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Delta Gamma Fraternity FY2020 filing

Not tax-deductible

Upper Arlngtn, OH501(c)(7)Since 1951EIN 31-4164901Revenue $6.3M in FY2020

On file with the IRSdeltagamma.org3250 Riverside Dr, 43221-1725 · Upper Arlngtn, OHTax-exempt since Dec 1951

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Development of character and the promotion of the social, literary, and intellectual culture of its members.

$140K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $517K a year · 7% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$140K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 10.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $72K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$907K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.3M
Spent
$5.8M
Net assets
$14.2M
By yearFY2020–FY2025
Revenue
$6.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$6.3M
FY2021$6.5M
FY2022$7.6M
FY2023$6.8M
FY2024$7.2M
FY2025$8.0M
Expenses
$5.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5.8M
FY2021$4.4M
FY2022$6.2M
FY2023$7.0M
FY2024$7.7M
FY2025$8.2M
Net assets
$14.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$14.2M
FY2021$17.1M
FY2022$17.6M
FY2023$17.8M
FY2024$17.6M
FY2025$17.3M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1951.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

8 people listed on the 990; $140K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Tracey Doebling Williams
Executive Director
$139,970Pt VII · Sec A
Joanna Rosenow Shook
Council Trustee - Collegians
$0Pt VII · Sec A
Sheri Ann Senne
Council Trustee - Alumnae
$0Pt VII · Sec A
Kathleen Brady Stanton
Council Trustee - Fraternity Programming
$0Pt VII · Sec A
Carolyn Schnure Hill
Council Trustee - Membership
$0Pt VII · Sec A
Staige Davis Hodges
Council Trustee - Communications
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Tracey Doebling Williams$187,296$178,187$195,513$155,414$154,156$139,970

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Cultivates members' character and promotes their social, literary, and intellectual growth.

Questions for Delta Gamma Fraternity

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Provided by the organization

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3 programs · in their own filed words · FY2019
01

Collegiate Services

The fraternity provides services to its collegiate chapters including regular staff visits, publications, resources, oversight and guidance.

Pt IX · col B
02

Quarterly Magazine

The fraternity publishes a quarterly magazine which contains both general educational and fraternity specific education materials.

Pt IX · col B
03

Alumnae Services

The fraternity provides services to its alumnae groups primarily through the maintenance and updating of membership records.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Delta Gamma Fraternity Housing CorporationFY2024$72K
Total grants receivedfrom 1 funder$72K
Grants paid · 7 grants · $153K · 2019–2023
Foundation for Fraternal Excellence INCIN · FY2023$25,000
National Panhellenic ConferenceIN · FY2023$20,000
Delta Gamma FoundationOH · FY2022$45,849
Loveland Foundation INCNY · FY2019$25,000
Fraternity and Sorority Action FundDC · FY2019$25,000
Association of Fraternitysorority Advisors FoundationFY2019$7,500
Unitemized GrantFY2019$4,945

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$6.3M
Ln 12
Fees for servicesLn 2g$4.6M
Gifts and grantsLn 1h$908K
Other incomeLn 4–11$657K
Money outPt IX
$5.8M
Ln 25
Owns and owesPt X
$14.2M
net assets · Ln 32
Cash and savingsLn 1–2$5.0M
Total assetsLn 16$15.1M
LiabilitiesLn 26$907K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$908K
Fees for servicesLn 2g$4.6M
Investment incomeLn 3$127K
Other incomeLn 4–11$657K
Gains on assetsLn 7−$6K
Total revenueLn 12$6.3M
Assets in detailPt X, end of year
CashLn 1$594K
SavingsLn 2$4.4M
Cash and savings togetherLn 1–2$5.0M
InvestmentsLn 11–13$3.8M
Land, buildings, equipmentLn 10c$1.9M
Other assetsLn 15$16K
Total assetsLn 16$15.1M
LiabilitiesLn 26$907K
Net assetsLn 32$14.2M
OperationsPt I, VI
EmployeesI 5135
VolunteersI 6118
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$4.2M$5.0M
InvestmentsLn 11–13$4.1M$3.8M
Land, buildings, equipmentLn 10c$1.8M$1.9M
Total assetsLn 16$14.8M$15.1M
LiabilitiesLn 26$1.2M$907K
Net assetsLn 32$13.6M$14.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$84K
Grants to domestic individualsLn 2$5K
Pay of current officers, directors and key staffLn 5$160K
Other salaries and wagesLn 7$1.9M
Pension plan contributionsLn 8$88K
Other employee benefitsLn 9$187K
Payroll taxesLn 10$187K
Management feesLn 11a$4K
Legal feesLn 11b$24K
Accounting feesLn 11c$33K
Investment management feesLn 11f$31K
Other fees for servicesLn 11g$186K
Advertising and promotionLn 12$198K
Office expensesLn 13$275K
Information technologyLn 14$341K
OccupancyLn 16$143K
TravelLn 17$1.2M
Conferences, conventions and meetingsLn 19$288K
Depreciation, depletion and amortizationLn 22$87K
InsuranceLn 23$60K
Other expenses (24a–d)Ln 24$200K
All other expensesLn 24e$62K
Total functional expensesLn 25$5.8M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $8.0M$8.2M−$217K$17.3M 990 PDF
FY2024 $7.2M$7.7M−$554K$17.6M 990 PDF
FY2023 $6.8M$7.0M−$210K$17.8M 990 PDF
FY2022 $7.6M$6.2M$1.4M$17.6M 990 PDF
FY2021 $6.5M$4.4M$2.2M$17.1M 990 PDF
FY2020 Viewing $6.3M$5.8M$540K$14.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $6,324,839 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,305,616$908,352
I-9 Program service revenuePrior year $4,754,984$4,632,463
I-10 Investment incomePrior year $138,659$126,960
I-11 Other revenuePrior year $609,196$657,064
I-12 Total revenuePrior year $6,808,455$6,324,839
I-13 Grants and similar amounts paidPrior year $54,058$88,495
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,496,348$2,525,564
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,096,370$3,171,008
I-18 Total expensesPrior year $6,646,776$5,785,067
I-19 Revenue less expensesPrior year $161,679$539,772
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,324,839 across 10 lines filed
VIII-1d Related organizations$25,000
VIII-1f All other contributions, gifts and grants$883,352
VIII-1h Total contributions, gifts and grants$908,352
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,632,463$4,632,463
VIII-3 Investment incomeUnrelated business $32,297 · Excluded from tax $100,257$132,554
VIII-5 RoyaltiesUnrelated business $21,401 · Excluded from tax $359,244$380,645
VIII-6 Net rental income or lossUnrelated business $26,264$26,264
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$5,594−$5,594
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $149,882 · Unrelated business $100,273$250,155
VIII-12 Total revenueRelated to mission $4,782,345 · Unrelated business $180,235 · Excluded from tax $453,907$6,324,839
Part IX · Statement of functional expenses $5,785,067 across 22 lines filed
IX-1 Grants to domestic organizations$83,550
IX-2 Grants to domestic individuals$4,945
IX-5 Pay of current officers, directors and key staff$160,357
IX-7 Other salaries and wages$1,903,182
IX-8 Pension plan contributions$88,069
IX-9 Other employee benefits$187,043
IX-10 Payroll taxes$186,913
IX-11a Management fees$4,350
IX-11b Legal fees$23,703
IX-11c Accounting fees$33,000
IX-11f Investment management fees$31,297
IX-11g Other fees for services$185,946
IX-12 Advertising and promotion$197,640
IX-13 Office expenses$275,345
IX-14 Information technology$341,204
IX-16 Occupancy$143,250
IX-17 Travel$1,238,546
IX-19 Conferences, conventions and meetings$288,446
IX-22 Depreciation, depletion and amortization$86,827
IX-23 Insurance$59,864
IX-24 Other expenses (24a–d)$199,817
IX-24e All other expenses$61,773
IX-25 Total functional expenses$5,785,067
Part X · Balance sheet $15,134,791 assets, 17 lines filed
Asset lines not itemized here account for $3,306,700; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $826,545$593,530
X-2 Savings and temporary cash investmentsStart of year $3,404,474$4,420,224
X-4 Accounts receivableStart of year $696,337$821,445
X-8 Inventories for sale or useStart of year $4,029$8,323
X-9 Prepaid expenses and deferred chargesStart of year $372,416$335,539
X-10c Land, buildings and equipment, netStart of year $1,792,675$1,857,381
X-11 Publicly traded securitiesStart of year $2,255,228$2,544,745
X-12 Other securitiesStart of year $1,796,720$1,231,121
X-15 Other assetsStart of year $101,237$15,783
X-16 Total assetsStart of year $14,823,049$15,134,791
X-17 Accounts payable and accrued expensesStart of year $771,220$479,622
X-19 Deferred revenueStart of year $9,953$7,252
X-25 Other liabilitiesStart of year $421,037$419,627
X-26 Total liabilitiesStart of year $1,202,210$906,501
X-27 Net assets without donor restrictionsStart of year $13,620,839$14,228,290
X-32 Total net assets or fund balancesStart of year $13,620,839$14,228,290
X-33 Total liabilities and net assetsStart of year $14,823,049$15,134,791
Part XI · Reconciliation of net assets $14,228,290 net assets at year end
XI-1 Total revenue$6,324,839
XI-2 Total expenses$5,785,067
XI-3 Revenue less expenses$539,772
XI-4 Net assets at start of year$13,620,839
XI-5 Net unrealized gains (losses) on investments$67,679
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$14,228,290

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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