Civic Intelligence

Houston Delta Gamma Foundation

990 • Fiscal year 2018 • EIN 23-7259903

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

2nd percentile

-181%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

24th percentile

-6.2%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$500,920

Down $33,049 (-6.2%) from 2017

Net Assets

Down

$500,920

Down $33,049 (-6.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$29,927

Down $52,090 (-64%) from 2017

Expenses

Up

$84,010

Up $31,741 (+61%) from 2017

Net Income

Down

-$54,083

Down $83,831 (-282%) 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: $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

2018

Assets$500,920
Liabilities$0
Net Assets$500,920

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

2018

Revenue$29,927
Expenses$84,010
Net Income-$54,083
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$178,564
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$491,689$463,670▼ $28,019
Cash and Non-Interest-Bearing Accounts$42,276$37,250▼ $5,026
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$533,969$500,920▼ $33,049
Other Assets Total$4$0▼ $4
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$533,969$500,920▼ $33,049
Total Net Assets Fund Balance$533,969$500,920▼ $33,049
Total Liabilities and Net Assets / Fund Balance$533,969$500,920▼ $33,049
Compensation and Service Providers

Board Members and Trustees

NameTitle
Erin GrahamPast President
Wendy BallardPresident
Catherine HarboveVice President
Jordan Lewis SmithVice President
Julie CaggianoVice President
Morgan AbelsVice President
Aly HolmesDirector
Karen KingDirector
Ragna HenrichsDirector
Sidney MckenzieDirector
Valerie MilhollandDirector
Carre ConstansSecretary
Kristin SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,689
Program Service Revenue
$0
Investment Income
$23,262
Other Revenue
$4,976
All Other Contributions
$1,689
Change in Net Assets
$-54,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,773
Other Expenses$8,237
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,773--$75,773
Fees for Service Investment Mgmnt Fees-$4,902-$4,902
Fees for Services Accounting-$300-$300
Other Expenses$484$182-$182
All Other Expenses-$102-$102
Information Technology-$30-$30
Total Functional Expenses$76,257$7,753$0$84,010
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Univ of Houston OptometryHouston, TX--$12,500
Herman Eye FundHouston, TX--$12,000
The Lighthouse of HoustonHouston, TX--$8,500
Guide Dogs of TexasSan Antonio, TX--$6,250
Prevent Blindness TexasHouston, TX--$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,060
Fundraising Direct Expenses$5,084
Professional Fundraising Fees$0
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
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
TX
Voting Board Members
13
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/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/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0500920
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012417
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04976
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04976
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021034
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt04
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ANNUAL LUNCHEON
IRS990/OtherExpensesGrp/Desc1TRIPS FOR VISUALLY IMPARED
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3FOREIGN TAXES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2182
IRS990/OtherExpensesGrp/ProgramServicesAmt0484
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IRS990/OtherExpensesGrp/TotalAmt1484
IRS990/OtherExpensesGrp/TotalAmt2188
IRS990/OtherExpensesGrp/TotalAmt3182
IRS990/OtherRevenueTotalAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TRIPS FOR VISUALLY IMPAIRED STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0484
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06286
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt075116
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IRS990/PYTotalExpensesAmt052269
IRS990/PYTotalRevenueAmt082017
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IRS990/ReconcilationRevenueExpnssAmt0-54083
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06487
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0124966
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.34110
IRS990ScheduleA/InvestmentIncomePYPct00.31850
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046568
IRS990ScheduleA/Total509Grp/TotalAmt0159409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024166
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071894
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0241931
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt06250
IRS990ScheduleI/RecipientTable/CashGrantAmt112000
IRS990ScheduleI/RecipientTable/CashGrantAmt25500
IRS990ScheduleI/RecipientTable/CashGrantAmt38500
IRS990ScheduleI/RecipientTable/CashGrantAmt412500
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GUIDE DOGS OF TEXAS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HERMAN EYE FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PREVENT BLINDNESS TEXAS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE LIGHTHOUSE OF HOUSTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UNIV OF HOUSTON OPTOMETRY
IRS990ScheduleI/RecipientTable/RecipientEIN0741146781

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