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Governance Register
US nonprofit · EIN 530125862 · Lexington, KYiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 530125862)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 30 June 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).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.Principal officer IRS Form 990-N (e-Postcard) - principal officer named for tax year 2016.Licence US Federal Government public domain.How we handle data

PHI Gamma Delta Fraternity's network

9 peoplei9 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.

The board

9 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.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 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Aaron GreveCouncilor2025
1 yr
James NeilsonCouncilor2025
1 yr
Jon YatesCouncilor2023
3 yrs
Kevin HagaTreasurer2025
1 yr
Matt AmendVice President2023
3 yrs
Michael BassCouncilor2025
1 yr
Nolan BaloccoCouncilor2025
1 yr
Robert SiedellCompany secretary2023
3 yrs
TIM KilduffPresident2023
3 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Rob CaudillExecutive Directorsince 2020
Todd RogersEmployeesince 2023
Todd RotgersAssistant Ed2025
William MartinExecutive Directorsince 2018
William T ShierEmployeesince 2023

Pay and hours

year to 30 June 2025iFrom 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
Rob CaudillExecutive Director40$242k
William T ShierCFO40$121k
Todd RotgersAssistant Ed40$119k
Tim KilduffPresident2$0
Matt AmendVice President2$0
Kevin HagaTreasurer2$0
Robert SiedellSecretary2$0
Nolan BaloccoCouncilor2$0
Michael BassCouncilor2$0
Aaron GreveCouncilor2$0
James NeilsonCouncilor2$0
Jon YatesCouncilor2$0

About

Legal name
Phi Gamma Delta Fraternity
EIN
530125862
Address
1201 Red Mile Rd, Lexington, KY, 40504-2648
State
Kentucky
Mission
To promote social, intellectual and moral development of college men. (as filed on the Form 990)
IRS classification
501(c)07 (tax-exempt under section 501(c)(3) where shown)
Size band
8 (IRS master file code)
Formed
1998
Principal officer
Rob Caudill (as named on the Form 990)
IRS ruling date
1 November 1940
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2025

Most connected

Related organisations (Schedule R)

Longest observed on the filings

≥3years on the filingsJon Yates
≥3years on the filingsMatt Amend
≥3years on the filingsRobert Siedell
≥3years on the filingsTIM Kilduff

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$16.5m
Total liabilities
$210k
Net assets or fund balances
$16.3m
Contributions and grants received
$938k
Program service revenue
$3.8m
Employees
35

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$5.3m$7.3mDeficit $2m

As filed on the IRS Form 990. US dollars.