Civic Intelligence

Houston Delta Gamma Foundation

990 • Fiscal year 2015 • EIN 23-7259903

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

PO Box 130871Houston, TX 77219

(281) 546-8161

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

60th percentile

4.7%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

41%

Faster revenue growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$548,007

Up $24,639 (+4.7%) from 2014

Net Assets

Up

$548,007

Up $24,639 (+4.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$69,389

Up $20,031 (+41%) from 2014

Expenses

Up

$39,644

Up $17,681 (+81%) from 2014

Net Income

Up

$29,745

Up $2,350 (+8.6%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $435,588Net Assets 2013: $435,5882013Assets 2014: $523,368Liabilities 2014: $0Net Assets 2014: $523,3682014Assets 2015: $548,007Liabilities 2015: $0Net Assets 2015: $548,0072015Assets 2016: $539,417Liabilities 2016: $0Net Assets 2016: $539,4172016Assets 2017: $533,969Liabilities 2017: $0Net Assets 2017: $533,9692017Assets 2018: $500,920Liabilities 2018: $0Net Assets 2018: $500,9202018Assets 2019: $503,783Liabilities 2019: $0Net Assets 2019: $503,7832019Assets 2020: $491,636Liabilities 2020: $0Net Assets 2020: $491,6362020Assets 2021: $456,659Net Assets 2021: $456,6592021Assets 2022: $440,185Net Assets 2022: $440,1852022Assets 2023: $470,584Net Assets 2023: $470,5842023Assets 2024: $449,042Net Assets 2024: $449,0422024

Highlighted filing

2015

Assets$548,007
Liabilities$0
Net Assets$548,007

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2013: $43,536Expenses 2013: $37,768Net Income 2013: $5,7682013Revenue 2014: $49,358Expenses 2014: $21,963Net Income 2014: $27,3952014Revenue 2015: $69,389Expenses 2015: $39,644Net Income 2015: $29,7452015Revenue 2016: $42,365Expenses 2016: $50,955Net Income 2016: -$8,5902016Revenue 2017: $82,017Expenses 2017: $52,269Net Income 2017: $29,7482017Revenue 2018: $29,927Expenses 2018: $84,010Net Income 2018: -$54,0832018Revenue 2019: $28,294Expenses 2019: $25,431Net Income 2019: $2,8632019Revenue 2020: $29,290Expenses 2020: $41,521Net Income 2020: -$12,2312020Revenue 2021: $56,141Expenses 2021: $91,118Net Income 2021: -$34,9772021Revenue 2022: $32,541Expenses 2022: $43,983Net Income 2022: -$11,4422022Revenue 2023: $79,440Expenses 2023: $49,041Net Income 2023: $30,3992023Revenue 2024: $38,770Expenses 2024: $60,312Net Income 2024: -$21,5422024

Highlighted filing

2015

Revenue$69,389
Expenses$39,644
Net Income$29,745
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.0
Gross Receipts
$102,942
Mission and Program Overview

Mission

Support of the houston lighthouse for the blind: the houston delta gamma foundation is dedicated to assisting the visually impaired in the greater houston area. The foundation helps fill the gaps in services benefiting the visually impaired through its own programs and in collaboration with a variety of service organizations to: help prevent blindness through education and medical interventions; help support counseling for low-vision patients and their families; provide cultural-enrichment programs for the visually impaired;make equipment available to aid blind and low-vision patients; provide scholarships and tuition assistance for the visually impaired, and; provide assistance to needy, visually impaired individuals for their general welfare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$469,754$473,991▲ $4,237
Cash and Non-Interest-Bearing Accounts$53,614$74,016▲ $20,402
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$523,368$548,007▲ $24,639
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$523,368$548,007▲ $24,639
Total Net Assets Fund Balance$523,368$548,007▲ $24,639
Total Liabilities and Net Assets / Fund Balance$523,368$548,007▲ $24,639
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karen KingPresident
Erin GrahamPresident Elect
ANGELA O'PRYVice President
Kathy TauberVice President
Morgan SwanVice President
Sheridan Prause SlaterBoard Develp
Adrianne ChangDirector
Ammie TerryDirector
Cathy MayoDirector
Katy NelsonDirector
Ragna HenrichsDirector
Sidney MckenzieDirector
Sue MinerDirector
Suzanne KelleyDirector
Tara HayesDirector
Julie CaggianoCorrespond. Sec
Carre ConstansHistorian
Paige PiznarRecording Sec.
Kristin SmithTreasurer
Tabatha UrechTreasurer Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$6,414
Program Service Revenue
$0
Investment Income
$27,201
Other Revenue
$35,774
All Other Contributions
$6,414
Change in Net Assets
$29,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,000
Other Expenses$7,644
Total Fundraising Expense$97
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,000--$32,000
Information Technology-$3,023-$3,023
Occupancy-$1,142-$1,142
Advertising-$705-$705
Fees for Services Accounting-$300-$300
Office Expenses-$76-$76
Other Expenses$498$5$97$5
Total Functional Expenses$32,498$7,049$97$39,644
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Lighthouse of HoustonHouston, TX--$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,266
Fundraising Direct Expenses$19,492
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$55,266$55,266$4,464$50,802
Total Events$55,266$55,266$19,492$35,774
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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, Part VI, Line 11B: Form 990 Review Process

Board of directors reviews and approves a draft of the return before the return is finalized and filed.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Houston Delta Gamma Foundation
EIN
23-7259903
Phone
2815468161
Address
PO BOX 130871, HOUSTON, TX 77219

Signing Officer

Name
Kristin Smith
Title
Treasurer
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
13
Employees
0

Preparer

Firm
Bruce A Sostak PC
Address
3309 SANTANA LANE, Plano, TX 75023
Preparer
Bruce a Sostak
Phone
9725670260
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5RECORDING SEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7CORRESPOND. SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD DEVELP
IRS990/Form990PartVIISectionAGrp/TitleTxt9HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
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IRS990/MissionDesc0SUPPORT OF THE HOUSTON LIGHTHOUSE FOR THE BLIND: THE HOUSTON DELTA GAMMA FOUNDATION IS DEDICATED TO ASSISTING THE VISUALLY IMPAIRED IN THE GREATER HOUSTON AREA. THE FOUNDATION HELPS FILL THE GAPS IN SERVICES BENEFITING THE VISUALLY IMPAIRED THROUGH ITS OWN PROGRAMS AND IN COLLABORATION WITH A VARIETY OF SERVICE ORGANIZATIONS TO: HELP PREVENT BLINDNESS THROUGH EDUCATION AND MEDICAL INTERVENTIONS; HELP SUPPORT COUNSELING FOR LOW-VISION PATIENTS AND THEIR FAMILIES; PROVIDE CULTURAL-ENRICHMENT PROGRAMS FOR THE VISUALLY IMPAIRED;MAKE EQUIPMENT AVAILABLE TO AID BLIND AND LOW-VISION PATIENTS; PROVIDE SCHOLARSHIPS AND TUITION ASSISTANCE FOR THE VISUALLY IMPAIRED, AND; PROVIDE ASSISTANCE TO NEEDY, VISUALLY IMPAIRED INDIVIDUALS FOR THEIR GENERAL WELFARE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PURCHASES LOW VISION AIDS AND EYEGLASSES FOR INDIGENT PERSONS THROUGH REFERRALS FROM THE HERMANN EYE CENTER, THE UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY GOOD NEIGHBOR CENTER FOR SIGHT ENHANCEMENT, AND OTHERS. IT ALSO PURCHASES NEEDED EQUIPMENT FOR INSTITUTIONS PROVIDING CLIENT SERVICES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0TRIPS FOR VISUALLY IMPAIRED STUDENTS.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01831

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