Nonprofit · EIN 34-6539803
PHI DELTA THETA FOUNDATION
Tax-exempt · OXFORD, OH 45056
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,989,346 | $3,487,217 | $2,502,129 | $41,713,678 | $146,167 | $41,567,511 |
| December 31, 2023 | 990 | $9,336,527 | $3,316,755 | $6,019,772 | $36,900,341 | $132,460 | $36,767,881 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,281,236
- Program service revenue
- $0
- Investment income
- $1,492,503
- Net rental income
- $198,451
- Net gain from sales of assets
- $452,251
- Other revenue
- $215,607
Expenses
- Grants and similar amounts paid
- $1,726,886
- Compensation of officers, directors and key employees
- $155,535
- Other salaries and wages
- $634,996
- Salaries, compensation and benefits (total)
- $943,081
- Professional fundraising fees
- $160,088
- Legal fees
- $17,068
- Accounting fees
- $19,000
- Occupancy
- $32,420
- Travel
- $134,173
- Depreciation
- $127,694
- Program services (functional)
- $2,194,326
- Management and general (functional)
- $930,065
- Fundraising (functional)
- $362,826
Balance sheet and other
- Total assets, start of year
- $36,900,341
- Total assets, end of year
- $41,713,678
- Total liabilities, end of year
- $146,167
- Net assets, end of year
- $41,567,511
- Land, buildings and equipment
- $807,884
- Publicly traded securities
- $32,957,181
- Net assets without donor restrictions
- $4,637,397
- Net assets with donor restrictions
- $36,930,114
- Gross receipts
- $16,636,009
- Employees
- 11
- Volunteers
- 110
- Year formed
- 1958
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Sean S Wagner | President Officer | 12 | $0 | $220,400 | $35,478 |
| W Andrew Cole | Sr. VP of Advancement | 40 | $131,672 | $0 | $23,863 |
| Bradley R Shafer | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Mark L Bye | Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Michael S Hyatt | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Joseph W Royce | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Howard Gellis | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Albert R Miller | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Mark Brueggeman | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| William H Lappin Vice Chairman | Trustee Trustee or director, Officer | 1 | $0 | $0 | $0 |
| J David Almacy | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Mark B Chandler | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Henry G Heren IV | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| George Wood | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Christopher Jones | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Sean S Wagner | President Officer | 12 | $0 | $207,619 | $32,475 |
| W Andrew Cole | Sr. VP of Advancement | 40 | $113,269 | $0 | $19,734 |
| Frederick B Schultz | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Bradley R Shafer | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Mark L Bye | Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Michael S Hyatt | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Joseph W Royce | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Howard Gellis | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Albert R Miller | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Mark Brueggeman | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| William H Lappin Vice Chairman | Trustee Trustee or director, Officer | 1 | $0 | $0 | $0 |
| J David Almacy | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Mark B Chandler | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Henry G Heren IV | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| George Wood | Trustee Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2 S CAMPUS AVE, OXFORD, OH 45056-1801
- In care of
- % ROBERT BIGGS
- Principal officer (990 for 2024)
- Sean S Wagner, 2 South Campus Avenue, Oxford, OH 45056
- Signed the 990
- Sean S Wagner, President
- Phone
- (513) 523-6345
- Website
- www.phideltatheta.org
Mission
To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning, and Rectitude.
Program accomplishments
- Provide educational grants for programs supporting leadership development, alcohol abuse education, management and other skill improvement. These programs impact more than 12,000 college students per year.Expenses $1,291,775 · grants $824,335
- Provide scholarships and fellowships to over 600 individuals to recognize outstanding scholarship, leadership, and community involvement.Expenses $716,531 · grants $716,531
- Other program expenses used to provide programming, education, and support for students to enhance their individual intellectual, character, and leadership skills. This includes educational area housing grants to chapter housing corporations.Expenses $186,020 · grants $186,020
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-6539803
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $41,713,678
- Income (IRS master file)
- $16,636,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,989,346 | $3,487,217 | $41,713,678 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $9,336,527 | $3,316,755 | $36,900,341 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $3,398,913 | $3,267,379 | $32,768,680 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-6539803).
Questions about PHI DELTA THETA FOUNDATION
- What is the EIN of PHI DELTA THETA FOUNDATION?
- The employer identification number (EIN) of PHI DELTA THETA FOUNDATION is 34-6539803.
- Is PHI DELTA THETA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to PHI DELTA THETA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHI DELTA THETA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHI DELTA THETA FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI DELTA THETA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PHI DELTA THETA FOUNDATION?
- The 990 for the year ended December 31, 2024 names Sean S Wagner.
- Who are the officers and directors of PHI DELTA THETA FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 15 people; 1 received compensation from the organization.
- How much revenue does PHI DELTA THETA FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,989,346, expenses of $3,487,217 and total assets of $41,713,678 at year end.
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