Civic Intelligence

Phi Delta Theta Fraternity

990 • Fiscal year 2015 • EIN 91-0640792

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 11, 2015

Organization ProfileN/A
715 EstrellaWalla Walla, WA 99362

(509) 527-5752

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

64th percentile

7.8%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

91st percentile

56%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

1.9%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$69,319

Up $24,776 (+56%) from 2014

Net Assets

Up

$69,319

Up $24,776 (+56%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin64th percentile

Revenue

Up

$316,881

Up $5,780 (+1.9%) from 2014

Expenses

Down

$292,105

Down $30,444 (-9.4%) from 2014

Net Income

Up

$24,776

Up $36,224 (+316%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$80K$60K$40K$20K$0Assets 2011: $4,012Liabilities 2011: $0Net Assets 2011: $4,0122011Assets 2012: $31,367Liabilities 2012: $0Net Assets 2012: $31,3672012Assets 2013: $55,989Liabilities 2013: $0Net Assets 2013: $55,9892013Assets 2014: $44,543Liabilities 2014: $0Net Assets 2014: $44,5432014Assets 2015: $69,319Liabilities 2015: $0Net Assets 2015: $69,3192015Assets 2016: $60,809Liabilities 2016: $0Net Assets 2016: $60,8092016Assets 2017: $25,537Liabilities 2017: $0Net Assets 2017: $25,5372017Assets 2018: $38,120Liabilities 2018: $0Net Assets 2018: $38,1202018

Highlighted filing

2015

Assets$69,319
Liabilities$0
Net Assets$69,319
Open 2015 Filing

Operations Trend

Revenue Growth51st percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $226,1792011Revenue 2012: $331,640Expenses 2012: $304,284Net Income 2012: $27,3562012Revenue 2013: $325,592Expenses 2013: $300,969Net Income 2013: $24,6232013Revenue 2014: $311,101Expenses 2014: $322,549Net Income 2014: -$11,4482014Revenue 2015: $316,881Expenses 2015: $292,105Net Income 2015: $24,7762015Revenue 2016: $271,254Expenses 2016: $279,763Net Income 2016: -$8,5092016Revenue 2017: $221,345Expenses 2017: $256,617Net Income 2017: -$35,2722017Revenue 2018: $265,021Expenses 2018: $252,438Net Income 2018: $12,5832018

Highlighted filing

2015

Revenue$316,881
Expenses$292,105
Net Income$24,776
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 11, 2015
Return Version
2014v5.0
Gross Receipts
$316,881
Mission and Program Overview

Mission

COLLEGE FRATERNITY

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$44,543$69,319▲ $24,776
Savings and Temporary Cash Investments$21,650$54,437▲ $32,787
Cash and Non-Interest-Bearing Accounts$22,893$14,882▼ $8,011
Total Assets$44,543$69,319▲ $24,776
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,543$69,319▲ $24,776
Total Liabilities and Net Assets / Fund Balance$44,543$69,319▲ $24,776
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brandon ParisPresident
Mitchel SmithSecretary
Jaime Paredes-torresTreasurer
Tim MorrisVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$316,874
Investment Income
$7
Other Revenue
$0
Change in Net Assets
$24,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$251,909
Salaries, Compensation, and Employee Benefits$40,196
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$187,593
Other Salaries and Wages---$30,600
Payments to Affiliates---$19,974
Payroll Taxes---$9,596
All Other Expenses---$4,123
Fees for Services Accounting---$3,157
Other Expenses---$1,945
Total Functional Expenses$0$0$0$292,105
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
Backup withholding compliance
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity
EIN
91-0640792
Phone
5095275752
Address
715 ESTRELLA, WALLA WALLA, WA 99362

Signing Officer

Name
Jaime Paredes-torres
Title
Treasurer
Phone
5095275752
Signed
2015-08-11
Discuss with paid preparer
Yes

Organization Details

Formed
1914
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
0
Employees
1

Preparer

Firm
Michael R Lemm CPA Ps
Address
6 E ALDER ST STE 211, WALLA WALLA, WA 99362
Preparer
Robin Baden
Phone
5095257320
Raw XML Appendix233 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/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,319
Liabilities
$0
Net assets
$69,319
Revenue
$316,881
Expenses
$292,105
Net income
$24,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$2.65$2.52$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$2.21$2.57$0.35
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$2.71$2.80$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$3.17$2.92$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$3.11$3.23$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$3.26$3.01$0.25
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$3.32$3.04$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$2.26