Civic Intelligence

Phi Theta Gamma

EIN 27-3771098 • 501(c)7 • Nacogdoches, TX

Profile

Social organization raising awareness for autism through fundraisers and donations.

1329 N University Dr No A-3Nacogdoches, TX 75961
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-401%

Higher net margin than 2% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

6th percentile

-98%

Faster asset growth than 6% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-65%

Faster revenue growth than 6% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$6,686

Up $2,810 (+72%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$6,686

Up $2,810 (+72%) from 2018

Operations
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$4,641

Down $5,250 (-53%) from 2018

Expenses

Down

$2,700

Down $8,941 (-77%) from 2018

Net Income

Up

$1,941

Up $3,691 (+211%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2013: $14,684Liabilities 2013: $0Net Assets 2013: $14,6842013Assets 2014: $10,646Liabilities 2014: $0Net Assets 2014: $10,6462014Assets 2015: $6,721Liabilities 2015: $0Net Assets 2015: $6,7212015Assets 2017: $5,626Liabilities 2017: $0Net Assets 2017: $5,6262017Assets 2018: $3,876Liabilities 2018: $0Net Assets 2018: $3,8762018Assets 2020: $6,686Liabilities 2020: $0Net Assets 2020: $6,6862020

Highlighted filing

2020

Assets$6,686
Liabilities$0
Net Assets$6,686
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2013: $14,357Expenses 2013: $13,732Net Income 2013: $6252013Revenue 2014: $12,668Expenses 2014: $16,706Net Income 2014: -$4,0382014Revenue 2015: $14,295Expenses 2015: $18,220Net Income 2015: -$3,9252015Revenue 2017: $19,510Expenses 2017: $16,799Net Income 2017: $2,7112017Revenue 2018: $9,891Expenses 2018: $11,641Net Income 2018: -$1,7502018Revenue 2020: $4,641Expenses 2020: $2,700Net Income 2020: $1,9412020

Highlighted filing

2020

Revenue$4,641
Expenses$2,700
Net Income$1,941
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,686
Liabilities
$0
Net assets
$6,686
Revenue
$4,641
Expenses
$2,700
Net income
$1,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.00$6.69$4.64$2.70$1.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$9.89$11.6$1.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$19.5$16.8$2.71
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.00$6.72$14.3$18.2$3.93
2014Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$12.7$16.7$4.04
2013Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$14.4$13.7$0.63
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$13,286
Mission and Program Overview

Mission

Raising awareness for autism

Social organization raising awareness for autism through fundraisers and donations.

Program Services

DescriptionGrantsExpenses
SOCIAL ORGANIZATION RAISING AWARENESS FOR AUTISM THROUGH FUNDRAISERS AND DONATIONS.$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELBY MCNAMARAPresident-$0--
REIGHLY THOMPSONVice President-$0--
FAITH SMITHTreasurer-$0--
EMILIE KESTNERScholarships-$0--
MORGAN CURLNew Member Educator-$0--
RACHEL TODDSisterhood-$0--
MYRA COWARTSocial Coordinator-$0--
MYRA COWARTPhilanthropy & Recruitment-$0--
CATHERINE MARKENHistorian-$0--
FAYE JAMESPhilanthropy & Recruitment-$0--
Filing and Contact Details

Filer

Filer Name
Phi Theta Gamma
EIN
27-3771098
Address
1329 N UNIVERSITY DR NO A-3, NACOGDOCHES, TX 75961

Signing Officer

Name
Rachel Vaughn
Title
2014 President
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Halls Johnson Mclemore & Redfield Llp
Address
1329 N UNIVERSITY DRIVE STE A-3, NACOGDOCHES, TX 75961
Preparer
Michael Halls CPA
Phone
9365648186
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meeting expense. Amount: 1,672. Description: recruitment expense. Amount: 2,274. Description: reimbursements. Amount: 93. Description: miscellaneouce exp. Amount: 275. Description: supplies. Amount: 2,255. Description: donations. Amount: 1,826. Description: meals & entertainment. Amount: 1,106. Description: bank fees. Amount: 18. Description: insurance. Amount: 4,947. Description: retreat, conference, etc. Amount: 903. Total to form 990-ez, line 16: 15,369.”

Raw XML Appendix147 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ORGANIZATION'S CURRENT TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09365648186
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013056 SFA STATION
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NACOGDOCHES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075962
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014684
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010646
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4038
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014684
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010646
IRS990EZ/FundraisingGrossIncomeAmt0890
IRS990EZ/GrossReceiptsAmt013286
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt012396
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014684
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010646
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014684
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010646
IRS990EZ/OccupancyRentUtltsAndMaintAmt0975
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELBY MCNAMARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REIGHLY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FAITH SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILIE KESTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MORGAN CURL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RACHEL TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MYRA COWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MYRA COWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CATHERINE MARKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9FAYE JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SCHOLARSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NEW MEMBER EDUCATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SISTERHOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SOCIAL COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PHILANTHROPY & RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PHILANTHROPY & RECRUITMENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015369
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION RAISING AWARENESS FOR AUTISM THROUGH FUNDRAISERS AND DONATIONS.
IRS990EZ/PrintingPublicationsPostageAmt0137
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL ORGANIZATION RAISING AWARENESS FOR AUTISM THROUGH FUNDRAISERS AND DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0618
IRS990EZ/SpecialEventsNetIncomeLossAmt0272
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt016706
IRS990EZ/TotalRevenueAmt012668
IRS990EZ/TypeOfOrganizationOtherDesc0CHARITABLE SORORITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEETING EXPENSE. AMOUNT: 1,672. DESCRIPTION: RECRUITMENT EXPENSE. AMOUNT: 2,274. DESCRIPTION: REIMBURSEMENTS. AMOUNT: 93. DESCRIPTION: MISCELLANEOUCE EXP. AMOUNT: 275. DESCRIPTION: SUPPLIES. AMOUNT: 2,255. DESCRIPTION: DONATIONS. AMOUNT: 1,826. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 1,106. DESCRIPTION: BANK FEES. AMOUNT: 18. DESCRIPTION: INSURANCE. AMOUNT: 4,947. DESCRIPTION: RETREAT, CONFERENCE, ETC. AMOUNT: 903. TOTAL TO FORM 990-EZ, LINE 16: 15,369.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL VAUGHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02014 PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI THETA GAMMA
ReturnHeader/Filer/BusinessNameControlTxt0PHIT
ReturnHeader/Filer/EIN0273771098
ReturnHeader/Filer/USAddress/AddressLine1Txt01329 N UNIVERSITY DR NO A-3
ReturnHeader/Filer/USAddress/CityNm0NACOGDOCHES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075961
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752966974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALLS JOHNSON MCLEMORE & REDFIELD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 N UNIVERSITY DRIVE STE A-3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NACOGDOCHES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075961
ReturnHeader/PreparerPersonGrp/PhoneNum09365648186
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL HALLS CPA
ReturnHeader/ReturnTs02015-05-14T11:21:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)7 • <$500k nonprofits