Civic Intelligence

Phi Delta Theta Fraternity

990 • Fiscal year 2017 • EIN 91-0365040

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

11808 Northup WayBellevue, WA 98005-1922

(425) 827-1592

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$31,462

Up $12,789 (+68%) from 2016

Net Assets

Up

$31,462

Up $12,789 (+68%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Down

$513,967

Down $70,045 (-12%) from 2016

Expenses

Down

$501,178

Down $72,518 (-13%) from 2016

Net Income

Up

$12,789

Up $2,473 (+24%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $28,105Liabilities 2011: $02011Assets 2012: $11,616Liabilities 2012: $02012Assets 2013: $32,368Liabilities 2013: $0Net Assets 2013: $32,3682013Assets 2014: $51,081Liabilities 2014: $0Net Assets 2014: $51,0812014Assets 2015: $8,357Liabilities 2015: $0Net Assets 2015: $8,3572015Assets 2016: $18,673Liabilities 2016: $0Net Assets 2016: $18,6732016Assets 2017: $31,462Liabilities 2017: $0Net Assets 2017: $31,4622017Assets 2018: $141,592Liabilities 2018: $0Net Assets 2018: $141,5922018Assets 2020: $68,204Liabilities 2020: $0Net Assets 2020: $68,2042020Assets 2021: $80,989Liabilities 2021: $0Net Assets 2021: $80,9892021Assets 2022: $43,274Liabilities 2022: $0Net Assets 2022: $43,2742022Assets 2023: $29,686Liabilities 2023: $0Net Assets 2023: $29,6862023Assets 2024: $10,418Liabilities 2024: $0Net Assets 2024: $10,4182024

Highlighted filing

2017

Assets$31,462
Liabilities$0
Net Assets$31,462

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $101,385Expenses 2011: $88,008Net Income 2011: $13,3772011Revenue 2012: $143,599Expenses 2012: $160,088Net Income 2012: -$16,4892012Expenses 2013: $218,0032013Revenue 2014: $350,645Expenses 2014: $331,932Net Income 2014: $18,7132014Revenue 2015: $529,422Expenses 2015: $572,146Net Income 2015: -$42,7242015Revenue 2016: $584,012Expenses 2016: $573,696Net Income 2016: $10,3162016Revenue 2017: $513,967Expenses 2017: $501,178Net Income 2017: $12,7892017Revenue 2018: $605,937Expenses 2018: $495,807Net Income 2018: $110,1302018Revenue 2020: $410,938Expenses 2020: $379,296Net Income 2020: $31,6422020Revenue 2021: $500,562Expenses 2021: $487,777Net Income 2021: $12,7852021Revenue 2022: $572,315Expenses 2022: $610,030Net Income 2022: -$37,7152022Revenue 2023: $509,840Expenses 2023: $535,144Net Income 2023: -$25,3042023Revenue 2024: $646,600Expenses 2024: $665,868Net Income 2024: -$19,2682024

Highlighted filing

2017

Revenue$513,967
Expenses$501,178
Net Income$12,789
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$513,967
Mission and Program Overview

Mission

To operate a fraternity house at the university of washington.

Operate a fraternity house at the university of washington

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$18,673$31,462▲ $12,789
Cap Stk Tr Prin Current Funds$18,673$18,673→ $0
Rtn Earn Endowment Incm Other Fnds$0$12,789▲ $12,789
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$18,673$31,462▲ $12,789
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,673$31,462▲ $12,789
Total Liabilities and Net Assets / Fund Balance$18,673$31,462▲ $12,789
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bill RadamakerChapter Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$513,967
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$12,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$501,178
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$145,114--$145,114
All Other Expenses$78,349--$78,349
Other Expenses$20,406--$20,406
Insurance$7,220--$7,220
Total Functional Expenses$501,178$0$0$501,178
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 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, Part VI, Section B, line 11B

The organization provides a copy of this form to the president to review before filing.

Form 990, Part VI, Section C, line 19

The officers make its governing documents, conflict of interest policy and financial information available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
91-0365040
Phone
4258271592
Address
11808 NORTHUP WAY, BELLEVUE, WA 98005-1922

Signing Officer

Name
Peter M Schilz
Title
Treasurer
Phone
4258271592
Signed
2018-05-11

Organization Details

Principal Officer
Peter M Schilz
Formed
1940
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
15

Preparer

Firm
Peter Schilz & Co
Address
11808 NORTHUP WAY SUITE 240, BELLEVUE, WA 98005-1922
Preparer
Peter Schilz
Phone
4258271592
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

SUPPLIES: Program service expenses 19,085. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,085. RUSH EXPENSES: Program service expenses 12,826. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,826. GENERAL EXPENSES: Program service expenses 12,795. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,795. SCHOLARSHIPS: Program service expenses 10,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,000. REIMBURSEMENTS: Program service expenses 9,996. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,996. DUES: Program service expenses 7,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,500. PHILANTHROPY: Program service expenses 3,261. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,261. INTERNET: Program service expenses 2,886. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,886.

Raw XML Appendix246 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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IRS990/AllOtherExpensesGrp/TotalAmt078349
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IRS990/GrantsToIndividualsInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO OPERATE A FRATERNITY HOUSE AT THE UNIVERSITY OF WASHINGTON.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018673
IRS990/NetAssetsOrFundBalancesEOYAmt031462
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OtherExpensesGrp/ProgramServicesAmt158078
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES: Program service expenses 19,085. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,085. RUSH EXPENSES: Program service expenses 12,826. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,826. GENERAL EXPENSES: Program service expenses 12,795. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,795. SCHOLARSHIPS: Program service expenses 10,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,000. REIMBURSEMENTS: Program service expenses 9,996. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,996. DUES: Program service expenses 7,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,500. PHILANTHROPY: Program service expenses 3,261. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,261. INTERNET: Program service expenses 2,886. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,886.
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ReturnHeader/Filer/EIN0910365040
ReturnHeader/Filer/PhoneNum04258271592
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ReturnHeader/ReturnTs02018-05-14T14:27:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$6.47$6.66$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$5.10$5.35$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$5.72$6.10$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$5.01$4.88$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$4.11$3.79$0.32
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$6.06$4.96$1.10
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$5.14$5.01$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$5.84$5.74$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$5.29$5.72$0.43
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$3.51$3.32$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$2.18
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$1.44$1.60$0.16
2011Summary only. Only limited summary data is available for this year.$0.28$0.00$1.01$0.88$0.13