Civic Intelligence

Phi Delta Kappa Fraternity Florida Alpha-Lambda Chapter Inc

990EZ • Fiscal year 2023 • EIN 59-6178275

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 18, 2024

Organization ProfileN/A
11301 Phi Delta WayOdessa, FL 33556

(352) 567-5618

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-3.6%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

52%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$339,516

Down $12,604 (-3.6%) from 2022

Net Assets

Down

$339,516

Down $12,604 (-3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin15th percentile

Revenue

Up

$74,107

Up $25,253 (+52%) from 2022

Expenses

Up

$86,711

Up $31,851 (+58%) from 2022

Net Income

Down

-$12,604

Down $6,598 (-110%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$600K$400K$200K$0Assets 2011: $498,901Liabilities 2011: $3,500Net Assets 2011: $495,4012011Assets 2012: $483,667Liabilities 2012: $3,500Net Assets 2012: $480,1672012Assets 2013: $468,154Liabilities 2013: $3,500Net Assets 2013: $464,6542013Assets 2014: $451,289Liabilities 2014: $3,500Net Assets 2014: $447,7892014Assets 2015: $436,908Liabilities 2015: $3,499Net Assets 2015: $433,4092015Assets 2016: $419,339Net Assets 2016: $419,3392016Assets 2017: $407,660Net Assets 2017: $407,6602017Assets 2018: $397,914Net Assets 2018: $397,9142018Assets 2019: $382,639Net Assets 2019: $382,6392019Assets 2020: $373,716Net Assets 2020: $373,7162020Assets 2021: $358,126Net Assets 2021: $358,1262021Assets 2022: $352,120Liabilities 2022: $0Net Assets 2022: $352,1202022Assets 2023: $339,516Liabilities 2023: $0Net Assets 2023: $339,5162023Assets 2024: $337,270Liabilities 2024: $0Net Assets 2024: $337,2702024

Highlighted filing

2023

Assets$339,516
Liabilities$0
Net Assets$339,516
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2011: $52,455Expenses 2011: $63,491Net Income 2011: -$11,0362011Revenue 2012: $44,839Expenses 2012: $60,073Net Income 2012: -$15,2342012Revenue 2013: $40,654Expenses 2013: $56,167Net Income 2013: -$15,5132013Revenue 2014: $34,163Expenses 2014: $51,028Net Income 2014: -$16,8652014Revenue 2015: $38,688Expenses 2015: $53,068Net Income 2015: -$14,3802015Revenue 2016: $41,363Expenses 2016: $55,432Net Income 2016: -$14,0692016Revenue 2017: $55,778Expenses 2017: $67,454Net Income 2017: -$11,6762017Revenue 2018: $65,580Expenses 2018: $75,329Net Income 2018: -$9,7492018Revenue 2019: $60,011Expenses 2019: $75,286Net Income 2019: -$15,2752019Revenue 2020: $43,268Expenses 2020: $52,192Net Income 2020: -$8,9242020Revenue 2021: $56,480Expenses 2021: $72,069Net Income 2021: -$15,5892021Revenue 2022: $48,854Expenses 2022: $54,860Net Income 2022: -$6,0062022Revenue 2023: $74,107Expenses 2023: $86,711Net Income 2023: -$12,6042023Revenue 2024: $77,443Expenses 2024: $77,246Net Income 2024: $1972024

Highlighted filing

2023

Revenue$74,107
Expenses$86,711
Net Income-$12,604
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 18, 2024
Return Version
2023v5.1
Gross Receipts
$74,107
Mission and Program Overview

Mission

Provide a social club for the pleasure and recreation of members.

Provide a social club for the members

Program Services

DescriptionGrantsExpenses
Providing a social club for the members and a facility with space available to the local community to host meetings and events.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George TaylorPresident-$0--
John IaconaVice President-$0--
Steve WardSecretaryPT$0--
Bruce BesackTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Kappa Fraternity Florida
EIN
59-6178275
Address
11301 Phi Delta Way, Odessa, FL 33556

Signing Officer

Name
Bruce Besack
Title
Treasurer
Phone
3525675618
Signed
2024-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Wiseman Tax and Bookkeeping
Address
7747 Mitchell Blvd Ste C, New Port Richey, FL 34655
Preparer
Karen M Wiseman EA
Phone
7273727744
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 15,921Community events 5,559”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFURNITURE & EQUIPMENT 3,692 6,243BUILDING IMPROVEMENTS 14,629 14,629Building & Fixed Assets 157,590 141,642BUILDING & FIXED ASSETS 521,661.23LESS ACCUM 359,120.00ASSETS 162,541.23LAND 171,346.00”

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/BenefitsPaidToOrForMembersAmt08741
IRS990EZ/BooksInCareOfDetail/PersonNm0Bruce Besack
IRS990EZ/BooksInCareOfDetail/PhoneNum03525675618
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011301 Phi Delta Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Odessa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033556
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04863
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05656
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030748
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12604
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0352120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0339516
IRS990EZ/GrossReceiptsAmt074107
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00678
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0171346
IRS990EZ/LandAndBuildingsGrp/EOYAmt0171346
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043359
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0352120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0339516
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0352120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0339516
IRS990EZ/OccupancyRentUtltsAndMaintAmt056490
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt29.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0George Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Iacona
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Steve Ward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bruce Besack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0175911
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0162514
IRS990EZ/OtherExpensesTotalAmt021480
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE A SOCIAL CLUB FOR THE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing a social club for the members and a facility with space available to the local community to host meetings and events.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086711
IRS990EZ/TotalRevenueAmt074107
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 15,921Community events 5,559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearFURNITURE & EQUIPMENT 3,692 6,243BUILDING IMPROVEMENTS 14,629 14,629Building & Fixed Assets 157,590 141,642BUILDING & FIXED ASSETS 521,661.23LESS ACCUM 359,120.00ASSETS 162,541.23LAND 171,346.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Besack
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03525675618
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA KAPPA FRATERNITY FLORIDA
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0596178275
ReturnHeader/Filer/USAddress/AddressLine1Txt011301 Phi Delta Way
ReturnHeader/Filer/USAddress/CityNm0Odessa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033556
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461676596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wiseman Tax and Bookkeeping
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07747 Mitchell Blvd Ste C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Port Richey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034655
ReturnHeader/PreparerPersonGrp/PhoneNum07273727744
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen M Wiseman EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-19T18:23:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,516
Liabilities
$0
Net assets
$339,516
Revenue
$74,107
Expenses
$86,711
Net income
-$12,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.77$0.77$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.74$0.87$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$0.49$0.55$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.58$3.58$0.56$0.72$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.74$3.74$0.43$0.52$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.83$3.83$0.60$0.75$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.98$3.98$0.66$0.75$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.08$4.08$0.56$0.67$0.12
2016Detailed filing. Detailed filing data is available for this year.$4.19$4.19$0.41$0.55$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.37$0.03$4.33$0.39$0.53$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.51$0.04$4.48$0.34$0.51$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.68$0.04$4.65$0.41$0.56$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.84$0.04$4.80$0.45$0.60$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.04$4.95$0.52$0.63$0.11