Civic Intelligence

Phi Delta Theta Fraternity Virginia Zeta Chapter

990EZ • Fiscal year 2018 • EIN 54-0925365

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 17, 2019

Organization ProfileN/A
C/O Swisher Imler PO Box 1489Lexington, VA 24450

(540) 463-7131

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

50th percentile

2.6%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

93rd percentile

65%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-3.0%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,250

Up $2,469 (+65%) from 2017

Net Assets

$6,250

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Down

$96,000

Down $3,000 (-3.0%) from 2017

Expenses

Down

$93,531

Down $10,681 (-10%) from 2017

Net Income

Up

$2,469

Up $7,681 (+147%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$15K$10K$5.0K$0-$5.0KAssets 2011: $11,669Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $5492012Assets 2013: $1Liabilities 2013: $3,580Net Assets 2013: -$3,5802013Assets 2014: $1,890Liabilities 2014: $02014Assets 2015: $231Liabilities 2015: $02015Assets 2016: $8,993Liabilities 2016: $02016Assets 2017: $3,781Liabilities 2017: $02017Assets 2018: $6,250Net Assets 2018: $6,2502018Assets 2020: $0Liabilities 2020: $143Net Assets 2020: -$1432020Assets 2021: $936Net Assets 2021: $9362021Assets 2022: $0Net Assets 2022: $02022Assets 2023: $449Net Assets 2023: $4492023Assets 2024: $145Net Assets 2024: $1452024Assets 2025: $145Net Assets 2025: $1452025

Highlighted filing

2018

Assets$6,250
Liabilities-
Net Assets$6,250
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $121,619Expenses 2011: $110,077Net Income 2011: $11,5422011Revenue 2012: $126,962Expenses 2012: $139,180Net Income 2012: -$12,2182012Revenue 2013: $121,500Expenses 2013: $124,531Net Income 2013: -$3,0312013Revenue 2014: $137,650Expenses 2014: $132,180Net Income 2014: $5,4702014Revenue 2015: $148,400Expenses 2015: $150,059Net Income 2015: -$1,6592015Revenue 2016: $154,717Expenses 2016: $145,955Net Income 2016: $8,7622016Revenue 2017: $99,000Expenses 2017: $104,212Net Income 2017: -$5,2122017Revenue 2018: $96,000Expenses 2018: $93,531Net Income 2018: $2,4692018Revenue 2020: $85,000Expenses 2020: $85,143Net Income 2020: -$1432020Revenue 2021: $99,000Expenses 2021: $97,921Net Income 2021: $1,0792021Revenue 2022: $104,696Expenses 2022: $105,632Net Income 2022: -$9362022Revenue 2023: $83,000Expenses 2023: $82,551Net Income 2023: $4492023Expenses 2024: $3042024

Highlighted filing

2018

Revenue$96,000
Expenses$93,531
Net Income$2,469
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jun 17, 2019
Return Version
2017v2.3
Gross Receipts
$96,000
Mission and Program Overview

Mission

College fraternity chapter

Program Services

DescriptionGrantsExpenses
COLLEGE FRATERNITY CHAPTER PROVIDING SOCIAL EVENTS, AND RELATED SERVICES TO LOCAL MEMBERSHIP OF A NATIONAL FRATERNAL ORGANIZATION ON THE CAMPUS OF AN EDUCATIONAL INSTITUTION.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BURKE PLATERPresidentPT$0--
BEN RIETANOTreasurerPT$0--
WILL SINGERVice PresidePT$0--
TAYLOR LEESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
54-0925365
Phone
5404637131
Address
C/O SWISHER IMLER PO BOX 1489, LEXINGTON, VA 24450

Signing Officer

Name
Burke Plater
Title
President
Phone
5404637131
Signed
2019-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Swisher & Imler Cpas Plc
Address
PO DRAWER 1489, LEXINGTON, VA 24450
Preparer
Craig a Imler CPA
Phone
5404637131
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 694 rush expense 5,257 pictures 1,681 repairs & maintenance 580 social expense 84,138 bank service charges 531 janitorial 650 total 93,531”

Form 990-ez, Part III, Line 28

“College fraternity chapter providing social events, and related services to local membership of a national fraternal organization on the campus of an educational institution.”

Raw XML Appendix103 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SWISHER IMLER CPAS PLC
IRS990EZ/BooksInCareOfDetail/PhoneNum05404637131
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt059 HUNTER HILL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03781
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02469
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03781
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06250
IRS990EZ/GrossReceiptsAmt096000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt096000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03781
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03781
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BURKE PLATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEN RIETANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILL SINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAYLOR LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt093531
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE FRATERNITY CHAPTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE FRATERNITY CHAPTER PROVIDING SOCIAL EVENTS, AND RELATED SERVICES TO LOCAL MEMBERSHIP OF A NATIONAL FRATERNAL ORGANIZATION ON THE CAMPUS OF AN EDUCATIONAL INSTITUTION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093531
IRS990EZ/TotalRevenueAmt096000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 694 RUSH EXPENSE 5,257 PICTURES 1,681 REPAIRS & MAINTENANCE 580 SOCIAL EXPENSE 84,138 BANK SERVICE CHARGES 531 JANITORIAL 650 TOTAL 93,531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COLLEGE FRATERNITY CHAPTER PROVIDING SOCIAL EVENTS, AND RELATED SERVICES TO LOCAL MEMBERSHIP OF A NATIONAL FRATERNAL ORGANIZATION ON THE CAMPUS OF AN EDUCATIONAL INSTITUTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BURKE PLATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05404637131
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VIRGINIA ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0540925365
ReturnHeader/Filer/PhoneNum05404637131
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SWISHER IMLER PO BOX 1489
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09F392B13AD3A66A168CD9869CB12AD978D517EBB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09F392B13AD3A66A168CD9869CB12AD978D517EBB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.153
ReturnHeader/FilingSecurityInformation/IPDt02019-06-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:43:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201684249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWISHER & IMLER CPAS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER 1489
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024450
ReturnHeader/PreparerPersonGrp/PhoneNum05404637131
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG A IMLER CPA
ReturnHeader/ReturnTs02019-06-17T08:43:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,250
Liabilities
-
Net assets
$6,250
Revenue
$96,000
Expenses
$93,531
Net income
$2,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.83$0.83$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.05$1.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.99$0.98$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.85$0.85$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.96$0.94$0.02
2017Summary only. Only limited summary data is available for this year.$0.04$0.00$0.99$1.04$0.05
2016Summary only. Only limited summary data is available for this year.$0.09$0.00$1.55$1.46$0.09
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$1.48$1.50$0.02
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$1.38$1.32$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.04$0.04$1.22$1.25$0.03
2012Summary only. Only limited summary data is available for this year.$0.00$0.01$1.27$1.39$0.12
2011Summary only. Only limited summary data is available for this year.$0.12$0.00$1.22$1.10$0.12