Civic Intelligence

Phi Delta Theta Kentucky Epsilon

990EZ • Fiscal year 2022 • EIN 81-4590423

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 19, 2022

Organization Profilewww.ukphidelt.com
206A University AvenueLexington, KY 40503

(502) 689-7707

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

34th percentile

-3.3%

Higher net margin than 34% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-26%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

93%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$12,685

Down $4,465 (-26%) from 2021

Net Assets

Down

$12,685

Down $4,465 (-26%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin34th percentile

Revenue

Up

$135,795

Up $65,421 (+93%) from 2021

Expenses

Up

$140,260

Up $78,516 (+127%) from 2021

Net Income

Down

-$4,465

Down $13,095 (-152%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$12,685
Liabilities$0
Net Assets$12,685
Open 2022 Filing

Operations Trend

Revenue Growth86th 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

2022

Revenue$135,795
Expenses$140,260
Net Income-$4,465
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 19, 2022
Return Version
2021v4.0
Gross Receipts
$135,795
Mission and Program Overview

Mission

Collegiate Social Fraternity

Program Services

DescriptionGrantsExpenses
External Social Chairman - plans and executes fraternity formal events with outside organizations including mixers, formals, fundraisers and joint events.$0$22,500
Recruitment Chairman - allocated a budget to plan and execute recruitment activities for the chapter including group outings, meet & greets, dinners, and venue booking$0$9,500
Brotherhood Chairman - organizes and executes a wide variety of activities to promote and strengthen the brotherhood of the chapter.$0$8,500
Philanthropy Chairman - donations and grants to DanceBlue and the Golden Matrix Fund. Sponsored several dancers and gave additional gifts on behalf of the chapter team and families$0$4,500
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyle HeffernanPresidentPT$0--
Nash SmithTreasurerPT$0--
William HallVice PresidentPT$0--
Baxter BrownSecretaryPT$0--
Chase TurnerRisk ManagerPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
81-4590423
Phone
5026897707
Address
206A University Avenue, Lexington, KY 40503

Signing Officer

Name
Kyle Heffernan
Title
Treasurer
Phone
5026897707
Signed
2022-08-19
Supplemental Narrative

Additional Explanations

Schedule B, Part I

“Alumni Donation benefitting DanceBlue and the Golden Matrix Fund”

Raw XML Appendix149 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/BooksInCareOfDetail/USAddress/AddressLine1Txt0206A University Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2William Hall
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chase Turner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Risk Manager
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Collegiate Social Fraternity
IRS990EZ/PrintingPublicationsPostageAmt0300
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Recruitment Chairman - allocated a budget to plan and execute recruitment activities for the chapter including group outings, meet & greets, dinners, and venue booking
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt222500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt38500
IRS990EZ/ProhibitedTaxShelterTransInd00
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ReturnHeader/Filer/USAddress/ZIPCd040503
ReturnHeader/ReturnTs02022-09-04T20:48:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,685
Liabilities
$0
Net assets
$12,685
Revenue
$135,795
Expenses
$140,260
Net income
-$4,465
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