Civic Intelligence

Phi Delta Theta Florida Alpha Chapter

EIN 59-2339079 • 501(c)7 • Tuscaloosa, AL

Profile

FRATERNAL OPERATIONS

PO Box 1880Tuscaloosa, AL 35403

ufl.phideltatheta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

8.82x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.12x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

42nd percentile

-0.2%

Higher net margin than 42% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

5th percentile

-97%

Faster asset growth than 5% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,587

Down $84,532 (-97%) from 2024

Liabilities

Down

$22,830

Down $84,102 (-79%) from 2024

Net Assets

Down

-$20,243

Down $430 (-2.2%) from 2024

Revenue

Down

$195,306

Down $28,345 (-13%) from 2024

Expenses

Down

$195,736

Down $50,557 (-21%) from 2024

Net Income

Up

-$430

Up $22,212 (+98%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200KAssets 2011: $94,873Liabilities 2011: $74,112Net Assets 2011: $20,7612011Assets 2012: $88,071Liabilities 2012: $77,686Net Assets 2012: $10,3852012Assets 2013: $197,560Liabilities 2013: $227,543Net Assets 2013: -$29,9832013Assets 2014: $166,671Liabilities 2014: $273,900Net Assets 2014: -$107,2292014Assets 2015: $124,106Liabilities 2015: $177,701Net Assets 2015: -$53,5952015Assets 2016: $130,884Liabilities 2016: $194,056Net Assets 2016: -$63,1722016Assets 2017: $504,772Liabilities 2017: $473,322Net Assets 2017: $31,4502017Assets 2018: $563,530Liabilities 2018: $579,444Net Assets 2018: -$15,9142018Assets 2019: $382,690Liabilities 2019: $427,593Net Assets 2019: -$44,9032019Assets 2020: $319,266Liabilities 2020: $343,958Net Assets 2020: -$24,6922020Assets 2021: $52,239Liabilities 2021: $49,128Net Assets 2021: $3,1112021Assets 2022: $72,348Liabilities 2022: $72,110Net Assets 2022: $2382022Assets 2023: $80,488Liabilities 2023: $77,659Net Assets 2023: $2,8292023Assets 2024: $87,119Liabilities 2024: $106,932Net Assets 2024: -$19,8132024Assets 2025: $2,587Liabilities 2025: $22,830Net Assets 2025: -$20,2432025

Highlighted filing

2025

Assets$2,587
Liabilities$22,830
Net Assets-$20,243

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $572,0392011Expenses 2012: $615,6562012Revenue 2013: $588,998Expenses 2013: $629,366Net Income 2013: -$40,3682013Revenue 2014: $584,908Expenses 2014: $662,154Net Income 2014: -$77,2462014Revenue 2015: $768,845Expenses 2015: $715,211Net Income 2015: $53,6342015Revenue 2016: $710,331Expenses 2016: $719,908Net Income 2016: -$9,5772016Revenue 2017: $851,051Expenses 2017: $756,429Net Income 2017: $94,6222017Revenue 2018: $920,669Expenses 2018: $968,028Net Income 2018: -$47,3592018Revenue 2019: $882,585Expenses 2019: $916,737Net Income 2019: -$34,1522019Revenue 2020: $879,953Expenses 2020: $859,742Net Income 2020: $20,2112020Revenue 2021: $335,277Expenses 2021: $307,474Net Income 2021: $27,8032021Revenue 2022: $200,076Expenses 2022: $202,949Net Income 2022: -$2,8732022Revenue 2023: $179,469Expenses 2023: $176,878Net Income 2023: $2,5912023Revenue 2024: $223,651Expenses 2024: $246,293Net Income 2024: -$22,6422024Revenue 2025: $195,306Expenses 2025: $195,736Net Income 2025: -$4302025

Highlighted filing

2025

Revenue$195,306
Expenses$195,736
Net Income-$430

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.03$0.23$0.20$1.95$1.96$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.87$1.07$0.20$2.24$2.46$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.78$0.03$1.79$1.77$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.00$2.00$2.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.49$0.03$3.35$3.07$0.28
2020Detailed filing. Detailed filing data is available for this year.$3.19$3.44$0.25$8.80$8.60$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.83$4.28$0.45$8.83$9.17$0.34
2018Detailed filing. Detailed filing data is available for this year.$5.64$5.79$0.16$9.21$9.68$0.47
2017Detailed filing. Detailed filing data is available for this year.$5.05$4.73$0.31$8.51$7.56$0.95
2016Detailed filing. Detailed filing data is available for this year.$1.31$1.94$0.63$7.10$7.20$0.10
2015Summary only. Only limited summary data is available for this year.$1.24$1.78$0.54$7.69$7.15$0.54
2014Detailed filing. Detailed filing data is available for this year.$1.67$2.74$1.07$5.85$6.62$0.77
2013Summary only. Only limited summary data is available for this year.$1.98$2.28$0.30$5.89$6.29$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.78$0.10$6.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.74$0.21$5.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 9, 2025
Return Version
2024v5.0
Gross Receipts
$195,306
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.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND CHAPTER PROGRAMMING FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.--
PROVIDED MEALS, HOUSING AND CHAPTER PROGRAMMING FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIERAN COLGANSecretary-$0--
ANDREW NIEMANNVice PresidePT$0--
MASON WONGHouse ManagePT$0--
ANTHONY VENTOPresidentPT$0--
DAVID SHALTAKOFFTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
59-2339079
Phone
3033015462
Address
PO BOX 1880, TUSCALOOSA, AL 35403

Signing Officer

Name
David Shaltakoff
Title
Treasurer
Signed
2025-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Jane D Burch
Phone
8002766342
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 201 conferences 700 national expenses 59,175 campus & chapter act 9,947 composite 2,844 social 82,071 chapter supplies 2,155 rush 9,167 dues 5,448 bad debts & collection 7,211 homecoming 7,550 parent's weekend 4,300 alumni 127 total 190,896

Form 990-ez, Part II, Line 24

Accounts receivable 86,552 2,450 0 0 total 86,552 2,450

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 20,380 20,380 deferred revenue 86,552 2,450

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 31

Provided meals, housing and chapter programming for undergraduate chapter of national collegiate social fraternity.

Raw XML Appendix113 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/BusinessName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
IRS990EZ/BooksInCareOfDetail/PhoneNum08002766342
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1880
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUSCALOOSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0354031880
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0567
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0137
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-430
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-20243
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt312.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID SHALTAKOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2HOUSE MANAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt02450
IRS990EZ/OtherExpensesTotalAmt0190896
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt0195306
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND CHAPTER PROGRAMMING FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED MEALS, HOUSING AND CHAPTER PROGRAMMING FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt022830
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0195736
IRS990EZ/TotalRevenueAmt0195306
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://UFL.PHIDELTATHETA.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 201 CONFERENCES 700 NATIONAL EXPENSES 59,175 CAMPUS & CHAPTER ACT 9,947 COMPOSITE 2,844 SOCIAL 82,071 CHAPTER SUPPLIES 2,155 RUSH 9,167 DUES 5,448 BAD DEBTS & COLLECTION 7,211 HOMECOMING 7,550 PARENT'S WEEKEND 4,300 ALUMNI 127 TOTAL 190,896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 86,552 2,450 0 0 TOTAL 86,552 2,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 20,380 20,380 DEFERRED REVENUE 86,552 2,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDED MEALS, HOUSING AND CHAPTER PROGRAMMING FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
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ReturnHeader/PreparerPersonGrp/PhoneNum08002766342
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE D BURCH
ReturnHeader/ReturnTs02025-12-09T18:10:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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