Civic Intelligence

Gamma Beta Phi Society-Group Return

990 • Fiscal year 2018 • EIN 23-7047237

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

5204 Kingston PikeKnoxville, TN 37919

(865) 483-6212

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

58th percentile

7.1%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

5.3%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$398,628

Up $13,114 (+3.4%) from 2017

Net Assets

Up

$398,628

Up $13,114 (+3.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$183,530

Up $9,264 (+5.3%) from 2017

Expenses

Up

$170,416

Up $18,914 (+12%) from 2017

Net Income

Down

$13,114

Down $9,650 (-42%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2013: $311,020Liabilities 2013: $0Net Assets 2013: $311,0202013Assets 2014: $310,828Liabilities 2014: $0Net Assets 2014: $310,8282014Assets 2015: $345,701Liabilities 2015: $0Net Assets 2015: $345,7012015Assets 2016: $362,750Liabilities 2016: $0Net Assets 2016: $362,7502016Assets 2017: $385,514Liabilities 2017: $0Net Assets 2017: $385,5142017Assets 2018: $398,628Liabilities 2018: $0Net Assets 2018: $398,6282018Assets 2019: $426,539Liabilities 2019: $0Net Assets 2019: $426,5392019Assets 2020: $439,698Liabilities 2020: $0Net Assets 2020: $439,6982020Assets 2021: $469,492Liabilities 2021: $0Net Assets 2021: $469,4922021Assets 2022: $491,124Liabilities 2022: $0Net Assets 2022: $491,1242022

Highlighted filing

2018

Assets$398,628
Liabilities$0
Net Assets$398,628

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KExpenses 2013: $179,4022013Revenue 2014: $124,903Expenses 2014: $125,095Net Income 2014: -$1922014Revenue 2015: $129,581Expenses 2015: $94,708Net Income 2015: $34,8732015Revenue 2016: $173,212Expenses 2016: $156,163Net Income 2016: $17,0492016Revenue 2017: $174,266Expenses 2017: $151,502Net Income 2017: $22,7642017Revenue 2018: $183,530Expenses 2018: $170,416Net Income 2018: $13,1142018Revenue 2019: $141,953Expenses 2019: $114,042Net Income 2019: $27,9112019Revenue 2020: $59,830Expenses 2020: $46,671Net Income 2020: $13,1592020Revenue 2021: $82,489Expenses 2021: $52,695Net Income 2021: $29,7942021Revenue 2022: $42,729Expenses 2022: $21,097Net Income 2022: $21,6322022

Highlighted filing

2018

Revenue$183,530
Expenses$170,416
Net Income$13,114
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$183,530
Mission and Program Overview

Mission

Promotion of Academic excellence

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$385,514$398,628▲ $13,114
Cap Stk Tr Prin Current Funds$385,514$398,628▲ $13,114
Total Assets$385,514$398,628▲ $13,114
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$385,514$398,628▲ $13,114
Total Liabilities and Net Assets / Fund Balance$385,514$398,628▲ $13,114
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharon Jean-philippeNational President
Revenue and Support

Revenue Composition

Contributions and Grants
$183,530
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$13,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,416
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$80,417--$80,417
Conferences and Meetings$40,662--$40,662
Other Expenses$34,977--$34,977
Office Expenses$14,360--$14,360
Total Functional Expenses$170,416$0$0$170,416
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

HANDLED BY HEADQUARTERS

Governing documents etc available to public Part VI line 19

No documents are available to the general public other than the 990

Filing and Contact Details

Filer

Filer Name
Gamma Beta Phi Society Group Return
EIN
23-7047237
Address
5204 KINGSTON PIKE, KNOXVILLE, TN 37919

Signing Officer

Name
Sharon Jean Phillippe
Title
National Presid
Phone
8654836212
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1962
Legal Domicile
Tn
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Brackett Accounting Services
Address
5204 KINGSTON PIKE SUITE 28, Knoxville, TN 37919
Preparer
Barbara W Brackett CPA
Phone
8657662947
Raw XML Appendix248 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/MembershipDuesAmt0162915
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IRS990/MoreThan5000KToIndividualsInd0false
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ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits