Nonprofit · EIN 31-1464684
PHI DELTA EPSILON MEDICAL FOUNDATION
Tax-exempt · LOUISVILLE, KY 40222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $53,854 | $50,196 | $3,658 | $876,512 | $0 | $876,512 |
| December 31, 2023 | 990 | $103,444 | $58,171 | $45,273 | $863,452 | $0 | $863,452 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,250
- Program service revenue
- $0
- Investment income
- $50,335
- Net gain from sales of assets
- $20,974
- Other revenue
- -$1,731
Expenses
- Grants and similar amounts paid
- $29,735
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,005
- Program services (functional)
- $30,168
- Management and general (functional)
- $20,028
Balance sheet and other
- Total assets, start of year
- $863,452
- Total assets, end of year
- $876,512
- Total liabilities, end of year
- $0
- Net assets, end of year
- $876,512
- Publicly traded securities
- $859,237
- Net assets without donor restrictions
- $701,512
- Net assets with donor restrictions
- $175,000
- Gross receipts
- $379,092
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1995
- 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 |
|---|---|---|---|
| STEVE SOLDINGER MD | DIRECTOR Trustee or director | 5 | $0 |
| BRIAN ZACHARIAH MD | DIRECTOR Trustee or director | 5 | $0 |
| KAREN BARNES MD | DIRECTOR Trustee or director | 5 | $0 |
| BARBARA ISAACS MD | TREASURER Officer | 5 | $0 |
| LOWELL KATZ MD | PRESIDENT Officer | 5 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN ZACHARIAH MD | DIRECTOR Trustee or director | 5 | $0 |
| STEVE SOLDINGER MD | DIRECTOR Trustee or director | 5 | $0 |
| KAREN BARNES MD | DIRECTOR Trustee or director | 5 | $0 |
| BARBARA ISAACS MD | TREASURER Officer | 5 | $0 |
| LOWELL KATZ MD | PRESIDENT Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 714 LYNDON LN STE 2, LOUISVILLE, KY 40222-4643
- In care of
- % BARBARA S BROMBERG
- Principal officer (990 for 2024)
- KAREN KATZ, 714 LYNDON LANE STE 1, LOUISVILLE, KY 40222
- Signed the 990
- KAREN KATZ, EXECUTIVE DIRECTOR
- Phone
- (786) 302-1120
- Website
- PHIDE.ORG/FOUNDATION
- Return prepared by
- LOUIS T ROTH & CO PLLC
Mission
TO ADVANCE THE MISSION AND GOALS OF PHI DELTA EPSILON MEDICAL FRATERNITY.
Program accomplishments
- TO PROVIDE EDUCATIONAL SERVICES TO MEMBERS.Expenses $30,168 · grants $29,735
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
- 31-1464684
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G03)
- Assets (IRS master file)
- $876,512
- Income (IRS master file)
- $379,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $53,854 | $50,196 | $876,512 | XML |
| 990 | December 2023 | $103,444 | $58,171 | $863,452 | XML |
| 990 | December 2022 | $50,841 | $18,214 | $758,861 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 31-1464684).
Questions about PHI DELTA EPSILON MEDICAL FOUNDATION
- What is the EIN of PHI DELTA EPSILON MEDICAL FOUNDATION?
- The employer identification number (EIN) of PHI DELTA EPSILON MEDICAL FOUNDATION is 31-1464684.
- Is PHI DELTA EPSILON MEDICAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to PHI DELTA EPSILON MEDICAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHI DELTA EPSILON MEDICAL 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 EPSILON MEDICAL 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 EPSILON MEDICAL 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 EPSILON MEDICAL FOUNDATION?
- The 990 for the year ended December 31, 2024 names KAREN KATZ.
- Who are the officers and directors of PHI DELTA EPSILON MEDICAL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does PHI DELTA EPSILON MEDICAL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $53,854, expenses of $50,196 and total assets of $876,512 at year end.
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