Civic Intelligence

Phi Delta Theta

EIN 63-0164075 • 501(c)7 • Tuscaloosa, AL

Profile

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.

PO Box 1880Tuscaloosa, AL 35403-1880

n/A

Siviq Scores

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

Liabilities / Assets

97th percentile

1.30x

Higher debt load relative to assets than 97% 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

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

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

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

37th percentile

-5.4%

Faster revenue growth than 37% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$30,088

Down $7,589 (-20%) from 2024

Liabilities

Up

$39,184

Up $32,174 (+459%) from 2024

Net Assets

Down

-$9,096

Down $39,763 (-130%) from 2024

Operations
Liabilities / Revenue79th percentileNet Margin21st percentile

Revenue

Down

$339,332

Down $19,510 (-5.4%) from 2024

Expenses

Up

$379,095

Up $57,776 (+18%) from 2024

Net Income

Down

-$39,763

Down $77,286 (-206%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$100K$50K$0-$50KAssets 2012: $19,867Liabilities 2012: $13,4262012Assets 2013: $13,874Liabilities 2013: $914Net Assets 2013: $12,9602013Assets 2014: $33,427Liabilities 2014: $16,514Net Assets 2014: $16,9132014Assets 2015: $63,341Liabilities 2015: $9,679Net Assets 2015: $53,6622015Assets 2016: $1,236Liabilities 2016: $29,246Net Assets 2016: -$28,0102016Assets 2017: $2,358Liabilities 2017: $12,370Net Assets 2017: -$10,0122017Assets 2018: $9,693Liabilities 2018: $18,995Net Assets 2018: -$9,3022018Assets 2019: $10,872Liabilities 2019: $22,746Net Assets 2019: -$11,8742019Assets 2020: $14,130Liabilities 2020: $0Net Assets 2020: $14,1302020Assets 2021: $3,051Liabilities 2021: $9,0192021Assets 2022: $22,167Liabilities 2022: $7,634Net Assets 2022: $14,5332022Assets 2023: $3,506Liabilities 2023: $10,362Net Assets 2023: -$6,8562023Assets 2024: $37,677Liabilities 2024: $7,010Net Assets 2024: $30,6672024Assets 2025: $30,088Liabilities 2025: $39,184Net Assets 2025: -$9,0962025

Highlighted filing

2025

Assets$30,088
Liabilities$39,184
Net Assets-$9,096
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

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

$400K$200K$0-$200KRevenue 2012: $185,157Expenses 2012: $183,888Net Income 2012: $1,2692012Revenue 2013: $212,393Expenses 2013: $203,925Net Income 2013: $8,4682013Revenue 2014: $236,727Expenses 2014: $232,774Net Income 2014: $3,9532014Revenue 2015: $263,352Expenses 2015: $226,603Net Income 2015: $36,7492015Revenue 2016: $198,678Expenses 2016: $274,850Net Income 2016: -$76,1722016Revenue 2017: $322,210Expenses 2017: $304,212Net Income 2017: $17,9982017Revenue 2018: $253,399Expenses 2018: $252,689Net Income 2018: $7102018Revenue 2019: $225,090Expenses 2019: $227,662Net Income 2019: -$2,5722019Revenue 2020: $231,858Expenses 2020: $205,854Net Income 2020: $26,0042020Revenue 2021: $129,159Expenses 2021: $149,257Net Income 2021: -$20,0982021Revenue 2022: $270,363Expenses 2022: $249,862Net Income 2022: $20,5012022Revenue 2023: $270,241Expenses 2023: $291,630Net Income 2023: -$21,3892023Revenue 2024: $358,842Expenses 2024: $321,319Net Income 2024: $37,5232024Revenue 2025: $339,332Expenses 2025: $379,095Net Income 2025: -$39,7632025

Highlighted filing

2025

Revenue$339,332
Expenses$379,095
Net Income-$39,763
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,088
Liabilities
$39,184
Net assets
-$9,096
Revenue
$339,332
Expenses
$379,095
Net income
-$39,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.30$0.39$0.09$3.39$3.79$0.40
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.07$0.31$3.59$3.21$0.38
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.10$0.07$2.70$2.92$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.08$0.15$2.70$2.50$0.21
2021Summary only. Only limited summary data is available for this year.$0.03$0.09$1.29$1.49$0.20
2020Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$2.32$2.06$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.23$0.12$2.25$2.28$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.19$0.09$2.53$2.53$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.12$0.10$3.22$3.04$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.29$0.28$1.99$2.75$0.76
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.10$0.54$2.63$2.27$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.17$0.17$2.37$2.33$0.04
2013Summary only. Only limited summary data is available for this year.$0.14$0.01$0.13$2.12$2.04$0.08
2012Summary only. Only limited summary data is available for this year.$0.20$0.13$1.85$1.84$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jul 24, 2025
Return Version
2024v5.0
Gross Receipts
$339,332
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.

Undergraduate chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$37,677$29,528▼ $8,149
Accounts Receivable-$560-
Rtn Earn Endowment Incm Other Fnds$30,667$-9,096▼ $39,763
Total Assets$37,677$30,088▼ $7,589
Liabilities
Accounts Payable and Accrued Expenses$7,010$38,624▲ $31,614
Deferred Revenue-$560-
Total Liabilities$7,010$39,184▲ $32,174
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,667$-9,096▼ $39,763
Total Liabilities and Net Assets / Fund Balance$37,677$30,088▼ $7,589
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Grant AlderrmanPresident
John Brooks MilhamHse Manager
Kevin BeirneRecrutiment
Jackson MooreSecretary
Marbury CoxSocial
Grant NoyesTreasurer
Britton WilliamVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$339,328
Investment Income
$4
Other Revenue
$0
Change in Net Assets
$-39,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$376,910
Grants and Similar Amounts Paid$2,185
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$37,020
Other Expenses---$24,751
Fees for Services Accounting---$5,155
Grants to Domestic Orgs---$2,185
Conferences and Meetings---$1,308
Office Expenses---$361
Total Functional Expenses$0$0$0$379,095
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Organization has members.”

Form 990, Page 6, Part VI, Line 7A

“Members elect the governing body.”

Form 990, Page 6, Part VI, Line 11B

“The organizations officers review the form 990 and contact the preparer if there are any questions before it is filed. After changes are made (if any) the return is reviewed again and approved for signature.”

Form 990, Page 6, Part VI, Line 19

“All documents are available to the public during the regular business hours upon request to the president or treasurer of the organization”

Filing and Contact Details

Filer

Filer Name
Phi Delta Theta
EIN
63-0164075
Phone
8002766342
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880

Signing Officer

Name
Grant Noyes
Title
Treasurer
Phone
8002766342
Signed
2025-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Grant Alderrman
Formed
1877
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Brandice Brown
Phone
8002766342
Raw XML Appendix271 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.

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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/PhoneNum08002766342
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDICE BROWN
ReturnHeader/ReturnTs02025-07-29T15:55:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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