Nonprofit · EIN 84-3855662
PHI DELTA THETA FRATERNITY
Also known as OHIO ALPHA CHAPTER
Tax-exempt · OXFORD, OH 45056
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $143,087 | $160,546 | -$17,459 | $20,117 | $0 | $20,117 |
| June 30, 2024 | 990-EZ | $139,259 | $122,575 | $16,684 | $37,576 | $0 | $37,576 |
| June 30, 2023 | 990-EZ | $140,017 | $127,135 | $12,882 | $20,892 | $0 | $20,892 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $9,465
- Membership dues
- $129,349
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$2,007
- Other revenue
- $6,280
Expenses
- Grants and similar amounts paid
- $28,524
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $4,268
- Occupancy
- $23,507
- Other expenses
- $104,247
Balance sheet and other
- Total assets, start of year
- $37,576
- Total assets, end of year
- $20,117
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,117
- Cash, savings and investments
- $20,117
- Gross receipts
- $145,094
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Max Hartman | President (start Nov 24) | 12 | $0 |
| Niko McDonald | President (end Oct 24) | 12 | $0 |
| Grant Reigle | Vice President (start Nov 24) | 10 | $0 |
| Peter Crowley | Vice President (end Oct 24) | 10 | $0 |
| Eddie Hamill | Treasurer (start Nov 24) | 10 | $0 |
| Nick Mathis | Treasurer (end Oct 24) | 10 | $0 |
| Charlie Bechert | Risk Manager (start Nov 24) | 8 | $0 |
| Zach Dezell | Risk Manager (end Oct 24) | 8 | $0 |
| Joey Varckette | Secretary (start Nov 24) | 2 | $0 |
| Grant Riegle | Secretary (end Oct 24) | 2 | $0 |
| Baron Graham | Philanthropy Chair (start Nov 24) | 5 | $0 |
| Owen Donegan | Philanthropy Chair (end Oct 24) | 5 | $0 |
990-EZ for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Niko McDonald | President | 15 | $0 |
| Nick Mattis | Treasurer | 8 | $0 |
| Peter Crowley | Vice President | 8 | $0 |
| Grant Riegle | Secretary | 2 | $0 |
| Zach Dezell | Risk Manager | 8 | $0 |
| Justin Paone | Brotherhood Chair | 2 | $0 |
| Owen Donegan | Philanthropy Chair | 2 | $0 |
| Gavin Duffy | Social Chair | 8 | $0 |
| Jack Reed | Phikeia Educator | 6 | $0 |
| Carter Storey | Recruitment Chair | 4 | $0 |
| Christian James | Warden | 4 | $0 |
| Quinn Henoch | Scholarhip Chair | 1 | $0 |
| Niko Raketich | Historian | 2 | $0 |
| Evan Scott | House Manager | 4 | $0 |
| Carter Owens | Chaplain | 4 | $0 |
| Charles Kennedy | Awards Chair | 1 | $0 |
| Jake Goheen | Apparel Chair | 1 | $0 |
| Tyler Jackson | Landscape Chair | 3 | $0 |
| Gavin Earl | Alumni Chair | 1 | $0 |
990-EZ for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Niko McDonald | President | 20 | $0 |
| Nick Mattis | Treasurer | 15 | $0 |
| Peter Crowley | Vice President | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 102 TALLAWANDA ST, OXFORD, OH 45056-1411
- Mailing address (990-N for 2019)
- 2 S Campus Ave, Oxford OH 45056
- Principal officer (990-N for 2019)
- Alexander Kalix, 950 Arrowhead Drive, Oxford OH 45056
- Signed the 990-EZ
- Aiden Jeffries, Treasurer
- Phone
- (513) 523-6345
- Website
- https://phideltatheta.org
Mission
Social Club - Fraternity: 60 Members.
Program accomplishments
- Social Events/Gatherings
- Member Education and Enrichment
- Community Service and Philanthropy
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 84-3855662
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1940
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0164: PHI DELTA THETA FRATERNITY
- Assets (IRS master file)
- $20,117
- Income (IRS master file)
- $145,094
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $143,087 | $160,546 | $20,117 | IRS |
| 990-EZ | June 2024 | $139,259 | $122,575 | $37,576 | XML |
| 990-EZ | June 2023 | $140,017 | $127,135 | $20,892 | XML |
| 990-N for 2019 Officer: Alexander Kalix | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 84-3855662).
Questions about PHI DELTA THETA FRATERNITY
- What is the EIN of PHI DELTA THETA FRATERNITY?
- The employer identification number (EIN) of PHI DELTA THETA FRATERNITY is 84-3855662.
- Is PHI DELTA THETA FRATERNITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1940.
- Are donations to PHI DELTA THETA FRATERNITY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PHI DELTA THETA FRATERNITY 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 FRATERNITY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI DELTA THETA FRATERNITY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of PHI DELTA THETA FRATERNITY?
- The 990-N for 2019 names Alexander Kalix.
- Who are the officers and directors of PHI DELTA THETA FRATERNITY?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does PHI DELTA THETA FRATERNITY have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $143,087, expenses of $160,546 and total assets of $20,117 at year end.
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