Phi Delta Epsilon Medical Foundation
- Assets
- $859.2k
- Revenue
- $84.4k
- Investments
- $0.0
- Employees
- 0
- Location
- Louisville, KY
- Founding
- 08/1996
- Data as of
- 12/2021
- EIN
- 31-1464684
Organization Overview
Phi Delta Epsilon Medical Foundation is located in Louisville, KY. The organization was established in 1996. According to its NTEE Classification (G03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Voluntary Health Associations & Medical Disciplines and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Phi Delta Epsilon Medical Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Phi Delta Epsilon Medical Foundation generated $84.4k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.4% each year. All expenses for the organization totaled $59.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE EDUCATIONAL RESOURCES TO PHI DELTA EPSILON FRATERNITY MEMBERS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVIDE EDUCATIONAL SERVICES TO MEMBERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lowell Katz MD President | Officer | 5 | $0 |
Barbara Isaacs MD Treasurer | Officer | 5 | $0 |
Brian Zachariah MD Director | Trustee | 5 | $0 |
Steve Soldinger MD Director | Trustee | 5 | $0 |
Karen Barnes MD Director | Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $6,449 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $6,449 |
| Total Program Service Revenue | $0 |
| Investment income | $20,684 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $57,316 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $84,449 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $39,179 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,250 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $11,385 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $30 |
| Total functional expenses | $59,891 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,648 |
| Savings and temporary cash investments | $21,561 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $833,965 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $859,174 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $684,174 |
| Net assets with donor restrictions | $175,000 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $859,174 |
Grants Awarded
Over the last fiscal year, Phi Delta Epsilon Medical Foundation has awarded $39,179 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Louisville, KY PURPOSE: GENERAL FUND | $23,879 |
Kansas City, MO PURPOSE: GENERAL FUND | $15,300 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
American Roentgen Ray Society Leesburg, VA | $36,171,953 | $9,848,662 |
Public Health Accreditation Board Alexandria, VA | $6,402,113 | $3,985,968 |
Society Of Surgical Oncology Inc Rosemont, IL | $13,679,092 | $7,112,657 |
American Society Of Neuroradiology Oak Brook, IL | $16,352,538 | $4,175,596 |
Society Of General Internal Medicine Alexandria, VA | $9,837,369 | $3,557,166 |
American Association Of Neurological Surgeons Inc Rolling Meadows, IL | $10,516,824 | $3,805,612 |
American Board Of Thoracic Surgery Inc Chicago, IL | $24,489,789 | $2,529,487 |
Osler Institute Terre Haute, IN | $19,048,108 | $2,627,815 |
The American College Of Psychiatrists Inc Chicago, IL | $9,840,990 | $2,254,996 |
International Gynecologic Cancer Society Inc Louisville, KY | $2,240,690 | $1,297,279 |
American College Of Toxicology Reston, VA | $7,238,636 | $2,341,711 |
Chicago Medical Society Foundation Chicago, IL | $4,387,955 | $386,057 |