Form 990 for tax year 2023

Filed by DELTA TAU DELTA FRATERNITY.

Totals

Total revenue: $5,625,476
Total expenses: $6,801,784
Contributions and grants received: $496,346
Grants paid: $0
Program service revenue: $4,625,072
Investment income: $437,583
Other revenue: $66,475
Total assets, end of year: $12,779,259
Total liabilities, end of year: $1,513,651
Net assets or fund balances, end of year: $11,265,608
Program services expenses (Part IX): not reported
Management and general expenses: not reported
Fundraising expenses: not reported
Program service expenses (Part III): $0

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.

1f · All other contributions, gifts and grants

$496,346
2a · Program service revenue: Membership dues

total $2,683,882 · related or exempt $2,683,882
2b · Program service revenue: Risk management program

total $1,616,147 · related or exempt $1,616,147
2c · Program service revenue: Interest on loans

total $319,713 · related or exempt $319,713
2d · Program service revenue: Other income

total $5,330 · related or exempt $5,330
2e · Program service revenue: Karnea revenue
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $226,505 · unrelated business $226,505
5 · Royalties

total $116,128 · unrelated business $116,128
6c · Rental income or loss

real property $0 · personal property $0
7a · Gross sales of assets other than inventory

securities $4,528,799
7b · Less cost or other basis and sales expenses

securities $4,317,721
7c · Gain or loss

securities $211,078 · other assets $0
7d · Net gain or loss

total $211,078 · unrelated business $211,078
10a · Gross sales of inventory

$2,757
10b · Cost of goods sold

$52,410
10c · Net income from sales of inventory

total -$49,653 · related or exempt -$49,653
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $169,850
7 · Other salaries and wages

total $1,639,538
8 · Pension plan contributions

total $68,773
9 · Other employee benefits

total $180,790
10 · Payroll taxes

total $106,666
11f · Fees: investment management

total $14,357
11g · Fees: other

total $591,774
13 · Office expenses

total $455,029
16 · Occupancy

total $151,337
17 · Travel

total $622,191
19 · Conferences, conventions and meetings

total $419,488
22 · Depreciation, depletion and amortization

total $64,974
23 · Insurance

total $1,374,860
24a · Other expenses: Education programs

total $905,787
24b · Other expenses: Miscellaneous

total $36,370
24e · All other expenses

total $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $4,288,085 · end of year $185,431
2 · Savings and temporary cash investments

beginning of year $144,817 · end of year $144,154
4 · Accounts receivable

beginning of year $188,085 · end of year $239,139
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $3,140,403 · end of year $6,037,367
8 · Inventories for sale or use

beginning of year $27,069 · end of year $28,745
9 · Prepaid expenses and deferred charges

beginning of year $908,893 · end of year $585,049
10a · Land, buildings and equipment: cost or other basis

$685,034
10b · Land, buildings and equipment: accumulated depreciation

$512,539
10c · Land, buildings and equipment, net

beginning of year $219,495 · end of year $172,495
11 · Investments: publicly traded securities

beginning of year $4,627,329 · end of year $5,104,206
12 · Investments: other securities

beginning of year $41,815 · end of year $27,868
13 · Investments: program-related

beginning of year $169,658 · end of year $127,244
15 · Other assets

beginning of year $107,193 · end of year $127,561
17 · Accounts payable and accrued expenses

beginning of year $209,254 · end of year $600,573
19 · Deferred revenue

beginning of year $850,265 · end of year $325,689
21 · Escrow or custodial account liability

beginning of year $356,991 · end of year $338,552
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $220,000 · end of year $248,837
27 · Net assets without donor restrictions

beginning of year $12,134,332 · end of year $11,167,001
28 · Net assets with donor restrictions

beginning of year $92,000 · end of year $98,607

Mission and programs · 2023

Mission

THE MEMBERS OF DELTA TAU DELTA FRATERNITY ARE COMMITTED TO LIVES OF EXCELLENCE AND BELIEVE IN THE FRATERNITY FOR THE EDUCATION OF YOUTH AND THE INSPIRATION OF MATURITY, SEEKING TO INSTILL IN ALL MEMBERS RESPECT FOR HIGHER EDUCATION LOYALTY TO OUR BROTHERHOOD OF HONOR, OUR HOST INSTITUTIONS AND OUR COUNTRY, INTELLECTUAL INTEGRITY, AND RESPONSBILITY TO THOSE WHO FOLLOW.

Activities or mission (Part I)

THE MEMBERS OF DELTA TAU DELTA FRATERNITY ARE COMMITTED TO LIVES OF EXCELLENCE AND BELIEVE IN THE FRATERNITY FOR THE EDUCATION OF YOUTH AND INSPIRATION OF MATURITY.

LEADERSHIP EDUCATION: In February 2024, the Fraternity conducted its inaugural Emerge conference series, its premier leadership education experience designed for newly elected chapter officers. Hosted across many geographic locations, Emerge brings together hundreds of undergraduate leaders to participate in intensive, role-specific training and collaborative programming. The curriculum focuses on equipping officers with the tools necessary to lead their chapters effectively, emphasizing operational excellence, health and safety, values-based leadership, and personal development. Each conference features officer curriculum, opportunities for connection with Fraternity staff, alumni volunteers, and peers/other officers in their region. Emerge is the largest leadership training program offered by the Fraternity and serves as a foundational development experience for chapter success.
UNDERGRADUATE CHAPTER PRESIDENT TRAINING: JANUARY 2024, DELTA TAU DELTA HOSTED ITS FOURTH PRESIDENTS' EXCELLENCE INSTITUTE (PRESX) AT T BAR M CAMP IN NEW BRAUNFELS, TX. PRESX IS DESIGNED TO PROVIDE EXECUTIVE SKILLS TRAINING FOR THE KEYSTONE LEADER OF EACH CHAPTER, THE CHAPTER PRESIDENT. DURING PRESX, PRESIDENTS LEARNED AND PRACTICED THE KEY SKILLS OF EXECUTIVE LEADERSHIP, ALL WHILE BUILDING COMMUNITY WITH THEIR PEERS FROM OTHER CAMPUSES. PRESX PROVIDED PRESIDENTS THE OPPORTUNITY TO PRACTICE SKILLS WHILE RECEIVING FEEDBACK FROM COACHES AND PEER LEADERS BEFORE TAKING THOSE SKILLS BACK TO THEIR CHAPTER. PRESX SERVED 89 UNDERGRADUATE CHAPTER PRESIDENT AND UTILIZED 10 VOLUNTEER FACILITATORS AND FIVE ALUNMI KEYNOTE SPEAKERS/PANELISTS. THE FRATERNITY'S POSTASSESSMENT SHOWED GROWTH IN ALL SEVEN LEARNING OBJECTIVES AND STATISTICALLY SIGNIFICANT GROWTH IN SIX OF THE SEVEN OBJECTIVES.
RISK MANAGEMENT PROGRAM: DELTA TAU DELTA FRATERNITY PROVIDES A COMPREHENSIVE RISK MANAGEMENT PROGRAM FOR ITS UNDERGRADUATE CHAPTERS. THIS PROGRAM INCLUDES EDUCATIONAL MATERIALS, LOSS PREVENTION ASSISTANCE, GENERAL LIABILITY, PROPERTY, COMMERCIAL CRIME, MEMBER ACCIDENT PROTECTION, AND OFFICERS AND DIRECTORS LIABILITY INSURANCE. ALCOHOL EDUCATION: DELTA TAU DELTA PROVIDES AN ONLINE SCIENCEBASED ALCOHOL COURSE THAT AIMS TO EDUCATE NEARLY 2918 UNDERGRADUATE MEMBERS ABOUT ALCOHOL AND ITS EFFECTS ON THE MIND AND BODY, ESPECIALLY WITH REGARD TO SEXUAL ASSAULT AND HAZING.
THE FRATERNITY HOSTS THE COMPASS EXPERIENCE PARTNERING WITH LEADERSHAPE, A NATIONALLY RECOGNIZED NONPROFIT ORGANIZATION FOCUSED ON LEADERSHIP SKILLS, TO HOST ITS FLAGSHIP PROGRAM, THE LEADERSHAPE INSTITUTE. THE LEADERSHAPE INSTITUTE SERVES AS THE FOUNDATIONAL PROGRAM FOR EMERGING LEADERS WITHIN DELTA TAU DELTA THAT ARE INTERESTED IN FOSTERING LEADERSHIP SKILLSET. THE PROGRAM IS A 4-DAY IMMERSIVE EXPERIENCE GROUNDED IN HELPING INDIVIDUALS IDENTIFY THE VALUES THEY HOLD THAT LEAD TO MAKING A DIFFERENCE IN COMMUNITIES AROUND THEM. THE CURRICULUM UTILIZES SELF-ASSESSMENT, INTENSIVE SMALL GROUP DISCUSSIONS, TEAM-BUILDING CHALLENGES AND FEEDBACK IN A LEARNING COMMUNITY, WHILE PARTICIPANTS DEVELOP A VISION FOR SOMETHING THEY CARE ABOUT.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Andrew Welch

Student Director

Total calculated

$0

Hours/week

10
Anthony Albanese

Vice Chairman

Total calculated

$0

Hours/week

10
Ashley Wollam

Director

Total calculated

$0

Hours/week

10
Charles Edwards

Director

Total calculated

$0

Hours/week

10
James Wisbrock

Director

Total calculated

$0

Hours/week

10
Jason Feiner

Director

Total calculated

$0

Hours/week

10
Jeremy Vanscoy

Director

Total calculated

$0

Hours/week

10
Michael Shonrock Phd

Foundation Chairman

Total calculated

$0

Hours/week

10
Nigel Manick

Director

Total calculated

$0

Hours/week

10
Rosario Palmieri

Chairman

Total calculated

$0

Hours/week

10
Ryan Caldwell

Treasurer

Total calculated

$0

Hours/week

10
Jack Kreman

Chief Executive Office

Total calculated

$169,850

From this org

$137,046

From related orgs

$0

Other

$32,804

Hours/week

45

Schedule J breakdown matched by us

Base

$137,046

Bonus

$0

Other

$0

Deferred

$6,619

Nontaxable benefits

$26,185

Filer's total

$169,850

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

1a · Travel for companions
1a · Tax indemnification and gross-up payments
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Schedule J, Part I, Line 1a: TRAVEL FOR COMPANIONS: THE CHIEF EXECUTIVE OFFICER'S SPOUSE OCCASIONALLY ACCOMPANIES HIM TO INDUSTRY CONFERENCES AND THE BIENNIAL CONVENTION. REGISTRATION, AIRFARE AND MEAL COSTS ARE PAID BY THE FRATERNITY. THE COSTS ARE TREATED AS TAXABLE COMPENSATION AND THE VALUE IS GROSSED-UP TO COVER THE APPLICABLE FEDERAL, STATE AND LOCAL TAXES. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE VALUE OF TRAVEL FOR COMPANIONS IS GROSSED UP TO COVER THE APPLICABLE FEDERAL, STATE AND LOCAL TAXES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Delta Tau Delta National Housing Corp

501(c)(2) · Property mgmt · IN · controlled entity

Directly controlled by DTD FRAT

Provenance

Return type: form_990
Tax year: 2023
Filed: 13 June 2025
IRS schema version: 2023v6.0
Source object: 202511649349300046

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