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Nonprofiteer
← PHI DELTA THETA FOUNDATION

Form 990 for tax year 2024

Filed by PHI DELTA THETA FOUNDATION.

Totals

Total revenue
$5,989,346
Total expenses
$3,487,217
Contributions and grants received
$4,281,236
Grants paid
$1,726,886
Program service revenue
$0
Investment income
$1,492,503
Other revenue
$215,607
Total assets, end of year
$41,713,678
Total liabilities, end of year
$146,167
Net assets or fund balances, end of year
$41,567,511
Program services expenses (Part IX)
$2,194,326
Management and general expenses
$930,065
Fundraising expenses
$362,826
Program service expenses (Part III)
$2,194,326

Program services were 62.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Sean S Wagner

    President

    Total calculated
    $255,878
    From this org
    $0
    From related orgs
    $220,400
    Other
    $35,478
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    not reported + $220,400 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $35,478 related
    Filer's total
    not reported + $255,878 related

  • W Andrew Cole

    Sr. VP of Advancement

    Total calculated
    $155,535
    From this org
    $131,672
    From related orgs
    $0
    Other
    $23,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,672
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $23,863
    Filer's total
    $155,535

  • Bradley R Shafer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark L Bye

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Michael S Hyatt

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Joseph W Royce

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Howard Gellis

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Albert R Miller

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark Brueggeman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • William H Lappin Vice Chairman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • J David Almacy

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark B Chandler

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Henry G Heren IV

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • George Wood

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Christopher Jones

    Trustee

    Total calculated
    $0
    Hours/week
    1

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
25 July 2025
IRS schema version
2024v5.2
Source object
202532069349301113

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