Civic Intelligence

Phi Delta Kappa Fraternity Florida Alpha-Lambda Chapter Inc

990EZ • Fiscal year 2021 • EIN 59-6178275

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 13, 2022

Organization ProfileN/A
11301 Phi Delt WayOdessa, FL 33556

(352) 567-5618

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

13th percentile

-28%

Higher net margin than 13% 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

31st percentile

-4.2%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

70th percentile

31%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$358,126

Down $15,590 (-4.2%) from 2020

Net Assets

Down

$358,126

Down $15,590 (-4.2%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$56,480

Up $13,212 (+31%) from 2020

Expenses

Up

$72,069

Up $19,877 (+38%) from 2020

Net Income

Down

-$15,589

Down $6,665 (-75%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2021

Assets$358,126
Liabilities-
Net Assets$358,126
Open 2021 Filing

Operations Trend

Revenue Growth70th 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

2021

Revenue$56,480
Expenses$72,069
Net Income-$15,589
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 13, 2022
Return Version
2021v4.0
Gross Receipts
$56,480
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
MEMBER SOCIAL ACTIVITIES--
NATIONAL & DISTRICT CONVENTION AND CONFERENCES--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY SMURRDirector-$0--
GEORGE TAYLORDirector-$0--
BRUCE BESACKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Kappa Fraternity Florida
EIN
59-6178275
Phone
3525675618
Address
11301 PHI DELT WAY, ODESSA, FL 33556

Signing Officer

Name
Bruce Besack
Title
Director
Phone
5619855974
Signed
2022-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Cotton & Associates Pa
Address
PO BOX 1222, DADE CITY, FL 33526-1222
Preparer
Julie Cotton
Phone
3525675618
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Clubhouse rental management fees 400 insurance 461 advertising 380 cleaning/maintenance 275 supplies 144 repairs 2,597 taxes and licenses 3,142 utilities 1,381 bank charges 146 expenses office expense 775 conferences and conv. 550 activities expense 16,554 bank charges 393 paraphernai expense 414 per capita dues 1,617 supplies 160 taxes 768 non-investment depreciation 13,489 total 43,646”

Form 990-ez, Part II, Line 24

“500,789 500,789 less accumulated depreciation 315,401 328,890 total 185,388 171,899”

Raw XML Appendix104 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/PersonNm0JULIE COTTON CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum03525675618
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014144 6TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DADE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033525
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016981
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014881
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050194
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15589
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0373715
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0358126
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0550
IRS990EZ/GrossReceiptsAmt056480
IRS990EZ/GrossReceiptsForPublicUseAmt08286
IRS990EZ/GroupExemptionNum00678
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt01256
IRS990EZ/InvestmentIncomeAmt06286
IRS990EZ/LandAndBuildingsGrp/BOYAmt0171346
IRS990EZ/LandAndBuildingsGrp/EOYAmt0171346
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0373715
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0358126
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0373715
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0358126
IRS990EZ/OccupancyRentUtltsAndMaintAmt027873
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRADLEY SMURR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRUCE BESACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0185388
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0171899
IRS990EZ/OtherExpensesTotalAmt043646
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE A SOCIAL CLUB FOR THE PLEASURE AND RECREATION OF MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBER SOCIAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NATIONAL & DISTRICT CONVENTION AND CONFERENCES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072069
IRS990EZ/TotalRevenueAmt056480
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUBHOUSE RENTAL MANAGEMENT FEES 400 INSURANCE 461 ADVERTISING 380 CLEANING/MAINTENANCE 275 SUPPLIES 144 REPAIRS 2,597 TAXES AND LICENSES 3,142 UTILITIES 1,381 BANK CHARGES 146 EXPENSES OFFICE EXPENSE 775 CONFERENCES AND CONV. 550 ACTIVITIES EXPENSE 16,554 BANK CHARGES 393 PARAPHERNAI EXPENSE 414 PER CAPITA DUES 1,617 SUPPLIES 160 TAXES 768 NON-INVESTMENT DEPRECIATION 13,489 TOTAL 43,646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1500,789 500,789 LESS ACCUMULATED DEPRECIATION 315,401 328,890 TOTAL 185,388 171,899
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE BESACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05619855974
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA KAPPA FRATERNITY FLORIDA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPHA-LAMBDA CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0596178275
ReturnHeader/Filer/PhoneNum03525675618
ReturnHeader/Filer/USAddress/AddressLine1Txt011301 PHI DELT WAY
ReturnHeader/Filer/USAddress/CityNm0ODESSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033556
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593215349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNCH COTTON & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DADE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0335261222
ReturnHeader/PreparerPersonGrp/PhoneNum03525675618
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE COTTON
ReturnHeader/ReturnTs02022-11-13T19:44:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BESACK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
$358,126
Liabilities
-
Net assets
$358,126
Revenue
$56,480
Expenses
$72,069
Net income
-$15,589
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