Civic Intelligence

Phi Delta Theta Fraternity

990EZ • Fiscal year 2019 • EIN 82-4644973

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 28, 2020

1400 Greene Street Russell Ste 115Columbia, SC 29208

(201) 669-8947

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$65,770

No earlier filing loaded for comparison.

Net Assets

$65,770

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$194,331

No earlier filing loaded for comparison.

Expenses

$128,561

No earlier filing loaded for comparison.

Net Income

$65,770

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2019: $65,770Net Assets 2019: $65,7702019Assets 2022: $9,442Liabilities 2022: $0Net Assets 2022: $9,4422022Assets 2023: $8,027Liabilities 2023: $0Net Assets 2023: $8,0272023Assets 2024: $15,885Liabilities 2024: $0Net Assets 2024: $15,8852024Assets 2025: $4,313Liabilities 2025: $0Net Assets 2025: $4,3132025

Highlighted filing

2019

Assets$65,770
Liabilities-
Net Assets$65,770

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $194,331Expenses 2019: $128,561Net Income 2019: $65,7702019Revenue 2022: $298,152Expenses 2022: $293,664Net Income 2022: $4,4882022Revenue 2023: $270,155Expenses 2023: $271,570Net Income 2023: -$1,4152023Revenue 2024: $388,240Expenses 2024: $380,382Net Income 2024: $7,8582024Revenue 2025: $367,453Expenses 2025: $379,025Net Income 2025: -$11,5722025

Highlighted filing

2019

Revenue$194,331
Expenses$128,561
Net Income$65,770
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 28, 2020
Return Version
2018v3.2
Gross Receipts
$194,331
Mission and Program Overview

Mission

The purpose of the entity is to operate the local chapter of phi delta theta fraternity beta chapter at university of south carolina, a college social fraternity. The mission of the organization is to promote the social, intellectual, and moral development of college and university men, both members and pledges of phi delta theta fraternity. The organization spends resources to support the education of members, promote social functions, and support philanthropic causes in the community. The organization spends equal amounts of time on each mission it supports. The activities are supported through member dues and donations.

Phi delta theta is built on three pillars: friendship among its members, the acquirement individually of a high degree of mental culture, and the attainment personally of a high standard of morality.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 25 MEMBERS FOR THE YEAR.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHON HENDERSONAlumni Secre-$0--
STEVEN DEANAwards Chair-$0--
RICHARD MCKAYChaplain-$0--
JACK GENOVESEChorister-$0--
WILLIAM DOTSONCommunity Se-$0--
DAVID SPEICHERHistorian-$0--
MAZEN COTRANPhikeia Educ-$0--
SETH HAJZUSPhilanthropy-$0--
ZACHARY ANDERSONPresident-$0--
DAVID SPEICHERPr/Webmaster-$0--
TYLER HEATHRecruitment-$0--
WILLIAM BEMBENEKRisk Managme-$0--
THOMAS O'KEEFESecretary-$0--
MICHAEL KELLERSecretary-$0--
JASON HOFFMANSocial Chair-$0--
JACOB STIERTreasurer-$0--
PIERCE SMITHVice Preside-$0--
JOHN SCHRIEFERWarden-$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
82-4644973
Address
1400 GREENE STREET RUSSELL STE 115, COLUMBIA, SC 29208

Signing Officer

Name
Jacob Stier
Title
Treasurer
Signed
2020-04-28
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez

This organization, comprised of undergraduate members of a national collegiate social fraternity, was formed in 2018 and only very recently added to the national organization's group exemption. All future returns will be filed in accordance with irs regulations.

Form 990-ez, Part I, Line 16

Expenses ifc dues 700 national fees 29,939 chapter operations 258 recruitment 9,250 social 81,510 storage 1,944 supplies 4,500 total 128,101

Form 990-ez, Part II, Line 24

Accounts receivable 0 56,050 total 0 56,050

Form 990-ez, Part III

Phi delta theta is built on three pillars: friendship among its members, the acquirement individually of a high degree of mental culture, and the attainment personally of a high standard of morality.

Raw XML Appendix162 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/TitleTxt2CHAPLAIN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION, COMPRISED OF UNDERGRADUATE MEMBERS OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY, WAS FORMED IN 2018 AND ONLY VERY RECENTLY ADDED TO THE NATIONAL ORGANIZATION'S GROUP EXEMPTION. ALL FUTURE RETURNS WILL BE FILED IN ACCORDANCE WITH IRS REGULATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES IFC DUES 700 NATIONAL FEES 29,939 CHAPTER OPERATIONS 258 RECRUITMENT 9,250 SOCIAL 81,510 STORAGE 1,944 SUPPLIES 4,500 TOTAL 128,101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 56,050 TOTAL 0 56,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PHI DELTA THETA IS BUILT ON THREE PILLARS: FRIENDSHIP AMONG ITS MEMBERS, THE ACQUIREMENT INDIVIDUALLY OF A HIGH DEGREE OF MENTAL CULTURE, AND THE ATTAINMENT PERSONALLY OF A HIGH STANDARD OF MORALITY.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings