Nonprofit · EIN 75-0819809
PHI DELTA THETA FRATERNITY
Also known as TEXAS DELTA
Tax-exempt · DALLAS, TX 75205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $761,517 | $677,729 | $83,788 | $96,866 | $0 | $96,866 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $100,135
- Program service revenue
- $677,382
- Investment income
- $0
- Net income from fundraising events
- -$16,000
- Other revenue
- -$16,000
Expenses
- Grants and similar amounts paid
- $100,135
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $17,421
- Travel
- $60,000
Balance sheet and other
- Total assets, start of year
- $13,078
- Total assets, end of year
- $96,866
- Total liabilities, end of year
- $0
- Net assets, end of year
- $96,866
- Gross receipts
- $777,517
- Employees
- 0
- Volunteers
- 200
- Year formed
- 1922
- State of legal domicile
- TX
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 June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Casey Morton | President (start Jan 24) Trustee or director, Officer | 12 | $0 |
| Jack Fox | President (end Dec 23) Trustee or director, Officer | 12 | $0 |
| Oliver Pointer | Vice President (start Jan 24) Trustee or director, Officer | 12 | $0 |
| Harrison Zuckerberg | Vice President (end Dec 23) Trustee or director, Officer | 12 | $0 |
| Henry Hooten | Treasurer (start Jan 24) Trustee or director, Officer | 12 | $0 |
| John Pearson | Treasurer (end Dec 23) Trustee or director, Officer | 12 | $0 |
| Curran Rose | Secretary (start Jan 24) Trustee or director, Officer | 2 | $0 |
| Dusty Raymond | Secretary (end Dec 23) Trustee or director, Officer | 2 | $0 |
| Brooks Steier | Historian (start Jan 24) Trustee or director, Officer | 3 | $0 |
| Thomas Smythe | Historian (end Dec 23) Trustee or director, Officer | 3 | $0 |
| Maximo Valerbro | Social Chair (start Jan 24) Trustee or director, Officer | 12 | $0 |
| Josh Hoppenstien | Social Chair (end Dec 23) Trustee or director, Officer | 12 | $0 |
| Miles Masterson | Risk Manager (start Jan 24) Trustee or director, Officer | 6 | $0 |
| Casey Morton | Risk Manager (end Dec 23) Trustee or director, Officer | 6 | $0 |
| Joe Carey | VP of Rush (start Jan 24) Trustee or director, Officer | 10 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ryan Rosenfield | VP of Rush (end Dec 23) Trustee or director, Officer | 10 | $0 |
| Cutler Terlato | External Affairs Chair (start Jan 24) Trustee or director, Officer | 3 | $0 |
| Joseph Ryan | External Affairs Chair (end Dec 23) Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 3072 SMU BLVD, DALLAS, TX 75205-2341
- Principal officer (990 for 2023)
- Miles Masterson, 3072 SMU Boulevard, Dallas, TX 75205
- Signed the 990
- Charles Roberts, Treasurer
- Phone
- (513) 523-6345
- Website
- https://phideltatheta.org
Mission
Phi Delta Theta Fraternity was established with three (3) principal objectives: The cultivation of friendship among its members, the acquirement individually of a degree of mental culture, and the attainment personally of a high standard of morality. Phi Delta Theta refers to these principles as Friendship, Sound Learning, and Rectitude.
Program accomplishments
- Program service revenue consists of Membership Dues and Assessments. Such program service revenue is primarily used for: Social Events/Gatherings, Member Education and Enrichment, Recruitment, and Community Service.revenue $677,382
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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 75-0819809
- 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)
- $96,866
- Income (IRS master file)
- $777,517
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $761,517 | $677,729 | $96,866 | IRS |
| 990 | June 2023 | $1,219,897 | $1,275,829 | $13,078 | IRS |
| 990 | June 2022 | $758,071 | $725,855 | $69,010 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990 | June 2017 | – | – | – | 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 75-0819809).
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 75-0819809.
- 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 for the year ended June 2024.
- Who is the principal officer of PHI DELTA THETA FRATERNITY?
- The 990 for the year ended June 30, 2024 names Miles Masterson.
- Who are the officers and directors of PHI DELTA THETA FRATERNITY?
- The 990 for the year ended June 30, 2024 lists 18 people; 0 received compensation from the organization.
- How much revenue does PHI DELTA THETA FRATERNITY have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $761,517, expenses of $677,729 and total assets of $96,866 at year end.
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