Civic Intelligence

Phi Gamma Delta Fraternity

990EZ • Fiscal year 2021 • EIN 61-1207339

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 24, 2022

Organization ProfileN/A
447 Pennsylvania AvenueLexington, KY 40508

(270) 816-2156

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

27th percentile

-5.9%

Higher net margin than 27% 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

13th percentile

-22%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

77th percentile

46%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$31,087

Down $9,019 (-22%) from 2020

Net Assets

Down

$31,087

Down $9,019 (-22%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$154,010

Up $48,184 (+46%) from 2020

Expenses

Up

$163,029

Up $88,832 (+120%) from 2020

Net Income

Down

-$9,019

Down $40,648 (-129%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$60K$40K$20K$0Assets 2011: $507Liabilities 2011: $02011Assets 2016: $17,895Liabilities 2016: $0Net Assets 2016: $17,8952016Assets 2017: $8,073Liabilities 2017: $0Net Assets 2017: $8,0722017Assets 2018: $430Liabilities 2018: $02018Assets 2019: $8,477Liabilities 2019: $0Net Assets 2019: $10,7712019Assets 2020: $40,106Liabilities 2020: $0Net Assets 2020: $40,1062020Assets 2021: $31,087Net Assets 2021: $31,0872021Assets 2022: $45,676Net Assets 2022: $45,6762022Assets 2023: $44,545Liabilities 2023: $0Net Assets 2023: $44,5452023Assets 2024: $6,875Liabilities 2024: $0Net Assets 2024: $6,8752024

Highlighted filing

2021

Assets$31,087
Liabilities-
Net Assets$31,087
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $70,235Expenses 2011: $69,728Net Income 2011: $5072011Revenue 2016: $162,037Expenses 2016: $162,281Net Income 2016: -$2442016Revenue 2017: $123,746Expenses 2017: $133,569Net Income 2017: -$9,8232017Revenue 2018: $134,382Expenses 2018: $140,263Net Income 2018: -$5,8812018Revenue 2019: $107,844Expenses 2019: $99,485Net Income 2019: $8,3592019Revenue 2020: $105,826Expenses 2020: $74,197Net Income 2020: $31,6292020Revenue 2021: $154,010Expenses 2021: $163,029Net Income 2021: -$9,0192021Revenue 2022: $132,589Expenses 2022: $118,000Net Income 2022: $14,5892022Revenue 2023: $246,453Expenses 2023: $247,584Net Income 2023: -$1,1312023Revenue 2024: $217,981Expenses 2024: $255,651Net Income 2024: -$37,6702024

Highlighted filing

2021

Revenue$154,010
Expenses$163,029
Net Income-$9,019
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 24, 2022
Return Version
2021v4.0
Gross Receipts
$154,010
Mission and Program Overview

Mission

College fraternity chapter operations

Phi gamma delta unites men in enduring friendships, stimulates the pursuit of knowledge, and builds courageous leaders who serve the world with the best that is in them.

Program Services

DescriptionGrantsExpenses
PROVIDE MEALS, HOUSING, AND SOCIAL PROGRAMMING TO THE LOCAL MEMBERS OF THE LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MASON WOOTENTreasurer-$0--
GARRETT MANUELPresident-$0--
Filing and Contact Details

Filer

Filer Name
Phi Gamma Delta Fraternity
EIN
61-1207339
Phone
2708162156
Address
447 PENNSYLVANIA AVENUE, LEXINGTON, KY 40508

Signing Officer

Name
Mason Wooten
Title
Treasurer
Signed
2022-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses chapter operations 95,392 national dues & fees 17,807 social 6,100 philanthropy 300 total 119,599”

Form 990-ez, Part III

“Phi gamma delta unites men in enduring friendships, stimulates the pursuit of knowledge, and builds courageous leaders who serve the world with the best that is in them.”

Raw XML Appendix92 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/PersonNm0MASON WOOTEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02708162156
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0447 PENNSYLVANIA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040508
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040106
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031087
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9019
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03175
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040106
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031087
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0255
IRS990EZ/GrossReceiptsAmt0154010
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00204
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040106
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031087
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040106
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031087
IRS990EZ/OccupancyRentUtltsAndMaintAmt040000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MASON WOOTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARRETT MANUEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0119599
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PHI GAMMA DELTA UNITES MEN IN ENDURING FRIENDSHIPS, STIMULATES THE PURSUIT OF KNOWLEDGE, AND BUILDS COURAGEOUS LEADERS WHO SERVE THE WORLD WITH THE BEST THAT IS IN THEM.
IRS990EZ/ProgramServiceRevenueAmt0154010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MEALS, HOUSING, AND SOCIAL PROGRAMMING TO THE LOCAL MEMBERS OF THE LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0163029
IRS990EZ/TotalRevenueAmt0154010
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAPTER OPERATIONS 95,392 NATIONAL DUES & FEES 17,807 SOCIAL 6,100 PHILANTHROPY 300 TOTAL 119,599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PHI GAMMA DELTA UNITES MEN IN ENDURING FRIENDSHIPS, STIMULATES THE PURSUIT OF KNOWLEDGE, AND BUILDS COURAGEOUS LEADERS WHO SERVE THE WORLD WITH THE BEST THAT IS IN THEM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MASON WOOTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI GAMMA DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UPSILON KAPPA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIG
ReturnHeader/Filer/EIN0611207339
ReturnHeader/Filer/PhoneNum02708162156
ReturnHeader/Filer/USAddress/AddressLine1Txt0447 PENNSYLVANIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02022-08-31T14:59:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MASON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOOTEN
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
$31,087
Liabilities
-
Net assets
$31,087
Revenue
$154,010
Expenses
$163,029
Net income
-$9,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$2.18$2.56$0.38
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$2.46$2.48$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.33$1.18$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.54$1.63$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.06$0.74$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.11$1.08$0.99$0.08
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$1.34$1.40$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.24$1.34$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.62$1.62$0.00
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.70$0.70$0.01