Civic Intelligence

Phi Delta Theta Fraternity California Epsilon Chapter

990EZ • Fiscal year 2021 • EIN 94-1264269

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 29, 2021

Organization ProfileN/A
336 C StreetDavis, CA 95616

(916) 445-1067

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

39th percentile

0.2%

Higher net margin than 39% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$22,970

No earlier filing loaded for comparison.

Net Assets

$22,970

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

$114,472

No earlier filing loaded for comparison.

Expenses

$114,277

No earlier filing loaded for comparison.

Net Income

$195

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2021: $22,970Net Assets 2021: $22,9702021Assets 2022: $16,999Liabilities 2022: $0Net Assets 2022: $16,9992022Assets 2023: $13,406Liabilities 2023: $0Net Assets 2023: $13,4062023Assets 2025: $8,718Liabilities 2025: $0Net Assets 2025: $8,7182025

Highlighted filing

2021

Assets$22,970
Liabilities-
Net Assets$22,970
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2021: $114,472Expenses 2021: $114,277Net Income 2021: $1952021Revenue 2022: $202,995Expenses 2022: $208,966Net Income 2022: -$5,9712022Revenue 2023: $180,201Expenses 2023: $183,795Net Income 2023: -$3,5942023Revenue 2025: $173,000Expenses 2025: $174,664Net Income 2025: -$1,6642025

Highlighted filing

2021

Revenue$114,472
Expenses$114,277
Net Income$195
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 29, 2021
Return Version
2020v4.0
Gross Receipts
$114,472
Mission and Program Overview

Mission

Provides educational and social activities, housing, and food service for members of the Phi Delta Theta Fraternity at The University of California Davis

Program Services

DescriptionGrantsExpenses
Provides educational and social activities, housing, and food service for members of the Phi Delta Theta Fraternity at The University of California Davis$109,635-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON HACKERPresident-$0--
ALEX DADOUNVice President-$0--
JONATHAN NGUYENTreasurer-$0--
ANGEL CANOSecretary-$0--
MARK LEMMBoard Member-$0--
TIM ZEFFBoard Member-$0--
DAVE HEARDBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Fraternity California
EIN
94-1264269
Address
336 C STREET, DAVIS, CA 95616

Signing Officer

Name
Jonathan Nguyen
Title
Treasurer
Signed
2021-12-29
Discuss with paid preparer
Yes

Preparer

Firm
Ortega Accountancy A Professional Corp
Address
12526 High Bluff Drive Suite 300, San Diego, CA 92130
Preparer
Mario G Ortega
Phone
8586232786
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $508”

Other Expenses.1

“NATONAL DUES $10444”

Other Expenses.2

“UTILITIES $4312”

Other Expenses.3

“Charitable contributions $3609”

Other Expenses.4

“OTHER EXPENSES $2742”

Other Expenses.5

“BROTHERHOOD $1809”

Other Expenses.6

“OTHER HOUSING $1350”

Other Expenses.7

“ACCOUNTING SOFTWARE $400”

Raw XML Appendix140 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JONATHAN NGUYEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09164451067
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0336 C STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DAVIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095616
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022775
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022970
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012501
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0195
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022775
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022970
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0114472
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022775
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022970
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022775
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022970
IRS990EZ/OccupancyRentUtltsAndMaintAmt087603
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON HACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEX DADOUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JONATHAN NGUYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGEL CANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK LEMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIM ZEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVE HEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025174
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provides educational and social activities, housing, and food service for members of the Phi Delta Theta Fraternity at The University of California Davis
IRS990EZ/ProgramServiceRevenueAmt0101971
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provides educational and social activities, housing, and food service for members of the Phi Delta Theta Fraternity at The University of California Davis
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0109635
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0114277
IRS990EZ/TotalProgramServiceExpensesAmt0109635
IRS990EZ/TotalRevenueAmt0114472
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NATONAL DUES $10444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $4312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHARITABLE CONTRIBUTIONS $3609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER EXPENSES $2742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BROTHERHOOD $1809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER HOUSING $1350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACCOUNTING SOFTWARE $400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN NGUYEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA THETA FRATERNITY CALIFORNIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0941264269
ReturnHeader/Filer/USAddress/AddressLine1Txt0336 C STREET
ReturnHeader/Filer/USAddress/CityNm0DAVIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095616
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824283380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ortega Accountancy A Professional Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012526 High Bluff Drive Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092130
ReturnHeader/PreparerPersonGrp/PhoneNum08586232786
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIO G ORTEGA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-12-30T13:33:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NGUYEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
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
$22,970
Liabilities
-
Net assets
$22,970
Revenue
$114,472
Expenses
$114,277
Net income
$195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$1.73$1.75$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$1.80$1.84$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$2.03$2.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.23$1.14$1.14$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)7 • <$500k nonprofits