Civic Intelligence

Phi Delta Theta Georgia Delta C/O Matt Edwards

990 • Fiscal year 2020 • EIN 58-6044283

Jun 01, 2019 to May 31, 2020 • Filed on Apr 06, 2021

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

89th percentile

0.81x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

5.64x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Asset Growth

24th percentile

-4.6%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$693,759

Down $33,800 (-4.6%) from 2019

Net Assets

Down

$129,932

Down $14,964 (-10%) from 2019

Liabilities

Down

$563,827

Down $18,836 (-3.2%) from 2019

Revenue

Down

$100,000

Down $19,507 (-16%) from 2019

Expenses

Down

$114,964

Down $43,777 (-28%) from 2019

Net Income

Up

-$14,964

Up $24,270 (+62%) from 2019

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

2020

Assets$693,759
Liabilities$563,827
Net Assets$129,932

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

2020

Revenue$100,000
Expenses$114,964
Net Income-$14,964
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 6, 2021
Return Version
2019v5.0
Gross Receipts
$100,000
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$705,690$672,368▼ $33,322
Rtn Earn Endowment Incm Other Fnds$144,896$129,932▼ $14,964
Intangible Assets$12,873$12,396▼ $477
Cash and Non-Interest-Bearing Accounts$8,996$8,995▼ $1
Total Assets$727,559$693,759▼ $33,800
Liabilities
Unsecured Notes Loans Payable$582,663$563,827▼ $18,836
Total Liabilities$582,663$563,827▼ $18,836
Net Assets / Fund Balance
Total Net Assets Fund Balance$144,896$129,932▼ $14,964
Total Liabilities and Net Assets / Fund Balance$727,559$693,759▼ $33,800

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$647,817$1,450,166$2,097,983
Equipment$4,384$93,050$97,434
Land$20,000-$20,000
Other Land Buildings$167$462$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
$100,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-14,964
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,964
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$33,798--$33,798
Interest$28,944--$28,944
Occupancy$25,879--$25,879
All Other Expenses$5,146--$5,146
Other Expenses$2,947--$2,947
Fees for Services Accounting$995--$995
Total Functional Expenses$114,964$0$0$114,964
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
Audit committee
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
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
2021-04-06
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
Kaspar & White CPA Pc
Address
2368 MAIN ST STE 4, TUCKER, GA 30084
Preparer
Kevin Kaspar CPA
Phone
7704917510
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

Phi delta theta, georgia delta alum

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/ReturnTs02021-04-14T10:30:26-05:00
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ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
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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