67th percentile

Revenue

Up

$194,655

Up $14,511 (+8.1%) from 2023

Expenses

Down

$175,554

Down $6,639 (-3.6%) from 2023

Net Income

Up

$19,101

Up $21,150 (+1032%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $48,109Liabilities 2011: $21,910Net Assets 2011: $26,1992011Assets 2012: $72,444Liabilities 2012: $21,558Net Assets 2012: $50,8862012Assets 2013: $89,812Liabilities 2013: $19,229Net Assets 2013: $70,5832013Assets 2014: $74,804Liabilities 2014: $6,341Net Assets 2014: $68,4632014Assets 2015: $83,035Liabilities 2015: $1,436Net Assets 2015: $81,5992015Assets 2016: $97,479Liabilities 2016: $1,544Net Assets 2016: $95,9352016Assets 2017: $106,476Liabilities 2017: $1,760Net Assets 2017: $104,7162017Assets 2018: $122,025Liabilities 2018: $2,085Net Assets 2018: $119,9402018Assets 2019: $119,457Liabilities 2019: $1,086Net Assets 2019: $118,3712019Assets 2020: $129,690Liabilities 2020: $1,169Net Assets 2020: $128,5212020Assets 2021: $142,801Liabilities 2021: $1,251Net Assets 2021: $141,5502021Assets 2022: $154,357Liabilities 2022: $1,362Net Assets 2022: $152,9952022Assets 2023: $152,438Liabilities 2023: $1,492Net Assets 2023: $150,9462023Assets 2024: $171,687Liabilities 2024: $1,640Net Assets 2024: $170,0472024Assets 2025: $164,942Liabilities 2025: $1,698Net Assets 2025: $163,2442025

Highlighted filing

2024

Assets$171,687
Liabilities$1,640
Net Assets$170,047
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$200K$100K$0-$100KExpenses 2011: $180,6252011Expenses 2012: $175,3402012Expenses 2013: $168,0142013Revenue 2014: $97,774Expenses 2014: $99,894Net Income 2014: -$2,1202014Revenue 2015: $145,329Expenses 2015: $132,193Net Income 2015: $13,1362015Revenue 2016: $157,482Expenses 2016: $143,146Net Income 2016: $14,3362016Revenue 2017: $187,902Expenses 2017: $179,121Net Income 2017: $8,7812017Revenue 2018: $192,152Expenses 2018: $176,928Net Income 2018: $15,2242018Revenue 2019: $158,041Expenses 2019: $159,610Net Income 2019: -$1,5692019Revenue 2020: $157,010Expenses 2020: $146,860Net Income 2020: $10,1502020Revenue 2021: $143,952Expenses 2021: $130,923Net Income 2021: $13,0292021Revenue 2022: $174,911Expenses 2022: $163,466Net Income 2022: $11,4452022Revenue 2023: $180,144Expenses 2023: $182,193Net Income 2023: -$2,0492023Revenue 2024: $194,655Expenses 2024: $175,554Net Income 2024: $19,1012024Revenue 2025: $172,144Expenses 2025: $178,947Net Income 2025: -$6,8032025

Highlighted filing

2024

Revenue$194,655
Expenses$175,554
Net Income$19,101
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 16, 2024
Return Version
2023v5.0
Gross Receipts
$194,655
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$150,946$170,047▲ $19,101
Investments in Publicly Traded Securities$76,289$87,854▲ $11,565
Cash and Non-Interest-Bearing Accounts$43,793$51,467▲ $7,674
Savings and Temporary Cash Investments$32,356$32,366▲ $10
Total Assets$152,438$171,687▲ $19,249
Liabilities
Accounts Payable and Accrued Expenses$1,492$1,640▲ $148
Total Liabilities$1,492$1,640▲ $148
Net Assets / Fund Balance
Total Net Assets Fund Balance$150,946$170,047▲ $19,101
Total Liabilities and Net Assets / Fund Balance$152,438$171,687▲ $19,249
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Bill WhitlowPresident
Dave PattonMember
Josh HanleyMember
Riley ZackMember
Tim SteinbeckMember
Bryan HannekeTreasurer
Tyler OberlagVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$182,227
Investment Income
$12,394
Other Revenue
$34
Change in Net Assets
$19,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,484
Salaries, Compensation, and Employee Benefits$33,070
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$30,000--$30,000
All Other Expenses$6,461--$6,461
Insurance$4,728--$4,728
Other Expenses$3,088--$3,088
Payroll Taxes$3,070--$3,070
Fees for Services Accounting-$2,155-$2,155
Conferences and Meetings$700--$700
Total Functional Expenses$173,399$2,155$0$175,554
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“YES”

Form 990, Page 6, Part VI, Line 7A

“Members elect the other members to be part of the governing body.”

Form 990, Page 6, Part VI, Line 7B

“Members approve major decisions of the governing body by vote.”

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

“990 is available to the board to review before filing”

Form 990, Page 6, Part VI, Line 12C

“National organization provides oversight”

Form 990, Page 6, Part VI, Line 19

“All governing documents can be seen upon request to the governing body.”

Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
43-0670735
Phone
3144778656
Address
111 EAST FIFTH STREET, FULTON, MO 65251

Signing Officer

Name
Bryan Hanneke
Title
Treasurer
Phone
5736450052
Signed
2024-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Hanneke
Formed
1880
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
10

Preparer

Firm
Shively Books & Associates Cpas LLC
Address
601 COURT ST, FULTON, MO 65251
Preparer
David J Shively
Phone
5736426803
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“General administration of the fraternity.”

Raw XML Appendix323 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GENERAL ADMINISTRATION OF THE FRATERNITY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT THE OTHER MEMBERS TO BE PART OF THE GOVERNING BODY.
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02377
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0152438
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0171687
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0111 EAST 5TH STREET
IRS990/USAddress/CityNm0FULTON
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd065251
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN HANNEKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05736450052
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BRYAN HANNEKE
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0430670735
ReturnHeader/Filer/PhoneNum03144778656
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 EAST FIFTH STREET
ReturnHeader/Filer/USAddress/CityNm0FULTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065251
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873907767
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHIVELY BOOKS & ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FULTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065251
ReturnHeader/PreparerPersonGrp/PhoneNum05736426803
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J SHIVELY
ReturnHeader/ReturnTs02024-10-31T17:53:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,687
Liabilities
$1,640
Net assets
$170,047
Revenue
$194,655
Expenses
$175,554
Net income
$19,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.02$1.63$1.72$1.79$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.02$1.70$1.95$1.76$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.01$1.51$1.80$1.82$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$1.75$1.63$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$1.44$1.31$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.01$1.29$1.57$1.47$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$1.58$1.60$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.02$1.20$1.92$1.77$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.05$1.88$1.79$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.02$0.96$1.57$1.43$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.01$0.82$1.45$1.32$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.06$0.68$0.98$1.00$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.19$0.71$1.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.22$0.51$1.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.22$0.26$1.81