Civic Intelligence

Phi Theta Gamma

990EZ • Fiscal year 2015 • EIN 27-3771098

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization ProfileN/A
1329 N University Dr No A-3Nacogdoches, TX 75961

(214) 723-2739

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

53rd percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

7th percentile

-27%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-37%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$6,721

Down $3,925 (-37%) from 2014

Net Assets

Down

$6,721

Down $3,925 (-37%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin7th percentile

Revenue

Up

$14,295

Up $1,627 (+13%) from 2014

Expenses

Up

$18,220

Up $1,514 (+9.1%) from 2014

Net Income

Up

-$3,925

Up $113 (+2.8%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2015

Assets$6,721
Liabilities$0
Net Assets$6,721
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$14,295
Expenses$18,220
Net Income-$3,925
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$20,515
Mission and Program Overview

Mission

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 Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL VAUGHNPresident-$0--
RACHEL TODDVice President-$0--
FAITH SMITHTreasurer-$0--
MORGAN CURLScholarships-$0--
REBECCA HERRODNew Member Educator-$0--
ALEXANDRA POWELLSisterhood-$0--
CAITLIN CUMMINSSocial Coordinator-$0--
LEAH HOUSERPhilanthropy-$0--
TANYA MORENOHistorian-$0--
KIMBERLY LINEHANRecruitment-$0--
Filing and Contact Details

Filer

Filer Name
Phi Theta Gamma
EIN
27-3771098
Phone
2147232739
Address
1329 N UNIVERSITY DR NO A-3, NACOGDOCHES, TX 75961

Signing Officer

Name
Rachel Vaughn
Title
2015 President
Phone
2147232739
Signed
2016-05-10
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: 3,880. Description: recruitment expense. Amount: 1,097. Description: miscellaneouce exp. Amount: 705. Description: supplies. Amount: 1,756. Description: donations. Amount: 1,090. Description: meals & entertainment. Amount: 563. Description: bank fees. Amount: 64. Description: insurance. Amount: 4,873. Description: adwards & advancement. Amount: 867. Description: business registations. Amount: 40. Description: dues & subscriptions. Amount: 395. Description: office expense. Amount: 16. Description: public relations (sponsorships & ads). Amount: 20. Total to form 990-ez, line 16: 15,366.”

Raw XML Appendix149 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
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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/BOYAmt010646
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06721
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3925
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010646
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06721
IRS990EZ/FundraisingGrossIncomeAmt01761
IRS990EZ/GrossReceiptsAmt020515
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010646
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06721
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010646
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06721
IRS990EZ/OccupancyRentUtltsAndMaintAmt02490
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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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/PersonNm0RACHEL VAUGHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FAITH SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MORGAN CURL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REBECCA HERROD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALEXANDRA POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAITLIN CUMMINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LEAH HOUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TANYA MORENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KIMBERLY LINEHAN
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9RECRUITMENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015366
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION RAISING AWARENESS FOR AUTISM THROUGH FUNDRAISERS AND DONATIONS.
IRS990EZ/PrintingPublicationsPostageAmt089
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/SpecialEventsDirectExpensesAmt06220
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4459
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt018220
IRS990EZ/TotalRevenueAmt014295
IRS990EZ/TypeOfOrganizationOtherDesc0CHARITABLE SORORITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEETING EXPENSE. AMOUNT: 3,880. DESCRIPTION: RECRUITMENT EXPENSE. AMOUNT: 1,097. DESCRIPTION: MISCELLANEOUCE EXP. AMOUNT: 705. DESCRIPTION: SUPPLIES. AMOUNT: 1,756. DESCRIPTION: DONATIONS. AMOUNT: 1,090. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 563. DESCRIPTION: BANK FEES. AMOUNT: 64. DESCRIPTION: INSURANCE. AMOUNT: 4,873. DESCRIPTION: ADWARDS & ADVANCEMENT. AMOUNT: 867. DESCRIPTION: BUSINESS REGISTATIONS. AMOUNT: 40. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 395. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 16. DESCRIPTION: PUBLIC RELATIONS (SPONSORSHIPS & ADS). AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 15,366.
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL VAUGHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02015 PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02147232739
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI THETA GAMMA
ReturnHeader/Filer/BusinessNameControlTxt0PHIT
ReturnHeader/Filer/EIN0273771098
ReturnHeader/Filer/PhoneNum02147232739
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/ReturnTs02016-05-16T13:17:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,721
Liabilities
$0
Net assets
$6,721
Revenue
$14,295
Expenses
$18,220
Net income
-$3,925
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
2015Detailed filing. Detailed filing data is available for this year.$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