Civic Intelligence

Phi Delta Theta Kentucky Epsilon

990EZ • Fiscal year 2021 • EIN 81-4590423

Jun 01, 2020 to May 31, 2021 • Filed on Jul 21, 2021

Organization Profilewww.ukphidelt.com
518 Patterson Office TowerLexington, KY 40506

(502) 689-7707

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

62nd percentile

12%

Higher net margin than 62% 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

95th percentile

101%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

29th percentile

-16%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$17,150

Up $8,630 (+101%) from 2020

Net Assets

Up

$17,150

Up $8,630 (+101%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin62nd percentile

Revenue

Down

$70,374

Down $13,151 (-16%) from 2020

Expenses

Down

$61,744

Down $15,273 (-20%) from 2020

Net Income

Up

$8,630

Up $2,122 (+33%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$20K$15K$10K$5.0K$0Assets 2019: $2,011Liabilities 2019: $02019Assets 2020: $8,520Liabilities 2020: $0Net Assets 2020: $8,5202020Assets 2021: $17,150Liabilities 2021: $0Net Assets 2021: $17,1502021Assets 2022: $12,685Liabilities 2022: $0Net Assets 2022: $12,6852022Assets 2023: $7,765Liabilities 2023: $0Net Assets 2023: $7,7652023Assets 2024: $2,345Liabilities 2024: $0Net Assets 2024: $2,3452024

Highlighted filing

2021

Assets$17,150
Liabilities$0
Net Assets$17,150
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $65,404Expenses 2019: $68,392Net Income 2019: -$2,9882019Revenue 2020: $83,525Expenses 2020: $77,017Net Income 2020: $6,5082020Revenue 2021: $70,374Expenses 2021: $61,744Net Income 2021: $8,6302021Revenue 2022: $135,795Expenses 2022: $140,260Net Income 2022: -$4,4652022Revenue 2023: $179,618Expenses 2023: $177,330Net Income 2023: $2,2882023Revenue 2024: $169,125Expenses 2024: $174,545Net Income 2024: -$5,4202024

Highlighted filing

2021

Revenue$70,374
Expenses$61,744
Net Income$8,630
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jul 21, 2021
Return Version
2020v4.0
Gross Receipts
$70,374
Mission and Program Overview

Mission

Collegiate Social Fraternity

Program Services

DescriptionGrantsExpenses
Philanthropy: The Philanhropy Chairman is allocated money to use on planning events, organizing events, and allowing members to participate in other Greek organizations' events. All raised money is donated to a charitable organization.-$14,000
Brotherhood: The Brotherhood Chairman is allocated money to plan and run events that allow members to create and build a brotherhood. Events include bonfires, sport events, and social gatherings-$10,000
Recruitment: The Recruitment Chair is allocated money to plan and run events that help with the recruitment aspect of the fraternity. These events include meet & greets, open house nights, poker nights, and dinners.-$8,000
New Member Educator: Allocated money for the purchase of membership items/uniforms and the creation of new member events that allows them to build brotherhood. Examples of these include social outings, dinners, and carpentry projects-$6,000
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Estevan MikhailNew Member Educator Fall 2020, President Spring 2021PT$0--
Nick BeanRecruitment Chair - Fall 2020; Vice President - Spring 2021PT$0--
Kyle HeffernanScholarship Chair Fall 2020, Treasurer Spring 2021PT$0--
Jason ChanleyRisk Manager Spring 2021PT$0--
Samuel BlusoSecretary - Spring 2021PT$0--
Will HallRecruitment Chair - Spring 2021PT$0--
Chase TurnerNew Member Educator - Spring 2021PT$0--
Jacob VaughtPhilanthropy Chair Fall 2020 And Spring 2021PT$0--
Aidan AldridgeScholarship Chair Spring 2021PT$0--
Chase FrenchPresident Fall 2020PT$0--
Jacob BreunigVice President Fall 2020PT$0--
Jared BaltzellRisk Manager Fall 2020PT$0--
Curt WhelanSecretary Fall 2020PT$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Kentucky Epsilon
EIN
81-4590423
Phone
5026897707
Address
518 Patterson Office Tower, Lexington, KY 40506

Signing Officer

Name
Kyle Heffernan
Title
Treasurer
Phone
5026897707
Signed
2021-07-21
Raw XML Appendix180 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Estevan Mikhail
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jacob Vaught
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Chase French
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Jared Baltzell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Curt Whelan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0New Member Educator Fall 2020, President Spring 2021
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Scholarship Chair Fall 2020, Treasurer Spring 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Risk Manager Spring 2021
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Recruitment Chair - Spring 2021
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Philanthropy: The Philanhropy Chairman is allocated money to use on planning events, organizing events, and allowing members to participate in other Greek organizations' events. All raised money is donated to a charitable organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Brotherhood: The Brotherhood Chairman is allocated money to plan and run events that allow members to create and build a brotherhood. Events include bonfires, sport events, and social gatherings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Recruitment: The Recruitment Chair is allocated money to plan and run events that help with the recruitment aspect of the fraternity. These events include meet & greets, open house nights, poker nights, and dinners.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3New Member Educator: Allocated money for the purchase of membership items/uniforms and the creation of new member events that allows them to build brotherhood. Examples of these include social outings, dinners, and carpentry projects
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ReturnHeader/Filer/EIN0814590423
ReturnHeader/Filer/PhoneNum05026897707
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ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040506
ReturnHeader/ReturnTs02021-07-21T15:31:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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
$17,150
Liabilities
$0
Net assets
$17,150
Revenue
$70,374
Expenses
$61,744
Net income
$8,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.69$1.75$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.80$1.77$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.36$1.40$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.70$0.62$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.84$0.77$0.07
2019Summary only. Only limited summary data is available for this year.$0.02$0.00$0.65$0.68$0.03