Civic Intelligence

Phi Delta Theta Fraternity Kentucky Eta Chapter

990EZ • Fiscal year 2015 • EIN 61-6042145

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 07, 2016

Organization ProfileN/A
C/O Joe Morel 3303 Cave Springs RdBowling Green, KY 42104-5523

(270) 784-2730

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$7,492

Up $6,829 (+1030%) from 2014

Net Assets

$7,492

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses

Revenue

Up

$78,470

Up $68,865 (+717%) from 2014

Expenses

Up

$71,641

Up $60,860 (+565%) from 2014

Net Income

Up

$6,829

Up $8,005 (+681%) from 2014

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2010: $676Liabilities 2010: $0Net Assets 2010: $6762010Assets 2011: $340Liabilities 2011: $02011Assets 2012: $996Liabilities 2012: $0Net Assets 2012: $9962012Assets 2013: $1,839Liabilities 2013: $0Net Assets 2013: $1,8392013Assets 2014: $663Liabilities 2014: $02014Assets 2015: $7,492Liabilities 2015: $0Net Assets 2015: $7,4922015Assets 2016: $5,041Net Assets 2016: $5,0412016Assets 2017: $5,573Net Assets 2017: $5,5732017Assets 2018: $8,383Net Assets 2018: $8,3832018Assets 2019: $7,435Net Assets 2019: $7,4352019Assets 2020: $5,730Liabilities 2020: $02020Assets 2021: $8,950Liabilities 2021: $0Net Assets 2021: $8,9502021Assets 2022: $11,873Liabilities 2022: $0Net Assets 2022: $11,8732022Assets 2023: $5,358Net Assets 2023: $5,3582023Assets 2024: $7,255Liabilities 2024: $0Net Assets 2024: $7,2552024Assets 2025: $19,217Net Assets 2025: $19,2172025

Highlighted filing

2015

Assets$7,492
Liabilities$0
Net Assets$7,492
Open 2015 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $26,665Expenses 2010: $26,583Net Income 2010: $822010Revenue 2011: $18,077Expenses 2011: $18,413Net Income 2011: -$3362011Revenue 2012: $24,806Expenses 2012: $24,150Net Income 2012: $6562012Revenue 2013: $17,030Expenses 2013: $16,187Net Income 2013: $8432013Revenue 2014: $9,605Expenses 2014: $10,781Net Income 2014: -$1,1762014Revenue 2015: $78,470Expenses 2015: $71,641Net Income 2015: $6,8292015Revenue 2016: $95,562Expenses 2016: $98,013Net Income 2016: -$2,4512016Revenue 2017: $129,319Expenses 2017: $128,787Net Income 2017: $5322017Revenue 2018: $128,100Expenses 2018: $125,290Net Income 2018: $2,8102018Revenue 2019: $118,792Expenses 2019: $119,740Net Income 2019: -$9482019Revenue 2020: $90,900Expenses 2020: $92,605Net Income 2020: -$1,7052020Revenue 2021: $63,804Expenses 2021: $60,584Net Income 2021: $3,2202021Revenue 2022: $105,377Expenses 2022: $102,454Net Income 2022: $2,9232022Revenue 2023: $94,100Expenses 2023: $100,615Net Income 2023: -$6,5152023Revenue 2024: $101,919Expenses 2024: $100,022Net Income 2024: $1,8972024Revenue 2025: $103,989Expenses 2025: $92,027Net Income 2025: $11,9622025

Highlighted filing

2015

Revenue$78,470
Expenses$71,641
Net Income$6,829
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 7, 2016
Return Version
2014v6.0
Gross Receipts
$78,470
Mission and Program Overview

Mission

COLLEGE FRATERNITY

Program Services

DescriptionGrantsExpenses
Not Applicable$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Evan MackPresidentPT$0--
Connor BrooksVice PresidentPT$0--
Matthew BunnellTreasurerPT$0--
Kaleb CaveresSecretaryPT$0--
Joe MorelChapter AdvisorPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
61-6042145
Phone
2707842730
Address
C/O Joe Morel 3303 Cave Springs Rd, Bowling Green, KY 42104-5523

Signing Officer

Name
Joe Morel
Title
Chapter Advisor
Phone
2703033276
Signed
2016-09-07
Discuss with paid preparer
Yes

Preparer

Firm
REW Consultants LLC
Address
685 Linkside Ln, Bowling Green, KY 42103
Preparer
Robert Williams
Phone
2707992399
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Phi Delta Theta General Headquarter expenses”

Form 990-EZ, Part I, Line 16

“Campus Activity $ 13,100 Membership/Recruitment, Conferences, Conventions, Leadership Retreats $ 13,527 Insurance, Etc. $ 7,721 Philantropy $ 2,597 IFC Dues $ 1,068 Misc $ 379 Supplies $ 161”

Raw XML Appendix140 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02707842730
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03303 Cave Mill Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bowling Green
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd042104
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Evan Mack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Connor Brooks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matthew Bunnell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kaleb Caveres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joe Morel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chapter Advisor
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038553
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0College Fraternity
IRS990EZ/PrintingPublicationsPostageAmt01503
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Not Applicable
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt071641
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt078470
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Phi Delta Theta General Headquarter expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Campus Activity $ 13,100 Membership/Recruitment, Conferences, Conventions, Leadership Retreats $ 13,527 Insurance, Etc. $ 7,721 Philantropy $ 2,597 IFC Dues $ 1,068 Misc $ 379 Supplies $ 161
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Time to gather adequate records and documentation took longer than expected due to change from a volunteer preparer to a paid CPA preparer. Furthermore, Phi Delta Theta Fraternity for the tax year ended June 1, 2015 grew from a colony to chapter fraternity requiring further recordkeeping responsibilities. Now with a CPA reviewing our books the return will be timely filed going forward.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Morel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chapter Advisor
ReturnHeader/BusinessOfficerGrp/PhoneNum02703033276
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0616042145
ReturnHeader/Filer/PhoneNum02707842730
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Joe Morel 3303 Cave Springs Rd
ReturnHeader/Filer/USAddress/CityNm0Bowling Green
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0421045523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REW Consultants LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0685 Linkside Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bowling Green
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042103
ReturnHeader/PreparerPersonGrp/PhoneNum02707992399
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Williams
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-07T13:53:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,492
Liabilities
$0
Net assets
$7,492
Revenue
$78,470
Expenses
$71,641
Net income
$6,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.19$0.19$1.04$0.92$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.02$1.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.94$1.01$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.05$1.02$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.64$0.61$0.03
2020Summary only. Only limited summary data is available for this year.$0.06$0.00$0.91$0.93$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.07$1.19$1.20$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.08$1.28$1.25$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.06$1.29$1.29$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.96$0.98$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.78$0.72$0.07
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.10$0.11$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.17$0.16$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.25$0.24$0.01
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.18$0.18$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.27$0.27$0.00