Civic Intelligence

Phi Delta Theta Fraternity Virginia Zeta Chapter

990EZ • Fiscal year 2021 • EIN 54-0925365

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 10, 2022

Organization ProfileN/A
C/O Swisher Johnson 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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

41st percentile

1.1%

Higher net margin than 41% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Revenue Growth

60th percentile

16%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$936

Up $936 from 2020

Net Assets

Up

$936

Up $1,079 (+755%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Up

$99,000

Up $14,000 (+16%) from 2020

Expenses

Up

$97,921

Up $12,778 (+15%) from 2020

Net Income

Up

$1,079

Up $1,222 (+855%) from 2020

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2021

Assets$936
Liabilities-
Net Assets$936
Open 2021 Filing

Operations Trend

Revenue Growth60th 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

2021

Revenue$99,000
Expenses$97,921
Net Income$1,079
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 10, 2022
Return Version
2020v4.0
Gross Receipts
$99,000
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
WALKER MOOREPresidentPT$0--
RYAN WALKERTreasurerPT$0--
GERRITT KELAFANTSecretaryPT$0--
DYLAN BECKSVice PresidePT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Ryan Walker
Title
Treasurer
Phone
5404637131
Signed
2022-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Swisher & Johnson Cpas Plc
Address
PO DRAWER 1489, LEXINGTON, VA 24450
Preparer
Susan H Johnson CPA
Phone
5404637131
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses social expense 93,429 bank fees 109 dues & fees to nationals 1,994 groceries 538 office 84 t-shirts 1,767 total 97,921”

Form 990-ez, Part II, Line 26

“CASH OVERDRAFT 143 0”

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 Appendix105 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WALKER MOORE
CompensationExplanation/CompensationExplanationGrp/PersonNm1RYAN WALKER
CompensationExplanation/CompensationExplanationGrp/PersonNm2GERRITT KELAFANT
CompensationExplanation/CompensationExplanationGrp/PersonNm3DYLAN BECKS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SWISHER JOHNSON 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/EOYAmt0936
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01079
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0936
IRS990EZ/GrossReceiptsAmt099000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt099000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-143
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0936
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-143
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0936
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/PersonNm0WALKER MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GERRITT KELAFANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DYLAN BECKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt097921
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/SumOfTotalLiabilitiesGrp/BOYAmt0143
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097921
IRS990EZ/TotalRevenueAmt099000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SOCIAL EXPENSE 93,429 BANK FEES 109 DUES & FEES TO NATIONALS 1,994 GROCERIES 538 OFFICE 84 T-SHIRTS 1,767 TOTAL 97,921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH OVERDRAFT 143 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COLLEGE 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05404637131
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-10
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 JOHNSON PO BOX 1489
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201684249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWISHER & JOHNSON 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/PreparationDt02022-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN H JOHNSON CPA
ReturnHeader/ReturnTs02022-06-27T11:26:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALKER
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$936
Liabilities
-
Net assets
$936
Revenue
$99,000
Expenses
$97,921
Net income
$1,079
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