Civic Intelligence

Phi Theta Gamma

990EZ • Fiscal year 2017 • EIN 27-3771098

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 05, 2018

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

52nd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

76th percentile

14%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

22nd percentile

-8.5%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

79th percentile

17%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Down

$5,626

Down $1,095 (-16%) from 2015

Net Assets

Down

$5,626

Down $1,095 (-16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$19,510

Up $5,215 (+36%) from 2015

Expenses

Down

$16,799

Down $1,421 (-7.8%) from 2015

Net Income

Up

$2,711

Up $6,636 (+169%) from 2015

Historical Trend

Balance Sheet Trend

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

2017

Assets$5,626
Liabilities$0
Net Assets$5,626

Operations Trend

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

2017

Revenue$19,510
Expenses$16,799
Net Income$2,711
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 5, 2018
Return Version
2017v2.2
Gross Receipts
$19,808
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH D'AGOSTINOPresident-$0--
VICTORIA VASQUEZVice President-$0--
KATE TORRESTreasurer-$0--
NOEMI MANRIQUEZScholarships-$0--
DANI CASTILLOSisterhood-$0--
JAMIE MORREALEPhilanthropy-$0--
MIKAYLA WIEDEMANNHistorian-$0--
JOSIE MLYNARSKIRecruitment-$0--
MIKAYLA WIEDEMANNSecretary-$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
Victoria Vasquez
Title
2017 Treasurer
Phone
2147232739
Signed
2018-06-05
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: recruitment expense. Amount: 4,607. Description: miscellaneouce exp. Amount: 145. Description: supplies. Amount: 2,142. Description: donations. Amount: 1,072. Description: meals & entertainment. Amount: 995. Description: bank fees. Amount: 100. Description: adwards & advancement. Amount: 566. Description: public relations (sponsorships & ads). Amount: 1,045. Description: refunds. Amount: 234. Description: meeting expense. Amount: 81. Total to form 990-ez, line 16: 10,987.

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/BOYAmt02915
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05626
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH D'AGOSTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTORIA VASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATE TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NOEMI MANRIQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANI CASTILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMIE MORREALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKAYLA WIEDEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSIE MLYNARSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MIKAYLA WIEDEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SCHOLARSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SISTERHOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PHILANTHROPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010987
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION RAISING AWARENESS FOR AUTISM THROUGH FUNDRAISERS AND DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL ORGANIZATION RAISING AWARENESS FOR AUTISM THROUGH FUNDRAISERS AND DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
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IRS990EZ/TotalRevenueAmt019510
IRS990EZ/TypeOfOrganizationOtherDesc0CHARITABLE SORORITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: RECRUITMENT EXPENSE. AMOUNT: 4,607. DESCRIPTION: MISCELLANEOUCE EXP. AMOUNT: 145. DESCRIPTION: SUPPLIES. AMOUNT: 2,142. DESCRIPTION: DONATIONS. AMOUNT: 1,072. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 995. DESCRIPTION: BANK FEES. AMOUNT: 100. DESCRIPTION: ADWARDS & ADVANCEMENT. AMOUNT: 566. DESCRIPTION: PUBLIC RELATIONS (SPONSORSHIPS & ADS). AMOUNT: 1,045. DESCRIPTION: REFUNDS. AMOUNT: 234. DESCRIPTION: MEETING EXPENSE. AMOUNT: 81. TOTAL TO FORM 990-EZ, LINE 16: 10,987.
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/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/FilingSecurityInformation/IPTm011:34:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752966974
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075961
ReturnHeader/PreparerPersonGrp/PhoneNum09365648186
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL HALLS CPA
ReturnHeader/ReturnTs02018-06-12T11:44:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings