Skip to content
Nonprofiteer
← PHI DELTA THETA FRATERNITY

Form 990 for tax year 2023

Filed by PHI DELTA THETA FRATERNITY.

Totals

Total revenue
$761,517
Total expenses
$677,729
Contributions and grants received
$100,135
Grants paid
$100,135
Program service revenue
$677,382
Investment income
$0
Other revenue
-$16,000
Total assets, end of year
$96,866
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$96,866
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $100,135

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Membership Dues and Assessments

    total $677,382 · related or exempt $677,382 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $100,135

  • 8b · Fundraising events: direct expenses

    $16,000

  • 8c · Net income from fundraising events

    total -$16,000 · unrelated business $0 · excluded -$16,000

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $100,135

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $17,421

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $60,000

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $3,000

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $57,420

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Chapter Operations

    total $428,253

  • 24b · Other expenses: Operational Equipment/Materials

    total $7,500

  • 24c · Other expenses: Inter-Fraternity Council Dues

    total $4,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,078 · end of year $96,866

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $13,078 · end of year $96,866

Mission and programs · 2023

Mission

Phi Delta Theta Fraternity was established with three (3) principal objectives: The cultivation of friendship among its members, the acquirement individually of a degree of mental culture, and the attainment personally of a high standard of morality. Phi Delta Theta refers to these principles as Friendship, Sound Learning, and Rectitude.

Activities or mission (Part I)

Social Club - Fraternity: 200 Members.

  • Program service revenue consists of Membership Dues and Assessments. Such program service revenue is primarily used for: Social Events/Gatherings, Member Education and Enrichment, Recruitment, and Community Service.

    Revenue $677,382

As filed on the 2023 return.

Listed in Part VII

  • Casey Morton

    President (start Jan 24)

    Total calculated
    $0
    Hours/week
    12

  • Jack Fox

    President (end Dec 23)

    Total calculated
    $0
    Hours/week
    12

  • Oliver Pointer

    Vice President (start Jan 24)

    Total calculated
    $0
    Hours/week
    12

  • Harrison Zuckerberg

    Vice President (end Dec 23)

    Total calculated
    $0
    Hours/week
    12

  • Henry Hooten

    Treasurer (start Jan 24)

    Total calculated
    $0
    Hours/week
    12

  • John Pearson

    Treasurer (end Dec 23)

    Total calculated
    $0
    Hours/week
    12

  • Curran Rose

    Secretary (start Jan 24)

    Total calculated
    $0
    Hours/week
    2

  • Dusty Raymond

    Secretary (end Dec 23)

    Total calculated
    $0
    Hours/week
    2

  • Brooks Steier

    Historian (start Jan 24)

    Total calculated
    $0
    Hours/week
    3

  • Thomas Smythe

    Historian (end Dec 23)

    Total calculated
    $0
    Hours/week
    3

  • Maximo Valerbro

    Social Chair (start Jan 24)

    Total calculated
    $0
    Hours/week
    12

  • Josh Hoppenstien

    Social Chair (end Dec 23)

    Total calculated
    $0
    Hours/week
    12

  • Miles Masterson

    Risk Manager (start Jan 24)

    Total calculated
    $0
    Hours/week
    6

  • Casey Morton

    Risk Manager (end Dec 23)

    Total calculated
    $0
    Hours/week
    6

  • Joe Carey

    VP of Rush (start Jan 24)

    Total calculated
    $0
    Hours/week
    10

  • Ryan Rosenfield

    VP of Rush (end Dec 23)

    Total calculated
    $0
    Hours/week
    10

  • Cutler Terlato

    External Affairs Chair (start Jan 24)

    Total calculated
    $0
    Hours/week
    3

  • Joseph Ryan

    External Affairs Chair (end Dec 23)

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531359349307088

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.