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US nonprofit · EIN 346539803 · Oxford, OHiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 346539803)Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.State registers Colorado Secretary of State (17 October 2026).Licence US Federal Government public domain.How we handle data

PHI Delta Theta Foundation

Donations deductible
Revenue
$6m
year to 31 December 2024
Expenses
$3.5m
year to 31 December 2024
Total assets
$41.7m
$146k liabilities
Net assets
$41.6m
assets less liabilities
Directors and trustees
13
4.8 years on average
Staff
11
110 volunteers
Chair observed
≥4 yrs
Mark L Bye
Left since last filing
0
no seats appear to have opened
How am I connected?

PHI Delta Theta Foundation's network

13 people3 organisationsi13 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (13). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

13 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Mark L Bye ChairChairman2020
6 yrs
Albert R MillerTrustee2020
6 yrs
Bradley R ShaferTrustee2020
6 yrs
Christopher JonesTrustee2024
2 yrs
George WoodTrustee2023
3 yrs
Henry G Heren IVTrustee2023
3 yrs
Howard GellisTreasurer2020
6 yrs
J David AlmacyTrustee2023
3 yrs
Joseph W RoyceTrustee2020
6 yrs
Mark B ChandlerTrustee2023
3 yrs
Mark BrueggemanTrustee2022
4 yrs
Michael S HyattTrustee2020
6 yrs
William H Lappin Vice ChairmanTrustee2023
3 yrs
Under 5 years5 to 6 years6 years or moreShow all 13 →

Officers and senior leadership

4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Robert A BiggsPresident2020
Sean S WagnerPresidentsince 2020
Stephen BloomerSr. VP of Advancementsince 2020
W Andrew ColeSr. VP of Advancementsince 2023

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
W Andrew ColeSr. VP of Advancement40$132k$24k
Sean S WagnerPresident12$0$220k$35k
Bradley R ShaferTrustee1$0
Mark L ByeChairman1$0
Michael S HyattTrustee1$0
Joseph W RoyceTrustee1$0
Howard GellisTreasurer1$0
Albert R MillerTrustee1$0
Mark BrueggemanTrustee1$0
William H Lappin Vice ChairmanTrustee1$0
J David AlmacyTrustee1$0
Mark B ChandlerTrustee1$0
Henry G Heren IVTrustee1$0
George WoodTrustee1$0
Christopher JonesTrustee1$0

Colorado roster

23 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20253034244). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.
NameTitle as filed
Katie ShippDirector of Annual Giving
Henry HerenTrustee
Bradley ShaferTrustee
Landon KillionAdvancement Officer
Sean WagnerPresident
George WoodTrustee
J. David AlmacyTrustee
Joseph RoyceTrustee
William LappinVice Chair
William HarrisAdvancement Officer
Thomas ShumateSr. Vice President of Finance
Andrew ColeDirector of Advancement
Brayden HosmanAdvancement Officer
Michael HyattTrustee
Albert MillerTrustee
Mark ChandlerTrustee
Mark BrueggemanTrustee
Robert BiggsExecutive VP & CEO Emeritus
Howard GellisTreasurer
Bonnie SchillerScholarship & Impact Coordinator
Christopher JonesTrustee
Mark ByeChair
Shumate Thomas

About

Legal name
Phi Delta Theta Foundation
EIN
346539803
Address
2 S Campus Ave, Oxford, OH, 45056-1801
State
Ohio
Mission
To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning, and Rectitude. (as filed on the Form 990)
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Size band
8 (IRS master file code)
Formed
1958
Principal officer
Sean S Wagner (as named on the Form 990)
IRS ruling date
1 August 1963
Status
Code 01 (unconditional exemption)
Form 990 filings on record
4, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedPromote social & intellectual culturePhi Delta Theta Fraternity

Longest observed on the filings

≥6years on the filingsMark L Bye
≥6years on the filingsAlbert R Miller
≥6years on the filingsBradley R Shafer
≥6years on the filingsHoward Gellis

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$41.7m
Total liabilities
$146k
Net assets or fund balances
$41.6m
Contributions and grants received
$4.3m
Program service revenue
$0
Grants and similar paid out
$1.7m
Employees
11
Volunteers
110

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$6m$3.5m$2.5m

As filed on the IRS Form 990. US dollars.

Grants paid

9 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Phi Delta Theta FraternityEducational & leadership programs$788k
USC Phi Delt House CorpEducational Housing Grant$102k
Kappa Sigma Nu AssociationEducational Housing Grant$25k
Texas Gamma House CorporationEducational Housing Grant$20k
Phi Delta Theta Club ColumbiaEducational Housing Grant$14k
Alabama Beta ChapterEducational Housing Grant$14k
Sonoma State UnivEducational Program Grant$12k
Foundation for Fraternal ExceIndustry support$8k
Phi Delt Alumni AssociationEducational Housing Grant$7k