Civic Intelligence

Phi Delta Theta Georgia Delta C/O Matt Edwards

990 • Fiscal year 2017 • EIN 58-6044283

Jun 01, 2016 to May 31, 2017 • Filed on Apr 05, 2018

3639 Chelsea Crescent NEBrookhaven, GA 30319

(678) 462-4253

Siviq Scores

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

Liabilities / Assets

86th percentile

0.70x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

9.38x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2017

Net Margin

7th percentile

-109%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2017 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2017

Asset Growth

41st percentile

-1.2%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

38%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$869,225

Down $10,761 (-1.2%) from 2016

Net Assets

Down

$259,269

Down $70,717 (-21%) from 2016

Liabilities

Up

$609,956

Up $59,956 (+11%) from 2016

Revenue

Up

$65,038

Up $18,061 (+38%) from 2016

Expenses

Up

$135,755

Up $31,564 (+30%) from 2016

Net Income

Down

-$70,717

Down $13,503 (-24%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $504,029Liabilities 2012: $38,849Net Assets 2012: $465,1802012Assets 2013: $482,415Liabilities 2013: $38,455Net Assets 2013: $443,9602013Assets 2014: $426,967Liabilities 2014: $6,684Net Assets 2014: $420,2832014Assets 2015: $387,202Liabilities 2015: $0Net Assets 2015: $387,2022015Assets 2016: $879,986Liabilities 2016: $550,000Net Assets 2016: $329,9862016Assets 2017: $869,225Liabilities 2017: $609,956Net Assets 2017: $259,2692017Assets 2018: $784,729Liabilities 2018: $600,595Net Assets 2018: $184,1342018Assets 2019: $727,559Liabilities 2019: $582,663Net Assets 2019: $144,8962019Assets 2020: $693,759Liabilities 2020: $563,827Net Assets 2020: $129,9322020Assets 2021: $676,466Liabilities 2021: $543,162Net Assets 2021: $133,3042021Assets 2022: $636,552Liabilities 2022: $521,478Net Assets 2022: $115,0742022Assets 2023: $691,533Liabilities 2023: $600,079Net Assets 2023: $91,4542023Assets 2024: $652,600Liabilities 2024: $580,406Net Assets 2024: $72,1942024Assets 2025: $605,770Liabilities 2025: $559,533Net Assets 2025: $46,2372025

Highlighted filing

2017

Assets$869,225
Liabilities$609,956
Net Assets$259,269

Operations Trend

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

$200K$100K$0-$100KExpenses 2012: $5,6402012Expenses 2013: $7,3202013Revenue 2014: $79,001Expenses 2014: $102,682Net Income 2014: -$23,6812014Revenue 2015: $83,070Expenses 2015: $116,151Net Income 2015: -$33,0812015Revenue 2016: $46,977Expenses 2016: $104,191Net Income 2016: -$57,2142016Revenue 2017: $65,038Expenses 2017: $135,755Net Income 2017: -$70,7172017Revenue 2018: $80,000Expenses 2018: $155,137Net Income 2018: -$75,1372018Revenue 2019: $119,507Expenses 2019: $158,741Net Income 2019: -$39,2342019Revenue 2020: $100,000Expenses 2020: $114,964Net Income 2020: -$14,9642020Revenue 2021: $119,000Expenses 2021: $115,628Net Income 2021: $3,3722021Revenue 2022: $100,000Expenses 2022: $115,108Net Income 2022: -$15,1082022Revenue 2023: $100,000Expenses 2023: $126,859Net Income 2023: -$26,8592023Revenue 2024: $100,000Expenses 2024: $118,886Net Income 2024: -$18,8862024Revenue 2025: $90,000Expenses 2025: $115,957Net Income 2025: -$25,9572025

Highlighted filing

2017

Revenue$65,038
Expenses$135,755
Net Income-$70,717
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 5, 2018
Return Version
2016v3.1
Gross Receipts
$65,038
Mission and Program Overview

Mission

To provide a chapter house at a state run university to house college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$299,097$842,633▲ $543,536
Rtn Earn Endowment Incm Other Fnds$329,986$259,269▼ $70,717
Intangible Assets-$13,826-
Cash and Non-Interest-Bearing Accounts$469,360$12,766▼ $456,594
Total Assets$879,986$869,225▼ $10,761
Other Assets Total$111,529--
Liabilities
Unsecured Notes Loans Payable$550,000$609,956▲ $59,956
Total Liabilities$550,000$609,956▲ $59,956
Net Assets / Fund Balance
Total Net Assets Fund Balance$329,986$259,269▼ $70,717
Total Liabilities and Net Assets / Fund Balance$879,986$869,225▼ $10,761

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$820,891$1,277,092$2,097,983
Equipment$1,463$96,980$98,443
Land$20,000-$20,000
Other Land Buildings$279$350$629
Compensation and Service Providers

Board Members and Trustees

NameTitle
Matt EdwardsPresident
Matt EdwardsChapter Advi
Jonathan HawkinsSecretary, V
Matt EdwardsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$65,038
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-70,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,755
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
Depreciation Depletion$65,572--$65,572
Occupancy$26,890--$26,890
Interest$24,653--$24,653
All Other Expenses$2,985--$2,985
Other Expenses$2,314--$2,314
Fees for Services Legal$900--$900
Fees for Services Accounting$705--$705
Total Functional Expenses$135,755$0$0$135,755
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
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

A complete copy of the form 990 is provided for review by the governing body before filing.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Georgia Delta
EIN
58-6044283
Phone
6784624253
Address
3639 CHELSEA CRESCENT NE, BROOKHAVEN, GA 30319
Doing Business As
Phi Delta Theta Georgia Delta Alum

Signing Officer

Name
Matt Edwards
Title
President
Phone
6784624253
Signed
2018-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Edwards
Formed
1923
Legal Domicile
Ga
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Richard a White CPA Pc
Address
2368 MAIN ST STE 4, TUCKER, GA 30084
Preparer
Richard a White CPA
Phone
7704917510
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To provide a forum for atlanta, georgia area phi delta theta alumni to socialize and network with other fellow alumni.

Raw XML Appendix277 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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ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.06$5.60$0.46$0.90$1.16$0.26
2024Detailed filing. Detailed filing data is available for this year.$6.53$5.80$0.72$1.00$1.19$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.92$6.00$0.91$1.00$1.27$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.37$5.21$1.15$1.00$1.15$0.15
2021Detailed filing. Detailed filing data is available for this year.$6.76$5.43$1.33$1.19$1.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.94$5.64$1.30$1.00$1.15$0.15
2019Detailed filing. Detailed filing data is available for this year.$7.28$5.83$1.45$1.20$1.59$0.39
2018Detailed filing. Detailed filing data is available for this year.$7.85$6.01$1.84$0.80$1.55$0.75
2017Detailed filing. Detailed filing data is available for this year.$8.69$6.10$2.59$0.65$1.36$0.71
2016Detailed filing. Detailed filing data is available for this year.$8.80$5.50$3.30$0.47$1.04$0.57
2015Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.83$1.16$0.33
2014Detailed filing. Detailed filing data is available for this year.$4.27$0.07$4.20$0.79$1.03$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.38$4.44$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.39$4.65$0.06