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Phi Delta Theta Fraternity

North Carolina Zeta Chapter
  • Oxford, OH
  • Tax-exempt since March 1937
  • EIN: 31-0406470

Organization summary

Type of Nonprofit

Designated as a Social and recreational clubs.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$5.56M (2022)

Expenses
$5.15M (2022)

Total Assets
$6.59M (2022)

Total Liabilities
$1.14M (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,560,379
Expenses
$5,154,074
Net Income
$406,305
Net Assets
$5,447,816
Notable Sources of Revenue Percent of Total Revenue
Contributions $402,801
7.2%
Program Services $4,039,820
72.7%
Investment Income $81,116
1.5%
Bond Proceeds $0
Royalties $146,513
2.6%
Rental Property Income -$13,598
Net Fundraising $0
Sales of Assets $32,962
0.6%
Net Inventory Sales -$337
Other Revenue $871,102
15.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $199,018
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,491,823
28.9%
Assets/Debt
Total Assets $6,590,375
Total Liabilities $1,142,559
Net Assets $5,447,816
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Sean Wagner Exec Vp (Ceo) $180,462 $0 $18,556
Jesse Moyer (Senior Vp Mbr Dev) $130,155 $0 $11,853
Steven Good (Senior Vp Growth) $117,107 $0 $4,684
Thomas Shumate (Senior Vp Finance) $100,786 $0 $10,678
Morris D Stephens Ii (President) $0 $0 $0
J David Almacy (Treasurer) $0 $0 $0
Nathaniel Love Reporter (Director) $0 $0 $0
Thomas Balzer Mbr At Large (Director) $0 $0 $0
Todd Nisbet Mbr At Large (Director) $0 $0 $0
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Document Links

990
Filed on May 1, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,412,028
Expenses
$3,627,446
Net Income
$784,582
Net Assets
$5,460,162
Notable Sources of Revenue Percent of Total Revenue
Contributions $343,220
7.8%
Program Services $3,215,786
72.9%
Investment Income $91,583
2.1%
Bond Proceeds $0
Royalties $118,590
2.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,688
0.1%
Net Inventory Sales -$418
Other Revenue $637,579
14.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $196,579
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,372,115
37.8%
Assets/Debt
Total Assets $6,761,726
Total Liabilities $1,301,564
Net Assets $5,460,162
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Sean Wagner Exec Vp (Ceo) $174,000 $0 $22,579
Jesse Moyer (Senior Vp Mbr Dev) $130,190 $0 $15,288
Steven Good (Senior Vp Growth) $104,951 $0 $4,198
Thomas Shumate (Senior Vp Finance) $102,302 $0 $14,557
Morris D Stephens Ii (President) $0 $0 $0
J David Almacy (Treasurer) $0 $0 $0
Nathaniel Love Reporter (Director) $0 $0 $0
Thomas Balzer Mbr At Large (Director) $0 $0 $0
Todd Nisbet Mbr At Large (Director) $0 $0 $0
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Document Links

990
Filed on May 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,442,583
Expenses
$5,246,141
Net Income
$196,442
Net Assets
$4,269,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $455,517
8.4%
Program Services $4,040,831
74.2%
Investment Income $97,068
1.8%
Bond Proceeds $0
Royalties $94,703
1.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $142,635
2.6%
Net Inventory Sales $22,890
0.4%
Other Revenue $588,939
10.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $292,204
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,467,527
28.0%
Assets/Debt
Total Assets $5,537,553
Total Liabilities $1,267,980
Net Assets $4,269,573
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Robert A Biggs Exec Vp (Ceo) $266,742 $0 $25,462
Sean S Wagner Coo () $164,498 $0 $29,244
Chris W Brussalis (President) $0 $0 $0
Morris D Stephens Ii (Treasurer) $0 $0 $0
Jesse R Moyer Reporter (Director) $0 $0 $0
J David Almacy Reporter (Director) $0 $0 $0
Nathaniel Love Mbr At Large (Director) $0 $0 $0
Michael Scarlatelli Mbr At Lrg (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 6, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,022,713
Expenses
$6,037,958
Net Income
-$1,015,245
Net Assets
$4,211,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $346,003
6.9%
Program Services $3,811,709
75.9%
Investment Income $92,787
1.8%
Bond Proceeds $0
Royalties $131,675
2.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $116,173
2.3%
Net Inventory Sales $7,219
0.1%
Other Revenue $517,147
10.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $271,641
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,303,581
21.6%
Assets/Debt
Total Assets $5,669,459
Total Liabilities $1,458,400
Net Assets $4,211,059
Club or Co-Op Income
Initiation Fees & Contributions $1,051,866
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,326,600
Expenses
$5,680,709
Net Income
-$354,109
Net Assets
$5,281,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $329,437
6.2%
Program Services $4,004,091
75.2%
Investment Income $107,926
2.0%
Bond Proceeds $0
Royalties $127,524
2.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $223,260
4.2%
Net Inventory Sales $39,100
0.7%
Other Revenue $495,262
9.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $226,850
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,297,374
22.8%
Assets/Debt
Total Assets $6,143,006
Total Liabilities $861,096
Net Assets $5,281,910
Club or Co-Op Income
Initiation Fees & Contributions $1,027,988
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,914,795
Expenses
$4,986,418
Net Income
-$71,623
Net Assets
$5,938,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $323,147
6.6%
Program Services $3,752,303
76.3%
Investment Income $82,252
1.7%
Bond Proceeds $0
Royalties $149,478
3.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $390,205
7.9%
Net Inventory Sales $13,482
0.3%
Other Revenue $203,928
4.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $254,054
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,150,414
23.1%
Assets/Debt
Total Assets $6,419,583
Total Liabilities $481,247
Net Assets $5,938,336
Club or Co-Op Income
Initiation Fees & Contributions $1,089,117
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Robert A Biggs (Exec Vice President (Non Voting)) $216,546 $0 $20,404
Sean S Wagner (Assoc Exec Vice President (Non Voting)) $105,400 $0 $18,087
Jesse R Moyer (Member At Large) $0 $0 $0
Dr Thomas J Reardon (Member At Large) $0 $0 $0
Jeffrey N Davis (President) $0 $0 $0
Chris W Brussalis (Treasurer) $0 $0 $0
Morris D Stephens Ii (Reporter) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,239,329
Expenses
$4,515,255
Net Income
-$275,926
Net Assets
$6,132,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $356,877
8.4%
Program Services $3,906,492
92.1%
Investment Income $74,237
1.8%
Bond Proceeds $0
Royalties $115,051
2.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$280,107
Net Inventory Sales $48,774
1.2%
Other Revenue $18,005
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $235,202
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $962,132
21.3%
Assets/Debt
Total Assets $6,674,222
Total Liabilities $541,783
Net Assets $6,132,439
Club or Co-Op Income
Initiation Fees & Contributions $1,011,805
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,417,268
Expenses
$4,055,133
Net Income
$362,135
Net Assets
$6,197,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $298,201
6.8%
Program Services $3,770,761
85.4%
Investment Income $124,179
2.8%
Bond Proceeds $134,310
3.0%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $40,151
0.9%
Net Inventory Sales $26,338
0.6%
Other Revenue $23,328
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $220,753
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $913,543
22.5%
Assets/Debt
Total Assets $6,818,744
Total Liabilities $621,474
Net Assets $6,197,270
Club or Co-Op Income
Initiation Fees & Contributions $1,074,606
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Robert A Biggs (Exec Vice President (Non V) $192,566 $0 $25,646
Morris D Stephens Ii (Member At Large) $0 $0 $0
Dr Thomas J Reardon (Member At Large) $0 $0 $0
Richard E Fabritius (President) $0 $0 $0
Jeffrey N Davis (Treasurer) $0 $0 $0
Chris W Brussalis (Reporter) $0 $0 $0
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Document Links

990
Filed on Nov. 9, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,328,363
Expenses
$4,526,065
Net Income
-$197,702
Net Assets
$6,014,306
Notable Sources of Revenue Percent of Total Revenue
Contributions $310,268
7.2%
Program Services $3,527,012
81.5%
Investment Income $82,977
1.9%
Bond Proceeds $0
Royalties $99,779
2.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $244,443
5.6%
Net Inventory Sales $41,292
1.0%
Other Revenue $22,592
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $218,809
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $818,275
18.1%
Assets/Debt
Total Assets $6,832,929
Total Liabilities $818,623
Net Assets $6,014,306
Club or Co-Op Income
Initiation Fees & Contributions $982,861
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Robert A Biggs (Exec Vice President (Non Voting)) $184,388 $0 $19,621
Morris D Stephens Ii (Member At Large) $0 $0 $0
Dr Thomas J Reardon (Member At Large) $0 $0 $0
Richard E Fabritius (President) $0 $0 $0
Jeffrey N Davis (Treasurer) $0 $0 $0
Chris W Brussalis (Reporter) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 21, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,980,946
Expenses
$3,716,773
Net Income
$264,173
Net Assets
$6,043,527
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,350,508
59.0%
Program Services $1,099,329
27.6%
Investment Income $105,042
2.6%
Bond Proceeds $0
Royalties $135,698
3.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $248,695
6.2%
Net Inventory Sales $27,515
0.7%
Other Revenue $14,159
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $183,800
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $757,585
20.4%
Assets/Debt
Total Assets $6,632,748
Total Liabilities $589,221
Net Assets $6,043,527
Club or Co-Op Income
Initiation Fees & Contributions $912,014
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,269,335
Expenses
$3,246,059
Net Income
$23,276
Net Assets
$5,802,387
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,099,716
64.2%
Program Services $892,836
27.3%
Investment Income $143,091
4.4%
Bond Proceeds $0
Royalties $130,680
4.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $37,886
1.2%
Net Inventory Sales -$38,639
Other Revenue $3,765
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $158,000
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $674,275
20.8%
Assets/Debt
Total Assets $6,547,941
Total Liabilities $745,554
Net Assets $5,802,387
Club or Co-Op Income
Initiation Fees & Contributions $779,380
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,422,987
Expenses
$3,029,511
Net Income
$393,476
Net Assets
$5,881,244
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,902,012
55.6%
Program Services $987,656
28.9%
Investment Income $149,865
4.4%
Bond Proceeds $0
Royalties $112,321
3.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $163,598
4.8%
Net Inventory Sales $44,808
1.3%
Other Revenue $62,727
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $173,565
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $553,937
18.3%
Assets/Debt
Total Assets $6,713,880
Total Liabilities $832,636
Net Assets $5,881,244
Club or Co-Op Income
Initiation Fees & Contributions $694,885
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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